Michael Slenes is a financial advisor at Allworth Financial, L.P. based in Albuquerque, NM. He holds a Series 65 credential and has one year of industry experience. Prior to his current role, he has held positions at the University of New Mexico and worked in the hospitality and retail sectors. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm utilizes customized portfolios combining model strategies and third-party sub-advisers, and it manages privately offered funds and a specialized Airline division.

Matthew Keller is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. since 2022. Prior to this, he worked for 18 years at Uasnm, Inc. d/b/a Uas Wealth Advisors. He serves as a trustee on the Albuquerque Academy Endowment Management Committee. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a range of strategies and employs technology to manage held-away employer retirement accounts.

Kirk Hudson is a CFA® charterholder and holds a Series 65 license with 23 years of experience in the financial industry. He has worked at Allworth Financial, L.P. since 2022 and previously spent 18 years at Uasnm, Inc. D/B/A Uas Wealth Advisors. Allworth Financial is a fee-based SEC-registered adviser that serves individuals—including high-net-worth clients—qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm uses customized portfolio strategies incorporating model allocations and specialized approaches, including defined-outcome ETFs and options overlays, while also managing privately offered funds and maintaining affiliated businesses such as a broker-dealer and a tax/accounting practice.

Joseph Kopczynski is a Series 63 licensed financial advisor with 23 years of industry experience. He has worked at Allworth Financial, L.P. since 2022 and previously spent 18 years at Uasnm, Inc. D/B/A Uas Wealth Advisors. He is based in Albuquerque, NM. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, including core-satellite, pure-index, and options-based models, and utilizes technology to manage held-away retirement accounts.

Donald Mcdaniel is a CFP® with 15 years of experience in the financial industry, currently serving as an advisor at Allworth Financial, L.P. He previously spent 10 years at Uasnm, Inc. D/B/A Uas Wealth Advisors before joining Allworth Financial in 2022. Allworth Financial is a fee-based SEC-registered adviser providing asset management and financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, and corporate clients. The firm employs a range of investment strategies, including model portfolios and specialized approaches such as buffered equity ETFs and options overlays, and is noted for its ownership structure and specialized divisions like its Airline division.

Michelle Phillips is a financial advisor at Allworth Financial, L.P. in Albuquerque, NM, with 24 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at multiple firms, including Horter Investment Management, Oxford Wealth Advisors, and Townsquare Capital. Allworth Financial is a fee-based SEC-registered adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, including model-based and options-overlay approaches, and utilizes technology to manage held-away employer retirement accounts.