Andrew Melendrez is a financial advisor at Finance Wisdom with Series 63 and Series 65 designations and one year of industry experience. He has held roles at Finalis Securities LLC, Now Cap LLC, and Finance Wisdom LLC. Outside of his advisory work, he serves as a director at Now Capital Partners, where he is involved in investment banking activities focused on assisting business owners with mergers and acquisitions. Finance Wisdom LLC provides discretionary portfolio management and financial planning services to individuals, families, and businesses. The firm manages approximately $58.4 million and employs diversified investment strategies primarily using low-cost ETFs and mutual funds with a discretionary management approach.

Brian Stangel is a financial advisor at Hanseatic Management Services Inc. with 14 years of industry experience. He holds the Series 65 designation and has been with Hanseatic Management Services for over 30 years, including both recent and earlier tenures. Hanseatic Management Services provides investment management, model portfolios, investment advice, and financial planning to individual, high-net-worth, and institutional clients. The firm uses a proprietary quantitative investment process to guide portfolio decisions and serves as a sub-advisor and model provider to other registered investment advisory firms.

Peter Lehrman is a CFP® and CFA® with 20 years of experience in the financial industry. He is the sole advisor at Sandia Wealth Management, LLC, where he has worked since 2012. Sandia Wealth Management offers discretionary and non-discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, and estates. The firm emphasizes value, safety, and quality with a focus on risk control, using fundamental, technical, and quantitative analysis across a broad range of securities.

Stephen Lynch is a financial advisor at Steve Lynch Wealth Management in Albuquerque, NM, holding CFP® and Series 63 designations with 40 years of industry experience. He has been associated with his own firm since 1995 and is also an author, having written a book since 2021. Steve Lynch Wealth Management provides personalized financial planning and investment management to individuals, trusts, retirement plans, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach emphasizing passive index funds and ETFs, managing assets on a non-discretionary basis with quarterly or more frequent client reviews.

Gifford Davis is a financial advisor at WaterRock Wealth Management in Albuquerque, NM, holding a Series 65 credential with two years of industry experience. He previously worked at US Bank for nine years before joining WaterRock and Prien Asset Management. WaterRock Wealth Management serves individual and high-net-worth clients by providing discretionary investment management, financial planning, and basic estate-planning services. The firm constructs customized, primarily long-term portfolios using low-cost mutual funds and ETFs, with an emphasis on tax-aware asset location and opportunistic rebalancing.

Troy Williamson is a financial advisor at TruePath Financial Planning in Albuquerque, NM, holding a Series 65 designation with four years of industry experience. He has worked at TruePath Financial Planning since 2021 and has concurrently served at Menaul School since 2007. TruePath Financial Planning provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as 401(k) management services for businesses. The firm employs a long-term asset allocation strategy using a range of investment vehicles and offers customizable risk options, with accounts reviewed at least annually.

Connor Greenwood is a financial advisor at Hanseatic Management Services Inc. He holds Series 63 and Series 65 designations and has three years of industry experience. Prior to joining Hanseatic, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank N.A. from 2022 to 2024. Hanseatic Management Services provides investment management, model portfolios, investment advice, and financial planning to individual, high-net-worth, and institutional clients. The firm uses a proprietary quantitative process to guide portfolio construction and is notable for its role as a sub-advisor and model provider to other registered investment advisors.

Donald Hurst is a CFA® charterholder and holds a Series 65 license, with 16 years of experience at Hurst Capital Management, LLC. He is based in Albuquerque, NM, and leads one of two advisors at the firm. Hurst Capital Management serves individual and high-net-worth clients, trusts, and retirement plans by providing discretionary asset management and retirement plan consulting. The firm employs a tailored investment process incorporating fundamental analysis, various asset-allocation strategies, and integrates ESG criteria into portfolio decisions.

Lee Munson is a CFP® and CFA® with 23 years of industry experience. He has been with Portfolio Wealth Advisors since 2008, serving as the sole advisor at the firm. Portfolio Wealth Advisors provides discretionary portfolio management and investment advisory services to a diverse client base, including individuals, family offices, pension plans, trusts, and charitable organizations. The firm employs both fundamental and technical analysis, primarily using exchange-traded funds, and operates a wrap-fee program through Schwab’s institutional platform.

Randall Loemker is a CFP® with 17 years of experience in financial advising, currently with TruePath Financial Planning in Albuquerque, NM. He has worked at Percheron Consulting, LLC and CWM, LLC, and spent over a decade at Lane Brothers Investment Counsel. TruePath Financial Planning serves individual and high-net-worth clients with investment management and financial planning, offering 401(k) management and seasonal tax-preparation services. The firm uses a long-term asset-allocation strategy with diversified portfolios, typically managing accounts on a discretionary basis and allowing clients to set risk preferences or impose investment restrictions.

John Cloak is a financial advisor with Cloak Advisors in Albuquerque, NM, holding a Series 63 designation and 40 years of industry experience. His prior work includes roles at Interactive Brokers LLC and Mutual Securities Inc, alongside founding Cloak & Company Investment Advisors, LLC. He is also a silent partner in First Street Properties, LLC. Cloak Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients as well as profit-sharing plans, overseeing approximately $25.5 million in assets. The firm employs a fundamental analysis approach focused on long-only, equally weighted equity and balanced portfolios, with accounts reviewed quarterly.

Richard Jackson is a CFP® professional with 14 years of industry experience, currently affiliated with Jackson & Associates, Inc. He has worked at Jackson & Associates since 2011 and also has a role at First Heartland Capital Inc. Beyond his advisory work, he is involved with Western Assurance Agency, where he serves as an agent and broker for fixed insurance products including fixed annuities, life insurance, long-term care, and disability income insurance. Jackson & Associates serves individuals, small businesses, trusts, and estates with discretionary portfolio management, financial planning, and retirement plan advisory services. The firm focuses on broadly diversified, long-term portfolios and provides fiduciary services and retirement-plan support, including vendor analysis and participant education.

Ross Nettles is a CFP®, PFS™, and holds a Series 65 license with nine years of industry experience. He is currently an advisor at Madrid Wealth Management and serves as Vice President of Nettles Accounting Services, where he performs tax services. Nettles previously worked for REDW Wealth for eight years. Madrid Wealth Management provides wealth management, financial planning, retirement plan consulting, and tax advisory services to individuals, employer plan sponsors, charitable organizations, and institutional clients. The firm employs a personalized investment approach combining passive and active strategies and offers coordinated services integrating tax, financial planning, and retirement consulting alongside regular educational seminars.

Paul offers dedicated financial planning and investment consulting services. He works closely with individuals and families, employing a holistic approach that integrates wealth management with essential tax and estate planning. For institutions and Native American tribes, Paul serves as an investment consultant, providing assistance with investment policy creation, asset allocation strategies, retirement plan fiduciary oversight, and investment provider reviews. His role encompasses research, analysis, portfolio management, client service, and educational seminars. Paul holds the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designations. He has also earned the Accredited Investment Fiduciary Analyst® (AIFA®) designation through Fi360, signifying expertise in evaluating how well investment fiduciaries meet their duties according to defined standards of care. He is a member of the CFA Institute and the CFA Society of New Mexico. Paul is also committed to his community. He is a lifetime member and 2019 graduate of Leadership New Mexico and a 2016 graduate of Leadership Albuquerque. He has previously served as Board Chair for the UNM Anderson School of Business Foundation and Finance Chair for The Full Life Foundation. Currently, Paul contributes to the Greater Albuquerque Chamber of Commerce as a board member and Chair of the Education Committee. He also serves on the board of Excellent Schools New Mexico and is an investment subcommittee member for the Presbyterian Healthcare Services board.

Amy Stangel is a CFP® with nine years of industry experience, currently serving as a financial advisor at Hanseatic Management Services Inc since 2012. She holds a Series 65 license and is based in Albuquerque, NM. Outside of her advisory role, she operates ABQSportfishing, a small outdoor recreation business. Hanseatic Management Services provides investment management, model portfolios, investment advice, and financial planning to individual, high-net-worth, and institutional clients. The firm uses a proprietary quantitative investment process to guide portfolio construction and serves a variety of clients including other RIAs through sub-advisory and model provisioning arrangements.

Brandon Kinsner is a financial advisor at Oakmont Advisory Group, LLC in Albuquerque, NM. He holds a Series 65 credential and has three years of industry experience. Prior to joining Oakmont Advisory Group, he worked at OPS BTFO, UbreakIfix, and Miracle Fulfillment. Oakmont Advisory Group provides fee-based financial planning and investment management services to individual investors, households, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis and incorporates third-party model signals in its investment approach.

Bernadine Sanchez is a financial advisor at Madrid Wealth Management with nine years of industry experience. She holds a Series 65 designation and has previously worked at REDW Wealth, Compound Planning, and Madrid Wealth Management. Madrid Wealth Management provides wealth management, financial planning, retirement plan consulting, and tax advisory services to individuals, employer plan sponsors, charitable organizations, and institutional clients. The firm uses a personalized investment approach combining passive and active strategies, and it is affiliated with an accounting firm to offer integrated tax and financial services.

Ronald Sklar is a financial advisor with SKG Capital Advisors, LLC in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at SSN Advisory Inc and Securities Service Network from 2009 to 2017. Outside of advisory services, he operates an insurance agency offering long-term care insurance, life insurance, and fixed annuities. SKG Capital Advisors serves individuals, including high-net-worth clients, corporations, small businesses, and retirement plans by providing discretionary portfolio management, financial planning, and pension consulting. The firm emphasizes a wrap-fee program delivery with an automated ETF-based investment platform and also offers pension-plan services and insurance solutions through licensed personnel.

Michele Haguewood is a financial advisor at Jackson & Associates, Inc. in Albuquerque, NM, holding a Series 65 designation. She has been with the firm since 2018 and was self-employed from 2008 to 2018. Michele has no prior industry experience before joining Jackson & Associates. Jackson & Associates serves individuals, small businesses, trusts, and estates by providing discretionary portfolio management, financial planning, and retirement plan advisory services. The firm focuses on broadly diversified, long-term investment strategies using ETFs, mutual funds, stocks, and bonds, and offers ERISA fiduciary services along with third-party money manager oversight.

Shawn Watts is a financial advisor at Zia Capital Investments LLC with three years of industry experience. He holds a Series 66 designation and previously served 16 years in the United States Marine Corps before transitioning to financial services roles at Mutual of Omaha and Modern Financial Asset Management. Outside of advising, Mr. Watts works as an independent insurance agent, real estate broker, and mortgage loan officer. Zia Capital Investments LLC provides discretionary portfolio management and financial planning primarily for individual clients, focusing on retirement income, tax and estate planning, and wealth accumulation. The firm employs a modern portfolio theory-based investment approach, combining passive core allocations with tactical active adjustments, and serves both retail and institutional clients.