Jonathan Garton is a financial advisor with OSAIC in Albuquerque, NM, holding the ChFC® and Series 63 designations and having 38 years of industry experience. His prior roles include long tenures at Cue Financial Group, Inc., Foothill Securities, and Securities America, among others. He also owns a sole proprietorship that sells life insurance and fixed annuities. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisors and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers and managed account solutions.

Johnny Nuanes is a financial advisor with Edward Jones, holding CFP® and Series 66 designations and six years of industry experience. Prior to joining Edward Jones, he worked at B Riley / National Asset Management, Inc, Morgan Stanley, and Onward Financial, LLC. He is based in Albuquerque, NM. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management with a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Michael Ellis is a financial advisor with Mass Mutual Investors Services in Albuquerque, NM, holding Series 66 and Series 63 licenses and offering 20 years of industry experience. He has been with MassMutual and its subsidiary MML Investors Services since 2006 and 2007, respectively. Outside of advising, Ellis is president-elect and head of the finance committee for the UNM Lobo Club, a nonprofit athletic booster organization. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management services, utilizing firm-approved software for goal analysis and offering event-driven planning programs including divorce and estate-settlement planning.

Jenna Farah is a Series 66 licensed financial advisor with three years of industry experience. She is currently with Charles Schwab, having previously worked at MidFirst Bank, Fidelity Investments, Wells Fargo Clearing, and Wells Fargo Bank. Prior to her financial industry roles, she worked at Fortis Gymnastics and Target. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

John Marek is a financial advisor with LPL Financial in Albuquerque, NM, holding a Series 66 license and 15 years of industry experience. He previously worked at firms including CUNA Brokerage Services, CUNA Mutual Group, Cetera Advisor Networks, and Thornburg Investment Management. Outside of finance, Marek has been a CrossFit coach since 2023 and operates a Turo car rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing multiple investment strategies and technology tools to support its network of over 22,800 advisors.

John Strange is a financial advisor with Mass Mutual Investors Services in Albuquerque, NM, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Metlife Securities and Metlife Financial Services. He serves as a board member of Shepherd of the Valley Presbyterian Church. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers specialized programs such as divorce planning and estate settlement services.

Matt Jones is a Financial Consultant at Fidelity Investments, where he has been employed since 2010 in various roles. His current position, which he has held since 2022, involves providing financial planning and investment services to clients. Throughout his tenure at Fidelity Investments, Matt has served in multiple capacities including Planning Consultant, Senior Relationship Manager, Relationship Manager, Financial Representative, and Resolutions Manager. Matt's professional experience spans over a decade in the financial services industry, with a focus on developing strong client relationships and delivering financial confidence and peace of mind. He holds a California Insurance License and has also worked as a Financial Representative with Princor Financial Services Corp and as a Financial Representative and Agent with Principal Life Insurance Company. Outside of his professional work, Matt enjoys family activities, hiking, visiting museums, music, reading, and singing.

Philip Mayo is a financial advisor with RBC Capital Markets in Albuquerque, NM, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of his advisory role, Mayo serves as President of the Faith Lutheran Church Council and holds board positions with the ARCA Foundation, a nonprofit supporting individuals with special needs, and the Foundation for Success, which provides mentorship and tutoring services for students. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that combine in-house and third-party investment management with tailored strategies based on client risk profiles.

Sonia Aquilina is a Senior Financial Advisor at Merrill Lynch Wealth Management with a career in financial services dating back to 1988. She initially worked in Private Client Services as a Vice President and International Trust Officer. Since joining Merrill Lynch in 2005, Sonia has held various roles including International Financial Advisor, Assistant Vice President, Financial Solutions Advisor, and Senior Financial Advisor. Sonia's areas of expertise include family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, women and wealth, and individual and corporate investment strategies. She holds a Personal Investment Advisor (PIA) designation and obtained her High School Diploma/GED from Pima Community College. Sonia is fluent in both Spanish and English. Residing in Tucson with her husband and two children, Sonia is actively involved in supporting local business owners and is a member of both the Merrill Women’s Exchange and HOLA, the Hispanic/Latino organization for Leadership and Advancement. Volunteering and giving back to her community is a priority for her. In her spare time, she enjoys outdoor activities such as skiing, spending time with family, traveling, and watching movies.

Yvonne Sanchez is a financial advisor with Cetera in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked with Cetera since 2013 and is also principal of Rio Grande Insurance L.L.C., focusing on property, casualty, life, and health insurance. Sanchez serves as a development board member for the University of New Mexico-Valencia Campus, participating in community fundraising events. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 independent advisors and serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform that includes affiliated and third-party managers, with more than $256 billion in assets under management.

Dylan Baxter is a financial advisor with Ameriprise Financial Services in Albuquerque, NM, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise since 2016, including both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Baxter also manages the Baxter Family LLC, an investment-related business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice, incorporating investment research and third-party data within a defined product ecosystem.

Ryan Salmon is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2014 to 2016. Outside of his advisory role, he serves on the finance committee of El Rancho de las Golondrinas, a living history museum in Santa Fe, where he assists with overseeing operations and providing guidance on asset allocation and budgeting. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment solutions. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a focus on tailored services and an expanded investment menu that includes insurance-related products.

Carol Crowder is a financial advisor at Raymond James Financial with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at LPL Financial LLC and Waddell & Reed. Crowder is also involved with Innovative Wealth Planning LLC and Oasis Financial Solutions. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm employs tailored, non-discretionary planning and consulting using risk profiling and modeling tools, supporting clients through various advisory programs and maintaining specialized offerings such as municipal advisory and SIMPLE IRA employer consulting services.

Edward Jordan is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley and its affiliated entities since 2012. Jordan is based in Albuquerque, NM. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by approved tools and models, managing approximately $2.74 trillion in client assets.

Michael Kozemchak is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2015, with a brief tenure at Fidelity Investments in 2022. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individual, high-net-worth, and institutional clients.

Richard Getty is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2024. He brings over three decades of financial experience to his position, working primarily with affluent families to help them achieve their financial goals and manage their family's wealth. His approach involves understanding clients' situations, analyzing their financial standing, developing and implementing formal financial plans, and monitoring progress. His professional experience includes various roles at Fidelity Investments since 2011, including Financial Consultant, Investment Consultant, Retirement Solutions Representative, and Investment Solutions Representative. Prior to joining Fidelity, Richard held financial advisor positions at GWN, Waddell and Reed, Morgan Stanley, and Edward Jones. He also worked as an Account Executive at Meritage Mortgage and United Lending. Outside of his professional work, Richard has personal interests in biking, cars, golf, motorcycles, photography, and reading.

William Gupton IV serves as a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 17 years of experience in the financial services industry and has been with Merrill since 2007. In his role, he specializes in cultivating institutional and family relationships, leading large-scale client events, and driving strategic growth for his team. His client focus includes tribal organizations, nonprofits, and individuals seeking a high-tech, deeply informed advisory relationship. Billy's team is recognized for its commitment to relationship management and technical expertise in serving institutional clients. He stays informed with resources such as the Wall Street Journal and Merrill's Chief Investment Office research to provide timely and relevant market insights to clients. He holds a Bachelor's Degree from the University of New Mexico and is a Personal Investment Advisor (PIA) by designation. Outside of his professional career, William spends time with his wife Rachel and their daughter London. He is an avid marathon runner and is involved in his community through board memberships at Junior Achievement of New Mexico, United Way of North Central New Mexico, and New Mexico Amigos. He also organizes the annual Hoops 4 Hope charity basketball game benefiting the UNM Cancer Center.

Nathaniel Spratley is a financial advisor at RBC Capital Markets with three years of industry experience. He previously worked at Zia Trust, Inc., and has been involved with the University of New Mexico and Albuquerque Academy. Outside of his advisory role, he serves as the head coach of the Girls Junior Varsity Basketball team at Albuquerque Academy. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs and portfolio management services. The firm offers tailored investment strategies implemented through a combination of in-house and third-party managers, supporting varied client needs including high-net-worth individuals, corporations, and charitable organizations.

Danielle Hinds is a Senior Financial Advisor with the Hinds Team at Merrill Lynch Wealth Management. In her role, she serves as both a relationship manager and business manager, focusing on delivering goals-based wealth management, planning, and dynamic investment advice to her clients. Danielle's work emphasizes collaboration and a high standard of service aimed at supporting her clients through various financial challenges and opportunities. Before joining Merrill Lynch Wealth Management in 2016, Danielle earned a Bachelor's degree in Psychology from the University of New Mexico and worked at a children's counseling center providing care and services to at-risk youth and families in New Mexico. This experience helped her develop strong relationship-building skills and an understanding of creating strategies to meet clients' goals. Danielle holds professional designations as a Certified Divorce Financial Analyst (CDFA) and a Personal Investment Advisor (PIA). Residing in Albuquerque, Danielle enjoys spending time with her daughters, Alice and Dorothy, and their cat, Figaro. Her personal interests include cooking, reading, soccer, traveling, yoga, and spending time with family and friends.

Ronald Baker is a Certified Financial Planner® at Raymond James Financial with 32 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Inc., Bank of America, N.A., and has been with Raymond James since 2017. He serves on an investment committee overseeing governance and portfolio oversight in his community. Raymond James Financial Services Advisors, Inc. provides tailored financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm emphasizes non-discretionary planning using analytical tools and supports municipal and public finance work through its unique affiliations.