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.

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.

Sonya Boldt is a financial advisor with LPL Financial in Albuquerque, NM, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Sandia Laboratory Federal Credit Union, Kohls, and various educational institutions. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Ryan Cordova is a Series 66 credentialed financial advisor with five years of industry experience. He is currently affiliated with LPL Financial and previously worked at OSAIC and Specialized IRA Services. Outside of his advisory role, Cordova is involved in the entertainment industry through his interests in Bien Fierce Entertainment LLC and DMC Records and Entertainment. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

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 at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has worked at several firms including Royal Alliance Associates, INC. and BBVA Securities Inc. Rogers serves as a board member for Jumpstart NM, a nonprofit focused on personal financial literacy. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to various model portfolios and research.

Cris Giron is a financial advisor with LPL Financial based in Albuquerque, NM, holding Series 65 and Series 63 credentials and bringing 28 years of industry experience. Prior to joining LPL Financial in 2022, he advised clients at VOYA Financial Advisors and operated Legacy Financial Group and Insight Financial Services, Inc. for two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, with both discretionary and non-discretionary portfolio management supported by internal and third-party research.

Nabila Walli is a financial advisor at Charles Schwab with five years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities, LLC, JPMorgan Chase Bank, N.A., and Wells Fargo Bank before joining Charles Schwab in 2026. Walli is based in Albuquerque, NM. Charles Schwab & Co., Inc. serves a large client base, 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 centralized operational structure.

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.

Scott Desmarais is a financial advisor with Wells Fargo Clearing in Albuquerque, NM, holding a Series 66 designation and three years of industry experience. Prior to his current role starting in 2022, he worked in the restaurant industry for several years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

John Humphrey is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2014. In his current role, he collaborates with individuals and families to develop personalized financial plans. With 12 years of experience at Fidelity, John has held various positions including Financial Consultant, Investment Consultant, Relationship Manager, and Trader. His work involves helping clients understand their financial options and make informed decisions. Outside of his professional activities, John enjoys baseball, camping, fishing, fitness, parenthood, and volunteering.

Valerie Anderson serves as a Vice President and Financial Advisor at Merrill Lynch Wealth Management, based in Albuquerque. With over a decade in the financial services industry and nearly ten years at Merrill, she specializes in retirement planning, working to help individuals and families define and achieve their financial goals. Valerie holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) credential, and earned her Bachelor's degree from the University of New Mexico. Her expertise includes areas such as divorce transition planning, education planning, family wealth management strategies, personal retirement planning, small business strategies, women and wealth, and retirement income. Valerie takes a client-centered approach by seeking to understand the full picture of her clients’ lives and aligning financial strategies with their values and priorities. Her ideal clients include individuals, families, and small business owners. Outside of her professional work, Valerie is involved in community initiatives including serving as an Integration Developer for the Hispanic Organization for Leadership and Action and as a Volunteer Champion in 2022 at Bank of America Merrill. She also co-leads her local Merrill Women's Exchange chapter, fostering connection, mentorship, and professional development among women in the financial industry. In her personal time, Valerie enjoys spending time with her husband and their dog in Albuquerque, discovering local hidden gems, and traveling to visit family in Peru.

Howard Pope is a financial advisor at Edward Jones with a Series 66 credential. He has one year of experience at Edward Jones and a diverse background that includes roles in tree care services and local business ventures. Outside of his advisory work, he is involved with NM XMAS Lights and Crafted Tree Care Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Scott Reynolds is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with the firm since 1986 and focuses on helping clients develop and adhere to disciplined wealth management strategies. His approach includes creating personalized road maps to show expected progress over the long term and managing risk by pairing asset classes that do not rise and fall together. Scott holds a Bachelor's degree with an emphasis in Economics from the University of New Mexico. He has earned the Certified Investment Management Analyst® (CIMA®) certification, administered by the Investments & Wealth Institute™ in conjunction with The Wharton School, University of Pennsylvania. Additionally, he holds the Chartered Retirement Planning Counselor™ (CRPC™) designation from the College for Financial Planning Institutes Corp. A native of Albuquerque, Scott and his wife, Alicia, enjoy mountain biking, hiking, and traveling spontaneously to nearby locations. He has served on the board of The American Red Cross for nine years, including two years as Board Chairman, contributing to the community that has been important to him.

Joel Esquibel is a financial advisor with Edward Jones in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously worked at Wells Fargo Bank and its affiliated firms from 2013 to 2024. Outside of his advisory role, Esquibel owns two retail businesses and serves as a director of United Fit, a community organization focused on physical fitness and wellness. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a large nationwide network of financial advisors and branch offices.

Robert Dexel is a financial advisor with Wells Fargo Clearing in Albuquerque, NM, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 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 IPS-driven and based on modern portfolio theory, with a notable breadth of investment options that include insurance-related vehicles and bank deposit sweep programs.