Benjamin James Cole

Bradley Cole is a CFP® professional with four years of industry experience, currently serving at BCO Wealth Management, LLC. His prior roles include positions at The Vanguard Group, Inc. and Lincoln Investment. Outside of his advisory work, he serves as a board member for the Carlsbad Chamber of Commerce and Carlsbad Prep Academy. BCO Wealth Management provides portfolio management, pension consulting, and financial planning for individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, managing approximately $300 million across more than 500 client relationships. The firm customizes investment policies for clients and employs fundamental analysis, modern portfolio theory, and quantitative methods, utilizing tools such as long-term trading, direct indexing, and third-party adviser selection.

John Overstreet is a managing member and financial advisor at BCO Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Investment and Capital Analysts Inc. Outside of his advisory role, he serves on committees at First Methodist Church in Carlsbad, NM. BCO Wealth Management provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a tailored investment approach using fundamental analysis, modern portfolio theory, and quantitative methods, implementing strategies through third-party platforms.

Lyle Cole is a financial advisor with BCO Wealth Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 34 years of industry experience and has been with BCO Wealth Management since 2022, following a decade-plus tenure at Lincoln Investment. Cole is a managing partner of Burba, Cole & Overstreet, LLC and serves on the board of the Faith, Hope & Love Foundation, a charity supporting people in Eddy County. BCO Wealth Management provides portfolio management, pension consulting, and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $300 million across more than 500 client relationships and employs fundamental analysis, modern portfolio theory, and quantitative methods to tailor investment strategies for each client.

Joann Trevino is a financial advisor at Iron Oak Capital Management with four years of industry experience. She holds a Series 66 designation and has prior work history with Morgan Stanley Smith Barney LLC, CVS, Century Bank, and Albertson's Market Pharmacy. Outside of advising, she serves as a Temporary Director of Advancement at Southeast New Mexico College, where she is involved in donor fund tracking and recordkeeping. Iron Oak Capital Management provides portfolio management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis within various investment strategies and emphasizes a comprehensive, individualized approach tailored to each client’s goals and risk tolerance.

Izabella Butcher is a financial advisor with Wells Fargo Clearing holding Series 63 and Series 65 credentials and has one year of industry experience. Prior to joining Wells Fargo, she worked at T-Mobile and several other companies in various roles. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Janis Trone is a financial advisor with Edward Jones in Carlsbad, NM, holding a Series 66 credential and nine years with the firm. Prior to joining Edward Jones in 2017, Trone worked at Sandia National Laboratories from 1993 to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.