Bryan Hegarty is the sole advisor at Hegarty Investment Logic, LLC, holding Series 63 and Series 65 licenses with 46 years of industry experience. He has led Hegarty Investment Logic since 2009 and also operates Hegarty Market Logic, LLC. Outside of his advisory work, he serves as secretary and board member of the Aztec Museum and teaches investment and retirement planning as adjunct faculty at San Juan College. Hegarty Investment Logic provides investment management, retirement planning, and advisory consulting to individuals, retirement plans, trusts, estates, charitable organizations, and other advisers. The firm employs an active, market-timing approach using fundamental and technical analysis with proprietary indicators to adjust portfolio allocations among equities, bonds, and cash-equivalent investments.

Richard Pecotte is a financial advisor at PFG Advisors with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at several firms including Securities America, OSAIC, and United Planners. Outside of his advisory work, he serves as president of Pinnacle Southwest Enterprises, a company that formerly owned Papa Murphy's Pizza franchises. PFG Advisors provides 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 using index-based ETFs with periodic rebalancing, and supports a distributed network of approximately 104 advisors.

Jeffrey Groves is a financial advisor with Sequent Planning, LLC, holding a Series 65 designation and with over a decade of experience in financial services. His prior roles include positions at Gottstein Management Group and Groves Insurance Group, Inc., as well as experience in automotive repair management. Sequent Planning, LLC is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and retirement plan sponsors. The firm manages approximately $394.7 million in assets and offers ETF-based strategic investment models, comprehensive and limited-scope financial planning, and retirement plan consulting services.

James Sandbothe is a CFP® professional with 26 years of industry experience. He has worked at Edward Jones for 25 years before joining &Partners in 2024. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers a wide range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining proprietary and third-party strategy models with both discretionary and non-discretionary management.

Kristy Howard is a financial advisor with Empower Advisory Group in Farmington, NM, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has held advisory roles at Advised Assets Groups, LLC and GWFS Equities, Inc. since 2019, and previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. Her current firm, Empower Advisory Group, provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms.

James Brown is a financial advisor at Edward Jones in Farmington, NM, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked nine years at Ziems Ford Corners, Inc. Outside of his advisory role, he is involved in managing real estate through his position as managing member of Zinc 1738, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Rhonda Murphy is a financial advisor with LPL Financial in Farmington, NM, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked at LPL Financial since 2021 and previously spent seven years at VOYA Financial Advisors and 17 years at SJI Financial Services, Inc. Outside of her advisory role, she is a commissioned notary public. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by in-house research and a broad network of investment adviser representatives.

Heather Holmes is a financial advisor at Edward Jones with 11 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones and Morgan Stanley Private Bank, N.A. during her career. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,700 financial advisors nationwide.

Hussien Aspaas Montoya is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and has worked at SagePoint Financial and IronBridge Wealth Counsel, where he assists senior advisors in financial planning. Montoya is also the owner of Arrowhead Wealth Solution, an entrepreneurial venture outside of his investment advisory work. OSAIC is a large SEC-registered investment adviser and FINRA broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory programs and custodial platforms.

Megan Halvorson is a Series 66 licensed financial advisor with Morgan Stanley, based in Farmington, NM. She has nine years of industry experience and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2015. Prior to her career in finance, she spent eleven years at Walgreens. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory services to individuals and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Colby King is a financial advisor with Edward Jones in Farmington, NM, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Prior to joining Edward Jones, he worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services LLC for a combined 12 years. Outside of his advisory role, he volunteers as a youth wrestling coach in Aztec, NM. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Trice Smith is a financial advisor at Merrill with one year of industry experience. They hold a Series 66 designation and have previously worked at Bank of America, N.A. from 2022 to 2025. Outside of finance, Trice was involved with It's Alive Kombucha and the Sequoia Football Club. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, discretionary portfolio management, and brokerage services. The firm integrates investment management with broad banking and capital markets capabilities, emphasizing managed accounts and manager selection.

Ronald Dalley is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Private Bank and SagePoint Financial. Outside of his advisory role, he is a board member of the nonprofit First Tee Four Corners and holds a minority investment in a company providing prosthetic devices. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by a large network of financial advisors and employs technology-driven portfolio management tools across various investment vehicles.

Kathleen Hogan is a CFP®-designated financial advisor with 11 years of industry experience, currently practicing at Edward Jones in Farmington, NM since 2015. She holds the Series 66 credential and has spent her entire advisory career with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Angela Brandt is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds.

Matthew Symonds is a financial advisor with Raymond James Financial in Farmington, NM, holding a Series 66 designation and 27 years of industry experience. He has been with Raymond James Financial since 2009 and also serves as president of Dunkirk Strand Inc. Outside of his advisory role, Symonds operates a small farm growing alfalfa and mixed grass hay and is president and sole owner of Skylarker's Inc., a nonprofit organization. Raymond James Financial Services Advisors serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities, providing financial planning and non-discretionary investment consulting through Wealth Advisory Services and institutional consulting. The firm emphasizes a non-discretionary advisory approach and offers access to a broad affiliate network supporting municipal and institutional clients.

Amber Heckler is a financial advisor with Edward Jones in Farmington, NM, holding a Series 66 designation and nine years of experience in the industry. Prior to joining Edward Jones in 2017, she worked for First Financial Credit Union from 2013 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Brian Turner is a financial advisor with Morgan Stanley in Farmington, NM, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley since 2012 and also works with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Turner serves on the advisory board of Camille's, a retail and online business based in Farmington, New Mexico. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and integrates various investment and planning resources for its clients.

Jeanine Kelly is a financial advisor with Morgan Stanley in Farmington, New Mexico, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2016 and Morgan Stanley Smith Barney LLC since 2015. Kelly serves on several local boards, including as 1st Vice President (Programs) of the Four Corners Federated Republican Women and city councilor for Farmington. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Courtney Hancock is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Her prior roles include positions at East By Southwest, Pine River Physical Therapy, and Bottom Shelf Brewery. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets under management.

Rory Conner is a financial advisor with LPL Enterprise in Farmington, NM, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise in 2025, he worked at Merrill for five years and spent a decade with Kickapoo Creek Winery. Outside of his advisory role, he is the owner of Conner Capital Investments LLC. LPL Enterprise provides advisory services through a large network of representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model portfolios, and third-party asset management programs, while also operating as a broker-dealer and affiliated insurance agency.

John Gaines is a financial advisor at Edward Jones in Farmington, NM, holding a Series 66 designation with one year of industry experience. Prior to his advisory role, he served for 19 years with the City of Farmington Police Department. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Cheryl Burgmaier is a CFP® with five years of industry experience, currently serving as a financial advisor at OSAIC. She has previously been involved with Future Wise Financial Planning, LLC, and holds ownership and management roles in several private businesses, including Hindley Burgmaier Group, LLC and Burgmaier & Associates, Inc. Outside of advising, she dedicates significant time to accounting and financial management for these non-investment-related ventures. OSAIC is a large SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process supported by advanced portfolio management tools and offers access to a wide range of investment products and third-party managers.

Billy Hays II is a financial advisor with Edward Jones in Farmington, NM, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with Edward Jones since 2009 and concurrently holds roles at Prosperity Bank and Uvest Financial Services Group, Inc. since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dennis Gross is a financial advisor with Edward Jones in Farmington, NM, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large nationwide network of financial advisors and branch offices.

Cole Stoneman is a CFP® with 17 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. His prior experience includes roles at SagePoint Financial, Inc. and Lincoln Financial Advisors. Outside of his advisory role at OSAIC, he is a private wealth advisor at IronBridge Wealth Counsel, LLC, where he provides investment and retirement advice. OSAIC Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk tolerance assessment, asset allocation tools, and portfolio optimization, offering both discretionary and non-discretionary management across various investment vehicles.