Kenneth Bowers is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 licenses. He has 35 years of industry experience, including prior roles at Gradient Securities LLC, Cetera Advisor Networks LLC, and his own firm, Kenneth L Bowers. He is also involved in consulting services as a Certified Exit Planning Advisor. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform supporting multiple custodians and money managers, offering both fee-based and commission-based options through a network of 477 independent advisors.

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.

Gregory Trost is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at LPL Financial and Ameriprise Financial Services, as well as founding Trost Financial Consulting. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, high-net-worth clients, pension plans, and various institutions. The firm offers discretionary and non-discretionary portfolio management through proprietary and third-party solutions, along with comprehensive financial planning and consulting services.

Nicolas Baker is a financial advisor with Eagle Strategies (NY Life) in Albuquerque, NM, holding Series 63 and Series 66 licenses with nine years of industry experience. He has worked with multiple entities affiliated with New York Life since 2016 and is the owner of Mantis Kung Fu Academy, a martial arts school providing instruction to the public. Baker also serves as a board member of the Parker Center for Family Business, a nonprofit assisting family-owned businesses. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored solutions across various program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Parrott is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Osaic Advisory Services, LLC. His prior roles include positions at Triad Hybrid Solutions, Waterway Wealth Management, Fidelity Brokerage Services, and Thornburg Securities Corp. Outside of his advisory work, he is a director for the New Mexico chapter of Folds of Honor, a nonprofit organization that raises funds for educational scholarships. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, using multiple program models and platforms to tailor portfolios to client needs.

Michael Albillar is a CFP® with 12 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at The H Group, Inc. and MGM, LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and uses a diversified investment approach that combines passive and active strategies, supported by an internal Investment Committee.

Daniel Cherrin is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates planning services from ongoing discretionary management and acts as adviser to a donor-advised fund within a vertically integrated group that uses affiliated funds.

Kaleigh Hubbard is a CFP® and ChFC® with three years of industry experience, currently serving as a financial advisor at PNC Wealth Management. Her prior roles include positions at Edward Jones, BOK Financial Securities, and Morgan Stanley. She serves as treasurer for CASA Albuquerque, where she helps manage the organization’s finances. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the invitation-only Portfolio Solutions Strategist Digital Offering, which uses algorithm-driven model portfolios managed by PNC or third-party strategists and implemented via mutual funds and ETFs.

Jay Livingston is a financial advisor with Eagle Strategies (NY Life) based in Albuquerque, NM, holding Series 63 and Series 65 licenses, and has 27 years of industry experience. He has been a Certified Financial Planner since 2010 and operates JFL Financial P.C., through which he sells New York Life products and brokers non-registered insurance products. Outside of advisory activities, he is a partner in a personal boat ownership LLC, Windward Charters, LLC. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Daniel Serna is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 credentials, with 11 years of industry experience. His prior work includes roles at Primerica Advisors and Gamestop Corp. Outside of his advisory work, he serves as president of the New Mexico Chess Organization and vice president of finance for the US Chess Federation, both community and charitable board positions. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base, including individuals, retirement plans, corporations, and institutional clients. The firm’s advisory services are provided through independent representatives using a combination of custodians, third-party managers, and platform programs, with a notable emphasis on non-discretionary account management.

Muhammad Siddiqui is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and one year of industry experience. His prior experience includes roles at J.P. Morgan Securities and Scotiabank, where he worked for three years. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Sara Beltran Caro is a financial advisor with Voya Financial Advisors, Inc. She holds a Series 66 designation and has two years of industry experience. Prior to joining Voya, she worked at LPL Financial LLC and Agia, where she was also appointed as an agent to sell non-securities insurance products. Voya Financial Advisors serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and consulting services through various program structures that emphasize recommendation-based advice.

Anthony Caligaris is a financial advisor with Eagle Strategies (New York Life) based in Albuquerque, NM, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been affiliated with New York Life and its related entities since 2011. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Liam Sturge is a financial advisor with Empower Advisory Group in Albuquerque, NM. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at MittGroup and Robinhood Markets, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm uses an integrated model tied to its recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

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.

Sharon Patterson is a financial advisor with Eagle Strategies (NY Life) in Albuquerque, NM, holding Series 63 and Series 65 credentials and 32 years of industry experience. She has been affiliated with Eagle Strategies since 1998 and operates Ascension Financial Group, Inc., which sells New York Life products and brokers non-registered insurance products. Additionally, she owns the Bubbling Brook Hunting Lodge, an Airbnb property in Aragon, NM. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Angel Ramirez is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses. Although new to the industry, with less than a year of experience, Angel has previously worked at Wells Fargo and Northwestern Mutual. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing through a single “point-in-time” financial plan and optional managed account solutions.

Spencer Orr is a financial advisor with First Command Advisory Services in Albuquerque, NM, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Madison Avenue Securities, Mirau Capital Management, LPL Financial, and The Vanguard Group. Outside of finance, he has experience working in the food service industry with Sweet Tooth Desserts and BJ's Brewhouse. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

James Mccullough is a financial advisor with LPL Financial in Albuquerque, NM, holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior roles include positions at Waddell & Reed, various insurance carriers with W&R Insurance Agencies, and Thrivent Investment Management. 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, model portfolio programs, third-party asset management, and institutional platforms.

Jessie Maestas is a financial advisor at Morgan Stanley with six years of industry experience. Prior to joining Morgan Stanley in 2025, Jessie worked at RBC Capital Markets, LLC for eight years. Jessie also has experience outside finance, including time at The Quarters BBQ and Alan Maestas Law Office. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.