Nathan White is a Series 66-registered financial advisor with Edward Jones in Albuquerque, NM. He has three years of industry experience, including time at Edward Jones and prior roles in logistics and supply chain sectors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Julian Gurule is a financial advisor with LPL Financial in Albuquerque, NM, holding a Series 66 designation and five years of industry experience. He has previously worked at Morgan Stanley Smith Barney LLC and Allstate, among other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services, utilizing various strategies including model portfolios and third-party subadvisors, supported by advisor-facing technology.

Kristen Renaud is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has been with Raymond James since 2016. She serves as a committee member for the investment funds committee at All Faith's and as a board and finance committee member for Animal Humane New Mexico. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Kristen Kennedy is a financial advisor at Cetera with seven years of industry experience. She holds a Series 66 designation and has worked at Cetera Wealth Services, Altus Wealth Management, and operated her own firm, RKD Alpha Dog. Outside of her advisory role, she owns Kennedy Financial Network, a financial planning and investment management business, and serves as a notary public. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management options, model portfolios, and third-party managers across discretionary and non-discretionary programs.

Roan Conley is currently a Planning Consultant. He has professional experience in the financial services industry, having worked as a Relationship Manager at Fidelity Investments from 2024 to 2026 and as a Financial Representative at Fidelity Investments from 2023 to 2024. Roan focuses on understanding clients' needs to develop financial plans that are straightforward and aligned with their goals. Outside of his professional role, Roan has interests that include outdoor adventures, skiing, soccer, and spending time with pets.

Kristen Freeman is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. She previously worked at UBS Financial Services for 21 years before joining Wells Fargo Advisors in 2024. Freeman holds Series 63 and Series 65 designations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, and niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools to deliver tailored recommendations.

Santiago Huggins Aller is a financial advisor at Merrill, holding a Series 66 credential with one year of industry experience. His prior roles include positions at Bank of America, Clifton Larson Allen, and various educational and community organizations in Albuquerque, NM. He has also been involved with Aller Anesthesia LLC and the Jewish Community Center. Merrill, together 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, pension and profit-sharing plans, corporations, and charitable organizations.

Stephen Anyanonu is a financial advisor at Merrill with 17 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Wells Fargo affiliate firms since 2011. Merrill, together 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, pension and profit-sharing plans, corporations, and charitable organizations.

Bradford Hull is a financial advisor with Morgan Stanley, holding Series 63, Series 65, and Series 66 licenses and 21 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2013 and previously held positions at Merrill and Robert Baird & Co. Morgan Stanley Wealth Management provides advisory services to individuals and institutions, offering tailored financial planning supported by structured tools and guidance from its Financial Advisors and Estate Planning Strategies Group.

Melissa Minter is a financial advisor at OSAIC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Sagepoint Financial, Inc. and INVEST Financial Corp. In addition to her advisory role, she operates a sole proprietorship as an insurance agent. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with a range of portfolio options, supporting both discretionary and non-discretionary management.

Richard Griffin is a financial advisor with Primerica Advisors, 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. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering 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 delegates trading responsibilities to BNY Mellon Advisors, operating primarily with a tiered wrap-fee structure.

Mikaela Postlethwait is a financial advisor at Morgan Stanley in Albuquerque, NM, with four years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment research.

Robert Homer III is a financial advisor with Mass Mutual Investors Services in Albuquerque, NM, holding the ChFC® and Series 63 designations and bringing 49 years of industry experience. He has been with MassMutual and its affiliated entities since 1996. MassMutual Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing ongoing financial planning, asset management, and educational seminars. The firm emphasizes collaborative annual financial planning engagements and offers event-driven services such as divorce and estate-settlement planning.

Richard Ortega Jr. is a financial advisor with Raymond James & Associates in Albuquerque, NM, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2020. Outside of finance, Ortega is involved in creative ventures as a musician, filmmaker, and actor, including membership in the Screen Actors Guild. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary consulting services supported by a nationwide adviser network and a range of portfolio management styles.

Carson Roland is a financial advisor with Merrill in Albuquerque, NM, holding a Series 66 designation and nine years of industry experience. He has worked at Bank of America and Merrill since 2017, following a one-year tenure at Sandia National Laboratories. Outside of his advisory role, he is co-owner of Kickstand Cafe & Cycles and teaches prenatal yoga classes. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mary Bunch is a financial advisor at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at Jostens for 22 years. Mary holds the Series 66 designation and is based in Albuquerque, NM. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Melissa Tafoya is a financial advisor at UBS Financial Services in Albuquerque, NM, holding a Series 66 license with one year of industry experience. Her prior work includes roles at Merrill, Bank of America, and Charles Schwab. Outside of her advisory work, she has been a caregiver for her brother since 2013. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Nathan Roybal is a financial advisor with Cetera, holding a Series 66 credential and 12 years of industry experience. He has worked at Cetera and its affiliates since 2016 and is the owner of Roybal Financial Network LLC. Outside of financial services, he serves as a board member for Childrens Choice, a child care and development organization, and is a council member at Inez Elementary Community School. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diversified portfolio management and financial planning services through a multi-manager platform, with access to affiliated and third-party managers, accommodating both discretionary and non-discretionary account structures.

Jessica St. Cyr is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of the St. Cyr Group. She began her career in the financial services industry in 2000 and joined Merrill Lynch Wealth Management in 2010. Jessica's approach emphasizes providing customized advice, disciplined investing, and exceptional service to her clients. She holds a Bachelor of Business Administration degree in Financial & General Management from the University of New Mexico. Jessica has earned the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Chartered Retirement Planning Counselor™ (CRPC) designation from the College for Financial Planning Institutes Corp. She also holds the Personal Investment Advisor (PIA) designation. Jessica lives in the North Valley with her husband, Jonathan, and their children, JP and Rosalie. She enjoys traveling with her family, spending time outdoors, and running. Jessica has completed eight marathons, including the Bank of America Chicago Marathon, which remains her favorite and one she hopes to run again.

Michael Daly is a financial advisor with Morgan Stanley in Albuquerque, NM, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations.