Anthony Caligaris is a financial advisor with Eagle Strategies (New York Life) based in Albuquerque, NM, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been affiliated with New York Life and its related entities since 2011. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. 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.

Liam Sturge is a financial advisor with Empower Advisory Group in Albuquerque, NM. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at MittGroup and Robinhood Markets, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm uses an integrated model tied to its recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Michelle Phillips is a financial advisor at Allworth Financial, L.P. in Albuquerque, NM, with 24 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at multiple firms, including Horter Investment Management, Oxford Wealth Advisors, and Townsquare Capital. Allworth Financial is a fee-based SEC-registered adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, including model-based and options-overlay approaches, and utilizes technology to manage held-away employer retirement accounts.

Sharon Patterson is a financial advisor with Eagle Strategies (NY Life) in Albuquerque, NM, holding Series 63 and Series 65 credentials and 32 years of industry experience. She has been affiliated with Eagle Strategies since 1998 and operates Ascension Financial Group, Inc., which sells New York Life products and brokers non-registered insurance products. Additionally, she owns the Bubbling Brook Hunting Lodge, an Airbnb property in Aragon, NM. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Angel Ramirez is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses. Although new to the industry, with less than a year of experience, Angel has previously worked at Wells Fargo and Northwestern Mutual. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing through a single “point-in-time” financial plan and optional managed account solutions.

Spencer Orr is a financial advisor with First Command Advisory Services in Albuquerque, NM, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Madison Avenue Securities, Mirau Capital Management, LPL Financial, and The Vanguard Group. Outside of finance, he has experience working in the food service industry with Sweet Tooth Desserts and BJ's Brewhouse. 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 managed centrally by an Investment Management Team and Wealth Portfolio Managers.

James Mccullough is a financial advisor with LPL Financial in Albuquerque, NM, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His prior experience includes roles at Waddell & Reed, Inc. and various insurance carriers for W&R Insurance Agencies over a span of 14 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including both discretionary and non-discretionary management, supported by research and a variety of investment strategies.

Jessie Maestas is a financial advisor at Morgan Stanley with six years of industry experience. Prior to joining Morgan Stanley in 2025, Jessie worked at RBC Capital Markets, LLC for eight years. Jessie also has experience outside finance, including time at The Quarters BBQ and Alan Maestas Law Office. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.

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 Series 66-credentialed financial advisor with 14 years of industry experience, currently with LPL Financial since 2022. His prior experience includes roles at CUNA Brokerage Services, CUNA Mutual Group, and CETERA Advisor Networks. Outside of finance, he has worked as a CrossFit coach since 2023 and operates a home-based car rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research.

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.

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.