Carly Weedman is a financial advisor with PlanMember Securities Corporation in Albuquerque, NM, holding Series 65 and Series 63 licenses and bringing six years of industry experience. She has worked at PlanMember since 2019 and concurrently is involved with Competitive Benefits Administrator and Aflac, where she serves in insurance and investment-related roles. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options. The firm employs a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios while delivering education, support, and counseling services to plan sponsors and participants.

Nila Moore is a financial advisor at PlanMember Securities Corporation with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with PlanMember since 2014. In addition to her role at PlanMember, she has been involved with Competitive Benefits Administrators since 2005, serving in both investment-related and benefits consulting capacities. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios, offering education and support services including seminars, personalized planning, and separation counseling.