Wiser Advisor Group

Donald Laughlin is a financial advisor at Wiser Advisor Group in Phoenix, AZ, holding a Series 65 designation with one year of industry experience. Prior to joining Wiser Advisor Group, he served as President and CEO of White Mountain Economic Development, a nonprofit focused on workforce development and business incubation in rural Arizona. Laughlin's work outside of finance includes program delivery and entrepreneurial training through this nonprofit organization. Wiser Advisor Group serves both individual and institutional clients, offering discretionary and non-discretionary portfolio management, retirement plan consulting, and financial planning. The firm employs a discovery-based planning process and active portfolio management across a diverse range of investment vehicles, managing approximately $115 million for a small client base.

Larry Lytle is a CFP® professional with 21 years of industry experience, currently serving at Wiser Advisor Group in Phoenix, AZ. His prior roles include positions at Great Point Capital, RBC Capital Markets, Bank of America, and Merrill Lynch. Outside of his advisory work, he is Treasurer for the nonprofit Folds of Honor and is involved in technology entrepreneurship through ownership in ventures focused on AI and business development. Wiser Advisor Group serves individual and institutional clients by providing portfolio management, retirement plan consulting, and financial planning. The firm employs a discovery-based planning process and combines multiple analytical approaches to actively manage discretionary accounts, with a focus on comprehensive investment strategies and specialized advisory services.

Zachary Lytle is a financial advisor at Wiser Advisor Group in Phoenix, AZ, with seven years of industry experience. He holds a Series 66 designation and has worked at firms including RBC Capital Markets and Great Point Capital. Lytle is also the owner of Wiser Venture, LLC, an investment banking business. Wiser Advisor Group serves individual and institutional clients, offering portfolio management, retirement plan consulting, and financial planning. The firm employs a discovery-based financial planning process and actively manages discretionary accounts using a combination of fundamental, economic, and model-based analysis.