Tarkeshwar Singh is a financial advisor at Merrill with 22 years of industry experience and holds a Series 66 designation. He has worked at Bank of America N.A. since 2024 and has been with Merrill since 2022. Singh is also involved with Transmarket Group LLC, where he has worked since 2010. 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, and institutional investors.

William Molfetto is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he owns and manages a rental property in Maryville, Tennessee. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Liane Conaway is a financial advisor at Edward Jones in Las Cruces, NM, holding a Series 66 designation. She joined Edward Jones in 2026 and has one year of industry experience. Prior to her current role, she was involved with The Hatch Chile Store/Mitchell Investments LLC and spent five years at Mission Academy / Acton Academy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Robin Runyon is a financial advisor with Edward Jones in Las Cruces, NM, holding Series 63 and Series 66 designations and having 23 years of industry experience. He has been with Edward Jones since 2002. He also serves as Secretary on the board of Human Systems Research Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated financial services. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 financial advisors.

Frank Szalay is a CFP® with 33 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has been with Raymond James and Reed Financial Services since 2013. Szalay operates out of Las Cruces, 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, institutional clients, and charitable organizations. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs, with specialized expertise in municipal and public finance.

Clayton Berryman is a CFP® certified financial advisor with Edward Jones, based in Las Cruces, NM, and has four years of industry experience. Prior to joining Edward Jones in 2021, he was involved with TLC Operations LLC dba Tinley Tee Tire and RJ Border International LP. He is a silent partner in a retail tire and automotive maintenance business and has interests in oil royalties through a family trust. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a comprehensive range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors.

Brian Conaway is a financial advisor with Morgan Stanley based in Las Cruces, NM. He holds Series 63 and Series 65 credentials and has 30 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, supported by structured discovery processes and firm-approved tools.

Oscar Camarero is a financial advisor with Merrill and holds Series 63 and Series 66 designations. He has 19 years of industry experience and has been with Merrill and Bank of America since 2016. Outside of his advisory role, he is a co-owner of family rental properties in El Paso, Texas, and Chula Vista, California. Merrill 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, and institutional investors.

Danielle Evans is a Series 66 licensed financial advisor with Charles Schwab in Las Cruces, NM, bringing seven years of industry experience. She previously worked at Pat Campbell Insurance for nine years before joining Charles Schwab in 2018. Outside of her advisory role, Evans serves as a director-at-large board member for the Friends of the New Mexico Farm & Ranch Heritage Museum, participating in committees and volunteer events. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management using multi-asset model portfolios and provides an integrated custody and brokerage platform.

Jacquelyn Edwards is a financial advisor at Charles Schwab with 21 years of industry experience. She holds Series 63 and Series 65 licenses. In addition to her advisory work, she operates JME Art Studio, where she creates art and jewelry. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, custody, and brokerage services delivered via multi-asset model portfolios and centralized operations.

Tina Avelar is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She previously worked at Merrill for 34 years before joining Stifel Nicolaus & Co Inc, where she has been since 2021. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services such as fee-based financial planning and recommendations of third-party advisers. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and planning.

Sharon Trujillo is a Series 66–licensed financial advisor with Merrill in Las Cruces, NM, with 21 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 1999. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Martha Beltran is a financial advisor at Stifel in Las Cruces, NM, holding Series 63 and Series 66 licenses with 26 years of industry experience. She has worked at Stifel since 2021, following five years at Wells Fargo Clearing and five years at Wells Fargo Advisors LLC. Outside of advising, she provides notary services on a part-time basis. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning, with a focus on client discretion in implementation.

John Frye is a financial advisor with Osaic, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Signator Investors and work as an independent insurance agent. He is also an author currently writing about caregiving experiences related to dementia. Osaic Wealth, Inc. serves a broad client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios, offering integrated brokerage, advisory services, and access to third-party money managers.

Larae Hedges is a financial advisor at Edward Jones in Las Cruces, NM, holding a Series 66 designation with eight years of industry experience. She previously worked at First Savings Bank from 2016 to 2018 before joining Edward Jones in 2018. Outside of her advisory role, she makes and sells jewelry and keychains as a hobby. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large national network of advisors and branches, offering services such as tax-efficient investing and securities-based lending.

Sasha Azua is a financial advisor with Edward Jones in Las Cruces, NM, holding Series 63 and Series 66 designations and 17 years of industry experience. She has been with Edward Jones since 2016 and is also a Jazzercise franchisee and instructor. Azua serves as Vice President of the Monte Vista Elementary PTO in Las Cruces. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies, including tax-efficient services and affiliated investment options.

Kara Schoeppner is a financial advisor at Raymond James Financial with one year of industry experience. She holds the Series 66 designation and previously worked at Reed Financial Services LLC and Sam's Club Pharmacy. 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, corporations, and institutional clients. The firm offers tailored non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client goals.

Paul Bridgers is a financial advisor with Stifel in Las Cruces, New Mexico, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2021 and previously spent 12 years with Bank of America, NA. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning decisions.

Jeffrey Milne is a financial advisor with Primerica Advisors in Las Cruces, NM, holding a CFP® designation and Series 63 and 65 licenses. He has nine years of industry experience and a background that includes roles at CMJ Financial Group, PFS Investments Inc., and The Prudential Insurance Company of America. His other business activities include part-time sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm uses model-driven strategies created by unaffiliated asset managers and offers a variety of investment approaches, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Lori Allen is a CFP®-certified financial advisor at Edward Jones with 13 years of industry experience, including over a decade at Edward Jones. She is based in Las Cruces, NM. Outside of her advisory role, she is involved in residential rental property management and remodeling in Graham, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory solutions through a large network of financial advisors and branch offices across the United States.