Sonya Boldt is a financial advisor with LPL Financial in Albuquerque, NM, holding a Series 66 license and three years of industry experience. Her background includes roles at Sandia Laboratory Federal Credit Union, Kohls, the University of New Mexico, and Central New Mexico Community College. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies supported by proprietary research and technology.

Donald Lutz is a CFP®-certified financial advisor with 30 years of industry experience, currently affiliated with LPL Financial since 2022. He has a longstanding career at Cuna Mutual Group and Cuna Brokerage Services, where he has worked since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Joe Garcia is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has nine years of industry experience. His prior positions include roles at CUNA Mutual Group, CUNA Brokerage Services, Inc., and Fidelity Brokerage Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services through a large network of investment adviser representatives.