Kathleen Marie Schroeder

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.

John Lawrence is a financial advisor with J.A. Lawrence Wealth Management and holds a Series 65 designation. He has six years of industry experience, including roles at Gibbs Wealth Management LLC and Lawrence & Monaghan Insurance Group, Inc. Outside of advising, he is a tennis coach at Ace Tennis Academy. J.A. Lawrence Wealth Management is an independent, state-registered investment adviser managing approximately $20.5 million for individuals, high-net-worth clients, trusts, and various organizations. The firm offers discretionary asset management and financial planning services, managing portfolios in-house using equities, fixed income, and ETFs with ongoing portfolio oversight and client communication primarily conducted by phone or secure video.

Michael Gorman is a CFP® with nine years of industry experience, currently serving as a financial advisor at Babb Wealth Advisors LLC in Flagstaff, AZ. His prior experience includes roles at BKD Wealth Advisors, Facet Wealth, and Experience Your Wealth, LLC. In addition to his advisory work, he is a licensed insurance producer with Babb Financial Group, offering insurance products and advice as part of his business activities. Babb Wealth Advisors LLC provides financial planning and discretionary portfolio management to individuals, corporations, pension plans, and charitable organizations. The firm uses a passive, diversified, factor-based investment approach and offers services including Unified Managed Accounts and wrap fee programs.

Theodore Dwyer is a CFP® and ChFC® with 46 years of industry experience. He is the principal of Dwyer Financial, LLC in Flagstaff, AZ, where he has worked since 2017. Prior to that, he held roles at R.M. Stark & Co., Inc., Arizona Central Credit Union, and various insurance companies over a span of nearly four decades. Dwyer Financial provides investment advisory services to individuals, trusts, pension and retirement plans, businesses, and charitable organizations. The firm employs fundamental analysis to construct portfolios, often using no-load or institutional mutual funds, and regularly incorporates private and alternative investments 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.