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.

Brian Scott is a financial advisor with Kestra Advisory who holds a Series 66 designation and has nine years of industry experience. Prior to joining Kestra in 2023, he worked at Edward Jones for six years and served 11 years in the United States Marine Corps. He is also the owner of an LLC that manages operations supporting his financial advising activities and participates in a referral program through Dave Ramsey SmartVestor. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual clients. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, and manages approximately $79.8 billion in assets with a focus that includes large institutional investors.

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.

Kimberly Hogue is a financial advisor with New Life Financial LLC in Prescott Valley, AZ, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with New Life Financial since 2012 and also operates as an independent travel agent through Sisters Building Dreams. 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 uses fundamental analysis and a tactical allocation approach to manage risk and performance, executing portfolio changes only with client approval.

James Hait is a financial advisor at Victory Wealth Services, LLC in Prescott, AZ, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with multiple affiliated firms since 2007. Outside of his advisory role, he is president of Rocky Mountain Research Center, a scientific and educational nonprofit organization. Victory Wealth Services, LLC provides fee-based financial planning and portfolio management to individual and high-net-worth clients, offering discretionary and non-discretionary investment management along with educational seminars. The firm employs a team of four advisors and utilizes sub-advisors and third-party investment strategies to tailor investment programs to clients’ goals and risk tolerance.

Erica Ryberg is a CFP® with nine years of industry experience, currently serving as an advisor at Montoya Wealth Management in Prescott, AZ. Her background includes roles at Montoya Tax Services LLC and Monberg Real Estate Holdings LLC, where she is a managing member. Prior to joining Montoya Wealth Management, she worked at Amazon.com and Casual Miracles. Montoya Wealth Management is a small advisory firm serving individual clients, including high-net-worth and non-HNW households, providing discretionary portfolio management and comprehensive financial planning. The firm integrates tax-preparation services and estate planning coordination, offering customized portfolios with a focus on diversification and tax efficiency.

Brandon Montoya is a financial advisor at Montoya Wealth Management with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America and Merrill Lynch. In addition to his advisory role, Montoya serves as a City Council Member for the City of Prescott and manages Montoya Tax Services LLC. Montoya Wealth Management serves individual clients, including high-net-worth and non-HNW households, offering discretionary portfolio management and comprehensive financial planning. The firm combines passive, core-and-satellite, and value investment strategies with an emphasis on diversification and tax efficiency, and integrates related tax-preparation and estate planning services through partnerships.

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.

Donna Curtis is a financial advisor with Roxie Webb Securities Management, Inc. She holds a Series 65 credential and has 12 years of industry experience. Curtis has worked at Roxie Webb Securities Management since 2013 and is currently with IHT Wealth Management LLC since 2026. Roxie Webb Securities Management, Inc. provides fee-based, discretionary investment management to individuals, trusts, retirement accounts, corporations, and foundations. The firm employs a conservative investment approach focused on growth, growth with income, and income strategies, primarily using individual securities and municipal bonds.

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.

Carrie Brumbaugh is a financial advisor with Victory Wealth Services, LLC in Prescott, AZ, holding a Series 66 designation and seven years of industry experience. Her career includes roles at J.P. Morgan Securities, Robinhood, and Bank of America. Outside of advisory work, she serves as the Executive Director of the Miss Yavapai County Scholarship Organization and is involved in a craft business, Covert Creative LLC. Victory Wealth Services, LLC provides fee-based financial planning, portfolio management, and wealth management services to individual and high-net-worth clients. The firm offers tailored investment programs and conducts regular educational seminars, managing approximately $45.4 million in discretionary assets through a four-advisor team.

Caradoc Crandall is a financial advisor at Lane Brothers Investment Counsel with two years of industry experience. He holds a Series 66 designation and has worked with several firms including Avantax Investment Services and Prestige Wealth PLLC. Outside of his advisory role, he is involved with multiple tax and accounting businesses, serving as a member and tax director at CPA Tax Service PLLC and as a member of Crandall Tax Consulting PLLC. Lane Brothers Investment Counsel serves individual, high-net-worth, and institutional clients by providing discretionary portfolio management, financial planning, and consulting services. The firm is notable for managing private real estate partnerships and applying a range of analytical techniques within its investment approach.

Annette Petersen is a Series 65-licensed financial advisor at Carl F. Petersen, Inc. in Prescott, AZ, with 22 years of industry experience. She has been with the firm since 1988. Carl F. Petersen, Inc. serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and investment companies, managing approximately $43 million for about 130 clients. The firm employs proprietary technical and quantitative models across ETF-based strategies, emphasizing systematic timing indicators, tailored investment policy statements, and regular portfolio reviews.

Trent Bowers is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Narus Financial Partners, LLC. He has been with Clearstone Capital Management since 2014. Narus Financial Partners is an SEC-registered advisory firm providing asset management, investment consulting, and financial planning to individuals, trusts, estates, and small businesses. The firm combines multiple analytical approaches and employs option strategies and margin borrowing in separately managed accounts, supported by a formal affiliation with a law firm that enhances compliance and referral capabilities.

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.

William Hepburn is a financial advisor at Shadowridge Asset Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Adviser Credibility, Inc., The Interest Rate Store, LLC, and operates Hepburn Capital Management, LLC. He also has a long tenure at Yavapai College. Shadowridge Asset Management provides discretionary investment management, financial planning, and consulting services to a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, corporations, and other advisors. The firm employs a combination of fundamental, technical, and cyclical analysis across various investment strategies and offers third-party managed solutions and sub-advisory arrangements.