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 at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Nusenda Federal Credit Union, CUNA Brokerage Services, and BBVA Securities. Armer is also involved in Nusenda Investment Services, a business related to his advisory work at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and participant-level retirement advice, supported by extensive advisor-facing technology and a broad range of non-advisory financial services.

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.

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, holding a Series 66 designation and bringing 15 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for seven years and Equitable Advisors for four years. Based in Albuquerque, NM, he has been with LPL Financial since 2023. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad array of non-advisory financial products.

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.

William Dial is a financial advisor at LPL Financial with nine years of industry experience. He holds the ChFC® and Series 66 designations. His prior experience includes roles at Edward Jones and Fidelity Brokerage Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a range of strategic and tactical investment options.

Matthew Ports is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds the Series 66 designation and is based in Albuquerque, NM. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branches nationwide.

Andrea Fisher is a financial advisor at RBC Wealth Management with nine years of industry experience. She has been with RBC Wealth Management since 2014. Outside of her advisory role, she serves as an independent contractor and consultant for a rural electric utility and works part-time as a cashier. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients' risk profiles, utilizing both in-house and third-party investment managers.

Christopher Chavez is a financial advisor with Charles Schwab in Albuquerque, NM, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked at Charles Schwab since 2021 and previously held roles at Merrill and Fidelity. Charles Schwab serves 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 combines non-discretionary advisory with access to discretionary separately managed accounts and provides integrated brokerage, custody, and cash-sweep solutions.

James Fletcher is a financial advisor with Merrill in Albuquerque, NM, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has been with Merrill since 1984 and concurrently associated with Bank of America since 2009. Outside of his advisory role, he is involved as a general partner in Fletcher Farm Properties, LLC, and is an officer in Fletcher Farms, Inc., family-owned entities managing agricultural operations in Michigan. 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 a diverse client base including individuals, high-net-worth clients, and institutional entities.

Michael White is a financial advisor at Edward Jones in Albuquerque, NM, holding Series 63 and Series 66 designations with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is involved in managing a rental property operated as a VRBO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets with a large national network of advisors and branches.

Bernard Ela is a Series 66 credentialed financial advisor with Edward Jones, based in Albuquerque, NM. He has 19 years of industry experience, all of which have been with Edward Jones since 2007. 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 strategies, supported by a large nationwide network of advisors and branch offices.

Matthew Bauer is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab and its affiliated entities since 2015. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management options. The firm combines brokerage, custody, and advisory services on a large scale with centralized operational support.

John Carroll is a financial advisor with Morgan Stanley in Albuquerque, NM, holding a Series 66 designation and 24 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of his advisory work, Carroll is involved in property management as a sole proprietor of a rental property business. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and offers a broad range of retail and institutional investment options.

Leticia Mendoza is a financial advisor with LPL Financial in Albuquerque, NM, holding Series 63 and Series 66 credentials and eight years of industry experience. Prior to joining LPL Financial in 2025, she worked at OSAIC, SII, and Mark J. Napolin & Associates, Inc. She is also a commissioned notary public in Albuquerque. 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 advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced technology tools.

Samantha Wanta is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Prior to joining Fidelity, she held roles at UPS, Philmont Scout Ranch, and the California Nurses Association. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Denise Tellez is a financial advisor at Morgan Stanley with 23 years of industry experience. She held a position at RBC Capital Markets from 2008 to 2022 before joining Morgan Stanley in 2022. Denise holds Series 63 and Series 65 designations and is based in Albuquerque, NM. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with specialized investment and trading activities.