Evan Jaramillo is a financial advisor at Edward Jones in Albuquerque, NM, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Hollowwa & Artley, P.C. for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and advisory services supported by a nationwide network of more than 23,700 financial advisors.

Carlos Duque is a financial advisor with Morgan Stanley in Albuquerque, NM, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley since 2011 and is currently associated with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers structured planning using proprietary tools and modeling techniques.

Adam Miller is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. He holds the Series 66 designation and has worked at Cambridge Investment Research, Inc. since 2018. Outside of his advisory role, Miller serves as a board member for the Local Hero's Fund, a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management strategies and platform arrangements.

David Murphy is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors in Albuquerque, NM. He joined the firm in 2025 after a career as a full-time student athlete at the University of New Mexico. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a variety of portfolio management and platform options.

Antonio Ortega is a Series 66-licensed financial advisor with Morgan Stanley, based in Albuquerque, NM. He has one year of experience in the financial industry, joining Morgan Stanley in 2026. Prior to this, he worked in various roles including at the State of New Mexico and Thornburg Investment Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

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.

Ryan Deutsch is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2016, previously working at Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brandon Whitmore is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity Investments since 2016, progressing through roles including Financial Representative, Workplace Planning and Advice Consultant, Relationship Manager, and Investment Consultant. Prior to his tenure at Fidelity, Brandon worked as a Financial Advisor at Edward Jones from 2018 to 2019. Brandon's approach emphasizes transparency and trust in building long-lasting partnerships with clients. He utilizes a structured process to provide guidance on clients' full financial pictures and life events, supported by a team of specialists at Fidelity. His experience spans financial consulting, investment advising, relationship management, and workplace planning. Outside of his professional role, Brandon has interests in art, family activities, fitness, tennis, and writing.

Daniel McRoberts is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with individual and institutional clients to develop personalized wealth management strategies that align with their financial goals. His areas of expertise include family wealth management, institutional investment consulting, legacy planning, retirement income, and socially responsible investing. Throughout his career, Daniel has focused on delivering clear, timely financial services to clients and assisting foundations and associations in implementing their missions and goals. His approach is consultative and objective, emphasizing trustworthiness, knowledge, and integrity. Daniel strives to maintain strong client relationships by listening carefully and using Merrill's resources to offer tailored solutions. Daniel holds a Bachelor's degree in Business and Finance from Fort Lewis College. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also engaging in community activities, reflecting Merrill's tradition of service.

Travis Haguewood is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2012, holding various roles including Financial Consultant since 2017, Investment Consultant from 2015 to 2017, Relationship Manager from 2013 to 2015, and Financial Representative from 2012 to 2013. Prior to joining Fidelity, he was a Pension Specialist Intern at Veritude from 2011 to 2012. As a Certified Financial Planner®, Travis has over a decade of experience working directly with families on their financial futures. He focuses on helping families work toward their goals by managing expectations and making adjustments over time. Travis is an Albuquerque native who values family and community. Outside of his professional work, Travis enjoys baseball, golf, motorcycles, and yoga.

Ryan Cordova is a financial advisor with LPL Financial who holds a Series 66 designation and has five years of industry experience. His prior roles include positions at OSAIC and Specialized IRA Services. Outside of his advisory work, he is involved in entertainment ventures, including Bien Fierce Entertainment LLC and DMC Records and Entertainment. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services supported by research-driven models, third-party subadvisors, and various investment platforms.

Vincent Romero is a financial advisor at Morgan Stanley in Albuquerque, NM, holding a Series 66 designation with one year of industry experience. His prior roles include positions at VRC LLC and the University of New Mexico, as well as experience in education and other fields. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers both direct and employer-based financial planning 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.

Roger Legendre is a Series 66-licensed financial advisor with Edward Jones in Rio Rancho, NM, having joined the firm in 2024. Before entering the financial industry, he spent 19 years with the Albuquerque Police Department. He also worked briefly with Spinoso Real Estate Group in 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Bobak Khodaie is a financial advisor with Mass Mutual Investors Services in Albuquerque, NM, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with MML Investors Services LLC since 2013 and MassMutual since 2011. Outside of his advisory role, he is an owner of Gunners LLC, which refers prospects for property and commercial insurance, though he receives no direct compensation from this activity. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, with a collaborative, structured approach that emphasizes investment categories and strategies rather than specific product selections.

Steven Rogers is a financial advisor with LPL Financial in Albuquerque, NM, holding a Series 66 designation and 21 years of industry experience. His prior work includes roles at Royal Alliance Associates, BBVA-related firms, and Wells Fargo. He serves as a board member of Jumpstart NM for Personal Financial Literacy, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services with various investment strategies and supports its advisors with technology tools and an extensive platform.

Cris Giron is a financial advisor with LPL Financial in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has previously worked with VOYA Financial Advisors and operated Legacy Financial Group and Insight Financial Services, Inc. outside of his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by extensive advisor tools and a broad non-advisory financial services platform.

Nabila Walli is a financial advisor at Charles Schwab with five years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities, LLC, JPMorgan Chase Bank, N.A., and Wells Fargo Bank, N.A. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a comprehensive due diligence process for alternative investments.

Troy Tunell is a financial advisor with UBS Financial Services in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with UBS since 2009. Tunell serves as an advisor to the American Bankers Association, contributing to the content and planning of the ABA Wealth Management and Trust conference. UBS Financial Services serves individual, corporate, and institutional clients, offering a range of brokerage and advisory services including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, employing proprietary research and model-based asset allocations to tailor solutions for clients.

Kirste Plunket is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with Raymond James since 2010. Outside of her advisory role, she is involved in personal private investing. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.