Jeanine Bingham Kelly

Bryan Hegarty is the sole advisor at Hegarty Investment Logic, LLC, holding Series 63 and Series 65 licenses with 46 years of industry experience. He has led Hegarty Investment Logic since 2009 and also operates Hegarty Market Logic, LLC. Outside of his advisory work, he serves as secretary and board member of the Aztec Museum and teaches investment and retirement planning as adjunct faculty at San Juan College. Hegarty Investment Logic provides investment management, retirement planning, and advisory consulting to individuals, retirement plans, trusts, estates, charitable organizations, and other advisers. The firm employs an active, market-timing approach using fundamental and technical analysis with proprietary indicators to adjust portfolio allocations among equities, bonds, and cash-equivalent investments.

Richard Pecotte is a financial advisor at PFG Advisors with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at several firms including Securities America, OSAIC, and United Planners. Outside of his advisory work, he serves as president of Pinnacle Southwest Enterprises, a company that formerly owned Papa Murphy's Pizza franchises. PFG Advisors provides 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 using index-based ETFs with periodic rebalancing, and supports a distributed network of approximately 104 advisors.

Jeffrey Groves is a financial advisor at Sequent Planning, LLC with a Series 65 designation and experience spanning several roles since 2013. His background includes positions at Groves Insurance Group, Inc., Gottstein Management Group, and Mesa Paintless Dent Repair. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement-plan services through a network of approximately 97 advisors using diversified investment models and third-party managers within a structured risk framework.

James Sandbothe is a CFP® professional with 26 years of industry experience. He joined &PARTNERS in 2024 after spending 25 years at Edward Jones. There are no notable outside business activities reported. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services, utilizing both proprietary and third-party strategies through platforms like Envestnet, and operates as both a registered investment adviser and broker-dealer with a range of financial services.

Kristy Howard is a financial advisor with Empower Advisory Group in Farmington, NM, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has held advisory roles at Advised Assets Groups, LLC and GWFS Equities, Inc. since 2019, and previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. Her current firm, Empower Advisory Group, provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms.

James Brown is a financial advisor at Edward Jones in Farmington, NM, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked nine years at Ziems Ford Corners, Inc. Outside of his advisory role, he is involved in managing real estate through his position as managing member of Zinc 1738, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.