Richard Ambrose is a financial advisor at Axia Wealth Management Inc with 12 years of industry experience. He has worked at Axia Wealth Management since 2017 and previously at Merit Wealth Management from 2013 to 2017. Ambrose is a Certified Public Accountant and serves on the advisory board for BLC Prime Lending Fund II, LLC, providing industry advice to the real estate lending fund. Axia Wealth Management is a supported advisory firm serving individuals, high-net-worth clients, trusts, small businesses, and employer-sponsored retirement plans. The firm employs a long-term, evidence-based investment approach primarily using no-load mutual funds and passively managed ETFs, with services including discretionary portfolio management, financial planning, estate-planning coordination, and retirement-plan fiduciary services.

Chet Baxter is a CFP® with 15 years of industry experience, currently serving as an advisor at Axia Wealth Management Inc since 2017. Prior to this, he worked at Merit Wealth Management, LLC for seven years. Baxter holds a Series 65 license and is based in Bend, OR. Axia Wealth Management Inc is a small supported advisory firm with three advisors managing approximately $148 million in assets. The firm serves individuals, high-net-worth clients, trusts, small businesses, and employer-sponsored retirement plans, offering discretionary portfolio management and financial planning with a long-term, evidence-based investment approach focused on no-load mutual funds and passively managed ETFs.