Robert Maw Jr. is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. His prior experience includes 18 years at Cambridge Investment Research Advisors and over three decades associated with PGGB Oil & Gas. Outside of advising, he is involved in consulting for insurance and human resources and serves as managing member of a firearm manufacturing business. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Stanley Chandler is a CFP® with 38 years of industry experience, currently serving at LPL Financial since 1998. He holds Series 63 licensure and operates Chandler Insurance Services, Inc., a business entity used for tax and investment purposes. Additionally, he is a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, utilizing both model portfolios and customized strategies supported by advanced operational tools.

Cameron Plese is a financial advisor at Morgan Stanley in Albuquerque, NM, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2026, he worked at Fidelity Investments from 2024 to 2026. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs including tailored financial planning supported by firm-approved tools and processes.

Brian Spinnato is a financial advisor with Ameriprise in Albuquerque, NM, holding a Series 66 credential and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he is a business partner and financial adviser at SKC LLC. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing tax-aware withdrawal advice.

Jacquelyn Lev is a financial advisor with Cetera, holding a Series 66 license and nine years of industry experience. She also operates a CPA practice focused on tax preparation and IRS representation. Lev has worked with various Cetera entities since 2017 and spent time in public education prior to her financial advisory career. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, institutional, and retirement plan clients through a nationwide network of independent advisors. The firm offers a diverse range of portfolio management and financial planning services, including access to multiple program structures and third-party managers.

Eric Sanders serves as Vice President and Branch Leader at Fidelity Investments, where he leads the Albuquerque Investor Center. In this role, he supports his team's development and execution of financial planning, focusing on creating tailored financial plans that address the specific needs of clients. The team is dedicated to building trusted lifetime partnerships and providing comprehensive financial planning services. Since 2000, Eric has held his current position at Fidelity Investments, bringing extensive experience in financial advisory and branch leadership. His professional approach emphasizes collaboration among advisors to deliver a differentiated experience and value to clients. Outside of his professional responsibilities, Eric has interests in comedy, music, photography, and movies. He is also an instrumentalist and enjoys singing.

David Cates is a financial advisor with RBC Capital Markets based in Albuquerque, NM. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has worked at RBC Capital Markets since 2009 and at City National Bank since 2020. Outside of his advisory role, he serves as Treasurer and a member of the Board of Directors for the New Mexico chapter of the Alzheimer's Association. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles using both in-house and third-party investment managers.

David Anaya is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments in various capacities since 2015, including positions as Planning Consultant, Workplace Planning and Guidance Consultant, and Financial Services Associate. Prior to his tenure at Fidelity, he worked as an Internal Consultant at Thornburg Investment Management from 2018 to 2020. In his current role, David focuses on developing strong relationships with clients by partnering with them to understand their financial goals and implementing transparent strategies designed to build, protect, and transfer wealth. His professional experience spans financial consulting and planning, with a commitment to client-centered service. Outside of his professional work, David has personal interests that include cars, fitness, football, golf, and parenthood.

Greisy Aragon is a financial advisor with Morgan Stanley in Albuquerque, NM, holding a Series 66 designation and seven years of industry experience. She has worked at Morgan Stanley since 2020 and previously held roles at First Command Advisory Services, Charles Schwab, and Fidelity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and models.

Gregory Schornstein is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He brings over 25 years of experience navigating multiple market fluctuations to his role, focusing on providing personalized wealth management strategies tailored to clients' unique financial goals and priorities. Greg's areas of expertise include college education planning, family wealth management, personal retirement planning, portfolio management, and tax minimization among others. He holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Greg earned his high school diploma from Lafayette Jefferson and his bachelor's degree from the University of New Mexico. Outside of his professional work, Greg is actively involved in his community, volunteering as a basketball and football coach for local youth and his three children. He enjoys outdoor activities such as hiking, mountain biking, skiing, and traveling with his wife Valerie and their daughter and twin boys.

Linda Lee is a financial advisor with LPL Financial in Albuquerque, NM, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. She has been with LPL Financial since 2009 and concurrently serves at 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, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Esteban Alcantar is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at BBVA Insurance Agency, BBVA Wealth Solutions, BBVA Securities, Northern Trust Corporation, and Merrill Lynch. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Derrick Miera is a Financial Consultant at Fidelity Investments, where he has been working since 2023. He collaborates with clients to align their investment strategies with their retirement and financial goals through holistic planning. His approach includes helping clients choose investments and strategies to minimize expenses, building connected relationships, and assisting clients in staying organized. Derrick has been with Fidelity Investments since 2015, holding various roles including Investment Consultant, Team Leader in Workplace Planning and Advice, Help Desk for Workplace Planning and Advice, Workplace Planning Consultant, and Financial Associate. This progression reflects his experience and expertise in financial consulting and workplace planning. Outside of his professional work, Derrick has interests in board games, fitness, social events, music as an instrumentalist, and pets.

Marceil Shepherd is the Vice President and Executive Planning Consultant at Fidelity Investments, a position held since 2016. She has been with Fidelity since 2011, initially serving as a Planning and Guidance Consultant before advancing to her current role. Prior to joining Fidelity, she worked as a Financial Services Representative at MetLife Resources from 1996 to 2011. With 30 years of experience in benefits and financial planning, Marceil focuses on delivering personalized, client-centered financial planning support. Her expertise includes incorporating retirement benefits and equity compensation into long-term financial plans, aiding clients in making confident and well-informed decisions. She holds a California Insurance License.

Britney Gorley is a financial advisor at OSAIC with seven years of industry experience. She holds a Series 66 designation and previously worked at PFG Advisors, LLC and Securities America, Inc. Gorley is also associated with CUE Financial Group, Inc. as a DBA. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with financial planning and access to third-party money managers. The firm combines various investment tools and platforms to manage diverse portfolios, supporting both discretionary and non-discretionary accounts.

Joseph Coca is a CFP® professional with 12 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors, LLC from 2013 to 2016. Outside of his financial advisory role, he serves as a licensed referee and judge for mixed martial arts and boxing across several state athletic commissions. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.