Lyle 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.

Joann Trevino is a financial advisor at Iron Oak Capital Management with three years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC, CVS, Century Bank, and Albertson's Market Pharmacy. Outside of her advisory role, Trevino serves as a Temporary Director of Advancement for Southeast New Mexico College, managing donor funds and recordkeeping. Iron Oak Capital Management serves individuals, trusts, estates, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting. The firm manages approximately $13 million for about 40 clients, using a range of investment strategies and offering a broad menu of planning services beyond typical retail advisory offerings.

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.

Nickolas Walker is a financial advisor with Edward Jones in Carlsbad, NM, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and has entrepreneurial experience owning a coffee shop and a wholesale mattress store. Additionally, he serves as a hunting guide for local outfitting services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Brandi Herring is a Series 66-licensed financial advisor with Edward Jones, based in Carlsbad, NM, and has one year of industry experience. She previously worked at First American Bank NM and CNB Bank, where she spent nine years. Herring serves on the Board of Directors for the United Way of Eddy County. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.