Davin Schuler

Jenny Lancaster is a financial advisor with LPL Financial in Taos, New Mexico, holding a Series 66 license and seven years of industry experience. She has been with LPL Financial since 2018 and also maintains a role at Peoples Bank since 2014. Outside of her advisory work, she is involved in direct sales as a Market Partner for Monat. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Patrick Nicholson is a financial advisor at Edward Jones in El Prado, NM, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Plan Ahead, the Village of Taos Ski Valley, and the City of Espanola. Edward Jones is a full-service wealth management firm serving over 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Paul Sands is a Series 66-licensed financial advisor with Edward Jones in El Prado, New Mexico, where he has worked since 2014. He has 11 years of industry experience. 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 strategies, access to separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Rebecca Roh is a financial advisor with Edward Jones in Taos, New Mexico, holding a Series 66 designation and six years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over 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.

Scott Mc Adams is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors and has six years of industry experience. Prior to joining Cambridge, he worked at Hillcrest Bank and Peoples Bank. He serves on the board of The Harwood Museum of Art and participates on several local committees in Taos, New Mexico, including the Taos Community Foundation Grant Committee and the Holy Cross Hospital Advisory Committee. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists to implement discretionary and non-discretionary investment strategies.