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.

Ford Reese is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and three years of industry experience. Prior to joining J.P. Morgan Securities, he worked at E*Trade/Morgan Stanley and has been involved in entrepreneurial ventures including The Hippie House LLC DBA Colt Classic Presents. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Rebekah Preston is a Senior Financial Advisor at Merrill Lynch Wealth Management. She focuses on family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, and women and wealth. Her expertise includes working with nonprofits and faith-based institutions, allowing her a unique perspective on wealth management for individuals and families. Rebekah's team embraces modern technology integration to support institutional and high net worth clients, coordinating complex family planning, trust and estate services, investment counsel, and access to capital and financing. Rebekah graduated from the University of Oklahoma where she was a four-year letter winner in women's basketball and earned a bachelor's degree. She has received recognition including Big XII Academic Honors and Academic All Big XII awards. She holds the Personal Investment Advisor (PIA) designation. Throughout her career, Rebekah has volunteered extensively with various nonprofits including Big Brother Big Sister, United Way, and People's Anti-Cruelty Association, among others. She supports the University of Oklahoma through the Sooner Stiletto program. Her personal interests include antiquing, basketball, boxing, cooking, interior decorating, and spending time with her family. Rebekah approaches her work by partnering with clients to develop personalized financial strategies designed to pursue their long-term goals.

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.

David Nelson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 designations and 37 years of industry experience. He has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2009. Outside of his advisory role, he fully owns and operates Nelson and Nelson Investments, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering comprehensive investment and financial planning services, including specialized areas such as business-owner transition and special-needs planning. Advisors use Wells Fargo’s research and planning tools to develop tailored recommendations, with clients deciding on implementation through various firm programs.

Leigh Dean is a financial advisor at Merrill with Series 63 and Series 65 credentials and 19 years of industry experience. Prior to joining Merrill in 2018, Dean worked at Bradley E Justice and Northwestern Mutual Investment Services. Outside of the financial industry, Dean serves as a team manager for his son’s club soccer team, Atletico NM Futbol Club. 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, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cynthia Nagel is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. She has worked at several firms, including Waddell & Reed and Securities America. Outside of finance, she operates a business called Cynthia's Creations and offers house and dog sitting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by model portfolios, research, and various technology platforms.

Frank Pitchford is a financial advisor with Cambridge Investment Research Advisors in Los Ranchos, NM. He holds a Series 66 designation and has nine years of industry experience. Prior to his current role, he worked for NetChannel, Inc. for 21 years, where he served as president. Outside of his advisory work, Pitchford is an independent insurance agent representing various companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing proprietary and third-party model strategies across multiple custody platforms.

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.

Leah Haney is a Series 66-credentialed financial advisor with 17 years of industry experience, currently practicing at Morgan Stanley in Albuquerque, NM since 2017. Her prior work history includes a brief period away from the industry from 2016 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and modeling techniques as part of its financial planning process.

Austin Wetsch is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in wealth management strategies for individuals and businesses through The Wetsch Group. He offers expertise in areas such as investment consulting for defined contribution plans, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, socially responsible investing, tax minimization, and retirement income. Austin joined Merrill Lynch in 2010 after working as a mortgage underwriter, transitioning to his passion for helping people achieve their financial goals. He holds his Series 7 and 66 FINRA registrations, insurance licenses, and professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Austin earned his Bachelor's Degree in Marketing Management, graduating Summa Cum Laude from the University of New Mexico. Originally born in Montana and raised in Albuquerque, Austin is active in his community as Vice President and a Board of Directors member for BikeABQ. He resides in northeast Albuquerque with his wife, Taylor, and their cat, Lola. Outside of work, Austin and Taylor enjoy an active lifestyle including golfing, fishing, hiking, traveling, camping, mountain and road biking, skiing, and auto racing.

John Cordova is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in wealth management and retirement planning, focusing on helping clients achieve their personal financial goals through personalized strategies. His approach emphasizes simplicity and transparency in the complexities of investing and wealth planning. Born and raised in Albuquerque, New Mexico, John brings a local perspective to his practice, understanding the unique financial landscape of the region. He holds a Bachelor's Degree from the University of New Mexico and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). As a family person with two children, John values financial security and long-term planning, which informs his commitment to his clients' financial well-being.

Robby Salas is an Investment Consultant currently working at Fidelity Investments since 2023. He has held various roles in the financial industry, including Financial Solutions Advisor at Merrill Lynch from 2022 to 2023, Private Client Banker at JP Morgan Chase from 2021 to 2022, and Relationship Banker at Wells Fargo Bank from 2016 to 2021. His professional focus encompasses retirement planning, investment management, and risk assessment. Robby's approach involves understanding each client's unique financial situation and collaborating to develop personalized strategies aimed at financial success. He emphasizes building lasting relationships founded on trust and transparency to help clients make informed decisions and secure their financial future. Outside of his professional work, Robby has interests in cars, family activities, fishing, military service, motorcycles, and parenthood.

Brad Gravelle is a CFP® credentialed advisor with Raymond James Financial, based in Albuquerque, NM, and has 21 years of industry experience. He previously spent seven years with Asset Planning Company and has been with Raymond James since 2009. Gravelle owns Asset Planning Company, LLC, which handles his business expenses and employees. 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, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using advanced analytical tools and supports its clients through various advisory programs and institutional services.

Todd Trevino is a financial advisor with LPL Financial in Albuquerque, NM, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has worked with LPL Financial since 2009 and is also associated with Kirtland Federal Credit Union, where he oversees the IRA department. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Junaid Ahmad is a Wealth Management Advisor at Merrill Lynch Wealth Management, holding the Chartered Financial Analyst (CFA) designation as well as certifications as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has earned a bachelor's degree from Oxford Brookes University. With 20 years in the financial services industry, Junaid specializes in mission-based asset allocation strategies, particularly for nonprofit organizations and Tribal Nations. Prior to his current role, he worked as an analyst at KPMG, gaining experience in financial systems, analysis, and institutional strategy. His approach focuses on aligning investment policies with purpose-driven outcomes, balancing risk with measurable goals. Outside of his professional work, Junaid enjoys chess, cricket, poetry, and relaxing with a well-earned beverage. He remains focused on providing financial guidance that supports thoughtful, mission-aligned objectives for his clients.

Charles Phelps is a Financial Consultant currently working at Fidelity Investments. In his role, he partners with clients and their families to co-create financial plans aimed at growing and protecting their wealth, making sound investment decisions, and simplifying their financial lives. He has held various positions in the financial services industry, including Financial Consultant at Fidelity Investments since 2023, Investment Consultant at Fidelity Investments from 2021 to 2022, Vice President and Private Client Advisor at JP Morgan Securities from 2021 to 2022, Financial Consultant at TD Ameritrade from 2020 to 2021, and Assistant Vice President and Branch Manager at American Savings Bank from 2016 to 2020. Outside of his professional career, Charles has interests in food, football, movies, museums, and parenthood.

Michael Camp is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with LPL Financial, where he has worked since 2018, following prior roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside research-supported model portfolios.

Timothy Walsh is a financial advisor at Cetera with one year of industry experience. He holds a Series 65 designation and has previously worked at Avantax Advisory Services. Outside of his advisory role, he is vice president of Rose Tax & Financial, a tax preparation and investment services business he co-owns with his wife. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, corporate, and institutional clients through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, and various retirement services, with more than $256 billion in assets under management.