John Tanner is a financial advisor with Merrill in Albuquerque, NM, holding Series 63 and Series 65 credentials and over 33 years of industry experience. His career includes prior roles at U.S. Bancorp Investments, Raymond James & Associates, LPL Financial, Waddell & Reed, and Los Alamos National Bank. Outside of finance, he writes fictional stories. 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, institutions, and charitable organizations.

Javier Lucero is a financial advisor at Edelman Financial Engines with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Fidelity Personal and Workplace Advisors and FIDELITY iNVESTMENTS. Based in Albuquerque, NM, Lucero has been with Edelman Financial Engines since 2022. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, supports a large participant base through advisor-led and online offerings, and is notable for its scale and delivery model serving hundreds of thousands of clients.

Darryl Vigil is a financial advisor at Morgan Stanley with 11 years of industry experience. He has been with Morgan Stanley since 2015 and has worked at Morgan Stanley Private Bank, National Association since 2016. Outside of his advisory role, he is a partner and owner of CMV Ventures, LLC, a retail and online store business in Albuquerque, New Mexico. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies.

Melinda Knoll is a financial advisor with Wells Fargo Clearing in Albuquerque, NM, holding a Series 63 designation and 19 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Cheryl Knight is a financial advisor at LPL Enterprise with 14 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 66 licenses. Her prior roles include positions at TIAA, the University of New Mexico, and Waddell & Reed. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Mc Kensey Bainbridge is a financial advisor with LPL Financial in Albuquerque, NM, holding a Series 66 designation and bringing 16 years of industry experience. Prior to joining LPL Financial in 2022, Bainbridge worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2008 to 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting advisors with various tools and resources.

Alfredo Quesada is a financial advisor with LPL Financial in Albuquerque, NM, holding a Series 66 designation and 18 years of industry experience. He has worked with LPL Financial since 2009 and previously held positions at Merrill and Morgan Stanley. He also has involvement with 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 and access to third-party asset management, and supports a broad network of investment adviser representatives.

Craig Landers is a financial advisor with Ameriprise in Albuquerque, NM, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, he assists with the operation of an existing tax practice, Monarch Tax and Business, without compensation or ownership. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support client planning and emphasizes the use of Ameriprise-managed accounts in its approach.

Michael Stevens is a Wealth Management Advisor with Merrill Lynch Wealth Management and a founding partner of the STS Group & Associates. He began his career at Merrill Lynch in 1994 and focuses on developing and implementing financial strategies tailored to clients' unique goals, providing services such as college education planning, family wealth management, philanthropic planning, and portfolio management. He manages personalized or defined investment strategies and partners with clients to simplify their financial lives through tailored advice. Michael holds a Bachelor of Science degree from the United States Military Academy at West Point and a Master of Science in Business Administration degree from Boston University. He has earned several professional designations, including Certified Private Wealth Advisor® (CPWA®), Certified Portfolio Manager® (CPM®), Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Michael has been nationally recognized on Barron's "Top 1,500 Advisors" list for sixteen consecutive years through 2026 and Forbes' "America's Best-in-State Wealth Advisors" from 2018 through 2026. He is active in the Albuquerque Economic Forum as a director and is involved with the Greek Orthodox Church in Albuquerque. Michael and his wife, Magda, live in New Mexico with their two daughters. His personal interests include traveling, hiking, hot yoga, and spending time with his family.

Cynthia Sisneros is a financial advisor with Primerica Advisors in Albuquerque, NM, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. Her background includes roles with Bernalillo County and the New Mexico Secretary of State, along with long-term positions at PFS Investments Inc. and Primerica Financial Services. She also has experience with the U.S. Postal Service. Primerica Advisors serves primarily individual investors and offers a wrap-fee asset management program that relies on model-driven strategies managed by third-party asset managers, supported by custody and trade execution services from Pershing and an overlay manager from BNY Mellon Advisors.

Phillip Perkins is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has been with Edward Jones for 36 years since 1990, based in Rio Rancho, NM. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Montgomery is a Planning Consultant at Fidelity Investments, where he focuses on partnering with clients to understand their families and needs to develop effective strategies and investment plans. He has held several positions within Fidelity Investments since 2022, including Relationship Manager and Financial Representative. Prior to joining Fidelity, Brian served as a Business Banking Relationship Manager and Branch Manager at U.S. Bank from 2009 to 2022. Outside of his professional role, Brian has interests in board games, camping, hiking, painting, reading, and traveling.

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.

Jose Munoz Jr. is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Wells Fargo Advisors. Based in Albuquerque, NM, he has been with UBS since 2022. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and a fiduciary approach to fee-based financial planning.

Rebekah Preston is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, and advising women on wealth. Rebekah's professional focus includes working with ultra-affluent families, non-profit organizations, and for-profit institutions across the country. She emphasizes coordinating with clients' accounting and legal professionals to address complex institutional and personal estate planning matters. Rebekah joined Merrill Lynch Wealth Management in 2008 after completing her degree at the University of Oklahoma, where she was a four-year letter winner in women's basketball. She also holds the Personal Investment Advisor (PIA) designation. Her background includes extensive experience with nonprofits and faith-based institutions, which informs her unique approach to wealth management. Her team's services include family planning, trust and estate planning, high-touch investment counsel, and the use of technology tools to enhance client experience. Beyond her professional role, Rebekah has a history of volunteer work with organizations such as Big Brother Big Sister, JD McCarty Center for Children with Developmental Disabilities, People's Anti-Cruelty Association - Animal Advocacy, Student Athletic Advisory Committee, and United Way. She supports the University of Oklahoma through the Sooner Stilettos program and maintains personal interests including antiquing, basketball, boxing, cooking, interior decorating, and spending time with her family.

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.

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 at LPL Financial with 31 years of industry experience. She holds Series 63 and Series 66 designations and has worked in various roles including insurance sales and independent insurance agency work. Outside of financial services, she operates a small business called Cynthia's Creations and provides house and dog sitting services. 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 broad range of financial planning, asset management, and advisory solutions supported by advanced research and operational tools.