Asha Gales is a financial advisor with Wells Fargo Clearing in Albuquerque, NM, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank since 2010. Outside of her advisory role, she is a 35% owner of GAWILBEY, LLC, a business involved in art sales, merchandise sales, and online content creation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by in-house and third-party research.

Michael Gordon is a CFP® designee with 17 years of industry experience, currently affiliated with MassMutual Investors Services in Albuquerque, NM. He has been with MML Investors Services Inc. since 2008 and with MassMutual since 2007. Outside of his advisory role, he is a silent partner and co-owner of Waypath Employee Benefits, a business providing group and individual health insurance, and he holds an ownership role in Tax Optimized Plan Solutions, LLC, a third-party administration start-up. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides ongoing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including asset management and educational seminars, delivering financial planning through collaborative, annual engagements that focus on client goals and investment strategies.

Dante Berry is a financial advisor with LPL Financial in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at UBS Financial Services, The Vanguard Group, and U.S. Eagle Federal Credit Union. He serves as a commissioner on the Valencia County Commission, a non-profit board role. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and model portfolios, supported by advanced operational and research tools.

Mark Napolin is a financial advisor with LPL Financial in Albuquerque, NM, holding the ChFC® designation and Series 63 license. He has 49 years of industry experience, including prior roles at Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors. Outside of his advising career, he also runs a fixed insurance business and is involved with the Sycamore Condo Association. 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 wide range of advisory and brokerage services, utilizing both proprietary and third-party strategies, supported by advanced operational tools and a broad non-advisory financial services platform.

Susan Jessup is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials. She has 35 years of industry experience, including long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. She serves as co-trustee of her mother’s estate alongside her brother. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is largely model-driven, utilizing portfolios from internal research, third-party strategists, and TAMP sponsors.

Michael Stark is a financial advisor with Mass Mutual Investors Services in Albuquerque, NM, holding Series 63 and Series 65 credentials and having 16 years of industry experience. He previously worked at MetLife Securities from 2010 to 2017. Outside of his advisory role, he is involved in group life insurance sales. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing, collaborative planning engagements and a range of investment programs, including specialized event-driven planning services.

Isaac Zamora is a financial advisor with Cetera in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has held roles at Avantax Advisory Services and Avantax Investment Services and manages his own accounting and tax preparation firm, Zamora Business Accounting, PC. Zamora also serves on the board of Big Brother Big Sisters of Central New Mexico. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with options including model portfolios, third-party managers, and bespoke strategies.

Amin Allahverdi is a financial advisor at Edward Jones in Albuquerque, NM, holding a Series 66 designation and beginning his industry experience in 2026. His prior work experience includes roles at NORC at the University of Chicago and Farmers Insurance, as well as various positions outside the financial services industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Keith Padilla is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 16 years of industry experience. He has been with MassMutual and its subsidiary MML Investors Services since 2008 and 2009, respectively. In addition to his advisory role, he is also an insurance agent specializing in life insurance sales. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and various investment programs, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Alexandra Chase is a financial advisor with Edward Jones, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, she worked at Sunset Mesa School for several years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated proprietary products, supported by a nationwide network of more than 23,000 financial advisors.

Justin Crawford is a financial advisor at Edward Jones in Albuquerque, NM, holding a Series 66 designation. He joined Edward Jones in 2025 and previously worked for ten years at Sandia National Labs. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Carlo Sanchez is a financial advisor with Primerica Advisors in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Michael Kiefer is a financial advisor with LPL Financial based in Albuquerque, NM, holding Series 63 and Series 65 licenses and totaling 25 years of industry experience. His career includes roles at OSAIC, Signator Investors, Inc., and a long-standing involvement with Mark Napolin. Kiefer has also been engaged in business activities related to Mark J. Napolin & Associates. 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, with a focus on delivering diverse investment strategies through a network of investment adviser representatives.

Aaron Navratil is a financial advisor with Thrivent Investment Management in Albuquerque, NM. He holds a Series 66 designation and has one year of industry experience. Prior to entering the financial services field, he served 20 years in the US Navy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning across a broad range of topics, allowing clients to combine planning with managed-account services under a consolidated billing option.

Adam Coffing is a financial advisor at LPL Financial with 9 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2017. Prior to that, he was affiliated with National Planning Corporation in 2017 and served at Copper Pointe Church from 2006 to 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, combining a wide range of investment options with extensive non-advisory financial services.

Logan Lippert is a financial advisor with Mass Mutual Investors Services in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with MML Investors Services LLC and MassMutual Life Insurance Co since 2014. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing annual, collaborative planning engagements using firm-approved analytical tools.

Sabrina Perez is a financial advisor with Wells Fargo Clearing in Albuquerque, NM, holding Series 63 and Series 65 licenses. She has eight years of industry experience, including eight years with Wells Fargo Clearing Services LLC and thirteen years with Wells Fargo Bank NA. 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.

Robert Finch is a financial advisor with Cetera and holds Series 63 and Series 65 licenses. He has 22 years of industry experience and has previously worked with firms including Avantax, Allstate Financial Services, BBVA, and Valic Financial Advisors. Outside of his advisory role, Finch works as a cardiovascular technician at UNM Hospitals. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a variety of portfolio management options and oversees more than $256 billion in assets across over 10,000 advisors.

Robert Conaway is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021, with prior roles at BBVA Securities, BBVA Wealth Solutions, and Thrivent Financial. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Megan Cunningham is a CFP®-certified financial advisor with LPL Financial, based in Albuquerque, NM. She has seven years of industry experience, including multiple tenures with LPL Financial and prior work with Legacy Investment Designs. Outside of her advisory role, she has been involved in direct sales through SeneGence International, a multi-level marketing company, since 2017. 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, utilizing research-driven model portfolios and third-party management alongside various strategic investment options.