Kevin Long is a Series 66-licensed financial advisor with Edward Jones in El Paso, TX, where he has worked since 2014. He has 12 years of industry experience and also serves in the Army National Guard, a role he has held since 2002. 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, access to separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Stefanie Welsch is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. She previously worked at Bank of America, N.A. and has five years of experience in homemaking. Outside of her advisory role, she is actively involved in the Junior League of El Paso and serves in leadership positions with the El Paso del Norte Stanford Alumni Club. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, and institutions with model-based and discretionary investment strategies developed by internal and third-party managers.

Ross Salas is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at LPL Financial, BancWest Investment Services, BANK OF THE WEST, and Edward Jones. 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 and analytics from Wells Fargo Investment Institute and third-party sources.

Daniel Smith is a financial advisor with Wells Fargo Clearing in El Paso, TX, holding a Series 66 designation and 16 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, including pension and charitable organizations. The firm offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, using research from Wells Fargo Investment Institute and third-party sources to inform its approach.

Raziel Speer is a financial advisor at Wells Fargo Advisors based in El Paso, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Wells Fargo, Speer worked at PNC Bank and Sunflower Bank and has held various roles outside finance, including positions at Chick-fil-A and Subway. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu with specialized services, using proprietary research and tools to develop tailored recommendations through meetings and written reports.

Gabriel Vargas is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at both Wells Fargo and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Sergio Cervantez is a financial advisor with Wells Fargo Clearing in El Paso, TX. He holds Series 63 and Series 65 registrations and has been in the industry since 2022, with prior experience at Von Tez and Wells Fargo Bank, N.A. 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 roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Romel Alvarado is a financial advisor with LPL Financial, holding a Series 65 designation and possessing eight years of industry experience. He previously worked at Kestra Financial, Inc. for eight years and The Herrera Group for six years. 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, utilizing both proprietary and third-party strategies across multiple platforms.

Pedro Galicia is a financial advisor with Wells Fargo Clearing in El Paso, TX, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank NA since 2014. Outside of financial advising, he owns a company called Atomotive Advance Technologies LLC, which operates in industrial supplies. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through 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 and analytics.

Mauricio Felix III is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in the financial industry in 2007 when he joined Merrill Lynch Wealth Management as a Financial Advisor. Mauricio focuses on assisting clients who have experienced an unexpected windfall and require wealth management planning, executives in the maquiladora industry planning their retirement transition, and clients seeking to establish wealth transfer strategies for future generations. Mauricio holds a Bachelor's degree in Business Administration with a minor in Finance from ITESM. He is registered with FINRA holding Series 7, Series 66, and Series 3 licenses. Additionally, he has earned professional designations including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is bilingual in English and Spanish. Outside of his professional work, Mauricio volunteers his time to promote economic mobility and teaches basic finance concepts aimed at breaking the cycle of poverty. He also enjoys hiking, running, and participating in marathons.

Walter Chayes is a financial advisor with Merrill in El Paso, TX, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has worked at Merrill since 1984 and concurrently at Bank of America since 2011. Outside of his advisory role, he serves as a board member of the El Paso Holocaust Museum, a charitable organization. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cynthia Rivas is a financial advisor with LPL Financial in El Paso, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior work includes roles at Graham Capital Strategies LLC, Princor Financial Services Corp, Principal Life Insurance Company, and Securian Financial Services, Inc. She also has involvement with Graham Capital Strategies LLC and Pivot Wealth Management, LLC. 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, utilizing both discretionary and non-discretionary strategies supported by technology tools.

Sheridan Pantoja is a Financial Advisor at Merrill Lynch Wealth Management specializing in personalized investment strategies, retirement planning, portfolio management, and financial education. His professional approach centers on building relationships tailored to each client's goals, priorities, and vision for the future. Sheridan focuses on helping individuals and families convert their income into long-term wealth through personalized financial plans. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Sheridan earned his High School Diploma from Andress High School. His expertise includes institutional investment consulting, legacy planning, managing new wealth, small business strategies, individual and corporate investment strategy, and retirement income planning. Sheridan is committed to expanding access to financial education, particularly within the Latino community. He participates in community outreach through organizations such as Better Money Habit, El Pasoans Fighting Hunger, and HOLA, where he helps promote financial literacy and wealth-building strategies. Sheridan communicates fluently in both English and Spanish.

Randall Smith is a financial advisor with Cetera, holding the PFS™ and Series 66 credentials and bringing 21 years of industry experience. He has worked with firms including Avantax and 1st Global Advisors and owns RS Wealthcare Advisors, Inc. Smith serves on the boards of Alternative House Inc., a charitable organization, and Paseo Del Este Municipal District No. 3, a Texas utility district. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Brian Farrish is a financial advisor with Wells Fargo Advisors in El Paso, TX, holding the CFP® designation and Series 63 and 66 licenses. He has 26 years of industry experience, including roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he is the owner of a microbrewery, 915 Brewing Company LLC, in El Paso. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services, using proprietary research and tools to develop tailored recommendations. The firm offers a broad range of planning services to clients who meet certain net-worth criteria, with options for brokerage or advisory program implementation.

Billy Apodaca is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in managing retirement investments for government workers, government contractors, and small businesses. In his role, he listens to clients' concerns and develops long-term financial objectives, leveraging the firm's resources to help them achieve their goals. His approach emphasizes personalized attention through a team strategy. Billy's expertise includes college education planning, employee benefits planning, family wealth management, legacy planning, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, and retirement income. He holds a Personal Investment Advisor (PIA) designation and has earned both a Bachelor's Degree and a Master of Business Administration (MBA) from the University of Texas. An El Paso native, Billy spends time volunteering with organizations in his community. His personal interests include baseball, cooking, football, golfing, reading, spending time with his family, traveling, and watching movies.

Manuel Corral Jr. is a financial advisor at Edward Jones in El Paso, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he held roles at X-Bow Launch Systems Inc. and Blue Origin. Outside of his advisory work, he is involved in operating Steady Pace Coffee LLC, a local coffee shop in El Paso. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Jacob Franco is a financial advisor with Wells Fargo Clearing in El Paso, TX, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and was previously with LPL Financial from 2015 to 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is grounded in modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Mark Fischer is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Raymond James since 2014. Outside of his primary role, he is the owner of Fischer Wealth Management, a support company based in El Paso, TX. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to a broad range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides non-discretionary planning using analytical tools and supports various advisory programs and institutional consulting.

David Arocha III is a financial advisor with Wells Fargo Clearing in San Angelo, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Wells Fargo, he worked at 1st Community Federal Credit Union and has a diverse background including roles outside the financial industry. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary when providing investment advice.