David Wheeler

Alan Anderson is a CFP® with 17 years of industry experience and is the sole advisor at Yavapai Financial Planning, L.L.C. in Prescott, AZ, where he has worked since 2012. His credentials include Series 63 and Series 65 licenses. Yavapai Financial Planning provides fee-only financial planning, investment consultation, and retirement-plan advice primarily to individual investors, trusts, estates, charitable organizations, and business clients. The firm emphasizes Modern Portfolio Theory, scenario analysis, and stress testing in its investment approach, operating mainly on a non-discretionary basis and offering educational workshops alongside direct asset management and third-party manager referrals.

Michael Beatty is a financial advisor with Prescott Investor Services, Inc. in Prescott, AZ, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with Prescott Investor Services since 1989. In addition to his advisory role, he is a licensed life and health insurance agent in Arizona. Prescott Investor Services primarily provides portfolio management and advisory services to individual investors, small institutions, and non-profit organizations. The firm employs a value-oriented, long-term investment approach focused on diversified holdings of mid- to large-cap dividend-paying equities and investment-grade fixed income, managing most accounts on a discretionary basis.

Christopher Oswalt is a CFP® professional with 11 years of experience in the financial services industry. He is the sole advisor at FiWheels, an independent registered investment adviser based in Prescott, AZ. Prior to founding FiWheels, Mr. Oswalt worked at LPL Financial and OneAZ Credit Union. He is also licensed as 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’s investment approach combines quantitative, fundamental, technical, and economic analysis across various securities, managing discretionary portfolios with a focus on income, retirement, and estate planning.

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.

Kendrick Webb is a financial advisor at Roxie Webb Securities Management, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Roxie Webb Securities Management since 2010. Kendrick also worked at IHT Wealth Management starting in 2026. Roxie Webb Securities Management is a small firm with two advisors, providing supported investment services.

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.