Kathleen Michele Barger

Arthur Walsh is a financial advisor at Kingsview Wealth Management, LLC with 13 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 13 years. Walsh is also the owner of Walsh Wealth Services LLC, a separate business entity used for tax and compensation purposes. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a range of investment options including equities, fixed income, and alternative products.

Ryan Rippy is a financial advisor with Dynamic, holding a Series 65 designation and one year of industry experience. He serves as Director of Montage Financial Education, a nonprofit offering financial education through online marketing and workshops. Additionally, he works as a Senior Loan Consultant with Desert Mountain Financial, Inc., and dedicates part of his time to insurance activities with Montage Insurance Services, LLC. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and unaffiliated registered investment advisers. The firm employs a long-term, client-specific portfolio construction approach and provides a range of services including portfolio management, financial planning, retirement plan services, and sub-advisory and practice-support services for other advisers.

Maurice Stuffmann Jr. is a financial advisor at Oppenheimer with Series 63 and Series 65 credentials and 56 years of industry experience. He has worked at Oppenheimer since 2001 and has been with Oppenheimer Asset Management Inc. since 2003. Outside of his advisory role, he serves as co-trustee of the Stuffmann Family Trust, involved in managing investment assets and estate planning. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment and retirement services across equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation with both discretionary and non-discretionary management approaches.

Matthew Vietri is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and experience since 2022. Prior to joining Focus Partners in 2024, he worked at InterOcean Capital LLC from 2022 to 2024 and attended Arizona State University from 2019 to 2023. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a broad range of wealth management and advisory services. The firm employs an investment approach combining active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside various portfolio management tools.

Scott Wheeler is a financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2002 and holds a Series 63 designation. Outside of his advisory role, Wheeler is involved in several business ventures including partnerships in commercial and ranch property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies with an extensive nationwide network of advisors and branches.

Brandan Kelley is a financial advisor with Edward Jones in Payson, AZ, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for 13 years at Chaparral Pines Golf Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.