Lisa Marie Ortega

John Farmer is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Independent Financial Group and Royal Alliance Associates. In addition to his advisory work, he teaches at Yavapai Community College. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

Scott Lang operates his practice, Evimeria Financial Group, at his main office in Prescott, AZ. His team also services clients in various states across the United States from Florida to Washington. He is an advisor associated with Thrivent Investment Management and holds Series 7, 63 and 65 licenses. He holds the industry professional designation of RICP® (Retirement Income Certified Professional). Evimeria Financial Group was formed in 2016. The two primary services provided at Evimeria Financial Group are Wealth Management and Financial Planning. He provides services to high net worth individuals and families. They also provide services to business owners and nonprofit organizations. Through their financial planning services, they deliver written recommendations on a variety of topics including retirement, asset allocation, tax efficient strategies, philanthropy, and estate planning. Evimeria Financial Group provides the opportunity to integrate planning with managed-account services (proprietary diversified investment portfolios) along with other needs based offerings to fulfill the scope of Wealth Management and Financial Planning services. Scott utilizes the support of various experienced industry professionals including but not limited to; fund managers, portfolio managers, chartered financial analysts, certified financial planners (CFP®), paraplanners, and the advanced planning and advice team.

Michelle Morris is a CFP® and Series 65 credentialed financial advisor with 14 years of industry experience. She is the principal of Brio Financial Planning in Quincy, MA, and has worked as a tax specialist at Leo J. Hart III since 2009. Brio Financial Planning is an independent, fee-only firm serving individuals and families with holistic financial planning and portfolio management. The firm focuses on goals-based planning, offering services such as tax preparation and typically managing assets on a non-discretionary basis with fixed retainer fees rather than percentage-of-AUM charges.

Alan Anderson is a CFP® professional with 18 years of industry experience. He has led Yavapai Financial Planning, L.L.C. in Prescott, AZ since 2012. Yavapai Financial Planning, L.L.C. is an independent, fee-only firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm emphasizes non-discretionary asset management using institutional mutual funds and ETFs, incorporates scenario analysis and stress testing in its investment approach, and offers financial planning and consultation through hourly or fixed-fee engagements.

Michael Beatty is a financial advisor with Prescott Investor Services, Inc. in Prescott, AZ, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has been with Prescott Investor Services since 1989. Michael is also a licensed life and health insurance agent in Arizona. Prescott Investor Services provides portfolio management and advisory services primarily to individuals and small institutions, including charitable organizations and pension plans. The firm follows a value-oriented investment approach focused on dividend-paying equities and investment-grade fixed income, managing accounts mostly on a discretionary basis.

Christopher Oswalt is a financial advisor at FiWheels with 12 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Prior to founding FiWheels, he worked at OneAZ Credit Union and LPL Financial, LLC. In addition to his advisory work, he is an insurance agent for commission-free, fixed insurance products in Arizona. FiWheels provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm uses a proprietary investment approach involving three “Wheels” for portfolio management and typically operates with discretionary authority to implement model allocations and trade decisions.