Ben Bouman

Nancy Quartey is a financial advisor with Raymond James Financial in Los Alamos, NM, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Macy’s, SoCal Real Estate Group, and Embassy Association Services for Employees at the US Embassy in Paris. She is also involved as a Client Relationship Manager with Wiemann Wealth. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored advice and implementation support across various account types.

Douglas Mowrer is a financial advisor at Edward Jones in Los Alamos, NM, with 13 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019. His prior experience includes roles at Bank of America NA, Merrill Lynch Pierce Fenner & Smith Inc, Wells Fargo Clearing Services LLC, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with a large nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shelly Wiemann is a CFP®-certified financial advisor with 12 years of industry experience, currently with Raymond James Financial. She previously worked at Edward Jones for five years before joining Raymond James in 2020. She is also the owner and branch manager of Wiemann Wealth, a support company based in Los Alamos, NM. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing firm research and asset-allocation tools to develop tailored recommendations.

Kristy Wade is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Raymond James & Associates since 2013, with a two-year period at Keel Point LLC. Outside of her advisory role, she is a partner and 5% owner of Megiddo Solutions LLC, a government contracting business where she assists with financial reporting and bookkeeping. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers both retail and institutional advisory services with a focus on tailored financial planning and municipal finance.