Ann Hattis is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 30 years of experience in the financial services industry. She specializes in family wealth management strategies, managing new wealth, and portfolio management services. Ann works with clients across a broad spectrum of ages and wealth complexities, focusing on investment management, credit, insurance, wealth transfer, business financing, banking, and business succession needs. Her approach emphasizes understanding clients' life priorities to create practical wealth management plans tailored to their goals and aspirations. Ann holds a Bachelor's Degree from the University of Kansas and is a Personal Investment Advisor (PIA). She collaborates with a team of seasoned professionals to provide clients with efficient access to a wide range of financial options, helping to simplify the management of their financial lives. In addition to her professional work, Ann is involved with community-based organizations and is a member of the Women's Exchange. Outside of her professional pursuits, Ann enjoys cooking for friends and family, practicing yoga, reading, golfing, swimming, and spending time with her family.

Jenifer Woolcott is a Series 66 licensed financial advisor with eight years of industry experience. She currently works at RBC Capital Markets and previously held roles at BancWest Investment Services and BANK OF THE WEST. Outside of finance, she is involved in youth tennis programs and creates social media content promoting tennis through her business, Jenuine Tennis. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers customized advisory programs that utilize a combination of in-house and third-party investment managers, with options for portfolio management, financial planning, and responsible investing.

Curtiss Lacross is a financial advisor with RBC Capital Markets in Albuquerque, NM, holding a Series 66 designation and 19 years of industry experience. He has worked at RBC Capital Markets since 2015 and has been associated with City National Bank since 2022. Outside of his advisory role, Lacross serves as an adjunct lecturer for The Plan Sponsor University, providing fiduciary training and certification on an occasional basis. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, tailoring investment strategies through a combination of in-house and third-party managers.

Frances Capitan is a financial advisor with Primerica Advisors in Albuquerque, NM, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to entering financial services, Frances worked for 25 years at Sandia National Laboratories and briefly at the University of New Mexico. She has been with Primerica Financial Services since 2024. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs a model-driven advisory approach supported by third-party asset managers and offers a range of investment models, including options with cryptocurrency-focused ETFs.

Addison Bowyer is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and nine years of industry experience. Prior to joining Merrill in 2017, Bowyer worked for The Inside Coup Magazine and Gilbert High School. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Cameron Dunn is a financial advisor with Raymond James Financial in Albuquerque, NM, holding a Series 66 designation and beginning his advisory career in 2026. Prior to entering the financial industry, he served eight years in the United States Navy. Outside of finance, he is involved with Hops & Dough Taproom. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools and risk profiling to provide tailored, non-discretionary advice and supports municipal and public finance work through a unique municipal advisor affiliation.

Meredith Chavez is a financial advisor with O'Connell & Chavez at Merrill Lynch Wealth Management in Albuquerque, NM. She specializes in family wealth management strategies, personal retirement planning, and women and wealth. Meredith earned a Bachelor of Science degree in Economics from Duke University. She holds the Personal Investment Advisor (PIA) designation and has been with O'Connell & Chavez at Merrill since 2021. Outside of her professional role, Meredith enjoys golfing, reading, and playing softball.

Katherine Copps is a Series 66-registered financial advisor with RBC Capital Markets in Albuquerque, NM, where she has worked since 2015. She has 13 years of industry experience. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with customizable strategies, combining in-house and third-party investment managers along with integrated capital-markets and lending capabilities.

Bruce Hopper is a financial advisor at Osaic Wealth, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including PFG Advisors, LLC, Securities America, Inc., Cue Financial Group Inc., and Foothill Securities Inc. Outside of his advisory role, he volunteers with the Adaptive Sports Program, assisting people with disabilities in skiing and rock climbing. Osaic Wealth, Inc. serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs various asset allocation tools and supports multiple advisory platforms, including third-party money managers and unified managed accounts.

Victor Batalla is a Planning Consultant at Fidelity Investments, where he has been serving since 2022. In this role, he focuses on becoming an essential financial resource to his clients by helping them navigate their financial lives and simplify the path toward achieving their goals. Victor brings a breadth of experience in financial services, having worked as a Financial Solutions Advisor at Merrill Lynch from 2021 to 2022, and as a Wealth Management Banking Specialist at Merrill Lynch from 2018 to 2021. Prior to his current position, he was a Workplace Planning and Advice Consultant at Fidelity Investments from 2016 to 2017. Outside of his professional work, Victor has interests that include board games, cars, fitness, food, social events, and reading.

Keith Jordan is a financial advisor with Mass Mutual Investors Services in Albuquerque, NM. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Jordan has been with MML Investors Services and Mass Mutual Life Insurance Company since 2016. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager options and conducts educational seminars.

Ralph Griffin is a financial advisor with Wells Fargo Clearing in Albuquerque, NM, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked with Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Outside of his advisory role, he is involved in Alianza Family Services, providing services to individuals with disabilities. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s IPS-driven advisory approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Nicholas Ramirez is a Financial Advisor with Merrill Lynch Wealth Management. He partners with business owners, physicians, successful professionals, and families to create personalized financial strategies. His work focuses on areas such as family wealth management, retirement planning, legacy planning, liquidity management, and tax minimization. Through Merrill and the banking capabilities of Bank of America, Nicholas provides clients with access to comprehensive resources to address both personal and business planning needs. Nicholas emphasizes understanding each client's unique story to tailor financial plans that align with their goals and values. His approach centers on building trust and maintaining transparent, candid conversations to support informed decision-making. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Saint Leo University. Nicholas is a member of the Association of Latino Professionals for America and the Las Cruces Chamber of Commerce. In addition to his professional work, Nicholas participates in community education workshops. He is fluent in English and Spanish. His personal interests include camping, cooking, football, gardening, hiking, pickleball, rock climbing, and spending time with his family.

Kenneth Fanning is a financial advisor with Cetera who holds a Series 66 credential and has 22 years of industry experience. He has been with Cetera Wealth Services since 2013 and currently works at Cetera. Outside of advising, he is involved in sales and service of fixed life insurance and operates Fanning Financial LLC, a financial services business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that includes access to affiliated and third-party managers and various program structures.

Antavius Greathouse is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Voya Financial Advisors, Inc., Albuquerque Public Schools, and Morgan Stanley. He serves on the board of the New Mexico Black Leadership Council. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing research from LPL Research and third-party subadvisors across diversified and alternative strategies.

Dustin Soflin is a financial advisor with Mass Mutual Investors Services in Albuquerque, NM, holding Series 65 and Series 63 licenses with nine years of industry experience. He has been with MML Investors Services, LLC and Mass Mutual Life Insurance Company since 2016. Outside of his advisory role, he serves as Secretary for the Albuquerque Youth Symphony Program. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, ongoing financial planning engagements using firm-approved software to analyze client goals and offers specialized services such as Divorce Planning and employer-sponsored planning programs.

Angela Ipock is a financial advisor at Raymond James Financial with 18 years of industry experience. She has worked at Merrill Lynch for 10 years before joining Raymond James Financial Services Advisors. Angela is also associated with Baker Wealth Planning Group in a support capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm delivers non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Anthony Allbright is a financial advisor at LPL Financial with over 32 years of industry experience. He holds CFP® and ChFC® designations and has previously worked at firms including Nusenda Credit Union, CUSO Financial Services, Ameriprise Financial Services, and BOK Financial Securities. He serves on the board of St. Mary's Episcopal Church in Albuquerque, NM. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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, financial planning services, and access to research and model portfolios from LPL Research and third-party subadvisors.

Cathan Wilkins is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has prior experience at Bank of America, Merrill, and JPMorgan Chase Bank. Before entering finance, he worked briefly at Chick-fil-A and the United States Postal Service. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Richard Pellegrino is a Financial Consultant currently working at Fidelity Investments since 2015. He has a client-centric approach to financial planning, focusing on understanding the priorities of his clients and their families to empower them in making informed decisions. His process is organized and straightforward, aiming to develop strategies tailored to individual situations. Prior to his current role, Richard worked as a Financial Advisor at Merrill Lynch from 2009 to 2015 and as an Investment Banker at Blinder Robinson & Company in 1990.