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 the Series 63 and Series 65 designations and bringing 32 years of industry experience. She has worked previously at Wells Fargo Clearing, Merrill, Citigroup Global Markets, and Morgan Stanley Dw Inc. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning and consulting services through a variety of investment programs and strategies.

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.

Emmanuel Raux is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with J.P. Morgan Securities since 2012. His prior experience includes roles at Picsou Properties, LLC and Login Multimodal, LLC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

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.

Luz Estrella Maylone is a financial advisor with Wells Fargo Clearing in El Paso, TX. She holds Series 63 and Series 65 designations and has one year of industry experience. She has been with Wells Fargo Bank since 2009. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Jennifer Dayoub is a financial advisor at Raymond James & Associates with 17 years of industry experience. She holds a Series 66 designation and has worked at Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and consulting services with a range of portfolio management styles and affiliated research.

Robert Halter is a CFP® professional with 24 years of industry experience, currently with Wells Fargo Advisors in El Paso, TX since 2021. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He holds ownership interests in Montoya-Halter LLC and High Ridge Wealth Management LLC, both investment-related businesses. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions with a broad range of investment and financial planning services, using proprietary research and planning tools to tailor recommendations for clients who meet certain net-worth criteria.

Richard Mojica is a financial advisor with LPL Financial in El Paso, TX, holding Series 63 and Series 65 licenses and over 11 years of industry experience. His prior roles include positions at Principal Financial Services and Principal Life Insurance Company. He also serves as an insurance agent focusing on fixed life, long-term care, and disability insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to a broad client base, including individuals, retirement plan participants, banks, and trust companies. The firm offers a range of financial planning and investment management solutions supported by a large network of advisors and institutional platforms.

Diana Cazares is a financial advisor with Wells Fargo Clearing in El Paso, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. She has been with Wells Fargo Clearing since 2016 and has a long tenure at Wells Fargo Bank, N.A. dating back to 2009. 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 integrates research from Wells Fargo Investment Institute and third-party sources in its investment approach.

Henry Gallardo is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Triad Hybrid Solutions, Strategic Wealth Advisors, and M Holdings Securities, Inc. Gallardo serves as chairman of the board for University Medical Center in El Paso and is a board member of several nonprofit organizations focused on health and community services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios tailored to client needs.

Luis Zapata is a financial advisor with Wells Fargo Clearing in El Paso, TX. He holds Series 63 and Series 65 licenses and has experience with Wells Fargo Bank, nA, Lend Nation, and Pizza Hut. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to support its investment approach and offers both brokerage and advisory solutions.