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Jorge V

Series 63, Series 65

El Paso, TX

Equitable Advisors

Jorge Vielledent is a financial advisor with Equitable Advisors in El Paso, TX, holding Series 63 and Series 65 registrations and over 40 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at AXA Advisors during that same period. Outside of his advisory role, Vielledent is involved in several community and business activities, including serving as a board member for Project Amistad and as treasurer for the Desert Garden Association. Equitable Advisors serves a broad client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs utilizing a variety of investment vehicles and works with third-party asset managers and LPL-sponsored advisory programs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Luis L

Series 63, Series 65

El Paso, TX

Ameriprise

Luis Landin is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory work, he is a silent partner in a fitness gym located in Brownsville, Texas. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written retirement-income recommendations, supported by a centralized consulting team and automated processes.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Guadalupe M

Series 63, Series 66

El Paso, TX

Wells Fargo Clearing

Guadalupe Murillo is a financial advisor with Wells Fargo Clearing in El Paso, TX. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has an extensive tenure with Wells Fargo Bank dating back to 2004. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Ecklyn S

Series 63, Series 66

El Paso, TX

LPL Financial

Ecklyn Salazar is a financial advisor with LPL Financial in El Paso, TX, holding Series 63 and Series 66 licenses with 13 years of industry experience. Prior to joining LPL Financial in 2025, he worked for Hilltop Securities Independent Network Inc. for seven years and has concurrently been involved with Aetna and Blue Cross Blue Shield since 2003. He is also engaged in health insurance sales as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Adrian U

Series 63, Series 65

El Paso, TX

Cambridge Investment Research Advisors

Adrian Urias is a financial advisor with Cambridge Investment Research Advisors in El Paso, TX, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. His prior work includes roles at Franklin Star, LLC, and Mass Mutual Investors Services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals using a variety of portfolio management and platform solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Divia C

Series 63, Series 66

El Paso, TX

Merrill

Divia Correa is a Financial Advisor specializing in providing advisory services to both US and International Private Clients and organizations. She works within Merrill Lynch Wealth Management to deliver personalized wealth management strategies tailored to her clients' individual financial goals, risk tolerance, time horizon, and liquidity needs. Divia's expertise encompasses a range of focus areas including Corporate Executive Services, Education Planning, Family Wealth Management Strategies, Managing New Wealth, Personal Retirement Planning, Philanthropic Planning, Small Business Strategies, and Women and Wealth. Alongside her team and Merrill's internal partners, she develops customized planning and investment solutions designed to implement strategic financial plans. She holds a Bachelor's Degree from the University of Phoenix and professional designations including Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA). Divia is bilingual, fluent in English and Spanish. Outside of her professional role, she participates in community activities such as volunteering with the Abundant Living Faith Center. She enjoys music, reading, running, spending time with her husband Javier and their three children, and traveling.

Wealth management Family Business Retirement income strategy College savings (529s, UTMA, etc.) Parents Women Professionals Women Business Owners
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Susan H

Series 63, Series 65

El Paso, TX

Thrivent Investment Management

Susan Hernandez is a financial advisor with Thrivent Investment Management in El Paso, TX, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. She has been with Thrivent Investment Management since 2015 and with Thrivent Financial for Lutherans since 2006. Outside of her financial advising career, Hernandez is an active violist and holds various roles in musical organizations, including performing with the El Paso Symphony and El Paso Opera and serving on the board of the American Federation of Musicians. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of financial topics while keeping planning and managed-account services distinct.

Business ownership considerations
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Michael P

Series 63, Series 66

El Paso, TX

Wells Fargo Clearing

Michael Pope is a financial advisor with Wells Fargo Clearing in El Paso, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a network of over 14,000 financial advisors.

Retired Founder/Business Owner
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Victor M

Series 63, Series 65

El Paso, TX

LPL Financial

Victor Mascorro Jr. is a financial advisor with LPL Financial in El Paso, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Raymond James Financial Services, Inc. from 2000 to 2006 before joining Linsco Private Ledger, where he has been active since 2006. Outside of his advisory role, he is involved in selling non-variable fixed insurance products including group life, disability, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, and institutional platforms, supported by both proprietary research and third-party subadvisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Lee L

Series 63, Series 65

El Paso, TX

Cetera

Lee Loper Jr. is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including VOYA Financial Advisors and Cetera Wealth Services. He has owned The Loper Group, a financial services business, since 2001. Outside of his advisory work, he serves as an Elder involved in church governance at Del Sol Church in El Paso, TX. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services with various program structures, including access to third-party and affiliated money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Daniel H

Series 66

El Paso, TX

Wells Fargo Clearing

Daniel Huerta Gonzalez is a Series 66-licensed financial advisor at Wells Fargo Clearing with three years of industry experience. He has held positions at Merrill, Bank of America N.A., and Wells Fargo Bank. Outside of his advisory role, he serves as a Match Observer for United Soccer Leagues, overseeing game safety and reporting. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Retired Founder/Business Owner
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Rafael M

Series 63, Series 65

El Paso, TX

LPL Financial

Rafael Menier is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Bank and Wells Fargo Clearing. He is also involved with FirstLight Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management programs.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Adrian A

Series 63, Series 65

El Paso, TX

Wells Fargo Clearing

Adrian Avelar 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. He has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2015. Outside of his advisory role, he owns SABEE HOLDINGS LLC, through which he records and edits world travel videos for a YouTube channel. 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 advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Nicolas R

Series 63, Series 65

El Paso, TX

LPL Financial

Nicolas Rich is a financial advisor with LPL Financial in El Paso, TX, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked at Lincoln Financial Advisors and Valic Financial Advisors. Outside of his advisory role, he is involved in real estate rental activities. 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 broad range of advisory and brokerage services, including model portfolio programs and third-party asset management, supported by advanced research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Bradley B

Series 66

El Paso, TX

Edward Jones

Bradley Byers is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Dominique L

Series 66

El Paso, TX

LPL Financial

Dominique Lacarra is a Financial Advisor with Merrill Lynch Wealth Management based in El Paso, Texas. As a Merrill Financial Solutions Advisor and participant in the Merrill Lynch Wealth Management development program, she focuses on growing her client base and establishing a strong presence within the financial industry. Dominique works closely with clients to understand their priorities and develop personalized short-, mid-, and long-term financial goals. Her expertise covers a broad range of areas including general investing, retirement planning, and saving for unexpected expenses. She also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Dominique holds the Personal Investment Advisor (PIA) designation and has earned a bachelor's degree from the University of Phoenix, following her graduation from Eastwood High School. Outside of her professional work, Dominique enjoys activities such as camping, fishing, hiking, interior decorating, painting, skydiving, spending time with family, and practicing yoga. Her approach centers on uncovering what matters most to clients and their families to help create strategies that pursue their financial goals.

Wealth management General retirement planning Income planning Financial Professional Women Professionals
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Omar C

Series 66

El Paso, TX

Raymond James Financial

Omar Chavez is a financial advisor with Raymond James Financial in El Paso, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining Raymond James in 2025, he worked at Ameriprise for eight years and Unified Insurance and Income Tax for two years. Outside of his advisory role, he serves as CEO of Chavez TBG Corp, a support company focused on financial advising and wealth management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals using risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Ryan B

Series 66

El Paso, TX

Raymond James Financial

Ryan Benway is a financial advisor with Raymond James Financial in El Paso, TX. He holds a Series 66 designation and is early in his career, having joined the industry in 2025. His prior work experience includes positions outside of finance, such as roles at Papa John’s Pizza and several educational institutions. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and utilizes analytical tools for outcome modeling, supporting clients through advisory programs and other providers.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Alfonso H

Series 63, Series 66

El Paso, TX

OSAIC

Alfonso Holguin is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Securities America Advisors, Edward Jones, Wells Fargo Investments, and Charles Schwab. Holguin also provides insurance services as a General Lines Agent in Texas. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services using a variety of portfolio construction tools and supports both discretionary and non-discretionary account management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Manuel M

Series 63, Series 65

El Paso, TX

Merrill

Manuel Magallanes is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Wells Fargo Bank NA, Wells Fargo Clearing Services LLC, U.S. Bank and U.S. Bancorp Investments, Inc. 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 for individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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