Ross Nettles is a CFP®, PFS™, and holds a Series 65 license with nine years of industry experience. He is currently an advisor at Madrid Wealth Management and serves as Vice President of Nettles Accounting Services, where he performs tax services. Nettles previously worked for REDW Wealth for eight years. Madrid Wealth Management provides wealth management, financial planning, retirement plan consulting, and tax advisory services to individuals, employer plan sponsors, charitable organizations, and institutional clients. The firm employs a personalized investment approach combining passive and active strategies and offers coordinated services integrating tax, financial planning, and retirement consulting alongside regular educational seminars.

Paul offers dedicated financial planning and investment consulting services. He works closely with individuals and families, employing a holistic approach that integrates wealth management with essential tax and estate planning. For institutions and Native American tribes, Paul serves as an investment consultant, providing assistance with investment policy creation, asset allocation strategies, retirement plan fiduciary oversight, and investment provider reviews. His role encompasses research, analysis, portfolio management, client service, and educational seminars. Paul holds the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designations. He has also earned the Accredited Investment Fiduciary Analyst® (AIFA®) designation through Fi360, signifying expertise in evaluating how well investment fiduciaries meet their duties according to defined standards of care. He is a member of the CFA Institute and the CFA Society of New Mexico. Paul is also committed to his community. He is a lifetime member and 2019 graduate of Leadership New Mexico and a 2016 graduate of Leadership Albuquerque. He has previously served as Board Chair for the UNM Anderson School of Business Foundation and Finance Chair for The Full Life Foundation. Currently, Paul contributes to the Greater Albuquerque Chamber of Commerce as a board member and Chair of the Education Committee. He also serves on the board of Excellent Schools New Mexico and is an investment subcommittee member for the Presbyterian Healthcare Services board.

Reese Hinton is a CFP® professional with eight years of industry experience, currently serving at Madrid Wealth Management. His prior roles include positions at Edwards & Summers Certified Public Accountants, Integrated Wealth LLC, REDW Wealth LLC, and Phoenician Wealth Management. Madrid Wealth Management provides comprehensive wealth management, financial planning, retirement plan consulting, and tax advisory services to individuals, employer plan sponsors, charitable organizations, and other institutional clients. The firm emphasizes personalized asset allocation and risk profiling, utilizing a blend of passive and active strategies, and integrates tax services and educational offerings within its coordinated service model.

Bernadine Sanchez is a financial advisor at Madrid Wealth Management with nine years of industry experience. She holds a Series 65 designation and has previously worked at REDW Wealth, Compound Planning, and Madrid Wealth Management. Madrid Wealth Management provides wealth management, financial planning, retirement plan consulting, and tax advisory services to individuals, employer plan sponsors, charitable organizations, and institutional clients. The firm uses a personalized investment approach combining passive and active strategies, and it is affiliated with an accounting firm to offer integrated tax and financial services.