Brooks Chavez is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2021, he worked at Bank of America for one year and has held roles at Texas State University, Cardinal Group Management, and Capstone Collegiate Communities. 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.

Mark Trimmer is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and having 37 years of industry experience. He previously worked at RBC Capital Markets and has been associated with The 25 since 2004. Outside of his advisory role, he owns Broken Road Promotions, a marketing and writing service focused on creative content and branding consultation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports clients through advisory programs and specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Angelika Ortiz is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2009. Outside of her advisory role, she serves as a power of attorney for a non-investment-related entity named G A O in New Mexico. 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. The firm offers a range of model-based and discretionary investment strategies targeting individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Vanessa Borunda is a Planning Consultant at Fidelity Investments, a role she has held since 2026. In her work, she focuses on building strong, personal relationships with clients to understand their goals, values, and circumstances. This approach supports the development of financial strategies tailored to each client's unique financial situation. Vanessa aims to be a trusted partner for her clients, guiding them through significant life milestones and adjusting financial plans as their needs and priorities change. Outside of her professional life, she has interests in art, cooking and baking, social events with friends, parenthood, and caring for pets.

Justin Welch is a financial advisor with RBC Capital Markets in Albuquerque, NM, holding the Series 66 designation and 17 years of industry experience. He joined RBC Capital Markets in 2022 after nine years at UBS Financial Services. Welch serves on the board of New Mexico Deathcare Network Inc., a charitable foundation, where he is the interim President and will transition to Treasurer. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers.

Megan Smith is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, she worked in various educational roles spanning community college and public schools. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Donald Lutz is a CFP® professional with 30 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has a longstanding association with Cuna Mutual Group and Cuna Brokerage Services, Inc. since 2000. 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 offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, and utilizes research from LPL Research and third-party subadvisors.

Evan Long is a financial advisor with Morgan Stanley in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Morgan Stanley since 2016 and at Morgan Stanley Private Bank, National Association since 2017. Prior to that, he held roles with BBVA Compass Insurance Agency, BBVA Securities Inc., and COMPASS Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through various channels, including Corporate Financial Planning agreements with employers.

Adriane Callinan is a CFP®-certified financial advisor with 16 years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc., having previously worked at LPL Financial and Waddell & Reed, Inc. Callinan also operates Innovative Wealth Planning LLC, a business focused on tax and investment planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical modeling and supports its recommendations through various advisory programs and partnerships.

Edwin Fernandez is a financial advisor with LPL Financial in Albuquerque, NM, holding the PFS™ designation and Series 63 and 65 licenses. He has 26 years of industry experience and has worked at LPL Financial since 2019. His prior roles include positions with VOYA Financial Advisors and operating multiple financial and accounting services firms since the late 1990s, including Fernandez Financial Services and Legacy Financial Group. In addition to his advisory work, he manages a CPA practice focused on tax preparation and accounting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a nationwide network of investment adviser representatives. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, research, and advanced portfolio management technologies.

Kristen Kauffman is the Branch Leader at Fidelity Investments, where she leads the local Investor Center. In this role, she provides financial and investment guidance to clients, including one-on-one retirement planning, wealth planning, income strategies, college planning services, and integrated employee benefits strategies. She has been with Fidelity Investments since 2020, progressing from Planning Consultant to Financial Consultant before assuming her current leadership position in 2023. Prior to joining Fidelity, Kristen worked as a Financial Advisor at Merrill Lynch Wealth Management from 2019 to 2020 and as an Operations Assistant at Gwyther & Holt Investment Advisors from 2018 to 2019.

Kyle Pearce is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, with a tenure spanning from 2011 to 2023 in various capacities. Pearce is also the owner of Aplomb Financial LLC, an entity used for business expenses and marketing. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with an emphasis on asset allocation, risk tolerance, and automated portfolio rebalancing across various investment types and account management styles.

Kien Nguyen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over six years of industry experience. Prior to joining Wells Fargo in 2026, Nguyen worked at J.P. Morgan Securities and JPMorgan Chase Bank for five years and has experience in the hospitality sector. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

William A. Lawrence Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management with 18 years of experience in the financial services industry. He provides strategic investment guidance to tribal nations, foundations, and endowments, specializing in institutional and corporate benefit services and institutional investment consulting. Bill is known for his disciplined approach and commitment to market research, beginning his day early to stay ahead of financial trends. He serves as a trusted partner to institutions managing complex portfolios, focusing on long-term investment goals with a principled approach. He holds a Bachelor's Degree from Auburn University and a Personal Investment Advisor (PIA) designation. Outside of his professional role, Bill enjoys spending time with his wife and twin boys, maintains an active lifestyle through regular workouts, and is a proud Auburn sports fan.

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. His prior roles include positions at Morgan Stanley Smith Barney, Allstate, and Chandler Planning & Investment. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio management, supported by research from LPL Research and third-party subadvisors.

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.

David Farley is a financial advisor with Wells Fargo Advisors in Albuquerque, NM, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is also involved with Farley Wealth Management in McAllen, TX. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.