William Pettit is a financial advisor with Raymond James Financial Services Advisors, Inc. in El Paso, TX, holding a Series 66 designation and 28 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors. He is also an associate at Fischer Wealth Management, where he manages client investment accounts. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs a non-discretionary, tailored approach supported by analytical tools and maintains unique offerings such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Ruthie Quintana is a financial advisor with Wells Fargo Clearing in El Paso, TX, holding a Series 66 designation and 17 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is grounded in modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Megan Martinez is a financial advisor with Raymond James & Associates in El Paso, TX, holding a Series 66 designation and four years of industry experience. She has worked at various subsidiaries of Raymond James since 2021 and has previous roles with El Paso Inc., the Diocese of El Paso, and University of North Texas. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, pension, charitable, and municipal clients, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Erik Jaime is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His career includes positions at Cuna Mutual Group, CUNA Brokerage Services, St Johns Wealth Management, BBVA Compass Investment Solutions, and Wells Fargo Investments. Jaime is based in El Paso, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Laura Celis is a financial advisor at LPL Financial in El Paso, TX, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining LPL Financial in 2025, she worked at First Command Insurance Services, Advisory Services, and Brokerage Services from 2023 to 2025. Outside of her advisory role, she is a co-owner of a real estate rental business in North Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers diverse financial planning and portfolio management solutions through a large network of advisers, utilizing a range of strategies and technologies.

Milner Carballo is a CFP® and ChFC® with 32 years of industry experience, currently serving as Managing Partner at Gentry Partners Wealth Management, LLC. He has held various roles within Cetera and its affiliated entities since 2020. Carballo is also involved in real estate development as a partner in a development project and operates an ownership entity, MILNER CARBALLO LLC. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a broad range of portfolio management and financial planning services and manages over $256 billion in assets across more than 10,000 advisors.

David Cromeens is a CFP® professional with 27 years of experience in the financial industry. He is currently with Cetera and has previously held roles at Charles Schwab & Co., Inc. and First Allied Securities, Inc. Cetera Investment Advisers LLC serves a broad client base including individual investors, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services through a large nationwide network of independent advisors, with a multi-manager platform that supports various investment strategies and program options.

Esmeralda Fierro is a financial advisor at Morgan Stanley in El Paso, TX, holding a Series 66 designation. She has one year of industry experience and previously worked at several firms including ScottHulse, Great American, and McFarland PLLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analysis in its financial planning process.

Monica Narvaez is a CFP®-certified financial advisor at OSAIC with 38 years of industry experience. She has held roles at firms including Triad Hybrid Solutions, Triad Advisors LLC, M Holdings Securities, and Strategic Wealth Advisors. Narvaez serves on the boards of the El Paso Symphony Orchestra and Emergence Health Network, contributing to business guidance and outreach efforts in her community. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutional clients, offering integrated brokerage and advisory services alongside financial planning and retirement consulting. The firm employs asset-allocation tools and provides access to multiple advisory platforms, third-party money managers, and managed-account solutions.

Paulina Rodriguez is a financial advisor with Merrill in El Paso, TX, holding a Series 66 designation and eight years of industry experience. Her prior work history includes roles at Bank of America and JMAS. Merrill and its affiliate Managed Account Advisors LLC provide managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Marco Rodriguez is a financial advisor with LPL Financial in El Paso, TX, holding Series 63 and Series 65 credentials and 10 years of industry experience. His prior roles include positions at Westwind Capital, Spence Asset Management, and Wells Fargo Clearing Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors.

Don Willadsen is a financial advisor with LPL Financial in El Paso, TX, holding a Series 66 designation and three years of industry experience. He previously worked at First Command Insurance Services and its affiliated firms for two years and served in roles with the US Army Intelligence Center and Network Enterprise Technology Command. Outside of his advisory work, he is a notary public. 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 financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Jeremy Gauna is a financial advisor with Wells Fargo Clearing in El Paso, TX. He holds Series 63 and Series 65 licenses and began his career in the financial industry in 2025. Prior to joining Wells Fargo, he worked in various roles across several industries including automotive and railway. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Selina Holguin Lucero is a financial advisor with Raymond James & Associates in El Paso, TX, holding Series 63 and Series 65 credentials and 32 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing, each for five years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting through a range of portfolio management styles and affiliated research resources.

Ricardo Alarcon is a financial advisor with Merrill in El Paso, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Wells Fargo Advisors and Bank of America, N.A. Outside of his advisory work, he is the general partner and managing member of Soapy Paws Self Dog Wash LLC, a self-service dog wash business in El Paso. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alejandro Guevara Contreras is a financial advisor with Merrill in El Paso, TX, holding a Series 66 designation and nine years of experience. His work history includes multiple roles at Merrill since 2017, along with positions at Utep, Alorica Business Solutions, and Conduent Business Services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Rosa Landin is a financial advisor at Ameriprise with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2022. Prior to her financial advisory career, she held roles at Beacon Harbor Home Health Inc. and El Paso ISD. Landin also serves as a volunteer regional chair for the Texas A&M Hispanic Network in El Paso, helping to connect prospective students with the university. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing annual advice.

Jose Rosales is a financial advisor with Equitable Advisors in El Paso, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Equitable Advisors since 2011 and was previously with Axa Advisors, LLC. Outside of his advisory role, he serves as Secretary on the board of the Nottingham Manor HOA and coordinates community outreach for the Hunt College of Business Administration Alumni Network. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives to deliver tailored investment solutions through a mix of proprietary and third-party programs.

Tomas Flores Jr. is a financial advisor with Wells Fargo Clearing in San Angelo, TX, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Wells Fargo Clearing since 2019 and has worked at Wells Fargo Bank, N.A. since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes both discretionary and non-discretionary services, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Enrique Hernandez Rios is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill Lynch and El Paso Electric Company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework.