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.

Dominic Chavez is a financial advisor with Edelman Financial Engines, holding a Series 65 designation and 18 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and previously at Tmfs Advisors, LLC. Based in Albuquerque, NM, Chavez provides investment advisory services as part of a large national firm. Edelman Financial Engines offers technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, supports a large participant base through both advisor-led and online platforms, and provides employer-facing retirement plan consulting and education.

Lucien Daigle is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he was associated with Coordinated Financial Group and Agent Pipeline. Outside of his advisory work, Daigle owns and operates Pinnacle Agency LLC, a digital marketing agency, and he performs as a vocalist for the Church of the Good Shepherd United Church of Christ on holidays and special occasions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Donnie Bell is a financial advisor at LPL Financial with 10 years of industry experience and holds Series 65 and Series 63 licenses. His prior roles include positions at Fidelity Investments, J.P. Morgan Securities, Voya Financial Advisors, and other firms. He is based 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. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by in-house and third-party research.

William Cates is a financial advisor with RBC Capital Markets in Albuquerque, NM, holding Series 63 and Series 65 credentials and possessing 47 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of his advisory role, he serves as treasurer for the West Point Society of New Mexico, an alumni association. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management and integrates in-house and third-party investment managers along with various administrative and investment options.

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. Prior to joining LPL Enterprise, she worked at Tiaa for three years and spent seven years at the University of New Mexico. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to a range of investment and insurance products through both advisory and brokerage channels.

Mc Kensey Bainbridge is a financial advisor at LPL Financial with 16 years of industry experience. She holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for a combined total of 14 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide through a network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and both discretionary and non-discretionary management approaches.

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 been with LPL Financial and Kirtland Federal Credit Union since 2009. 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, and brokerage services, utilizing model portfolios, third-party subadvisors, and various advanced investment strategies.

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 licenses and bringing 11 years of industry experience. Her background includes roles with the Bernalillo County Bureau of Elections, the New Mexico Secretary of State, and the Bernalillo County Clerk's Office, as well as a prior career at the US Postal Service. She has also worked for the Albuquerque Journal. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

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.