John Farmer is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Independent Financial Group and Royal Alliance Associates. In addition to his advisory work, he teaches at Yavapai Community College. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

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.

Michelle Morris is a CFP® and Series 65 credentialed financial advisor with 14 years of industry experience. She is the principal of Brio Financial Planning in Quincy, MA, and has worked as a tax specialist at Leo J. Hart III since 2009. Brio Financial Planning is an independent, fee-only firm serving individuals and families with holistic financial planning and portfolio management. The firm focuses on goals-based planning, offering services such as tax preparation and typically managing assets on a non-discretionary basis with fixed retainer fees rather than percentage-of-AUM charges.

Alan Anderson is a CFP® professional with 18 years of industry experience. He has led Yavapai Financial Planning, L.L.C. in Prescott, AZ since 2012. Yavapai Financial Planning, L.L.C. is an independent, fee-only firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm emphasizes non-discretionary asset management using institutional mutual funds and ETFs, incorporates scenario analysis and stress testing in its investment approach, and offers financial planning and consultation through hourly or fixed-fee engagements.

Michael Beatty is a financial advisor with Prescott Investor Services, Inc. in Prescott, AZ, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has been with Prescott Investor Services since 1989. Michael is also a licensed life and health insurance agent in Arizona. Prescott Investor Services provides portfolio management and advisory services primarily to individuals and small institutions, including charitable organizations and pension plans. The firm follows a value-oriented investment approach focused on dividend-paying equities and investment-grade fixed income, managing accounts mostly on a discretionary basis.

Christopher Oswalt is a financial advisor at FiWheels with 12 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Prior to founding FiWheels, he worked at OneAZ Credit Union and LPL Financial, LLC. In addition to his advisory work, he is 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 uses a proprietary investment approach involving three “Wheels” for portfolio management and typically operates with discretionary authority to implement model allocations and trade decisions.

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.

Albert Black is a CFP®-certified financial advisor with 23 years of industry experience. He is the sole advisor at Dogwood Capital Management, an independent firm he has operated since 1999 in Prescott, AZ. Dogwood Capital Management serves individuals, high-net-worth clients, trusts, and estates, managing approximately $46 million across about 45 client relationships. The firm uses a long-term, customized investment approach with direct indexing, ETFs, individual securities, and third-party OCIO or independent manager platforms.

Caradoc Crandall is a financial advisor with Allen Financial Partners holding a Series 66 credential and three years of industry experience. He has worked at multiple firms, including Lane Brothers Investment Counsel and Avantax Investment Services Inc. Outside of his advisory role, Crandall is involved in tax and accounting services through his roles with CPA Tax Service PLLC, Prestige Wealth PLLC, and Crandall Tax Consulting PLLC. Allen Financial Partners is an SEC-registered investment adviser serving individuals, high-net-worth families, retirement plans, and charitable foundations. The firm offers discretionary investment management, financial planning, and pension consulting while employing strategic asset allocation and third-party model portfolios.

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.

Megan Lane is a Series 65 licensed financial advisor with Lane Brothers Investment Counsel in Prescott, AZ, where she has worked since 2019. She has three years of industry experience, including prior roles at Cwm, LLC and local hospitality businesses. Outside of advising, she serves as an assistant manager for a real estate development company and works as an insurance agent specializing in life, health, disability, annuities, and long-term care insurance. Lane Brothers Investment Counsel serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm manages private real estate partnerships and employs a variety of analytical techniques combined with financial planning and governance in client engagements.

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.

James Hait is a financial advisor with Victory Wealth Services, LLC in Prescott, AZ, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. He has been with Victory Wealth Services and related entities since 2014 and also serves as owner and managing member of Victory Insurance and Financial Services, LLC. Hait is president of the Rocky Mountain Research Center, a scientific and educational nonprofit. Victory Wealth Services is a fee-based financial planning and investment management firm serving individual and high-net-worth clients. The firm employs fundamental, technical, and cyclical analysis to build tailored strategies and offers both discretionary and non-discretionary portfolio management, working with sub-advisors and third-party model managers to implement client solutions.

Erica Ryberg is a CERTIFIED FINANCIAL PLANNER™ professional with nine years of industry experience, currently serving at Montoya Wealth Management in Prescott, Arizona. She is also the managing member of Montoya Tax Services LLC and Monberg Real Estate Holdings LLC, both non-investment related businesses. Montoya Wealth Management Group LLC is a two-advisor registered investment adviser providing discretionary portfolio management, financial planning, and retirement-plan consulting for individual and high-net-worth clients. The firm utilizes a blended investment process and offers additional services including tax preparation and qualified plan consulting.

Brandon Montoya is a financial advisor at Montoya Wealth Management with 13 years of industry experience and a Series 66 designation. He has been involved with Montoya Wealth Management Group LLC since 2016 and also serves as a City Council Member for the City of Prescott. Outside of advising, he manages Montoya Tax Services LLC, a tax preparation business. Montoya Wealth Management Group LLC is a two-advisor registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm integrates fundamental, technical, and cyclical analysis with diversified investment strategies and offers additional services such as tax preparation and qualified plan consulting.

Cassander Crandall is a Series 65-licensed financial advisor at Allen Financial Partners with three years of industry experience. He is also the CEO and CPA of SC Audit & Accounting Solutions, a professional accounting firm. Crandall’s background includes roles at CWM, LLC, Lane Brothers Investment Counsel, Commonwealth Financial Network, and National Planning Corporation. Allen Financial Partners is an SEC-registered investment adviser serving individuals, high-net-worth families, retirement plans, charitable foundations, and pension plans. The firm offers discretionary investment management, financial planning, and consulting, including pension consulting and fiduciary services, and employs strategic and tactical asset allocation alongside long-term and value-oriented investment approaches.

Shane Foster is a financial advisor at Victory Wealth Services, LLC with a Series 65 designation and one year of industry experience. Prior to joining Victory Wealth Services, he held positions at Plan A Wealth Management and Morgan Stanley. Victory Wealth Services, LLC provides fee-based financial planning, portfolio management, and broader wealth management services to individual and high-net-worth clients. The firm offers discretionary and non-discretionary investment management, comprehensive financial plans, and public educational seminars, utilizing tailored investment programs and third-party sub-advisors.

Kevin Lane is a financial advisor with Lane Brothers Investment Counsel in Prescott, AZ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Lane Brothers & Co., Inc. since 1990 and was with CWM, LLC from 2021 to 2024. Outside of his advisory role, Lane is a managing member of a property development company and is also licensed to sell life, health, disability, annuities, and long-term care insurance. Lane Brothers Investment Counsel serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, financial planning, and consulting services. The firm manages private real estate partnerships and applies a range of analytical techniques combined with governance considerations in its investment approach.

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.