Lucien Daigle is a Series 66 licensed financial advisor with Edward Jones in Albuquerque, NM, bringing two years of industry experience. Prior to joining Edward Jones, he worked at Coordinated Financial Group and Agent Pipeline. Outside of financial services, he owns and operates Pinnacle Agency LLC, a digital marketing business, and performs as a vocalist for the Church of the Good Shepherd United Church of Christ. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of investment advisory programs and maintaining a large network of advisors and branch offices.

John Tanner is a financial advisor with Merrill in Albuquerque, NM, holding Series 63 and Series 65 credentials and over 33 years of industry experience. His career includes prior roles at U.S. Bancorp Investments, Raymond James & Associates, LPL Financial, Waddell & Reed, and Los Alamos National Bank. Outside of finance, he writes fictional stories. 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, institutions, and charitable organizations.

Javier Lucero is a financial advisor at Edelman Financial Engines with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Fidelity Personal and Workplace Advisors and FIDELITY iNVESTMENTS. Based in Albuquerque, NM, Lucero has been with Edelman Financial Engines since 2022. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, supports a large participant base through advisor-led and online offerings, and is notable for its scale and delivery model serving hundreds of thousands of clients.

Darryl Vigil is a financial advisor at Morgan Stanley with 11 years of industry experience. He has been with Morgan Stanley since 2015 and has worked at Morgan Stanley Private Bank, National Association since 2016. Outside of his advisory role, he is a partner and owner of CMV Ventures, LLC, a retail and online store business in Albuquerque, New Mexico. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies.

Melinda Knoll is a financial advisor with Wells Fargo Clearing in Albuquerque, NM, holding a Series 63 designation and 19 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Alfredo Quesada is a financial advisor with LPL Financial in Albuquerque, NM, holding a Series 66 designation and 18 years of industry experience. He has worked with LPL Financial since 2009 and previously held positions at Merrill and Morgan Stanley. He also has involvement with Kirtland Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, and supports a broad network of investment adviser representatives.

Craig Landers is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 licenses and 38 years of industry experience. He has been with Ameriprise since 2007, including its Financial Services, Inc. and Financial Services, LLC entities, and previously worked at Householder Group, Estate & Retirement Specialists. Landers assists in operating a tax practice outside of his advisory role. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through a centralized service team that provides written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Stevens is a Wealth Management Advisor with Merrill Lynch Wealth Management and a founding partner of the STS Group & Associates. He began his career at Merrill Lynch in 1994 and focuses on developing and implementing financial strategies tailored to clients' unique goals, providing services such as college education planning, family wealth management, philanthropic planning, and portfolio management. He manages personalized or defined investment strategies and partners with clients to simplify their financial lives through tailored advice. Michael holds a Bachelor of Science degree from the United States Military Academy at West Point and a Master of Science in Business Administration degree from Boston University. He has earned several professional designations, including Certified Private Wealth Advisor® (CPWA®), Certified Portfolio Manager® (CPM®), Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Michael has been nationally recognized on Barron's "Top 1,500 Advisors" list for sixteen consecutive years through 2026 and Forbes' "America's Best-in-State Wealth Advisors" from 2018 through 2026. He is active in the Albuquerque Economic Forum as a director and is involved with the Greek Orthodox Church in Albuquerque. Michael and his wife, Magda, live in New Mexico with their two daughters. His personal interests include traveling, hiking, hot yoga, and spending time with his family.

Cynthia Sisneros is a financial advisor with Primerica Advisors in Albuquerque, NM, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. Her background includes roles with Bernalillo County and the New Mexico Secretary of State, along with long-term positions at PFS Investments Inc. and Primerica Financial Services. She also has experience with the U.S. Postal Service. Primerica Advisors serves primarily individual investors and offers a wrap-fee asset management program that relies on model-driven strategies managed by third-party asset managers, supported by custody and trade execution services from Pershing and an overlay manager from BNY Mellon Advisors.

Phillip Perkins is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has been with Edward Jones for 36 years since 1990, based in Rio Rancho, NM. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Montgomery is a Planning Consultant at Fidelity Investments, where he focuses on partnering with clients to understand their families and needs to develop effective strategies and investment plans. He has held several positions within Fidelity Investments since 2022, including Relationship Manager and Financial Representative. Prior to joining Fidelity, Brian served as a Business Banking Relationship Manager and Branch Manager at U.S. Bank from 2009 to 2022. Outside of his professional role, Brian has interests in board games, camping, hiking, painting, reading, and traveling.

Jeannette Smith is a financial advisor at Merrill with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill Lynch since 2012. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Patricia Yara is a financial advisor with Morgan Stanley in Albuquerque, NM, holding Series 63 and Series 66 licenses and having 12 years of industry experience. She has worked with Morgan Stanley and its Private Bank since 2018, with prior roles at UBS Financial Services, TD Ameritrade, and Scottrade. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, utilizing structured discovery processes and firm-approved tools to support client financial goals.

Jose Munoz Jr. is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Wells Fargo Advisors. Based in Albuquerque, NM, he has been with UBS since 2022. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and a fiduciary approach to fee-based financial planning.

Rebekah Preston is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, and women and wealth. Preston's background includes extensive work with nonprofit and faith-based institutions which informs her approach to addressing the wealth management needs of individuals. She collaborates with accounting and legal professionals to coordinate strategies addressing complex institutional and personal estate planning challenges. Her team integrates technology into wealth management planning for institutions and high net worth clients. Preston earned a Bachelor's Degree from the University of Oklahoma, where she was also a four-year letter winner in women’s basketball. She has been recognized with Big XII Academic Honors from 2002 to 2006, Academic All Big XII from 2004 to 2006, and was on the Dean's List in 2004 and 2005. She joined Merrill Lynch Wealth Management in 2008 and holds the Personal Investment Advisor (PIA) designation. In addition to her professional work, Preston has been actively involved in the community through volunteer roles with organizations such as Big Brother Big Sister, the JD McCarty Center for Children with Developmental Disabilities, the People's Anti-Cruelty Association, the Student Athletic Advisory Committee, and United Way. She maintains a connection to the University of Oklahoma as a supporter and through participation in the Sooner Stiletto program. Personal interests include antiquing, basketball, boxing, cooking, interior decorating, and spending time with her family.

Caryn Donald is a financial advisor at Merrill with 38 years of industry experience. She has been with Merrill since 1995 and holds a Series 63 designation. 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.

Leigh Dean is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bradley E Justice and Northwestern Mutual Investment Services. Outside of his advisory role, he serves as Team Manager for his son's club soccer team, Atletico NM Futbol Club. 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, and various institutions.

Cynthia Nagel is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. Her prior roles include positions at Waddell & Reed, Securities America, and several insurance agencies. Outside of financial advising, she has operated a business called Cynthia's Creations since 2002 and is involved in house and dog sitting. 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, and institutional platforms.

Frank Pitchford is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors, Inc. and NetChannel, Inc. Outside of his advisory role, he is an independent insurance agent for various companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a broad range of strategies supported by advisor-focused technology.

Angelica Lopez is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Wealth Management Group, and Trivelloni Asset Management, among others. Outside of advising, she is an author who has self-published a book on Kindle Direct Publishing and also works as a Medicare insurance agent, focusing on products for seniors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutions. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports clients through advisory programs and institutional consulting.