Justy Armijo is a financial advisor with LPL Financial in Albuquerque, NM, holding Series 63 and Series 65 designations and 29 years of industry experience. His prior work includes roles at Nusenda Federal Credit Union, CUSO Financial Services, Cuna Brokerage Services, and Cuna Mutual Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charities through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Alexandra Stevens is a Financial Advisor with the STN Group & Associates, operating within Merrill Lynch Wealth Management. She began her career in the wealth management industry as an ADP Financial Solutions Advisor at a Bank of America branch in San Diego, California, where she lived for two years after earning her Bachelor's Degree from the University of San Diego. Her areas of focus include Education Planning, Legacy Planning, Personal Retirement Planning, Philanthropic Planning, and Women and Wealth. Alexandra holds professional designations as an Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of her professional life, Alexandra enjoys spending time with her family, listening to music, traveling, engaging in Greek dance, and practicing ceramics. She is fluent in English, Greek, and French.

Edwin Case is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since August 1980. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Edwin specializes in areas including college education planning, family wealth management strategies, personal retirement planning, socially responsible and ESG investing, philanthropic planning, special needs planning strategies, and both individual and corporate investment strategies. He manages portfolios on a discretionary basis, incorporating personalized strategies, model portfolios, and third-party investment strategies to support clients’ financial objectives. Additionally, he prepares Wealth Outlook reports to track client life changes and retirement options. Edwin earned his Bachelor's Degree from the University of New Mexico in 1970, where he also worked as an undergraduate and graduate assistant in the Economics Department. He served in the United States Navy from June 1970 to September 1975 and retired from the U.S. Naval Reserve in 1997 as a Chief Warrant Officer 4th Grade after 32 years of service. Between his active duty and civilian career, Edwin worked as an air traffic controller and competed on the Professional Bowlers Tour prior to joining Merrill Lynch. Outside of his professional work, Edwin enjoys participating in bowling leagues and national tournaments. He also has interests in baseball, basketball, football, golf, ice hockey, reading, spending time with family, traveling, and watching movies.

Robert Stull is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with 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 services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process 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.

Arthur Steinkamp is a financial advisor at Mass Mutual Investors Services with one year of industry experience. Prior to joining the firm, he worked at Sandia National Laboratory and Los Alamos National Laboratory. Mass Mutual Investors Services 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 emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools.

Monica Villa is a financial advisor with RBC Capital Markets in Albuquerque, NM, holding a Series 66 designation and bringing 10 years of industry experience. She has been with RBC Capital Markets since 2018. 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 tailored investment strategies using both in-house and third-party managers, supported by extensive capital-markets capabilities.

Brian Bower is a financial advisor with Morgan Stanley in Albuquerque, NM, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009 and currently serves on the Board of Advisers for Western Mineral and Oil. Outside of his advisory role, he operates ABQ Concierge Services, a maintenance and clerical service business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and analytics.

Michael Rose is a financial advisor with LPL Financial in Albuquerque, NM, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. Prior to joining LPL Financial in 2021, he worked at ALLSTATE Financial Services LLC for 14 years. He also operates Michael R Rose Financial Services Inc., focusing on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers comprehensive financial planning and advisory programs, utilizing a range of model portfolios and research resources.

Joseph Ferguson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2015 and has also worked at Metropolitan Life Insurance Company since 2006. Ferguson serves as a board member of Parents Reaching Out and the University of New Mexico Alumni Association. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a variety of investment approaches through independent financial professionals, with options ranging from proprietary models to third-party strategies.

Thomas Weinshenker is a financial advisor at LPL Financial with 56 years of industry experience. He has been with LPL Financial since 2004 and holds a Series 66 designation. Outside of his advisory work, he serves as a board member for the Sigma Chi Fraternity, a nonprofit organization. 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 range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Kevin Brewster is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Merrill since 2004 and is currently affiliated with Bank of America, N.A. Brewster serves as a board member for Junior Achievement of New Mexico, a nonprofit focused on teaching financial literacy to young people. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brandon Arnold is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2011 and joined Merrill Lynch in 2016. Brandon focuses on developing strategies and providing advice for individuals, families, and businesses by understanding their short- and long-term financial objectives. He holds a Bachelor's Degree from Texas Tech University and has earned several professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Brandon's client focus areas include education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. Brandon lives in Hobbs, New Mexico with his daughter Micah. He is active in the community supporting organizations such as Habitat for Humanity, the Make a Wish Foundation, and First United Methodist Church. In his personal time, Brandon enjoys fishing, golfing, horseback riding, spending time with his family, and watching movies.

Brad Yablonsky is a financial advisor with RBC Capital Markets holding a Series 66 designation and 14 years of industry experience. He previously worked at UBS Financial for 10 years and has been self-employed since 2001. Mr. Yablonsky serves on the boards of several nonprofit organizations focused on senior citizen advocacy and community services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment programs with both discretionary and non-discretionary portfolio management, leveraging in-house and third-party managers alongside a range of advisory services.

Lucas Weidner is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing three years of industry experience. Prior to joining Thrivent in 2026, he worked at Morgan Stanley and Wells Fargo in various roles. Outside of his advisory work, he is involved in breeding and selling Great Danes through a family-owned business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning across multiple financial areas without discretionary trading authority. The firm offers integrated planning and managed-account solutions while maintaining separate service engagements.

Devona Benavidez is a CFP®-designated financial advisor at Raymond James Financial with 18 years of industry experience. She has worked at firms including Morgan Stanley, Wells Fargo Advisors, and Acequia Investment Management Corp. Benavidez is also a 50% member and owner of ZeroThreeSixty, LLC, an independent practice based in Albuquerque, NM. 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, and institutional investors. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers unique services such as municipal advisory support and a SIMPLE IRA Employer Advisory & Consulting Services program.

Victor Raigoza is a financial advisor at LPL Financial with 32 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 22 years before joining LPL Financial in 2016. Outside of his advisory role, he serves on the board of directors for the National Hispanic Cultural Center in Albuquerque, NM. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national 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 supported by proprietary and third-party research.

Michael Anderson is a financial advisor at RBC Capital Markets with 31 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at RBC Capital Markets since 2008 and City National Bank since 2019. Outside of finance, he owns and operates a website focused on sharing information about test driving cars. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management and financial planning services that incorporate a variety of investment managers, rebalancing options, and specialized investment strategies.

Thomas Parr is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations in its financial planning process.

Michael Gordon is a CFP® designee with 17 years of industry experience, currently affiliated with MassMutual Investors Services in Albuquerque, NM. He has been with MML Investors Services Inc. since 2008 and with MassMutual since 2007. Outside of his advisory role, he is a silent partner and co-owner of Waypath Employee Benefits, a business providing group and individual health insurance, and he holds an ownership role in Tax Optimized Plan Solutions, LLC, a third-party administration start-up. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides ongoing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including asset management and educational seminars, delivering financial planning through collaborative, annual engagements that focus on client goals and investment strategies.

Gerald Chavez is a Wealth Management Advisor at Merrill Lynch Wealth Management with experience in financial services since 2005. He works closely with individuals, families, business owners, and executives to navigate complex financial decisions through comprehensive wealth management and sophisticated planning strategies. His approach combines goals-based wealth management with a commitment to service, focusing on financial roadmaps that sustain wealth, achieve goals, and create lasting legacies. Gerald and his team employ a disciplined process involving discovery, financial modeling, monitoring, and regular reviews to support clients' evolving needs. Gerald holds a Bachelor's Degree from Duke University and earned the CERTIFIED FINANCIAL PLANNER® certification in 2008, the Certified Private Wealth Advisor® (CPWA®) certification in 2019 through the Yale School of Management and the Investments & Wealth Institute®, and the Accredited Estate Planner® (AEP®) designation in 2026. He is a past president of the New Mexico Estate Planning Council and has served on the Board of Trustees for Manzano Day School. Gerald remains involved in professional organizations including the Duke Alumni Association and the New Mexico Estate Planning Council. Outside of his professional work, Gerald enjoys spending time with his wife and two children. His personal interests include basketball, football, golfing, and soccer, and he often engages in these activities with his family and supports Duke Athletics.