Shawn Feliciano is a financial advisor with First Command Advisory Services in Albuquerque, NM, holding Series 63 and Series 66 licenses and with 14 years of industry experience. He has worked at firms including BBVA Securities and AXA Advisors and serves as an advocate for people with multiple sclerosis through his involvement with Iconquer MS, Ride. 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 using model portfolios managed by an internal Investment Management Team and Wealth Portfolio Managers.

Ancel Espinosa is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses. He has less than one year of industry experience and previously worked for the Department of Defense and the City of Albuquerque. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs using model portfolios managed by an internal Investment Management Team and Wealth Portfolio Managers.

David Hogans is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and eight years of industry experience. Prior to joining Wealth Enhancement Advisory Services, he worked at The H Group, Inc. and Intelligent Investing Incorporated. Hogans is also an attorney licensed in Virginia, New Mexico, and before the Federal Patent Bar, though he is not currently practicing law. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

James Byrd is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at LPL Financial, Householder Group Estate & Retirement Specialists, and Edward Jones. Outside of advisory work, he is involved with the American Financial Education Alliance, contributing to local educational efforts. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting with an investment process that combines passive and active strategies guided by an internal Investment Committee.

Nila Moore is a financial advisor at PlanMember Securities Corporation with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with PlanMember since 2014. In addition to her role at PlanMember, she has been involved with Competitive Benefits Administrators since 2005, serving in both investment-related and benefits consulting capacities. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios, offering education and support services including seminars, personalized planning, and separation counseling.

Phillip Finley is a financial advisor with Eagle Strategies (NY Life) based in Albuquerque, NM, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been associated with Lobo Wealth Strategies since 2007 and with New York Life Insurance and Nylife Securities Inc. since 1995. Finley also engages in insurance brokering activities involving non-registered insurance products outside his advisory role. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working with various institutional sponsors within an integrated New York Life affiliate structure.

Kayla Creamer is a CFP®, ChFC®, and holds a Series 65 license with three years of industry experience. She is currently with Mariner Wealth Advisors and previously worked at Waterway Wealth Management for ten years. Outside of financial advising, she is involved in AI data annotation projects. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, and charitable organizations, offering customized investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm integrates in-house research with third-party managers and provides specialized solutions such as ERISA 3(38) retirement plan offerings and tax compliance services uncommon for large enterprises.

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 and nine years of industry experience. He has been affiliated with Eagle Strategies and several related entities since 2017 and owns Mantis Kung Fu Academy, a martial arts school. He also serves as a board member for the Parker Center for Family Business, a nonprofit focused on family-owned business challenges. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. 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.

Michael Parrott is a CFP® credentialed financial advisor at OSAIC Advisory Services, LLC with 10 years of industry experience. His prior roles include positions at Triad Hybrid Solutions, Waterway Wealth Management, Fidelity Brokerage Services, Thornburg Securities Corp, and Fidelity. He serves as 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 firm that provides investment management, financial planning, retirement plan consulting, and related services to a diverse client base, including individuals, institutions, and charitable organizations. The firm delivers advisory services through multiple program models and utilizes a combination of proprietary guidance and third-party platforms.

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.

Bemelda Bragado is a Series 65-licensed advisor at Mercer Global Advisors Inc. with 10 years of industry experience. She previously worked at SB Capital Management, Inc. for 11 years before joining Mercer. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, using a mix of low-cost ETFs, index funds, separate account managers, and private funds.

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 individual investors, retirement plan sponsors, charitable organizations, and corporations. The firm offers a range of financial planning and portfolio management services through various program structures, often providing non-discretionary recommendations requiring client approval.