Suzanne Cole is a Financial Consultant at Fidelity Investments, a position she has held since 2025. She has been with Fidelity Investments since 2022, progressing through roles including Financial Representative and Investment Consultant. Suzanne focuses on providing personalized financial guidance by understanding each client's unique circumstances and adapting her advice as their lives evolve. Her approach centers on building lasting relationships characterized by care, integrity, and empathy, emphasizing trust as the foundation for meaningful impact. Outside of her professional work, Suzanne enjoys boating, attending concerts, exploring culinary experiences, watching movies, caring for pets, and traveling.

Kristen Freeman is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. She previously worked at UBS Financial Services for 21 years before joining Wells Fargo Advisors in 2024. Freeman holds Series 63 and Series 65 designations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, and niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools to deliver tailored recommendations.

Santiago Huggins Aller is a financial advisor at Merrill, holding a Series 66 credential with one year of industry experience. His prior roles include positions at Bank of America, Clifton Larson Allen, and various educational and community organizations in Albuquerque, NM. He has also been involved with Aller Anesthesia LLC and the Jewish Community Center. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephen Anyanonu is a financial advisor at Merrill with 17 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Wells Fargo affiliate firms since 2011. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bradford Hull is a financial advisor with Morgan Stanley in Albuquerque, NM, holding Series 63, 65, and 66 designations and possessing 21 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its advisory process.

Melissa Minter is a financial advisor at OSAIC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Sagepoint Financial, Inc. and INVEST Financial Corp. In addition to her advisory role, she operates a sole proprietorship as an insurance agent. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with a range of portfolio options, supporting both discretionary and non-discretionary management.

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.