Christopher Dunlevy is a financial advisor at Aspen Trail Wealth Management, LLC in Flagstaff, AZ, with 17 years of industry experience. He holds a Series 63 designation and previously worked at Aspen Trail Benefits & Insurance, LLC for 11 years. Aspen Trail Wealth Management provides discretionary portfolio management primarily for individuals and high-net-worth clients, using a fundamental analysis and long-term investing approach. The firm manages accounts based on documented risk tolerances and time horizons and typically requires a $1,000,000 account minimum.

Andrew Morgosh is a financial advisor at Aspen & Pine Asset Management in Flagstaff, AZ, holding a Series 65 designation with approximately 9 years of relevant professional experience. His prior roles include six years at Just Appraised Inc. and five years at Grand Canyon University. Aspen & Pine Asset Management is an independent, owner-operated firm founded in 2026 that provides discretionary portfolio management primarily for individuals and high-net-worth clients. The firm employs a systematic, rules-based quantitative approach across a broad range of liquid securities and offers tiered service levels including ongoing investment management and standalone planning.

Spencer Head is a financial advisor at Babb Wealth Advisors LLC in Flagstaff, AZ, holding Series 63 and Series 65 licenses with six years of industry experience. Prior to joining Babb Wealth Advisors in 2025, he worked at firms including Avantax Planning Partners, Ameriprise Financial Services, Vanguard Group, and Foresters Financial Services. Babb Wealth Advisors LLC provides financial planning and portfolio management services to individuals, corporations, charitable organizations, and retirement plans. The firm employs a passive, diversified, and factor-based investment approach with discretionary management and tax considerations, offering access to Unified Managed Accounts through Dimensional Fund Advisors.

Michael Gorman is a CFP® with nine years of industry experience, currently serving as a financial advisor at Babb Wealth Advisors LLC in Flagstaff, AZ. His prior experience includes roles at BKD Wealth Advisors, LLC, Facet Wealth, and CBRE Group. In addition to his advisory work, he is a licensed insurance producer with Babb Financial Group, LLC, offering insurance products to clients. Babb Wealth Advisors LLC provides financial planning and portfolio management services to individuals, corporations, and charitable organizations. The firm employs a passive, diversified, long-term, and factor-based investment approach, with discretionary management and tax considerations integrated into its offerings.

Theodore Dwyer is a CFP® and ChFC® with 45 years of industry experience. He is the principal of Dwyer Financial, LLC, where he has worked since 2017. His prior experience includes roles at R.M. Stark & Co., Inc. and Arizona Central Credit Union, as well as extensive work with various insurance companies. Dwyer Financial, LLC is a state-licensed investment adviser serving individuals, trusts, retirement plans, businesses, and charitable organizations. The firm uses fundamental analysis and third-party research to build portfolios primarily composed of no-load, institutional, or load-waived mutual funds, and offers access to alternative investments and third-party due diligence for qualified clients.

Gabrielle Fitzwater is a financial advisor at Dwyer Financial, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Me Financial PLLC and various insurance companies. Outside of finance, she owns and operates Solette Media, a web design business. Dwyer Financial, LLC serves individuals, trusts, retirement plans, businesses, and charitable organizations with financial consulting and discretionary investment management. The firm uses fundamental analysis and third-party research to build portfolios, offering access to institutional platforms and alternative investments for qualified clients.

Travis Babb is a CFP® with 17 years of industry experience and is the principal advisor at Babb Wealth Advisors LLC in Flagstaff, AZ. He has previously worked at Broker Dealer Financial Services and Desert Equity Lending, and he is also an owner and licensed insurance producer with Babb Financial Group, LLC. Babb Wealth Advisors LLC provides financial planning and portfolio management to individuals, corporations, charitable organizations, and retirement plans. The firm follows a passive, diversified, factor-based investment approach, emphasizing long-term strategies and using Investment Policy Statements tailored to client risk tolerance.

Kathleen Schroeder is a CFP® with nine years of industry experience, currently serving as a financial advisor at Babb Wealth Advisors LLC since 2018. She previously worked at Broker Dealer Financial Services Co and Desert Equity Lending. In addition to her advisory role, she is a licensed insurance producer with Babb Financial Group, LLC, offering insurance products to clients as part of her business activities. Babb Wealth Advisors LLC provides financial planning and portfolio management services to individuals, corporations, charitable organizations, and retirement plans. The firm employs a passive, diversified, long-term, and factor-based investment approach, often utilizing Unified Managed Accounts through Dimensional Fund Advisors.

Keith Todhunter Schaafsma is a CFP® professional with 32 years of industry experience. He is currently with Heffernan Advisory, Inc. and has previously worked at Ascendent Financial Solutions and Geneos Wealth Management, Inc. He serves as a board member of the Riordan Mills Owners Association. Heffernan Advisory primarily serves individual and family clients, as well as entities including retirement plans, offering discretionary portfolio management through its Investment By Design™ program along with financial planning and consulting services. The firm employs a modern portfolio theory approach using diversified model portfolios that incorporate mutual funds, ETFs, and alternative strategies tailored to client objectives.

Eric Souders is a financial advisor with Geneos Wealth Management, Inc. in Flagstaff, AZ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Geneos since 2008 and also operates Heffernan Advisory Inc. Outside of his advisory work, Souders is involved in a llama boarding service and serves as a superintendent for the Coconino County Fair. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority across most accounts.

Kevin Aguas is a financial advisor with Cross State Financial Group LLC in Flagstaff, AZ, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Cross State Financial Group since 2018 and previously spent nine years with Cue Financial Group Inc. In addition to his advisory work, he teaches finance and business classes at Northern Arizona University. Cross State Financial Group serves individuals, charities, and retirement plans with financial planning, portfolio management, and third-party adviser monitoring. The firm manages approximately $166.8 million in discretionary assets through a team of nine advisors, employing a combination of fundamental analysis and tactical asset allocation with both model and customized portfolios.

Korey Doucette is a financial advisor with Oasis Advisors in Flagstaff, AZ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His work history includes long-term roles at Pfs Investments Inc and Terra Wealth Management, LLC, as well as positions in mortgage loan origination and insurance. He is also a licensed insurance professional and a loan originator with EMortgage. Oasis Advisors provides investment advisory services to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory to construct long-term model allocations and offers ongoing portfolio management, financial planning, and pension consulting.

Tamara Kinney is a financial advisor at Heffernan Advisory, Inc. with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Ascendant Financial Solutions and Geneos Wealth Management, Inc. Outside of advising, she is a notary public and owns a business called Diamond Cross LLC. Heffernan Advisory primarily serves individual and family clients as well as entities, offering discretionary portfolio management through its Investment By Design™ program along with financial planning and consulting services. The firm uses a modern portfolio theory approach with customizable model portfolios, focusing on mutual funds and ETFs, and manages accounts on a discretionary basis.

James Bowers is a financial advisor at Aegis Wealth Management, Inc. in Flagstaff, AZ, holding a Series 65 designation with 10 years of industry experience. His prior roles include positions at Wealth Watch Advisors, Simplicity Wealth, LLC, and other firms. He is also the owner and managing member of Bowers & Associates, LLC, an insurance sales business focusing on annuity, life, and health insurance. Aegis Wealth Management, Inc. is an SEC-registered advisory firm managing approximately $176 million in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing financial planning and discretionary portfolio management through sub-advisers while tailoring allocations to client objectives and risk tolerance.

Garth Porterfield is a financial advisor with Creativeone Wealth, LLC and holds a Series 66 designation. He has 15 years of industry experience, including a decade at Edward Jones and roles at Partnervest Advisory Services, Porterfield Wealth Management, and ChangePath, LLC. In addition to his advisory work, he provides insurance services through Partnervest Insurance Services, LLC. Creativeone Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a mix of proprietary ETF-based core models, third-party managers, and option-based strategies, supported by quantitative and fundamental analyses.

Mary Huntley is a CFP® professional with 23 years of experience in the financial services industry. She is currently with RFG Advisory, LLC and has held positions at Cambium Wealth Partners, Independent Financial Group LLC, and Taylor, Padgett, Palmer Financial Group. Huntley serves on the board of the Northern Arizona University Foundation and is involved in local community fundraising and nonprofit advisory roles. RFG Advisory is an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA retirement plans, and other institutional clients. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and sub-advisory services for multi-ETF suites, employing a mix of active and passive strategies along with access to alternative investments.

Joshua Szyman is a CFP® with 10 years of industry experience, currently serving as an advisor at RFG Advisory, LLC. His career includes roles at Independent Financial Group and multiple entities within the Cambium network, including Cambium Wealth and Cambium Law Group, where he is involved in estate planning and legal services. He also manages a tax practice through Cambium Tax Planners, LLC. RFG Advisory is an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA retirement plans, and other institutional clients. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and acts as an adviser to exchange-traded funds, employing a combination of in-house models and third-party platforms to deliver tailored investment solutions.

Eric Ridley is a financial advisor with Integrity Advisory Solutions in Flagstaff, AZ, holding a Series 65 designation and one year of industry experience. He has been practicing law through the Law Office of Eric Ridley since 2010. Integrity Advisory Solutions serves a diverse client base, including individuals, trusts, estates, charitable organizations, and corporate retirement plans, offering portfolio management, financial planning, and retirement consulting through a network of investment adviser representatives. The firm employs a range of investment strategies and relies on third-party platforms and sub-advisers to deliver customized solutions.

Joel Rieck is a financial advisor with Simplicity Wealth, holding a Series 65 credential and seven years of industry experience. He has held roles at several firms including Northland Financial, where he is president and licensed insurance agent. His career also includes positions at Secure Investment Management, JD Mellberg Financial, and Verity Financial Group. Simplicity Wealth serves individual and high-net-worth clients as well as other financial intermediaries, offering discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a model-driven, fund-of-funds investment approach and provides technology and operations solutions such as a Managed Account Program and asset management software for advisers.

Colin Hughes is a Certified Financial Planner® with 14 years of industry experience, currently serving as an advisor at Sowell Management. He previously worked at Four Peaks Wealth Management and has been self-employed since 2009, including licensed insurance sales. Sowell Management provides investment advisory and related services to a diverse client base, operating through an independent contractor model that supports branch advisors with portfolio management, financial planning, and technology services.