Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 66
Experience Industry experience
43 years
Location
Alto, NM
Wells Fargo Advisors
Institution
Brian Stokes is a CFP®-credentialed financial advisor with 43 years of industry experience, currently with Wells Fargo Advisors since 2021. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is involved in managing family trusts and holds ownership interests in several oil royalties, some of which he actively oversees. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by proprietary research and tools, with a focus on tailored recommendations delivered through financial advisors.
Based on Wells Fargo Advisors
Based on Wells Fargo Advisors
Brokerage commissions are charged if clients implement investment recommendations through Wells Fargo Advisors brokerage accounts, in addition to advisory fees.
Account minimum: $250,000 Fee-only: Fee-Based Planning Services fees range from $0 up to $25,000 per engagement, varying by service complexity and client's net worth. Specific fees are as follows: For clients with a net worth $250,000 to $500,000, total fee per engagement up to $5,000; $500,000 to $1,000,000, up to $12,500; over $1,000,000, up to $25,000. Individual service fees range up to $1,000-$1,500 to $5,000-$7,500 depending on net worth and service type.
Alto, NM
Alto NM
Advisors at this office
1
New Mexico · Texas
43 years of industry experience
Wells Fargo Advisors
2021 - Present • 5 years
Roswell, NM
Wells Fargo Clearing
2016 - 2021 • 5 years
Roswell, NM
WELLS FARGO ADVISORS LLC
2009 - 2016 • 7 years
Roswell, NM
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Ruidoso, NM
Stonebridge Capital Management NW, LLC
Walker Sandlin is a financial advisor at Stonebridge Capital Management NW, LLC with 21 years of industry experience. He has been with Stonebridge since 2008. Sandlin holds Series 63 and Series 65 designations. Stonebridge Capital Management NW, LLC provides discretionary portfolio management and investment supervisory services primarily to individuals, high net worth clients, and charitable institutions. The firm customizes investment allocations using a three-part framework of Core, Alpha, and Alternatives strategies, emphasizing professional judgment and discretionary trading authority.
Series 63, Series 65
Alto, NM
Cetera
Michael Anderson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 1999. In addition to his advisory role, he owns and operates a CPA firm as a sole proprietor. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and consulting services, managing over $256 billion in assets across more than 10,000 advisors.
CFP®, ChFC®, Series 66
Ruidoso, NM
Edward Jones
Amanda Barleen is a financial advisor with Edward Jones in Ruidoso, NM, holding CFP®, ChFC®, and Series 66 designations. She has nine years of industry experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
Series 66
Ruidoso, NM
Edward Jones
Julia Massey is a Series 66-licensed financial advisor with Edward Jones in Ruidoso, New Mexico, and has 16 years of industry experience, all with Edward Jones since 2010. She owns a rental property used by her grandson and his wife until they can purchase it in their name. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Series 66
Ruidoso, NM
Edward Jones
Jo Anna Lindsey is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at The Coca-Cola Company, Eurpac Inc, and Integration International-Nutricia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.
CFP®, ChFC®, Series 66
Ruidoso, NM
Edward Jones
Eric Eggleston is a CFP® and ChFC® affiliated with Edward Jones, where he has worked since 2018. He has seven years of industry experience, including five years at Club Car, LLC prior to joining Edward Jones. Eggleston is also involved in the golf community as a golf professional and serves as Vice President of the Ruidoso Junior Golf Association. Additionally, he has held leadership roles in the Ruidoso Rotary Club, including President. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment options, supported by a nationwide network of over 23,000 financial advisors.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")