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.

Keenan Odenbach is a financial advisor at Morgan Stanley with credentials including Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Morgan Stanley, he held roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., First Southwest Bank, and Bbva USA. Outside of his advisory work, he is involved in restaurant and nightlife operations through roles with DoorDash and Uber Eats. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a variety of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

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 at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services, Inc. and The Renaud Investment Group since 2023. Outside of finance, he has worked as a bartender at Ruth's Chris Steak House since 2017. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, and it maintains specialized services such as municipal advisory and SIMPLE IRA employer consulting.

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, holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. He previously worked at Voya Financial Advisors for seven years before joining LPL Financial, where he has been since 2022. Outside of his advisory role, he is involved part-time in Non-Variance Insurance, an insurance-related business based in Albuquerque, NM. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory and brokerage services, including discretionary and non-discretionary portfolio management, model portfolios, and retirement plan consulting.

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.

Leonard Galante Jr. is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015, as well as Citigroup Global Markets since 2004. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

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.

Robert Maw Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 credentials and 33 years of industry experience. He has been with Cambridge Investment Research Advisors and its related entity since 2008. In addition to his advisory role, he owns RJ Maw Consulting, which focuses on insurance, benefits, and human resources, and he serves as managing member of Republic Forge LLC, a firearm manufacturer. Cambridge Investment Research Advisors is a large SEC-registered firm serving 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 professionals, utilizing a range of custody platforms, proprietary and third-party model strategies, and tailored discretionary or non-discretionary investment approaches.

Christopher Contreras is a financial advisor with Wells Fargo Clearing in Albuquerque, NM, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Cetera Advisor Networks, Gwyther & Holt Investment Advisors, and Fidelity Brokerage Services. Outside of his advisory work, he also works part-time as a delivery driver for food and grocery services in Albuquerque. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions leveraging research from Wells Fargo Investment Institute and third-party sources.

Dustin Myers is a financial advisor at Edward Jones in Albuquerque, NM, holding the CFP® and Series 66 designations with seven years of industry experience. He has been with Edward Jones since 2017 and previously studied nuclear engineering at Texas A&M University. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Stuhlsatz is a financial advisor with Raymond James & Associates in Albuquerque, NM, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include positions at Cambridge Investment Research, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Nathan Armstrong is a Private Wealth Advisor at Merrill Private Wealth Management in Albuquerque, NM, where he leads The Armstrong Group, a Merrill Institutional Consulting™ and Private Wealth Management team. His team serves institutional investors alongside a select group of successful executives and families, overseeing their financial strategies with a disciplined process that emphasizes personalized service and clarity in navigating financial complexities. Nathan began his career in financial services with Merrill Lynch Wealth Management in 1996 and has since developed expertise in institutional investment consulting and family wealth management strategies. He focuses on serving institutional clients such as foundations, endowments, corporate retirement plans, and faith-based organizations, as well as working closely with families, business owners, and entrepreneurs to address complex liquidity and financial needs. His approach centers on understanding clients' values and goals to tailor investment and fiduciary solutions. He holds the Certified Investment Management Analyst® (CIMA®) designation and the Personal Investment Advisor (PIA) designation. Nathan earned bachelor's degrees in Economics and Spanish from New Mexico State University and a master's degree through the University of South Carolina System. Fluent in English and Spanish, he is involved with the Presbyterian Health Care Foundation and the St. Pius X High School Foundation, and participates in the Albuquerque Country Club. Outside of work, Nathan enjoys biking, fishing, golfing, hunting, music, photography, swimming, traveling, and spending time with his family.