Michael Cratty is a financial advisor with Cratty & Swanson Advisors L.L.C. in Las Cruces, NM, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked with Cratty & Swanson Advisors since 2016 and also serves as president and insurance agent at Cratty & Swanson Insurance Services LLC since 2010. Cratty & Swanson Advisors provides hourly financial planning and consulting, hosts free educational seminars, and facilitates client relationships with third-party money managers without managing assets directly. The firm uses fundamental, technical, and cyclical analysis in its planning process and offers insurance products through its affiliated brokerage business.

Danen Coalson is the principal advisor at Coalson Financial Services, LLC in Las Cruces, NM. He holds the CFP® designation and Series 63 and 65 licenses, with 21 years of industry experience, including 18 years leading his own firm. Coalson Financial Services has an ownership interest in a local medical practice. Coalson Financial Services serves primarily retired or near-retirement individual clients, offering customized financial planning and portfolio management focused on retirement distribution, income generation, and capital preservation. The firm emphasizes aligning portfolios with client goals and risk tolerance through quantitative and fundamental analysis, operating mainly on a non-discretionary basis with frequent client interaction.

Anders Engbretson is a financial advisor with MD Financial Advisors / Vestment Financial in Las Cruces, NM. He holds a Series 65 designation and has two years of industry experience. Prior to joining MD Financial Advisors / Vestment Financial in 2023, he worked at North Oaks Financial Group and has experience in education and municipal roles. MD Financial Advisors / Vestment Financial provides financial planning, customized investment advisory and discretionary portfolio management, and retirement plan services to individuals, trusts, estates, and institutional plan sponsors. The firm manages approximately $246 million in discretionary assets and employs a long-term, asset-allocation-driven investment approach that emphasizes diversification, rebalancing, and tax strategies using low-cost mutual funds and ETFs.

Jolie Tixier is a financial advisor at Westwind Capital in Las Cruces, NM, holding a Series 65 designation with two years of industry experience. She previously worked at Spence Asset Management and spent ten years with the New Mexico State University Foundation. Westwind Capital manages approximately $796 million for a diverse client base, including individuals, high-net-worth clients, trusts, and institutional accounts, offering discretionary asset management and financial planning through its FOCUS Program. The firm employs a disciplined, long-term investment approach across multiple strategies and actively manages pooled vehicles and institutional mandates.

Scott Lieberwirth is a CFP® and holds a Series 65 license, with five years of industry experience. He has worked at Westwind Capital since 2022 and previously spent four years at Spence Asset Management. Before his financial advisory career, he was affiliated with the University of Texas at El Paso for nine years. Westwind Capital is a registered investment adviser managing approximately $796 million for individuals, high-net-worth clients, trusts, retirement and pension plans, and other institutional clients. The firm employs a disciplined, long-term investment approach across multiple strategies, including equity, income, balanced, ETF, and customized options, with active management of pooled vehicles and institutional mandates.

Marco Rodriguez is a financial advisor at Westwind Capital with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Spence Asset Management, Finhabits Advisors LLC, and Wells Fargo Clearing Services LLC. Westwind Capital manages approximately $796 million for individuals, high-net-worth clients, trusts, retirement and pension plans, and institutional clients. The firm offers discretionary asset management through its FOCUS Program, employing a disciplined, long-term investment approach across multiple strategies including equity, income, balanced, ETFs, and customized options for sophisticated clients.

Samantha Chavarria is a financial advisor with Marshall Investment Management, LLC, holding a Series 66 designation and two years of industry experience. She has worked at Marshall Investment Management, LPL Financial LLC, and Cavill and Company since 2022. Prior to her advisory roles, her background includes positions at Western Heritage Bank and Ruby Tuesday. Marshall Investment Management serves individuals, retirement plans, trusts, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm emphasizes diversified asset allocation and offers ongoing wealth management through its Advisor Managed Portfolios platform and LPL-sponsored programs.

Patrick Grooms is a financial advisor at Westwind Capital with 16 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining Westwind Capital, he worked at Spence Asset Management for eight years and U.S. Bancorp Investments, Inc. for three years. Westwind Capital is a registered investment adviser managing approximately $796 million for individuals, high-net-worth clients, trusts, retirement and pension plans, and institutional clients. The firm employs a disciplined, long-term investment approach across multiple strategies, including equity, income, balanced, ETF, and customized options, with discretionary account management and ongoing monitoring.

Eric Walton is a financial advisor at Westwind Capital with 22 years of industry experience. He holds a Series 66 designation and previously spent 21 years at Spence Asset Management. Outside of his advisory role, he is a partner in several real estate holding companies where he manages property-related duties. Westwind Capital manages approximately $796 million for individuals, high-net-worth clients, trusts, retirement and pension plans, and institutional clients. The firm offers discretionary asset management through its FOCUS Program, combining equity, income, balanced, ETF, and customized options strategies using quantitative and qualitative principles.

William Byford is a financial advisor at Ascentis Independent Advisors, LLC in Las Cruces, NM, holding Series 63 and Series 65 licenses with 23 years of industry experience. He previously worked at Carter Bain Wealth Management for 15 years before joining Golden State Equity Partners, LLC, where he has been since 2021. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses, offering tailored portfolio management and financial planning. The firm incorporates asset allocation, fundamental and technical analysis, and utilizes sub-advisory arrangements and a Private Direct Investments program to manage client assets.

Christian Williams is a Series 65-licensed financial advisor at Summit Financial, LLC with four years of industry experience. Prior to joining Summit Financial in 2025, he worked at Crow Financial Advisors and Crow Financial Advisor from 2015 to 2025, with a two-year period dedicated to full-time education. Outside of advisory services, Williams owns Williams Insurance, where he offers life insurance products and facilitates client transactions. Summit Financial, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers both discretionary and non-discretionary investment management through multiple platforms and integrates insurance and retirement plan advisory services.

Nathan Enriquez III is a financial advisor at Ascentis Independent Advisors, LLC in Deming, NM, holding a Series 65 designation with seven years of industry experience. He previously worked at Carter Bain Wealth Management from 2016 to 2021 before joining Golden State Equity Partners, LLC. Ascentis Independent Advisors serves individuals, trusts, retirement plans, and businesses with tailored investment advisory services, including portfolio management, financial planning, and alternative investment options through its Private Direct Investments program. The firm employs a range of strategies such as asset allocation and third-party managers to meet client objectives.

Midhat Quadri is a CFA® charterholder and holds Series 65 and Series 66 licenses, with six years of industry experience. He has worked at Spire Investment Partners since 2020 and previously spent 11 years at First American Bank. Spire Wealth Management, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of portfolio management and financial planning solutions. The firm employs diverse investment strategies, including passive, active, and tax-aware approaches, and utilizes proprietary risk overlays through its affiliate Corbett Road Capital Management.

David Hill is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Independent Financial Group since 2017 and previously worked at LPL Financial from 2009 to 2017. Outside of his advisory work, Hill is involved in farming through ownership of Rio Grande Pecan, LLC. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs via its AccessPoint platform and third-party managers, with assets under management of approximately $11.3 billion.

Michael Mravetz is a financial advisor with Empower Advisory Group in Las Cruces, NM, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Personal Capital and multiple USAA financial services entities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage clients, using an integrated model linked to Empower’s recordkeeping and administrative platforms.

Jazmyn Campos is a financial advisor at Eagle Strategies (New York Life) with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including Wells Fargo Advisors and New York Life. Campos is also appointed as an insurance broker for various carriers, focusing on non-registered products. Eagle Strategies serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a large network of advisers. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios rather than discretionary mandates.

Jose Zavala is a financial advisor with Primerica Advisors in Las Cruces, NM, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior work includes roles at Primerica Financial Services and the City of El Paso, TX. Outside of advisory activities, he is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options under a wrap-fee structure.

Robert Johnson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Avantax Advisory Services and Avantax Investment Services, alongside operating Johnson Financial Services, Inc. since 2003. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment delivery options supported by an in-house Research team and combines advisory services with non-advisory product offerings such as insurance and lending solutions.

Farrah Walter is a Series 66 credentialed financial advisor with 12 years of industry experience. She is currently employed at Edward Jones in Las Cruces, NM, where she has worked since 2013. 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 discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.

Madison Thor Uy is a financial advisor with Ameriprise in Las Cruces, NM, holding Series 63 and Series 65 credentials and eight years of industry experience. He has been with Ameriprise and its affiliated entities since 2016. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad array of advisory, brokerage, and insurance solutions through affiliated companies.