Donald Laughlin is a financial advisor at Wiser Advisor Group in Phoenix, AZ, holding a Series 65 designation with one year of industry experience. Prior to joining Wiser Advisor Group, he served as President and CEO of White Mountain Economic Development, a nonprofit focused on workforce development and business incubation in rural Arizona. Laughlin's work outside of finance includes program delivery and entrepreneurial training through this nonprofit organization. Wiser Advisor Group serves both individual and institutional clients, offering discretionary and non-discretionary portfolio management, retirement plan consulting, and financial planning. The firm employs a discovery-based planning process and active portfolio management across a diverse range of investment vehicles, managing approximately $115 million for a small client base.

Larry Lytle is a CFP® professional with over 21 years of industry experience. He is affiliated with Wiser Advisor Group and has previously worked at firms including Quincy Wells Capital, Great Point Capital, RBC Capital Markets, Bank of America, and Merrill. Outside of his advisory role, he serves as treasurer for the nonprofit Folds of Honor and is involved in several entrepreneurial ventures focused on technology businesses and nonprofit consulting. Wiser Advisor Group is an SEC-registered firm that serves individuals, high-net-worth households, and various entities, providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a multifaceted investment approach combining fundamental, economic, technical, cyclical, and charting analysis, and is noted for its wrap-fee program and broad investment capabilities.

Zachary Lytle is a financial advisor with Wiser Advisor Group in Phoenix, AZ. He holds the Series 66 designation and has seven years of industry experience. Prior to joining Wiser Advisor Group, he worked at RBC Capital Markets, LLC and Great Point Capital, LLC. He is also an active owner of Wiser Venture, LLC, a business engaged in investment banking activities. Wiser Advisor Group is an SEC-registered advisory firm serving individual clients, including high-net-worth households, as well as corporations, non-profits, foundations, trusts, and qualified retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, utilizing an investment process that integrates multiple analytical approaches and employs both long- and short-term strategies.