Lisa Sakai

Alan Anderson is a CFP® with 17 years of industry experience and is the sole advisor at Yavapai Financial Planning, L.L.C. in Prescott, AZ, where he has worked since 2012. His credentials include Series 63 and Series 65 licenses. Yavapai Financial Planning provides fee-only financial planning, investment consultation, and retirement-plan advice primarily to individual investors, trusts, estates, charitable organizations, and business clients. The firm emphasizes Modern Portfolio Theory, scenario analysis, and stress testing in its investment approach, operating mainly on a non-discretionary basis and offering educational workshops alongside direct asset management and third-party manager referrals.

Michael Beatty is a financial advisor with Prescott Investor Services, Inc. in Prescott, AZ, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with Prescott Investor Services since 1989. In addition to his advisory role, he is a licensed life and health insurance agent in Arizona. Prescott Investor Services primarily provides portfolio management and advisory services to individual investors, small institutions, and non-profit organizations. The firm employs a value-oriented, long-term investment approach focused on diversified holdings of mid- to large-cap dividend-paying equities and investment-grade fixed income, managing most accounts on a discretionary basis.

Christopher Oswalt is a CFP® professional with 11 years of experience in the financial services industry. He is the sole advisor at FiWheels, an independent registered investment adviser based in Prescott, AZ. Prior to founding FiWheels, Mr. Oswalt worked at LPL Financial and OneAZ Credit Union. He is also licensed as 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’s investment approach combines quantitative, fundamental, technical, and economic analysis across various securities, managing discretionary portfolios with a focus on income, retirement, and estate planning.

Brian Scott is a financial advisor with Kestra Advisory who holds a Series 66 designation and has nine years of industry experience. Prior to joining Kestra in 2023, he worked at Edward Jones for six years and served 11 years in the United States Marine Corps. He is also the owner of an LLC that manages operations supporting his financial advising activities and participates in a referral program through Dave Ramsey SmartVestor. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual clients. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, and manages approximately $79.8 billion in assets with a focus that includes large institutional investors.

Barbara Tweedy is a financial advisor at Tandem Investment Partners, LLC with 16 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Tandem since 2014. Tandem Investment Partners is a registered investment adviser managing approximately $200 million across individual, institutional, and retirement plan clients. The firm offers personalized discretionary portfolio management and non-discretionary retirement plan advisory services, utilizing a combination of fundamental and quantitative analysis along with modern portfolio theory.

Kendrick Webb is a financial advisor at Roxie Webb Securities Management, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Roxie Webb Securities Management since 2010. Kendrick also worked at IHT Wealth Management starting in 2026. Roxie Webb Securities Management is a small firm with two advisors, providing supported investment services.