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Michael D

CFP®, Series 66

El Paso, TX

Cetera

Michael Duchouquette is a CFP® with 25 years of experience in financial and insurance services. He is currently with Cetera and is the owner of Duchouquette and Associates, Inc., a financial and insurance services firm he has led since 2013. In addition to his advisory roles, he owns a honey farm involved in packaging and marketing. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a large network of independent advisors.

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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Thomas G

Series 66

El Paso, TX

OSAIC

Thomas Gallardo is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and has worked at firms including Lincoln Financial Advisors and Triad Advisors. In addition to his advisory role, he assists with investment management and operations oversight at a related wealth management firm and is involved in marketing insurance products for M Financial Group. OSAIC Wealth, Inc. serves a diverse client base ranging from individual investors to charitable organizations through an extensive network of affiliated advisors. The firm employs various asset-allocation tools and third-party platforms to deliver integrated brokerage and advisory services tailored to clients' investment needs.

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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Jesse L

Series 63, Series 65

El Paso, TX

Wells Fargo Clearing

Jesse Limones is a financial advisor with Wells Fargo Clearing in El Paso, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. Their investment approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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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 credentials and bringing 39 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. Outside of his advisory role, Vielledent is involved in several community and business activities, including serving as a board member of Project Amistad and the Lake Proctor Irrigation Authority, as well as managing various private ventures under the VIMCO name. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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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 Las Cruces, NM, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2014 to 2016. Outside of her advisory role, she owns and manages a rental property in El Paso, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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, holding Series 63 and Series 66 credentials and 13 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Hilltop Securities Independent Network Inc. for seven years and has been associated with Aetna and Blue Cross Blue Shield since 2003. He is also involved in the sale of health insurance through his business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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Adrian U

Series 63, Series 65

El Paso, TX

Cambridge Investment Research Advisors

Adrian Urias is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience and holds Series 63 and Series 65 designations. He has worked previously at Franklin Star, LLC, MML Investors Services Inc, and MassMutual. His other business activities include serving as an agent involved in trading and insurance/benefits consulting on a part-time basis. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse range of clients including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using various platform arrangements and strategies tailored to client objectives.

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

Series 65, Series 63

El Paso, TX

Primerica Advisors

Jeriel Farias is a financial advisor with Primerica Advisors in El Paso, TX, holding Series 65 and Series 63 licenses and with nine years of industry experience. He has worked at Primerica Advisors since 2020 and has been affiliated with Primerica Financial Services since 2005. Outside of his advisory role, he is employed on eBay and serves as a self-employed notary public. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies created by unaffiliated asset managers and supports trade execution through BNY Mellon Advisors and Pershing, managing approximately $15.5 billion in assets across nearly 3,700 advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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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 credentials and 25 years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2013. 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 through over 14,000 financial advisors and offers both brokerage and advisory solutions.

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 based in El Paso, TX, holding Series 63 and Series 65 designations and having 30 years of industry experience. He has been associated with Linsco Private Ledger since 2006. In addition to his advisory role, he is involved in selling non-variable group life, disability, and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a wide range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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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 with LPL Financial in El Paso, TX, holding the Series 63 and Series 65 credentials and bringing 14 years of industry experience. His career includes roles at Wells Fargo Bank and its affiliates from 2005 to 2022 before joining LPL Financial and Firstlight Federal Credit Union in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by internal and third-party research, along with various institutional and participant-focused services.

College savings (529s, UTMA, etc.)
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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 designations and 17 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and Valic Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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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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