Angelica Lopez is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Wealth Management Group, and Trivelloni Asset Management, among others. Outside of advising, she is an author who has self-published a book on Kindle Direct Publishing and also works as a Medicare insurance agent, focusing on products for seniors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutions. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports clients through advisory programs and institutional consulting.

Dan Wilkinson Sr. is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Cetera Wealth Services, LLC and Dearborn Financial, and has operated his own business, The Wilkinson Agency, since 1992. Outside of advising, Wilkinson serves on multiple nonprofit boards, mentors youth, and works as an instructor in education and training. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management services, including discretionary and non-discretionary management, financial planning, and access to third-party money managers.

Kyle Rotzoll is a financial advisor with Raymond James Financial in Albuquerque, NM, holding a Series 66 designation and two years of industry experience. His prior roles include work with Raymond James Financial Services, The Renaud Investment Group, and the University of New Mexico. Outside of advising, he has worked as a bartender at Ruth's Chris Steak House since 2017. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by risk profiling and analytical tools, with a notable municipal advisory affiliation and specialized retirement plan consulting programs.

Mario Torres is a financial advisor with LPL Financial in Albuquerque, NM, holding Series 63 and Series 65 credentials and 11 years of industry experience. He previously worked at Voya Financial Advisors, Inc. for seven years before joining LPL Financial in 2022. Outside of his advisory role, he is involved with Non-Variance Insurance in Albuquerque. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting both discretionary and non-discretionary strategies.

Charles Stelting II is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2018. 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, and institutions.

Robert Maw Jr. is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. His prior experience includes 18 years at Cambridge Investment Research Advisors and over three decades associated with PGGB Oil & Gas. Outside of advising, he is involved in consulting for insurance and human resources and serves as managing member of a firearm manufacturing business. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Dustin Myers is a financial advisor at Edward Jones in Albuquerque, NM, holding the CFP® and Series 66 designations with seven years of industry experience. He has been with Edward Jones since 2017 and previously studied nuclear engineering at Texas A&M University. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Spinnato is a financial advisor with Ameriprise in Albuquerque, NM, holding a Series 66 credential and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he is a business partner and financial adviser at SKC LLC. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing tax-aware withdrawal advice.

Jacquelyn Lev is a financial advisor with Cetera, holding a Series 66 license and nine years of industry experience. She also operates a CPA practice focused on tax preparation and IRS representation. Lev has worked with various Cetera entities since 2017 and spent time in public education prior to her financial advisory career. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, institutional, and retirement plan clients through a nationwide network of independent advisors. The firm offers a diverse range of portfolio management and financial planning services, including access to multiple program structures and third-party managers.

Marceil Shepherd is the Vice President and Executive Planning Consultant at Fidelity Investments, a position held since 2016. She has been with Fidelity since 2011, initially serving as a Planning and Guidance Consultant before advancing to her current role. Prior to joining Fidelity, she worked as a Financial Services Representative at MetLife Resources from 1996 to 2011. With 30 years of experience in benefits and financial planning, Marceil focuses on delivering personalized, client-centered financial planning support. Her expertise includes incorporating retirement benefits and equity compensation into long-term financial plans, aiding clients in making confident and well-informed decisions. She holds a California Insurance License.

Britney Gorley is a financial advisor at OSAIC with seven years of industry experience. She holds a Series 66 designation and previously worked at PFG Advisors, LLC and Securities America, Inc. Gorley is also associated with CUE Financial Group, Inc. as a DBA. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with financial planning and access to third-party money managers. The firm combines various investment tools and platforms to manage diverse portfolios, supporting both discretionary and non-discretionary accounts.

Bryan Costilla is a financial advisor with Raymond James Financial Services Advisors, Inc. in Albuquerque, NM, holding Series 63 and Series 66 credentials with 10 years of industry experience. He previously worked at MML Investor Services, LLC and served at the University of New Mexico. Costilla is an officer and Treasurer on the board of Meals on Wheels Albuquerque, where he participates in finance committee oversight of the organization's investment portfolio. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary advice using analytical tools and supports a broad advisor network with services including municipal and public finance consulting.

Marguerite Gallagher is a financial advisor with LPL Financial in Albuquerque, NM, holding Series 65 and Series 66 licenses and seven years of industry experience. Her prior roles include positions at Foreside Fund Services, AdvisorShares Investments, and running Gallagher Wealth Management and Gallagher and Associates LLC. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary portfolios.

Jean Marc Grindatto is a financial advisor at Edward Jones in Albuquerque, NM, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Mainfraim Industries LLC, a research and development firm, where he was a co-founder and partner. He has also held positions at iTherapyDocs Inc., Optihealth Inc., Sandoval Economic Alliance, and runs Silverberry Consulting. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

Randall Silva is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms including BancWest Investment Services and BBVA Wealth Solutions. Outside of his advisory role, his background includes positions at Uber and involvement with a carpet care business. 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 portfolio programs, and institutional platforms.

Benjamin Walton is a financial advisor with Mass Mutual Investors Services in Albuquerque, NM, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 16 years of industry experience, having worked at MML Investors Services Inc. since 2009 and MassMutual since 2008. MassMutual 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, using firm-approved software and collaborative planning processes to support client goals.

Justy Armijo is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 30 years of industry experience. His career includes roles at Nusenda Federal Credit Union, CUNA Brokerage Services, and Merrill Lynch. He is based in Albuquerque, NM. 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, and institutional platforms, supported by a large network of investment adviser representatives and extensive operational resources.

Arthur Steinkamp is a financial advisor at Mass Mutual Investors Services with one year of industry experience. Prior to joining the firm, he worked at Sandia National Laboratory and Los Alamos National Laboratory. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools.

Michael Rose is a financial advisor with LPL Financial in Albuquerque, NM, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. His prior roles include positions at Allstate Financial Services LLC and Wells Fargo Investments, LLC. He operates a private financial services firm alongside his work at LPL Financial. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advanced research and operational tools.

Thomas Weinshenker is a financial advisor with LPL Financial in Albuquerque, NM, holding a Series 66 designation and 57 years of industry experience. He has been with LPL Financial since 2004 and previously worked at WS Griffith Securities, Inc. from 1998 to 2004. Outside of advising, Weinshenker serves as a nonprofit board member for the Sigma Chi Fraternity. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.