Mason Steffensen is a financial advisor with Merrill in Albuquerque, NM. He holds a Series 66 designation and has been with Merrill since 2022. Prior to joining Merrill, Mason worked in various roles including at Rapid Reboot and NM Solar Group. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Matthew Jones is a financial professional at Cetera with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group. He is also involved with Fanning Financial LLC, where he provides financial planning, investment options, and retirement planning services. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Tina Garcia is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked in real estate with several firms including Elysium Realty Group and Red Fox Realty. She has also been self-employed since 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering advisory programs with a range of investment strategies and managing over $1 trillion in assets. The firm maintains a large nationwide network of advisors and branch offices, providing both discretionary and non-discretionary investment solutions under a fiduciary standard.

Eric Wood is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at Woodforest National Bank for six years and DoorDash for two years. Outside of finance, he tutors high school students in math on a part-time basis. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers a range of services, including discretionary portfolio management and fund advisory, and is notable for its use of systematic methodologies and formal advisory roles to registered investment companies.

Lucien Daigle is a Series 66 licensed financial advisor with Edward Jones in Albuquerque, NM, bringing two years of industry experience. Prior to joining Edward Jones, he worked at Coordinated Financial Group and Agent Pipeline. Outside of financial services, he owns and operates Pinnacle Agency LLC, a digital marketing business, and performs as a vocalist for the Church of the Good Shepherd United Church of Christ. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of investment advisory programs and maintaining a large network of advisors and branch offices.

Donnie Bell is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Investments, J.P. Morgan Securities, and Voya Financial Advisors. 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, and institutional platforms, utilizing a variety of investment strategies supported by advanced operational tools.

Rose Ronquillo-Apodaca is a Financial Consultant at Fidelity Investments, a position she has held since 2023. She has been with Fidelity Investments since 2015, serving in various roles including Investment Consultant and Workplace Financial Consultant, and began her financial services career as a Client Service Associate at Morgan Stanley from 2013 to 2015. As a CERTIFIED FINANCIAL PLANNER™ professional, Rose focuses on helping clients make financial decisions that align with their personal goals. She emphasizes understanding each client's unique story to co-create tailored financial plans. Rose holds a California Insurance License. Outside of her professional work, Rose enjoys activities such as biking, family activities, fitness, outdoor adventures, running, and swimming.

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 Financial Services, holding Series 63 and Series 66 licenses and 38 years of industry experience. He has been with Ameriprise since 2007, including its Financial Services, Inc. and Financial Services, LLC entities, and previously worked at Householder Group, Estate & Retirement Specialists. Landers assists in operating a tax practice outside of his advisory role. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through a centralized service team that provides written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

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.