Jesse Kistler is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked in various divisions of Fidelity since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Richard Griffin is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily with a tiered wrap-fee structure.

Mikaela Postlethwait is a financial advisor at Morgan Stanley in Albuquerque, NM, holding Series 66 and Series 63 licenses with four years of industry experience. Her prior roles include positions at Wells Fargo Clearing, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved planning tools.

Robert Homer III is a financial advisor with Mass Mutual Investors Services in Albuquerque, NM, holding the ChFC® and Series 63 designations and bringing 49 years of industry experience. He has been with MassMutual and its affiliated entities since 1996. MassMutual Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing ongoing financial planning, asset management, and educational seminars. The firm emphasizes collaborative annual financial planning engagements and offers event-driven services such as divorce and estate-settlement planning.

Richard Ortega Jr. is a financial advisor with Raymond James & Associates in Albuquerque, NM, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2020. Outside of finance, Ortega is involved in creative ventures as a musician, filmmaker, and actor, including membership in the Screen Actors Guild. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary consulting services supported by a nationwide adviser network and a range of portfolio management styles.

Carson Roland is a financial advisor with Merrill in Albuquerque, NM, holding a Series 66 designation and nine years of industry experience. He has worked at Bank of America and Merrill since 2017, following a one-year tenure at Sandia National Laboratories. Outside of his advisory role, he is co-owner of Kickstand Cafe & Cycles and teaches prenatal yoga classes. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mary Bunch is a financial advisor at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at Jostens for 22 years. Mary holds the Series 66 designation and is based in Albuquerque, NM. 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, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Marvin Mc Kenzie Jr. is a financial advisor with Ameriprise in Albuquerque, NM, holding a Series 63 designation and 41 years of industry experience. He has been with Ameriprise and its related entities since 2005. Ameriprise offers retirement-income planning services aimed at individuals nearing or in retirement with substantial investable assets, combining research and modeling to provide tax-efficient, personalized recommendations. The firm serves a large client base through a range of advisory, brokerage, and insurance solutions.

Melissa Tafoya is a financial advisor at UBS Financial Services in Albuquerque, NM, holding a Series 66 license with one year of industry experience. Her prior work includes roles at Merrill, Bank of America, and Charles Schwab. Outside of her advisory work, she has been a caregiver for her brother since 2013. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Nathan Roybal is a financial advisor with Cetera, holding a Series 66 credential and 12 years of industry experience. He has worked at Cetera and its affiliates since 2016 and is the owner of Roybal Financial Network LLC. Outside of financial services, he serves as a board member for Childrens Choice, a child care and development organization, and is a council member at Inez Elementary Community School. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diversified portfolio management and financial planning services through a multi-manager platform, with access to affiliated and third-party managers, accommodating both discretionary and non-discretionary account structures.

Jessica St. Cyr is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of the St. Cyr Group. She began her career in the financial services industry in 2000 and joined Merrill Lynch Wealth Management in 2010. Jessica's approach emphasizes providing customized advice, disciplined investing, and exceptional service to her clients. She holds a Bachelor of Business Administration degree in Financial & General Management from the University of New Mexico. Jessica has earned the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Chartered Retirement Planning Counselor™ (CRPC) designation from the College for Financial Planning Institutes Corp. She also holds the Personal Investment Advisor (PIA) designation. Jessica lives in the North Valley with her husband, Jonathan, and their children, JP and Rosalie. She enjoys traveling with her family, spending time outdoors, and running. Jessica has completed eight marathons, including the Bank of America Chicago Marathon, which remains her favorite and one she hopes to run again.

Michael Daly is a financial advisor with Morgan Stanley in Albuquerque, NM, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations.

Julie Garcia is a financial advisor at Raymond James Financial Services Advisors, Inc. with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Raymond James since 2016. In addition to her advisory role, she serves as Vice President of The Renaud Investment Group, where she oversees administrative and branch management duties. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and employs analytical tools to support client goals, with a notable focus on municipal and public finance through its affiliation with a municipal advisor.

James Armer is a financial advisor with LPL Financial in Albuquerque, NM, holding a Series 66 designation and 17 years of industry experience. He has worked at multiple firms including Nusenda Federal Credit Union, CUNA Brokerage Services, and BBVA Securities. Outside of his advisory role, he is involved with Nusenda Investment Services, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through its extensive network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Benjamin Alaimo Monson is a financial advisor with Morgan Stanley in Albuquerque, NM, holding a Series 66 designation and 18 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he serves as Treasurer for the Performance Santa Fe Foundation and is involved with the United Way of North Central New Mexico and Kitchen Angels in advisory roles. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, utilizing structured financial planning tools and offering services through its Financial Advisors and Estate Planning Strategies Group.

Angelica Lovato is a Series 66-registered financial advisor at Merrill with eight years of industry experience. She has been with Merrill and Bank of America since 2007. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutional plans.

Margaret Carter is a financial professional with 12 years of industry experience, currently affiliated with Cetera. She holds a Series 66 designation and has worked at firms including Thrivent Financial and Arete Wealth Management. Since 2024, she has been involved with Altus Wealth Management, providing administrative and operational support for senior advisors. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and serves over 800,000 clients through more than 10,000 advisors nationwide.

Lauren Torres is a financial advisor at LPL Financial with four years of industry experience. She holds the Series 66 designation and previously worked at Legacy Investment Design, Presbyterian Healthcare Services, and BJ's Restaurants. Outside of her advisory role, she works as a delivery driver for DoorDash. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools.

Aaron Stanley is a financial advisor with LPL Financial in Albuquerque, NM, holding a Series 66 designation and 14 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for seven years and Equitable Advisors for four years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Rob White is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2023. In this role, he works closely with clients to understand their goals and concerns, involving their entire family in the planning process to address the areas most important to them. Rob has extensive experience in the financial services industry, having held multiple roles at Fidelity Investments since 2015, including Financial Consultant, Investment Consultant, Relationship Manager, and Workplace Planning and Guidance Support Specialist. Prior to his current role, he served as Vice President, Financial Consultant at Charles Schwab from 2021 to 2023. Rob is a CERTIFIED FINANCIAL PLANNER™ professional. Further details about his education or personal interests were not provided.