William Jobes Sr. is a financial advisor with Live Oak Wealth Advisory Group, LLC in Santa Fe, NM, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has operated Jobes Solo Investment Group, LLC since 2010. Live Oak Wealth Advisory Group provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm combines fundamental, technical, and quantitative analysis through its QuantStrat division, employing adaptive asset-management strategies that may include mutual funds, ETFs, individual securities, and alternative instruments such as options and margin.

David Risser is a financial advisor with Altamira Financial Group, LLC, holding a Series 63 designation and bringing 38 years of industry experience. He has worked at Altamira Financial Group since 2021 and has prior experience at Financial Partners, LLC and LPL Financial. Altamira Financial Group serves individuals, employer-sponsored retirement plans, trusts, foundations, and institutional clients, offering portfolio management, financial planning, and retirement-plan advisory services. The firm uses a goal-based, tailored investment process that incorporates macroeconomic analysis and diversified portfolio construction, while also providing fiduciary plan services and access to multiple advisory programs.

Nancy Cooper is a financial advisor at Topel & DiStasi Wealth Management, LLC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Deyoe Wealth Management, Inc and LPL Financial LLC. Outside of financial advising, she is also an independent insurance agent. Topel & DiStasi Wealth Management serves individual and high-net-worth clients with asset management, comprehensive portfolio management, and standalone financial planning. The firm manages approximately $300 million on a discretionary basis, offering portfolios that include stocks, bonds, ETFs, options, mutual funds, and private securities, and provides broad financial planning services that cover retirement, estate, charitable, tax, and corporate matters.

Peter Murphy is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Financial Partners, LLC. He has been with the firm since 2016 and also holds teaching roles at the University of New Mexico and Santa Fe Community College. Additionally, he provides education on Social Security and Medicare through Horsesmouth LLC. Financial Partners, LLC offers discretionary and non-discretionary investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $181.7 million on a discretionary basis and employs a variety of investment strategies tailored to client goals and risk tolerance.

David Nagler is a financial advisor with New Line Capital, LLC in Santa Fe, NM, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with New Line Capital since 2006. New Line Capital provides investment advisory and portfolio management services primarily to individuals, trusts and estates, and charitable organizations, as well as to businesses and pension and profit-sharing plans. The firm employs a mix of fundamental, technical, and cyclical analysis to customize client portfolios and manages both discretionary and non-discretionary accounts for a select client base.

Gregory Myers is a CFP® with 19 years of experience in the financial services industry. He currently works at Financial Partners, LLC and has prior experience at firms including Bank of America, Merrill Lynch, and Charles Schwab. Financial Partners, LLC provides investment advisory and financial planning services to individuals, pension and profit sharing plans, and charitable organizations. The firm offers customized portfolio management using asset allocation across various asset classes and applies fundamental analysis and Modern Portfolio Theory in its investment process.

James Kimball is a financial advisor with Market Gauge Asset Management in Santa Fe, NM, holding a Series 65 credential and 11 years of industry experience. He has worked with Market Gauge since 2015 and is also a self-employed consultant for Dataview LLC, a financial publishing company focused on education and market research, where he conducts financial analysis and systems development. Market Gauge Asset Management provides discretionary portfolio management to individual and institutional clients, utilizing a combination of proprietary rules-based models and traditional investment analysis methods. The firm offers model-based trading signals and tactical strategies alongside longer-term allocations, serving clients through separately managed accounts and sub-advisory arrangements.

Valeria Cera Primero is a financial advisor at Horizons Sustainable Financial Services, Inc. with two years of industry experience. She holds a Series 65 designation and previously worked at Thornburg Investment Management Firms and has a background that includes roles at Loyola Marymount University and several small businesses. Horizons Sustainable Financial Services provides financial planning, investment consultation, and management to individuals, trusts, estates, foundations, and businesses, emphasizing sustainable and responsible investing. The firm employs a fiduciary standard and integrates clients’ values and risk profiles into customized investment strategies across multiple offices and a team of six advisors.

Scott Goodman is a financial advisor at Eagle Financial Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Eagle Financial Advisors, LLC since 2015, previously spending 10 years at CLA USA, Inc. He is also involved with Eagle Financial Group as an insurance agent. Eagle Financial Advisors, LLC provides investment advisory services to individuals, high-net-worth clients, trusts, and business entities. The firm primarily manages assets on a non-discretionary basis, using quantitative techniques, third-party research, and model portfolios to construct and monitor client-specific investment allocations.

Johann Klaassen is a CFP® with 23 years of experience in the financial industry, currently serving at Horizons Sustainable Financial Services, Inc. since 2013. He reviews manuscripts on topics such as business ethics for Berrett-Koehler Publishers. Horizons Sustainable Financial Services provides financial planning, investment consultation, and discretionary investment management to individuals, trusts, foundations, and businesses, focusing on sustainable, responsible, and impact investing through a structured intake process and a combination of passive, active, and custom strategies.

Frederic Perret is a financial advisor at Horizons Sustainable Financial Services, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at First Affirmative Financial Network, ProEquities, Inc., and Collateral Agency. Outside of advising, he serves as treasurer for both Alabama First and the Alabama Rivers Alliance, a nonprofit focused on river conservation. Horizons Sustainable Financial Services provides financial planning, investment consultation, and discretionary management to individuals, trusts, foundations, and businesses, with an emphasis on sustainable, responsible, and impact investing. The firm serves a range of clients from non‑high-net-worth to high-net-worth and employs a structured intake process combined with a blend of investment strategies tailored to client values.

Alan Friedman is a financial advisor at Market Gauge Asset Management with two years of industry experience. He holds a Series 65 designation and has been an Associate Professor at Purdue University since 1995. Market Gauge Asset Management provides discretionary portfolio management primarily to individual and institutional clients through separately managed accounts and sub-advisory arrangements, utilizing a blend of proprietary models and traditional analytical methods to implement tactical and longer-term investment strategies.

Prisma Avery is a financial advisor at Horizons Sustainable Financial Services, Inc. with one year of industry experience and a Series 65 credential. Prior to joining Horizons, Prisma worked at Pavery LLC and Sandia National Labs and has a diverse background including roles in fitness and hospitality sectors. Horizons Sustainable Financial Services provides financial planning, investment consultation, and management to individuals, trusts, estates, foundations, and businesses, emphasizing sustainable and responsible investing. The firm integrates clients’ values into personalized Investment Policy Statements and employs a range of portfolio strategies, including third-party managers and impact-focused investments.

Keith Schneider is a financial advisor at Market Gauge Asset Management with 11 years of industry experience. He holds a Series 65 designation and has been with Market Gauge since 2015. Outside of investment advisory, he is CEO of Dataview LLC, a financial publishing and data analytics company, and is involved in software development through leadership roles at Wizard IP LLC and Picatinny Intellectual Partners. Market Gauge Asset Management provides discretionary portfolio management primarily to individual and institutional clients using a blend of proprietary, rules-based models and traditional analysis. The firm incorporates tactical and longer-term strategies and offers model-based trading signals through separately managed accounts and sub-advisory arrangements.

Ryan Mayer is a CFP® with nine years of experience in financial advising. He is currently with HUB Investment Partners, LLC, where he has worked since 2023. Prior to joining HUB, he held positions at TD Ameritrade, AXA Advisors, Strategic Advisors, and Fidelity Investments. HUB Investment Partners serves a diverse range of institutional and individual clients, offering discretionary and non-discretionary portfolio management, retirement and financial planning, and specialized services for banking and municipal clients. The firm employs a combination of active and passive investment strategies and integrates quantitative and qualitative manager screening in its decision-making processes.

William Gray Jr. is a financial advisor with Americana Partners, LLC, holding a Series 63 designation and 42 years of industry experience. His prior work includes 24 years at Western International Securities, Inc. and 28 years at Goodpasture Gray. He is also a licensed independent real estate broker in Nashville, Tennessee, with activities limited to personal and family real estate holdings. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as to corporations, trusts, estates, and charitable organizations. The firm offers customized portfolio management, utilizing a range of investment vehicles and third-party managers, and incorporates alternative investments and held-away accounts into client strategies.

Lindsey Rafkind is a CFP® and holds a Series 66 license with 12 years of industry experience. She has worked at Abacus Wealth Partners since 2017 and previously spent time at Dimensional Fund Advisors and Thornburg Investment Management Inc. Abacus Wealth Partners offers financial planning, consulting, and investment management services to a diverse client base, including individuals, high-net-worth families, and various institutional entities. The firm employs an asset-class investing approach based on academic research, utilizing no-load mutual funds, ETFs, and passive institutional funds, while incorporating ESG screening and private pooled vehicles for qualified clients.

Lois Stouffer is a financial advisor with Geneos Wealth Management, Inc. in Santa Fe, NM, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked at Geneos Wealth Management since 2005 and operates Chalice Asset Management LLC. Outside of her advisory work, she is also an artist and provides tax preparation and tax estimates. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a combination of continuous account monitoring, discretionary trading, and various analytic strategies, with customizable portfolio options and access to third-party money managers.

Blair Perry is a financial advisor at Diversify Advisory Services, LLC with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise and Edward Jones. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach using a variety of internal models and third-party solutions across multiple platforms, and offers a broad range of investment strategies and services.

Emily Mora is a financial advisor with RFG Advisory, LLC, holding a Series 66 license and three years of industry experience. She is also involved with the Science Fiction and Fantasy Writers Association as Editorial Director for all publications and owns multiple creative businesses related to book design and copyright holdings. Prior to joining RFG Advisory, Mora worked in private client services and real estate with Keller Williams. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for more than 17,000 clients. The firm offers a range of services, including portfolio management, financial planning, and retirement plan consulting, using a blend of actively managed and passive investment strategies with a focus on risk management.