Arlene Burson is a financial advisor with Raymond James Financial in Albuquerque, NM, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at First Command Financial Planning and David Advisory Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advising and SIMPLE IRA Employer Advisory services.

Yvette Baca is a financial advisor with Raymond James Financial in Albuquerque, NM, holding a Series 63 designation and 38 years of industry experience. She has been with Raymond James Financial and Raymond James Financial Services, Inc. since 2010 and owns YYB LLC, a financial services support company established in 2019. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations, using tailored, non-discretionary planning methods supported by analytical and risk-profiling tools.

Angelica Lopez is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Wealth Management Group, and Trivelloni Asset Management, among others. Outside of advising, she is an author who has self-published a book on Kindle Direct Publishing and also works as a Medicare insurance agent, focusing on products for seniors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutions. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports clients through advisory programs and institutional consulting.

Susan Boekeloo is a financial advisor at Raymond James Financial with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has held roles at several financial firms, including Prevender Financial and SRB Financial Services. Outside her advisory work, she is involved with Sagebrush Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor strategies to client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Phillip Prevender II is a CFP® professional with 33 years of experience in the financial industry, currently serving at Raymond James Financial since 2007. He holds additional securities licenses (Series 63 and Series 65) and has been involved in nonprofit finance committees, including board membership at Central New Mexico Community College Foundation and Ronald McDonald House Charities of New Mexico. Outside of his advisory role, he owns and leads Prevender Financial Services, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm employs tailored, non-discretionary consulting that incorporates risk profiling and advanced modeling tools, supporting a broad range of client needs through its extensive advisor network and specialized programs.