Joel Steven Rieck

Christopher Dunlevy is a financial advisor at Aspen Trail Wealth Management, LLC in Flagstaff, AZ, with 17 years of industry experience. He holds a Series 63 designation and previously worked at Aspen Trail Benefits & Insurance, LLC for 11 years. Aspen Trail Wealth Management provides discretionary portfolio management primarily for individuals and high-net-worth clients, using a fundamental analysis and long-term investing approach. The firm manages accounts based on documented risk tolerances and time horizons and typically requires a $1,000,000 account minimum.

Andrew Morgosh is a financial advisor at Aspen & Pine Asset Management in Flagstaff, AZ. He holds a Series 65 license and has been in the industry since 2026. Prior to joining Aspen & Pine, he worked at Just Appraised Inc. and Grand Canyon University. Aspen & Pine Asset Management offers discretionary investment management and annual financial planning primarily to individuals and high-net-worth households. The firm employs a systematic, rules-based investment approach using a proprietary quantitative framework and incorporates portfolio-level risk controls and position-size limits.

Michael Gorman is a CFP® with nine years of industry experience currently serving at Babb Wealth Advisors LLC. His previous roles include positions at BKD Wealth Advisors, Facet Wealth, and CBRE Group. In addition to his advisory work, he is a licensed insurance producer with Babb Financial Group, LLC, through which he occasionally offers insurance products. Babb Wealth Advisors provides financial planning and investment management to individuals, high-net-worth clients, corporations, charitable organizations, and retirement plans. The firm follows a passive, diversified, long-term, factor-based investment approach and offers services including discretionary portfolio management and unified managed accounts through Dimensional Fund Advisors.

Theodore Dwyer is a CFP® and ChFC® with 45 years of industry experience. He is the principal of Dwyer Financial, LLC, where he has worked since 2017. His prior experience includes roles at R.M. Stark & Co., Inc. and Arizona Central Credit Union, as well as extensive work with various insurance companies. Dwyer Financial, LLC is a state-licensed investment adviser serving individuals, trusts, retirement plans, businesses, and charitable organizations. The firm uses fundamental analysis and third-party research to build portfolios primarily composed of no-load, institutional, or load-waived mutual funds, and offers access to alternative investments and third-party due diligence for qualified clients.

Gabrielle Fitzwater is a financial advisor at Dwyer Financial, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at Me Financial PLLC and various insurance companies. Outside of financial advising, Fitzwater is the owner and web designer of Solette Media, a web design business based in Flagstaff, AZ. Dwyer Financial provides investment advisory services to individuals, trusts, retirement plans, businesses, and charitable organizations. The firm employs fundamental analysis to construct portfolios, offers access to SEI asset allocation models, and includes private and alternative investment offerings as part of its services.

Travis Babb is a CFP® with 17 years of industry experience and is the principal advisor at Babb Wealth Advisors LLC in Flagstaff, AZ. He has previously worked at Broker Dealer Financial Services and Desert Equity Lending, and he is also an owner and licensed insurance producer with Babb Financial Group, LLC. Babb Wealth Advisors LLC provides financial planning and portfolio management to individuals, corporations, charitable organizations, and retirement plans. The firm follows a passive, diversified, factor-based investment approach, emphasizing long-term strategies and using Investment Policy Statements tailored to client risk tolerance.