Gregory Zanetti is a financial advisor with Zanetti Financial, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Zanetti Financial since 2015. Zanetti Financial provides tailored investment supervisory services to individuals, trusts, and retirement-plan trustees. The firm employs a value-oriented, actively managed investment approach that includes equities, fixed income, ETFs, and inverse funds, with portfolios reviewed quarterly and managed with discretion unless clients specify restrictions.

Roger Nagel is a PFS™ credentialed advisor with SJHL Financial Group, bringing eight years of industry experience. He has previously worked at Archer Investment Corporation and has a long history with Nagel CPAs, LLC, where he served for 17 years. Outside of his advisory role, Nagel is involved as a managing director in a farming business. SJHL Financial Group provides investment advisory and financial planning services to individuals, trusts, small businesses, and retirement plans. The firm employs a goal-based, long-term investment approach using low-cost, diversified mutual funds and ETFs, and operates as a multi-adviser team with outsourced sub-advisory and custodial functions.

John Onesti is a Certified Financial Planner (CFP®) with 18 years of industry experience. He is currently with John Moore & Associates Inc, where he has worked since 2021. His prior experience includes roles at GWFS Equities, Fidelity Investments, The Mutual Fund Store, One STI Investment Advisors, and TD Ameritrade. John Moore & Associates Inc is a registered investment adviser that offers financial planning and discretionary portfolio management to individuals, high-net-worth clients, foundations, and other institutions. The firm employs proprietary quantitative equity models and a diverse range of strategy portfolios, including equity, fixed income, income, alternatives, and Biblically Responsible Investing, tailored to client objectives and risk tolerances.

Jude Gleason is a CFP® professional with 31 years of industry experience, currently serving at REDW Wealth LLC. His career includes multiple tenures at REDW Wealth, as well as roles at Century Bank, First American Bank, BOK Financial Securities, Inc., and Charles Schwab. REDW Wealth LLC offers personalized financial planning and wealth management services to a diverse client base, including individuals, pension plans, trusts, nonprofits, small businesses, Native American tribes, and governmental entities. The firm emphasizes strategic asset allocation with tactical adjustments using primarily exchange-traded funds and no-load mutual funds, and operates as a fee-based advisor with coordinated tax and advisory services through its affiliation with an accounting firm.

Brian Cochran is a financial advisor with John Moore & Associates Inc in Albuquerque, NM, holding a Series 66 designation and having 20 years of industry experience. He has worked at John Moore & Associates and Raymond James Financial Services since 2013 and was previously with Thrivent Investment Management from 2006 to 2013. Outside of advising, he is a co-author with partner John Moore. John Moore & Associates is a registered investment adviser serving individuals, high-net-worth clients, foundations, and institutions with personalized financial planning and discretionary portfolio management. The firm utilizes quantitative equity models, multi-blend asset allocations, and strategy portfolios across various asset classes, including equity, fixed income, alternatives, and offers values-based screening options such as Biblically Responsible Investing.

Walt Benson is a financial advisor at Zanetti Financial, LLC in Albuquerque, NM, with four years of industry experience. He holds a Series 65 designation and previously operated Walt Benson Consulting and worked at FootPrints Home Care. Outside of his advisory role, he is involved in management consulting. Zanetti Financial, LLC provides tailored investment supervisory services to individuals, trusts, and retirement-plan trustees, focusing on deep value fundamental analysis and inflation protection through actively managed portfolios that include equities, fixed income, ETFs, and inverse funds. The firm manages a large asset base with a small advisory team and offers discretionary asset management alongside non-securities advisory work.

Antonio Pacheco is a financial advisor at Thurston Springer Advisors with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Phillips Capital Advisors, UBS Financial Services, and Ameriprise. Pacheco also operates AP Capital Management, Inc., a personal branding investment-related business. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing both buy-and-hold and active investment strategies tailored to client objectives.

Todd Strasser is a financial advisor with Buck Wealth Strategies, LLC, holding a Series 66 credential and 15 years of industry experience. His prior roles include positions at Wells Fargo, Northwestern Mutual, and Bank of the West. Buck Wealth Strategies provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, and employer-sponsored plans. The firm employs a top-down macro investment approach with tactical asset allocation and integrates third-party managers and options strategies in portfolio construction.

Edward Lovato is a financial advisor at Integrity Advisory Solutions with two years of industry experience. He holds a Series 65 credential and has a background in law, operating his own legal practice, Lovato Law, PC, since 2017. Lovato also serves as an elected probate judge for Sandoval County Probate Court. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of about 100 independent advisors, offering portfolio management, financial planning, and retirement consulting services with a range of investment approaches and third-party platform integrations.

Patrick Romero Jr. is a financial advisor at Madison Avenue Securities, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MIRAU Capital Management and Allstate Insurance Company. In addition to his advisory role, he is involved in insurance and fixed annuity sales and service through MIRAU Capital Management and Advisors Excel. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management, financial planning, and consulting services through multiple account platforms and employs various investment analysis and allocation strategies.

Michael Enriquez is a financial advisor with Kingsview Wealth Management, LLC in Albuquerque, NM, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Edward Jones and Morgan Stanley prior to joining Kingsview in 2020. Enriquez is president of Striving For Alpha Wealth Management, an LLC established to receive compensation from Kingsview. Kingsview Wealth Management is an SEC-registered, multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning and wealth management through a combination of proprietary portfolio models, third-party managers, and alternative investments.

Kevin Brown is a financial advisor with The AmeriFlex Group in Albuquerque, NM, holding the ChFC® designation and a Series 63 license. He has 40 years of industry experience, including tenure at Cambridge Investment Research and SagePoint Financial. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies via model asset allocations and discretionary or non-discretionary manager relationships.

Jed Webb is an Investment Advisor Representative at PFG Advisors with 12 years of industry experience. He has held positions at multiple firms including SECURITIES AMERICA, Inc., Foothill Securities Inc, and Cue Financial Group. Webb maintains dual registrations and operates his own advisory entity, Peter C Webb. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm’s investment approach combines model portfolios and third-party managers, emphasizing macro allocation with index-based ETFs alongside fundamental, technical, and cyclical analysis.

Matthew Cano is a financial advisor with PFG Advisors in Santa Fe, NM, holding a Series 66 designation and 24 years of industry experience. His prior work includes roles at Securities America, Cue Financial Group, and Foothill Securities, among others. Cano has been with PFG Advisors since 2018. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and offers access to third-party money managers and platforms.

Brian Mirau is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He is the owner of Mirau Capital Management, Inc., where he has worked since 2011, and has been affiliated with Madison Avenue Securities since 2008. Outside of his advisory work, Mirau serves as a board member and volunteer for Infinite Impact Ministries, an organization that assists troubled youth, and he is a 50% owner of a goat farm. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, consulting, and college-savings services through its network of investment adviser representatives.

Cynthia Bleicher is a financial advisor at Gradient Advisors, LLC with seven years of industry experience. She holds a Series 65 designation and has worked at Gradient Advisors since 2019. Concurrently, she owns and operates Enchantment Financial, providing financial and retirement planning as well as insurance services. Gradient Advisors, LLC offers investment management, financial planning, and consulting to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model supported by analytical tools such as the Color of Money Risk Analysis.

Stephen Ciepiela is a financial advisor with The AmeriFlex Group who holds Series 63 and Series 65 licenses and has 46 years of industry experience. His career includes roles at Cambridge Investment Research, Kestra Financial Services, and Charles Stephen & Company Inc., which he founded. He also serves as Vice President of Lobo Development Corp., a volunteer position. The AmeriFlex Group is an SEC-registered investment adviser that serves individuals, corporations, and retirement plans through a broad network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting using model asset allocations and manager relationships, with accounts custodied at multiple major firms.

Joshua Rowe is a financial advisor with The AmeriFlex Group in Albuquerque, NM, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Cambridge Investment Research, Charles Schwab & Co., Bankers Life, and DoorDash. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, manager selection, and retirement consulting, utilizing customized strategies through model asset allocations, discretionary and non-discretionary manager relationships, and multiple wrap program options.

Jeffrey Thompson is a financial advisor with Madison Avenue Securities, LLC, based in Albuquerque, NM, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at Mirau Capital Management, Bank of America, and Merrill Lynch. He is involved with the New Mexico Ice Hockey Foundation, a nonprofit organization supporting youth hockey. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering a range of portfolio management options and working with multiple custodial platforms and third-party managers.

Keiko Lambert is a financial advisor at Trek Financial with 26 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at firms including Merrill Lynch and Cross State Financial Group. Since 2022, she has also owned and operated Omnivelis Financial in Albuquerque, providing financial advisory services. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm combines strategic and tactical approaches using a variety of model-driven and fundamental analyses, and it provides access to alternative investment platforms and specialized portfolio management tools.