Andrew Spears is a financial advisor with Raymond James Financial in Los Lunas, NM, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Edward Jones and ongoing service with Albuquerque Public Schools and the United States Army. He also owns an online travel website, Travelspearsnow. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting supported by extensive research and a broad affiliate network.

Grady Henson is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked at Clearwater Exteriors, Ursa Prime, Piranha Brands, and The Home Depot. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Marissa Ortega is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2017. Prior to joining Fidelity, she worked at Total Eye Care for one year. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies, AI-driven research, and advisory roles to multiple registered investment companies.