Anjali Suri

John Funk is a financial advisor with Quest Investment Portfolio Management, Limited in Roswell, NM. He holds a Series 65 credential and has 23 years of industry experience. He has been with Quest since 1995. Quest provides discretionary and non-discretionary portfolio management and investment advice to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, and estates. The firm utilizes a team-oriented approach focused on no-load mutual funds and ETFs, monitoring accounts regularly while maintaining large- and mid-cap equity exposure alongside fixed income.

Peter Mccleskey is a financial advisor with Quest Investment Portfolio Management, Limited. He holds a Series 65 designation and has been in the industry since 2026. Prior to his current role, he spent 13 years at KHA Accountants. Quest provides discretionary and non-discretionary portfolio management and investment advice to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, and estates. The firm primarily uses no-load mutual funds and ETFs within a team-oriented investment approach and offers regular monitoring of client accounts.

Penny Kelley is a financial advisor with NFSG Corporation in Roswell, NM, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. She has worked at Newbridge Securities Corporation since 2019 and LPL Financial from 2012 to 2019. Outside of finance, she is the owner and president of Roswell Osteopathic Medical Corp., a medical clinic, and also owns Kelley Pharmacy, which delivers pharmaceutical products to the public. NFSG Corporation provides discretionary and non-discretionary asset management, financial planning, and third-party manager selection services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, employing a combination of fundamental, technical, and cyclical analysis and utilizing both long- and short-term strategies.

Charles Murphy II is a financial advisor with Moors & Cabot, Inc. and holds Series 63 and Series 65 credentials. He has 35 years of industry experience, including roles at Merrill since 1990 and Moors & Cabot since 2016. Outside of advising, he operates a sole proprietorship focused on buying, restoring, and selling cars as a hobby. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and consulting services using a variety of analytical methods and strategies, working with third-party sub-advisors and providing both discretionary and non-discretionary advisory services.

Steven Du Charme is a CFP® professional with four years of industry experience, currently affiliated with PFG Advisors in Roswell, NM. His prior experience includes roles at United Planners, OSAIC, Securities America, and Equitable Advisors. Outside of his advisory work, he serves as Treasurer for the Republican Party of Chaves County. PFG Advisors offers fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of macroeconomic allocation and fundamental/technical analysis, primarily implementing exposure through index-based ETFs with periodic rebalancing.

Damon Graham is a financial advisor with Eagle Strategies (NY Life) based in Roswell, NM. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has worked with New York Life Insurance Company and its affiliated entities since 2010. In addition to his advisory role, he is appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.