Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Tina A

Series 63, Series 65

Las Cruces, NM

STIFEL

Tina Avelar is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She previously worked at Merrill for 34 years before joining Stifel Nicolaus & Co Inc, where she has been since 2021. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services such as fee-based financial planning and recommendations of third-party advisers. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and planning.

General retirement planning Income planning
user avatar
firm logo

Martha B

Series 63, Series 66

Las Cruces, NM

STIFEL

Martha Beltran is a financial advisor at Stifel with 26 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing for five years before joining Stifel in 2021. In addition to her advisory role, she provides notary services in Las Cruces, NM. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment strategy model for asset allocation and planning, and it also provides services to private funds and municipal-market activities.

General retirement planning Income planning
user avatar
firm logo

Paul B

Series 63, Series 65

Las Cruces, NM

STIFEL

Paul Bridgers is a financial advisor with Stifel in Las Cruces, New Mexico, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2021 and previously spent 12 years with Bank of America, NA. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning decisions.

General retirement planning Income planning
user avatar
firm logo

Taylor G

CFP®, Series 66

Las Cruces, NM

STIFEL

Taylor Gobble is a CFP® professional with 11 years of industry experience, currently with Stifel in Las Cruces, NM. He has previously worked at Wells Fargo Clearing and has been with Stifel Nicolaus & Co Inc since 2019. Outside of his advisory role, he owns farmland which he leases to a local farmer. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services grounded in a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar
firm logo

Claud G

Series 63, Series 66

Las Cruces, NM

STIFEL

Claud Gobble is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Stifel Nicolaus & Co. Inc. since 2021 and previously spent five years with Wells Fargo Clearing. Outside of his advisory role, his family is involved in managing an Airbnb short-term rental property in Las Cruces, NM. Stifel serves a diverse client base, including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, focusing on capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

General retirement planning Income planning
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)