James Hait is a financial advisor with Victory Wealth Services, LLC in Prescott, Arizona. He holds Series 63 and Series 65 licenses and has eight years of industry experience. In addition to his advisory role, he is the owner and managing member of Victory Insurance and Financial Services, LLC, and serves as president of Rocky Mountain Research Center, a scientific and educational nonprofit. Victory Wealth Services provides fee-based financial planning and portfolio management to individual clients, including both high-net-worth and non-HNW households. The firm offers public educational seminars and uses third-party model managers as part of its discretionary and non-discretionary investment management.

Shane Foster is a financial advisor at Victory Wealth Services, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Morgan Stanley and Plan A Wealth Management. Victory Wealth Services provides fee-based financial planning, portfolio management, and broader wealth management to individual clients, including both high-net-worth and non-HNW households. The firm offers public educational seminars and uses a combination of discretionary and non-discretionary management, often employing third-party sub-advisors and model portfolios through the AE Wealth Management platform.

Carrie Brumbaugh is a financial advisor at Victory Wealth Services, LLC with eight years of industry experience. She holds a Series 66 designation and has worked at firms including J.P. Morgan Securities and Bank of America. Outside of her advisory role, she is the Executive Director of Miss Yavapai County Scholarship Organization and operates a craft business called Covert Creative LLC. Victory Wealth Services provides fee-based financial planning and wealth management to individual clients, including both high-net-worth and non-HNW households. The firm employs a tailored approach to financial planning and portfolio management, utilizing third-party model managers and offering both discretionary and non-discretionary account management.