Roger Howard Morris

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.

Brian Scott is a financial advisor with The Money and Values Group in Prescott, AZ, holding a Series 66 credential and having 10 years of industry experience. He has worked at firms including Edward Jones and Kestra Advisory Services. Scott participates in a financial advising referral program with Dave Ramsey SmartVestor. The Money and Values Group provides discretionary portfolio management and financial planning primarily for individual clients. The firm combines individualized portfolio management with financial planning, public educational seminars, and the ability to appoint other advisors to manage client accounts, employing fundamental analysis and third-party model portfolios to tailor strategies to client goals.

Irvin Brewer is a financial advisor at New Life Financial LLC in Prescott Valley, AZ, with 34 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Money Concepts Capital Corp from 2013 to 2017. Outside of his advisory role, he operates a snow removal business and holds a federal firearms license for buying, selling, and handling firearms. New Life Financial LLC serves individual clients with fee-based investment management and financial planning, focusing on custom, non-discretionary portfolio management. The firm uses fundamental analysis and a tactical allocation approach to manage risk and performance, implementing recommendations only with client approval.

Kimberly Hogue is a financial advisor with New Life Financial LLC in Prescott Valley, AZ, holding Series 63 and Series 65 credentials and with 24 years of industry experience. She has worked at New Life Financial since 2012 and is also an independent travel agent for Sisters Building Dreams, a separate business she has been involved with since the same year. New Life Financial LLC serves individual clients with fee-based investment management and financial planning, focusing on custom, non-discretionary portfolio management and tailored financial plans. The firm employs a tactical allocation approach using fundamental analysis and executes portfolio actions only with client approval.

Christopher Wright is the principal advisor at Wright Wealth Management Group in Prescott, AZ, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Realta Equities, Inc. and Center Street Securities. Outside of financial advising, Wright provides outdoor education to family, friends, and youth groups through his business, Longrange Outdoors LLC. Wright Wealth Management Group offers investment advisory services primarily to individual and high-net-worth clients, as well as trusts, estates, small businesses, and retirement plans. The firm focuses on educating clients and referring them to third-party investment advisors for discretionary portfolio management, using various analytical methods to evaluate suitability without accepting discretionary trading authority or custody of client assets.

James Poindexter is a CFP® and ChFC® with 36 years of industry experience. He is affiliated with Independent Wealth Network, Inc. and has worked there since 2017. Prior to that, he held roles at McDermott Investment Services, Brokers International Financial Services, and Broker Dealer Financial Services Corp. Outside of advising, he serves as a volunteer board member for two homeowners associations and provides trust preparation consulting with a licensed attorney. Independent Wealth Network, Inc. offers advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm tailors strategies to client goals using a combination of fundamental and technical analysis, discretionary portfolio management, and access to third-party managers and model portfolios.