Andrew Melendrez is a financial advisor at Finance Wisdom with Series 63 and Series 65 designations and one year of industry experience. He has held roles at Finalis Securities LLC, Now Cap LLC, and Finance Wisdom LLC. Outside of his advisory work, he serves as a director at Now Capital Partners, where he is involved in investment banking activities focused on assisting business owners with mergers and acquisitions. Finance Wisdom LLC provides discretionary portfolio management and financial planning services to individuals, families, and businesses. The firm manages approximately $58.4 million and employs diversified investment strategies primarily using low-cost ETFs and mutual funds with a discretionary management approach.

Hayden Peterson is a financial advisor at Finance Wisdom with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Cross Financial Advisors, and Cambridge Investment Research among others. In addition to advisory work, he operates as an independent insurance producer, assisting clients in obtaining life, disability, and long-term care insurance. Finance Wisdom LLC provides discretionary portfolio management and financial planning services to individuals, families, and businesses. The firm manages approximately $58.4 million across about 128 client relationships, using diversified portfolios structured with low-cost ETFs and mutual funds and applying Modern Portfolio Theory.

Jeffrey Mermilliod is a financial advisor with Finance Wisdom LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at 20/20 Capital Management, Ameritas Investment Company, Finity Group, and Waddell & Reed. He served in the US Air Force Reserve for 13 years. Outside of his advisory work, he is an independent insurance agent and a board member of Meals on Wheels New Mexico. Finance Wisdom LLC provides discretionary portfolio management and financial planning services to individuals, families, and businesses. The firm manages diversified portfolios primarily using low-cost ETFs and mutual funds, applying Modern Portfolio Theory and institutional research, with accounts managed on a discretionary basis and regular performance reviews.