Jo Anna Lindsey

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.

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.

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.

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.

Leonard Galante Jr. is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 registrations and has worked with Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, Citigroup Global Markets from 2004 to 2009, and Merrill from 1997 to 2005. He is based in Ruidoso, New Mexico. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to assist clients with financial strategies.

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.