Anjali Suri

John Funk is a financial advisor at Quest Investment Portfolio Management, Limited in Roswell, NM, with 23 years of industry experience. He holds a Series 65 credential and has been with Quest Investment Portfolio Management since 1995. The firm provides discretionary and non-discretionary portfolio management primarily to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, and estates, managing approximately $21.2 million. The investment approach emphasizes manager-driven selection of no-load mutual funds and ETFs, focusing on large- and mid-cap exposure, lower volatility relative to the S&P 500, and fixed-income allocations.

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 at Moors & Cabot, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Moors & Cabot since 2016, following a long tenure at Merrill. Outside of his advisory work, he operates a part-time sole proprietorship focused on buying, restoring, and selling cars as a hobby. Moors & Cabot provides investment advisory services to individual and high-net-worth investors, corporations, pension plans, trusts, and charitable organizations. The firm employs a variety of analytic approaches and offers both discretionary and non-discretionary portfolio management, along with fee-based financial planning and consulting.

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) in Roswell, NM, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been affiliated with New York Life Insurance Company since 2010 and Nylife Securities LLC since 2011. In addition to his advisory role, he works as an insurance broker for non-registered insurance products. Eagle Strategies serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, managing approximately $25.4 billion in regulatory assets as of December 2024.

Tammie De Los Santos is a Series 66 licensed financial advisor with Edward Jones, based in Roswell, NM. She has two years of industry experience, including one year in her current role and six years previously at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary funds, supported by a large network of financial advisors and branch offices nationwide.