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.

Michael White is a financial advisor at Edward Jones in Albuquerque, NM, holding Series 63 and Series 66 designations with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is involved in managing a rental property operated as a VRBO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets with a large national network of advisors and branches.

Matthew Bauer is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab and its affiliated entities since 2015. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management options. The firm combines brokerage, custody, and advisory services on a large scale with centralized operational support.

John Carroll is a financial advisor with Morgan Stanley in Albuquerque, NM, holding a Series 66 designation and 24 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of his advisory work, Carroll is involved in property management as a sole proprietor of a rental property business. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and offers a broad range of retail and institutional investment options.

Leticia Mendoza is a financial advisor with LPL Financial in Albuquerque, NM, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. She previously worked at OSAIC for seven years, SII for one year, and Mark J. Napolin & Associates, Inc. for six years. She is also a licensed notary in Albuquerque. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of advisers, offering a range of advisory programs, financial planning, and retirement consulting services.

Samantha Wanta is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Prior to joining Fidelity, she held roles at UPS, Philmont Scout Ranch, and the California Nurses Association. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Denise Tellez is a financial advisor at Morgan Stanley with 23 years of industry experience. She held a position at RBC Capital Markets from 2008 to 2022 before joining Morgan Stanley in 2022. Denise holds Series 63 and Series 65 designations and is based in Albuquerque, NM. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with specialized investment and trading activities.

Michael Nuanez is a financial advisor at Edward Jones with a Series 66 designation and one year of experience. Prior to joining Edward Jones, he worked in healthcare roles including hospice case manager at Compassus Hospice and various positions at medical centers in New Mexico. He is also a PTO board member at a charter school in Rio Rancho, assisting with fundraising efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

Clifford Gramer is a financial advisor with Morgan Stanley in Albuquerque, NM, holding a Series 66 designation and 17 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2011. Outside of his advisory role, he is involved in property management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis.

Ford Timms is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and its affiliates since 2019, following prior roles at TD Ameritrade and Scottrade. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized custody and order-routing systems.

Ann Hattis is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 30 years of experience in the financial services industry. She specializes in family wealth management strategies, managing new wealth, and portfolio management services. Ann works with clients across a broad spectrum of ages and wealth complexities, focusing on investment management, credit, insurance, wealth transfer, business financing, banking, and business succession needs. Her approach emphasizes understanding clients' life priorities to create practical wealth management plans tailored to their goals and aspirations. Ann holds a Bachelor's Degree from the University of Kansas and is a Personal Investment Advisor (PIA). She collaborates with a team of seasoned professionals to provide clients with efficient access to a wide range of financial options, helping to simplify the management of their financial lives. In addition to her professional work, Ann is involved with community-based organizations and is a member of the Women's Exchange. Outside of her professional pursuits, Ann enjoys cooking for friends and family, practicing yoga, reading, golfing, swimming, and spending time with her family.

Jenifer Woolcott is a Series 66 licensed financial advisor with eight years of industry experience. She currently works at RBC Capital Markets and previously held roles at BancWest Investment Services and BANK OF THE WEST. Outside of finance, she is involved in youth tennis programs and creates social media content promoting tennis through her business, Jenuine Tennis. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers customized advisory programs that utilize a combination of in-house and third-party investment managers, with options for portfolio management, financial planning, and responsible investing.

Curtiss Lacross is a financial advisor with RBC Capital Markets in Albuquerque, NM, holding a Series 66 designation and 19 years of industry experience. He has worked at RBC Capital Markets since 2015 and has been associated with City National Bank since 2022. Outside of his advisory role, Lacross serves as an adjunct lecturer for The Plan Sponsor University, providing fiduciary training and certification on an occasional basis. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, tailoring investment strategies through a combination of in-house and third-party managers.

Frances Capitan is a financial advisor with Primerica Advisors in Albuquerque, NM, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to entering financial services, Frances worked for 25 years at Sandia National Laboratories and briefly at the University of New Mexico. She has been with Primerica Financial Services since 2024. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs a model-driven advisory approach supported by third-party asset managers and offers a range of investment models, including options with cryptocurrency-focused ETFs.

Addison Bowyer is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and nine years of industry experience. Prior to joining Merrill in 2017, Bowyer worked for The Inside Coup Magazine and Gilbert High School. 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, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Meredith Chavez is a financial advisor with O'Connell & Chavez at Merrill Lynch Wealth Management in Albuquerque, NM. She specializes in family wealth management strategies, personal retirement planning, and women and wealth. Meredith earned a Bachelor of Science degree in Economics from Duke University. She holds the Personal Investment Advisor (PIA) designation and has been with O'Connell & Chavez at Merrill since 2021. Outside of her professional role, Meredith enjoys golfing, reading, and playing softball.

Katherine Copps is a Series 66-registered financial advisor with RBC Capital Markets in Albuquerque, NM, where she has worked since 2015. She has 13 years of industry experience. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with customizable strategies, combining in-house and third-party investment managers along with integrated capital-markets and lending capabilities.