John Funk is a financial advisor at Quest Investment Portfolio Management, Limited in Roswell, NM, with 23 years of industry experience. He holds a Series 65 credential and has been with Quest Investment Portfolio Management since 1995. The firm provides discretionary and non-discretionary portfolio management primarily to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, and estates, managing approximately $21.2 million. The investment approach emphasizes manager-driven selection of no-load mutual funds and ETFs, focusing on large- and mid-cap exposure, lower volatility relative to the S&P 500, and fixed-income allocations.

Penny Kelley is a financial advisor with NFSG Corporation in Roswell, NM, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. She has worked at Newbridge Securities Corporation since 2019 and LPL Financial from 2012 to 2019. Outside of finance, she is the owner and president of Roswell Osteopathic Medical Corp., a medical clinic, and also owns Kelley Pharmacy, which delivers pharmaceutical products to the public. NFSG Corporation provides discretionary and non-discretionary asset management, financial planning, and third-party manager selection services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, employing a combination of fundamental, technical, and cyclical analysis and utilizing both long- and short-term strategies.

Charles Murphy II is a financial advisor at Moors & Cabot, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Moors & Cabot since 2016, following a long tenure at Merrill. Outside of his advisory work, he operates a part-time sole proprietorship focused on buying, restoring, and selling cars as a hobby. Moors & Cabot provides investment advisory services to individual and high-net-worth investors, corporations, pension plans, trusts, and charitable organizations. The firm employs a variety of analytic approaches and offers both discretionary and non-discretionary portfolio management, along with fee-based financial planning and consulting.

Steven Du Charme is a CFP® professional with four years of industry experience, currently affiliated with PFG Advisors in Roswell, NM. His prior experience includes roles at United Planners, OSAIC, Securities America, and Equitable Advisors. Outside of his advisory work, he serves as Treasurer for the Republican Party of Chaves County. PFG Advisors offers 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 implementing exposure through index-based ETFs with periodic rebalancing.

Damon Graham is a financial advisor with Eagle Strategies (NY Life) in Roswell, NM, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been affiliated with New York Life Insurance Company since 2010 and Nylife Securities LLC since 2011. In addition to his advisory role, he works as an insurance broker for non-registered insurance products. Eagle Strategies serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, managing approximately $25.4 billion in regulatory assets as of December 2024.

Tammie De Los Santos is a Series 66 licensed financial advisor with Edward Jones, based in Roswell, NM. She has two years of industry experience, including one year in her current role and six years previously at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary funds, supported by a large network of financial advisors and branch offices nationwide.

Erica Robey is a Series 66-licensed financial advisor with Merrill, where she has worked since 2023. Her prior experience includes roles at the Roswell Homeless Coalition and various medical groups. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm integrates investment management with Bank of America's broader financial platforms and emphasizes managed account and manager-selection capabilities.

Christopher Stokes is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Wells Fargo entities since 2011. Outside of his advisory role, Mr. Stokes has a 50% ownership interest in Stokes Wealth Management Group, LLC, where he is actively involved. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, integrating advisory services with other financial products and referral channels.

Brian Taylor is a financial advisor at Mass Mutual Investors Services with 22 years of industry experience. He holds the Series 66 designation and has worked at Mass Mutual Investors Services since 2017 and at MetLife-related firms from 2007 to 2017. Outside of his advisory role, Taylor serves as president of Immanuel Lutheran Church in Roswell, NM. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs using analytical tools to support goal-based recommendations.

Steve Harris is a financial advisor with Edward Jones in Roswell, NM, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for the Chaves County Government from 2008 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high- and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs and services under a fiduciary standard.

Victoria Harman is a Wealth Management Advisor at Merrill Lynch Wealth Management. She focuses on helping clients navigate their financial priorities by offering consultative wealth management services tailored to individual goals and circumstances. Victoria specializes in areas including education planning, family wealth management strategies, retirement income, tax minimization, socially responsible investing, and services for endowments, foundations, and non-profits. Victoria earned her Bachelor of Science degree in Food Science from Texas Tech University. She holds the Chartered Financial Consultant (ChFC) designation and is a Personal Investment Advisor (PIA). Prior to her financial career, she spent seven years as a Territory Manager with US Foods. She is active in the Roswell community through her involvement with Altrusa International of Roswell, NM. In her personal time, Victoria enjoys boating, cooking, fishing, gardening, golfing, reading, skiing, and traveling.

James Mc Clelland is a financial advisor at Edward Jones in Roswell, NM, holding Series 63 and Series 66 credentials with 26 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he co-owns a cattle ranching operation and serves as president of an oil and gas investment company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors.

Tammy Jolliff is a financial advisor with Edward Jones in Roswell, NM, holding a Series 66 designation and seven years at Edward Jones following 22 years at H&R Block. Her experience spans over two decades in the financial services industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates through a large network of advisors and branch offices nationwide.

Priscilla Archuleta is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 8 years of industry experience. Her career includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA. She is based in Roswell, NM. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, providing discrete planning engagements that clients may choose to implement through various brokerage or advisory programs.

Anjali Suri is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. She is the owner of Surifinancialadvisors.com and has worked with Cetera and its affiliated entities since 2013. Outside of her advisory work, Suri serves as a director for Altrusa International of Roswell, NM, a local charity service organization, and is a board member of Lighthouse Foster and Adoption Support. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers portfolio management, financial planning, retirement plan solutions, and access to third-party money managers, combining retirement and fiduciary capabilities with a broad institutional network.

Jesse Brownfield is a financial advisor with Edward Jones in Roswell, NM, holding Series 63 and Series 66 licenses and over 22 years of industry experience. His prior work includes five years at Merrill Lynch/Bank of America and an earlier 17-year tenure at Edward Jones. Outside of his advisory work, he and his wife manage cattle ranching activities on their family ranch in Roswell. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, supported by a nationwide network of more than 23,000 advisors and over $1 trillion in assets under management.

Ingrid Gonzales Wieser is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to this, she was employed at Bank of America and Merrill Lynch from 2016 to 2018. She is also a member of the Roswell Rotary Club International. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Adolfo Esquivez Gomez is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and over nine years of industry experience. His prior roles include positions at JP Morgan Securities LLC and JPMorgan Chase Bank. He is also involved in several business ventures, including D&A Meadows LLC, Area 369 LLC, and Esquivez Property Brothers LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Brian Stokes is a CFP® professional with over 40 years of industry experience. He has been with Wells Fargo Advisors since 2021 and previously worked within Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 onward. Outside of his advisory role, he is involved in managing oil royalty interests and is a part owner of Stokes Wealth Management Group, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services for business-owner transition, sports and entertainment, and special-needs analysis, supported by Wells Fargo’s research and planning tools.

Mark Beeman is the Resident Director at Merrill Lynch Wealth Management. A lifelong resident of New Mexico, Mark grew up in Carlsbad and began his financial career in 2008, joining Merrill Lynch in 2010. Prior to entering the financial industry, he spent 12 years as an educator in the Roswell area. Mark earned a Bachelor of Science degree in Social Studies with an emphasis in History from Eastern New Mexico University in Portales. He holds the Chartered Retirement Planning Counselor (CRPC™) designation from The College for Financial Planning Institutes Corp., as well as the Personal Investment Advisor (PIA) credential. Mark specializes in family wealth management strategies, liquidity management, managing new wealth, and personal retirement planning. He works closely with clients to identify their primary goals, which may include education funding, tax minimization, and retirement asset management, and develops tailored strategies to help build, manage, and preserve their wealth across generations. Outside of his professional role, Mark enjoys outdoor activities such as boating, golfing, hiking, running, and skiing. He lives with his wife, Kate, and their two children, Bailey and Cameron.

Wesley Belding is a CFP® and Series 66-registered advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Vizient Inc/VHA Inc. from 2012 to 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services through a large nationwide network of financial advisors and branch offices.