Ryan Cordova is a Series 66 credentialed financial advisor with five years of industry experience. He is currently affiliated with LPL Financial and previously worked at OSAIC and Specialized IRA Services. Outside of his advisory role, Cordova is involved in the entertainment industry through his interests in Bien Fierce Entertainment LLC and DMC Records and Entertainment. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. 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.

Vincent Romero is a financial advisor at Morgan Stanley in Albuquerque, NM, holding a Series 66 designation with one year of industry experience. His prior roles include positions at VRC LLC and the University of New Mexico, as well as experience in education and other fields. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers both direct and employer-based financial planning services.

Brian Knight is a financial advisor with Osaic Wealth, Inc. in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Osaic Wealth since 1999. Outside of his advisory role, he is involved in offering life, disability, and health insurance products through his sole proprietorship. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

Yvette Baca is a financial advisor with Raymond James Financial in Albuquerque, NM, holding a Series 63 designation and 38 years of industry experience. She has been with Raymond James Financial and Raymond James Financial Services, Inc. since 2010 and owns YYB LLC, a financial services support company established in 2019. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations, using tailored, non-discretionary planning methods supported by analytical and risk-profiling tools.

Roger Legendre is a Series 66-licensed financial advisor with Edward Jones in Rio Rancho, NM, having joined the firm in 2024. Before entering the financial industry, he spent 19 years with the Albuquerque Police Department. He also worked briefly with Spinoso Real Estate Group in 2024. 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, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Bobak Khodaie is a financial advisor with Mass Mutual Investors Services in Albuquerque, NM, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with MML Investors Services LLC since 2013 and MassMutual since 2011. Outside of his advisory role, he is an owner of Gunners LLC, which refers prospects for property and commercial insurance, though he receives no direct compensation from this activity. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, with a collaborative, structured approach that emphasizes investment categories and strategies rather than specific product selections.

Steven Rogers is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has worked at several firms including Royal Alliance Associates, INC. and BBVA Securities Inc. Rogers serves as a board member for Jumpstart NM, a nonprofit focused on personal financial literacy. 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 retirement plan consulting, utilizing both discretionary and non-discretionary management with access to various model portfolios and research.

Cris Giron is a financial advisor with LPL Financial based in Albuquerque, NM, holding Series 65 and Series 63 credentials and bringing 28 years of industry experience. Prior to joining LPL Financial in 2022, he advised clients at VOYA Financial Advisors and operated Legacy Financial Group and Insight Financial Services, Inc. for two decades. 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 provides a range of advisory programs and financial planning services, with both discretionary and non-discretionary portfolio management supported by internal and third-party research.

Nabila Walli is a financial advisor at Charles Schwab with five years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities, LLC, JPMorgan Chase Bank, N.A., and Wells Fargo Bank before joining Charles Schwab in 2026. Walli is based in Albuquerque, NM. 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 affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Troy Tunell is a financial advisor with UBS Financial Services in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with UBS since 2009. Tunell serves as an advisor to the American Bankers Association, contributing to the content and planning of the ABA Wealth Management and Trust conference. UBS Financial Services serves individual, corporate, and institutional clients, offering a range of brokerage and advisory services including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, employing proprietary research and model-based asset allocations to tailor solutions for clients.

Kirste Plunket is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with Raymond James since 2010. Outside of her advisory role, she is involved in personal private investing. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Scott Desmarais is a financial advisor with Wells Fargo Clearing in Albuquerque, NM, holding a Series 66 designation and three years of industry experience. Prior to his current role starting in 2022, he worked in the restaurant industry for several years. 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.

Trevor Thomas is a financial advisor at Ameriprise with 31 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. He holds Series 63 and Series 65 licenses. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

John Humphrey is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2014. In his current role, he collaborates with individuals and families to develop personalized financial plans. With 12 years of experience at Fidelity, John has held various positions including Financial Consultant, Investment Consultant, Relationship Manager, and Trader. His work involves helping clients understand their financial options and make informed decisions. Outside of his professional activities, John enjoys baseball, camping, fishing, fitness, parenthood, and volunteering.

Valerie Anderson serves as a Vice President and Financial Advisor at Merrill Lynch Wealth Management, based in Albuquerque. With over a decade in the financial services industry and nearly ten years at Merrill, she specializes in retirement planning, working to help individuals and families define and achieve their financial goals. Valerie holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) credential, and earned her Bachelor's degree from the University of New Mexico. Her expertise includes areas such as divorce transition planning, education planning, family wealth management strategies, personal retirement planning, small business strategies, women and wealth, and retirement income. Valerie takes a client-centered approach by seeking to understand the full picture of her clients’ lives and aligning financial strategies with their values and priorities. Her ideal clients include individuals, families, and small business owners. Outside of her professional work, Valerie is involved in community initiatives including serving as an Integration Developer for the Hispanic Organization for Leadership and Action and as a Volunteer Champion in 2022 at Bank of America Merrill. She also co-leads her local Merrill Women's Exchange chapter, fostering connection, mentorship, and professional development among women in the financial industry. In her personal time, Valerie enjoys spending time with her husband and their dog in Albuquerque, discovering local hidden gems, and traveling to visit family in Peru.

Howard Pope is a financial advisor at Edward Jones with a Series 66 credential. He has one year of experience at Edward Jones and a diverse background that includes roles in tree care services and local business ventures. Outside of his advisory work, he is involved with NM XMAS Lights and Crafted Tree Care Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Alton Green is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Cetera Wealth Services, VOYA Financial Advisors, and Dunagan Associates. He is involved with nonprofit organizations such as N-X Ranch and founded H2OCFC, which focuses on supplying and delivering water and related equipment. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts through a multi-manager platform. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets with a large network of advisors nationwide.

Scott Reynolds is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with the firm since 1986 and focuses on helping clients develop and adhere to disciplined wealth management strategies. His approach includes creating personalized road maps to show expected progress over the long term and managing risk by pairing asset classes that do not rise and fall together. Scott holds a Bachelor's degree with an emphasis in Economics from the University of New Mexico. He has earned the Certified Investment Management Analyst® (CIMA®) certification, administered by the Investments & Wealth Institute™ in conjunction with The Wharton School, University of Pennsylvania. Additionally, he holds the Chartered Retirement Planning Counselor™ (CRPC™) designation from the College for Financial Planning Institutes Corp. A native of Albuquerque, Scott and his wife, Alicia, enjoy mountain biking, hiking, and traveling spontaneously to nearby locations. He has served on the board of The American Red Cross for nine years, including two years as Board Chairman, contributing to the community that has been important to him.

Joel Esquibel is a financial advisor with Edward Jones in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously worked at Wells Fargo Bank and its affiliated firms from 2013 to 2024. Outside of his advisory role, Esquibel owns two retail businesses and serves as a director of United Fit, a community organization focused on physical fitness and wellness. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a large nationwide network of financial advisors and branch offices.

Robert Dexel is a financial advisor with Wells Fargo Clearing in Albuquerque, NM, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 process is IPS-driven and based on modern portfolio theory, with a notable breadth of investment options that include insurance-related vehicles and bank deposit sweep programs.