Eli Cabral is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various Charles Schwab entities since 2022, following prior experience at Wells Fargo from 2014 to 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services, offering both non-discretionary and discretionary investment solutions through an integrated, multi-asset approach.

Pamela Hynes is a financial advisor at Edward Jones in El Paso, TX, holding Series 63 and Series 66 credentials with 28 years of industry experience. She has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

David Todman is a Series 66-licensed financial advisor with Morgan Stanley in El Paso, TX, where he has been working since 2023. Prior to joining Morgan Stanley, he served in the U.S. Army from 2015 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by structured discovery processes and advanced planning tools.

Norma Robredo is a financial advisor with Raymond James & Associates in El Paso, TX, holding Series 63 and Series 66 designations and 23 years of industry experience. She previously worked at Wells Fargo Clearing and WELLS FARGO Advisors for a combined 10 years before joining Raymond James in 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities with a range of financial planning and consulting services supported by a nationwide adviser network.

Kim Prinzing is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC. She also has a long tenure with Wells Fargo Bank, N.A., dating back to 1999. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of advisory services including investment policy statement preparation, investment recommendations, and participant education. The firm’s IPS-driven process incorporates modern portfolio theory and includes both discretionary and non-discretionary options, with a notable emphasis on insurance-related products and bank deposit sweep options.