Mikaela Postlethwait is a financial advisor at Morgan Stanley in Albuquerque, NM, holding Series 66 and Series 63 licenses with four years of industry experience. Her prior roles include positions at Wells Fargo Clearing, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved planning tools.

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.

Julie Garcia is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with Raymond James since 2016. Outside of her advisory role, she serves as vice president of The Renaud Investment Group, which involves administrative and branch management responsibilities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and maintains unique offerings such as municipal advisory services and SIMPLE IRA employer consulting.

James Armer is a Series 66-licensed financial advisor with 17 years of industry experience, currently affiliated with LPL Financial in Albuquerque, NM. His career includes roles at Nusenda Federal Credit Union, CUSO Financial Services, and BBVA Wealth Solutions among others. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services through a national network of representatives.

Benjamin Alaimo Monson is a financial advisor with Morgan Stanley in Albuquerque, NM, holding a Series 66 designation and 18 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he serves as Treasurer for the Performance Santa Fe Foundation and is involved with the United Way of North Central New Mexico and Kitchen Angels in advisory roles. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, utilizing structured financial planning tools and offering services through its Financial Advisors and Estate Planning Strategies Group.

Margaret Carter is a financial advisor with Cetera, holding a Series 66 credential and 12 years of industry experience. She previously worked at Thrivent Financial and Arete Wealth Management. In addition to her advisory role, she provides administrative and operational support as a licensed financial professional at Altus Wealth Management. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of advisors and multiple program structures.

Lauren Torres is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2022, she operated Legacy Investment Design DBA Bold Financial Group from 2020 to 2022 and worked in healthcare and restaurant roles earlier in her career. Outside of advising, she has worked as a delivery driver for DoorDash. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and research-supported investment strategies, including discretionary and non-discretionary management options.

Rob White is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2023. In this role, he works closely with clients to understand their goals and concerns, involving their entire family in the planning process to address the areas most important to them. Rob has extensive experience in the financial services industry, having held multiple roles at Fidelity Investments since 2015, including Financial Consultant, Investment Consultant, Relationship Manager, and Workplace Planning and Guidance Support Specialist. Prior to his current role, he served as Vice President, Financial Consultant at Charles Schwab from 2021 to 2023. Rob is a CERTIFIED FINANCIAL PLANNER™ professional. Further details about his education or personal interests were not provided.

William Dial is a financial advisor with LPL Financial in Albuquerque, NM, holding the ChFC® designation and Series 66 license. He has nine years of industry experience with prior roles at Edward Jones and Fidelity Brokerage Service. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and other institutions through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting with discretionary and non-discretionary management supported by proprietary and third-party research.

Matthew Ports is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds the Series 66 designation and is based in Albuquerque, NM. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branches nationwide.

Andrea Fisher is a financial advisor at RBC Wealth Management with nine years of industry experience. She has been with RBC Wealth Management since 2014. Outside of her advisory role, she serves as an independent contractor and consultant for a rural electric utility and works part-time as a cashier. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients' risk profiles, utilizing both in-house and third-party investment managers.

Christopher Chavez is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 66 and Series 63 credentials. His prior work history includes positions at Merrill and Fidelity, where he contributed from 2013 to 2021. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management combined with integrated custody and brokerage services.

James Fletcher is a financial advisor with Merrill in Albuquerque, NM, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has been with Merrill since 1984 and concurrently associated with Bank of America since 2009. Outside of his advisory role, he is involved as a general partner in Fletcher Farm Properties, LLC, and is an officer in Fletcher Farms, Inc., family-owned entities managing agricultural operations in Michigan. 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 a diverse client base including individuals, high-net-worth clients, and institutional entities.