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 The Wetsch Group at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2010 and holds Series 7 and 66 FINRA registrations as well as insurance licenses. Prior to joining Merrill Lynch, Austin worked as a mortgage underwriter. Austin focuses on delivering wealth management strategies 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 and values-based investing, tax minimization, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Born in Montana and raised in Albuquerque, Austin graduated summa cum laude with a degree in Marketing Management from the University of New Mexico. He was previously Vice President and a board member of BikeABQ. Austin lives in northeast Albuquerque with his wife and cat, and enjoys an active lifestyle that includes 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 credentials and 27 years of industry experience. He has worked at LPL Financial since 2009 and previously at CUNA Brokerage Services from 2004 to 2009. Trevino is also involved with Kirtland Federal Credit Union, where he has been since 2005 and supervises the credit union’s IRA department. 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 a range of financial planning and portfolio management solutions, utilizing both model and customized strategies supported by technology and extensive non-advisory financial services.

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 financial advisor with LPL Financial in Albuquerque, NM, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, FIDELITY Brokerage Services LLC, Thornburg Investment Management Inc, Merrill, and Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Keenan Odenbach is a financial advisor with Morgan Stanley in Albuquerque, NM, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Morgan Stanley in 2024, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2022 to 2024. Outside of his advisory work, Odenbach is involved in the restaurant and bar industry through roles with DoorDash and Uber Eats. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes proprietary tools and modeling techniques.

Sheryl Duran is the Resident Director at Merrill Lynch, where she serves as the relationship manager on the JD & Associates team, providing wealth management services tailored to client goals and priorities. She brings her clients simplicity in financial planning by identifying their unique concerns and developing long-term strategies. Sheryl's expertise includes college education planning, corporate executive services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, special needs planning strategies, women and wealth, and retirement income. Sheryl began her career in financial services in 2003 in banking and transitioned to investments in 2006. She joined Merrill Lynch Wealth Management in 2015. Her process involves collaboration with other dedicated professionals to enhance client success. Sheryl holds several professional designations including Accredited Asset Management Specialist (AAMS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her high school diploma from Ramona Convent Secondary School and attended Western New Mexico University and New Mexico State University without completing a degree. Born and raised in Southern California, Sheryl moved to New Mexico in 1995 and calls Las Cruces her home. Outside of work, she enjoys camping, cooking, hiking, knitting and crocheting, music and singing, traveling, and spending time with her husband, Paul, their two sons, and their pug. Sheryl and her family are active in community involvement, participating in organizations such as Boy Scouts, Catholic Charities of Southern New Mexico, United Way, and others, and support local small businesses and the Las Cruces community.

Dan Wilkinson Sr. is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Cetera Wealth Services, LLC and Dearborn Financial, and has operated his own business, The Wilkinson Agency, since 1992. Outside of advising, Wilkinson serves on multiple nonprofit boards, mentors youth, and works as an instructor in education and training. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management services, including discretionary and non-discretionary management, financial planning, and access to third-party money managers.

Isaiah Moya is a financial advisor at RBC Capital Markets with a Series 66 designation and three years of industry experience. He previously worked at Bankers Life and Casualty and Eagle Market Makers. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, combining in-house and third-party managers to meet client-specific risk profiles.

Lane Bird Bear is a Financial Advisor with Merrill Lynch Wealth Management based in Albuquerque, NM. He is committed to managing wealth by understanding the full financial picture of his clients and creating flexible strategies tailored to today's changing market conditions. He provides access to investment insights from Merrill and banking and lending solutions from Bank of America, working to help clients pursue their financial goals through personalized wealth management strategies. With over 10 years of experience in the wealth management industry, Lane focuses on a holistic approach to ensure that clients' financial concerns and goals are addressed through comprehensive financial planning. His areas of expertise include college education planning, family wealth management strategies, legacy planning, education planning, and personal retirement planning. Lane holds a Bachelor's Degree from the University of New Mexico and holds the designation of Personal Investment Advisor (PIA). He participates in community activities and volunteers with local organizations, aligning with the Merrill tradition of community involvement. Outside of work, Lane enjoys camping, cooking, golfing, hiking, and spending time with his family.

Kyle Rotzoll is a financial advisor with Raymond James Financial in Albuquerque, NM, holding a Series 66 designation and two years of industry experience. His prior roles include work with Raymond James Financial Services, The Renaud Investment Group, and the University of New Mexico. Outside of advising, he has worked as a bartender at Ruth's Chris Steak House since 2017. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by risk profiling and analytical tools, with a notable municipal advisory affiliation and specialized retirement plan consulting programs.

Fallon Peace is a Series 66 licensed financial advisor with Morgan Stanley in Albuquerque, NM, where she has worked since 2007, totaling 17 years of industry experience. She serves as a board member and vice president of the Bible Teaching Center, a charitable organization, assisting with event planning and administrative duties. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved tools, focusing on advisory services without individual security recommendations in standalone plans.

Mario Torres is a financial advisor with LPL Financial in Albuquerque, NM, holding Series 63 and Series 65 credentials and 11 years of industry experience. He previously worked at Voya Financial Advisors, Inc. for seven years before joining LPL Financial in 2022. Outside of his advisory role, he is involved with Non-Variance Insurance 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 portfolio programs, third-party asset management, and institutional platforms, supporting both discretionary and non-discretionary strategies.

Laurie Donovan is a financial advisor at RBC Capital Markets with nine years of industry experience. She previously worked at Ameriprise Financial Services, where she spent seven years before joining RBC in 2025. Laurie holds Series 63 and Series 66 designations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Charles Reardon is a financial advisor with Morgan Stanley based in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Reardon is involved in ranching as Vice President of Canon Bonita Ranch, LLC, participates in estate planning through Walk in Wills, and serves on the board and finance committee of the Rio Grande Food Project, a local charitable organization. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides financial planning and investment services through a structured discovery process without providing individual security recommendations as part of standalone plans.

Charles Stelting II is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2018. 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 institutions.