Penny L Kelley

John Funk is a financial advisor with Quest Investment Portfolio Management, Limited in Roswell, NM. He holds a Series 65 credential and has 23 years of industry experience. He has been with Quest since 1995. Quest provides discretionary and non-discretionary portfolio management and investment advice to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, and estates. The firm utilizes a team-oriented approach focused on no-load mutual funds and ETFs, monitoring accounts regularly while maintaining large- and mid-cap equity exposure alongside fixed income.

Peter Mccleskey is a financial advisor with Quest Investment Portfolio Management, Limited. He holds a Series 65 designation and has been in the industry since 2026. Prior to his current role, he spent 13 years at KHA Accountants. Quest provides discretionary and non-discretionary portfolio management and investment advice to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, and estates. The firm primarily uses no-load mutual funds and ETFs within a team-oriented investment approach and offers regular monitoring of client accounts.

Charles Murphy II is a financial advisor at Moors & Cabot, Inc. with 35 years of industry experience. He held positions at Merrill for 26 years before joining Moors & Cabot in 2016. Outside of advising, he operates a sole proprietorship focused on buying, restoring, and selling cars as a hobby. Moors & Cabot serves a diverse client base including retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, and consulting services with portfolios tailored to client objectives through various strategies, including asset allocation and quantitative techniques.

Steven Du Charme is a CFP® professional with four years of industry experience, currently affiliated with PFG Advisors in Roswell, NM. His prior experience includes roles at United Planners, OSAIC, Securities America, and Equitable Advisors. Outside of his advisory work, he serves as Treasurer for the Republican Party of Chaves County. PFG Advisors offers 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 implementing exposure through index-based ETFs with periodic rebalancing.

Damon Graham is a financial advisor with Eagle Strategies (NY Life) based in Roswell, NM. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has worked with New York Life Insurance Company and its affiliated entities since 2010. In addition to his advisory role, he is appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Tammie De Los Santos is a Series 66 licensed financial advisor with Edward Jones, based in Roswell, NM. She has two years of industry experience, including one year in her current role and six years previously at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary funds, supported by a large network of financial advisors and branch offices nationwide.