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.

Ford Reese is a financial advisor with J.P. Morgan Securities in Albuquerque, NM, holding Series 63 and Series 66 licenses and three years of industry experience. He has previously worked at E*Trade/Morgan Stanley and has entrepreneurial experience operating The Hippie House LLC DBA Colt Classic Presents. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support customized investment solutions.

Jose Munoz Jr. is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Wells Fargo Advisors. Based in Albuquerque, NM, he has been with UBS since 2022. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and a fiduciary approach to fee-based financial planning.

Rebekah Preston is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, and women and wealth. Preston's background includes extensive work with nonprofit and faith-based institutions which informs her approach to addressing the wealth management needs of individuals. She collaborates with accounting and legal professionals to coordinate strategies addressing complex institutional and personal estate planning challenges. Her team integrates technology into wealth management planning for institutions and high net worth clients. Preston earned a Bachelor's Degree from the University of Oklahoma, where she was also a four-year letter winner in women’s basketball. She has been recognized with Big XII Academic Honors from 2002 to 2006, Academic All Big XII from 2004 to 2006, and was on the Dean's List in 2004 and 2005. She joined Merrill Lynch Wealth Management in 2008 and holds the Personal Investment Advisor (PIA) designation. In addition to her professional work, Preston has been actively involved in the community through volunteer roles with organizations such as Big Brother Big Sister, the JD McCarty Center for Children with Developmental Disabilities, the People's Anti-Cruelty Association, the Student Athletic Advisory Committee, and United Way. She maintains a connection to the University of Oklahoma as a supporter and through participation in the Sooner Stiletto program. Personal interests include antiquing, basketball, boxing, cooking, interior decorating, and spending time with her family.

Caryn Donald is a financial advisor at Merrill with 38 years of industry experience. She has been with Merrill since 1995 and holds a Series 63 designation. 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, high-net-worth clients, pension plans, corporations, and charitable organizations.

Leigh Dean is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bradley E Justice and Northwestern Mutual Investment Services. Outside of his advisory role, he serves as Team Manager for his son's club soccer team, Atletico NM Futbol Club. 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, high-net-worth clients, and various institutions.

Cynthia Nagel is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. Her prior roles include positions at Waddell & Reed, Securities America, and several insurance agencies. Outside of financial advising, she has operated a business called Cynthia's Creations since 2002 and is involved in house and dog sitting. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Frank Pitchford is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors, Inc. and NetChannel, Inc. Outside of his advisory role, he is an independent insurance agent for various companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a broad range of strategies supported by advisor-focused technology.

Angelica Lopez is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Wealth Management Group, and Trivelloni Asset Management, among others. Outside of advising, she is an author who has self-published a book on Kindle Direct Publishing and also works as a Medicare insurance agent, focusing on products for seniors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutions. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports clients through advisory programs and institutional consulting.

Leah Haney is a Series 66-credentialed financial advisor with 17 years of industry experience, currently practicing at Morgan Stanley in Albuquerque, NM since 2017. Her prior work history includes a brief period away from the industry from 2016 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and modeling techniques as part of its financial planning process.

Susan Cyberski is a CFP® professional with 35 years of industry experience. She is currently affiliated with Cetera and Cetera Wealth Services, LLC, where she has worked since 2013. In addition to her advisory role, she is licensed to sell fixed insurance products including life, annuities, long-term care, and property & casualty insurance. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with both discretionary and non-discretionary program options.

Austin Wetsch is a Wealth Management Advisor with The Wetsch Group at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2010 and holds Series 7 and 66 FINRA registrations as well as insurance licenses. Prior to joining Merrill Lynch, Austin worked as a mortgage underwriter. Austin focuses on delivering wealth management strategies in areas such as investment consulting for defined contribution plans, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, socially responsible and values-based investing, tax minimization, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Born in Montana and raised in Albuquerque, Austin graduated summa cum laude with a degree in Marketing Management from the University of New Mexico. He was previously Vice President and a board member of BikeABQ. Austin lives in northeast Albuquerque with his wife and cat, and enjoys an active lifestyle that includes golfing, fishing, hiking, traveling, camping, mountain and road biking, skiing, and auto racing.

John Cordova is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in wealth management and retirement planning, focusing on helping clients achieve their personal financial goals through personalized strategies. His approach emphasizes simplicity and transparency in the complexities of investing and wealth planning. Born and raised in Albuquerque, New Mexico, John brings a local perspective to his practice, understanding the unique financial landscape of the region. He holds a Bachelor's Degree from the University of New Mexico and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). As a family person with two children, John values financial security and long-term planning, which informs his commitment to his clients' financial well-being.

Robby Salas is an Investment Consultant currently working at Fidelity Investments since 2023. He has held various roles in the financial industry, including Financial Solutions Advisor at Merrill Lynch from 2022 to 2023, Private Client Banker at JP Morgan Chase from 2021 to 2022, and Relationship Banker at Wells Fargo Bank from 2016 to 2021. His professional focus encompasses retirement planning, investment management, and risk assessment. Robby's approach involves understanding each client's unique financial situation and collaborating to develop personalized strategies aimed at financial success. He emphasizes building lasting relationships founded on trust and transparency to help clients make informed decisions and secure their financial future. Outside of his professional work, Robby has interests in cars, family activities, fishing, military service, motorcycles, and parenthood.

Brad Gravelle is a CFP® credentialed advisor with Raymond James Financial, based in Albuquerque, NM, and has 21 years of industry experience. He previously spent seven years with Asset Planning Company and has been with Raymond James since 2009. Gravelle owns Asset Planning Company, LLC, which handles his business expenses and employees. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using advanced analytical tools and supports its clients through various advisory programs and institutional services.

Todd Trevino is a financial advisor with LPL Financial in Albuquerque, NM, holding Series 63, 65, and 66 credentials and 27 years of industry experience. He has worked at LPL Financial since 2009 and previously at CUNA Brokerage Services from 2004 to 2009. Trevino is also involved with Kirtland Federal Credit Union, where he has been since 2005 and supervises the credit union’s IRA department. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both model and customized strategies supported by technology and extensive non-advisory financial services.

Junaid Ahmad is a Wealth Management Advisor at Merrill Lynch Wealth Management, holding the Chartered Financial Analyst (CFA) designation as well as certifications as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has earned a bachelor's degree from Oxford Brookes University. With 20 years in the financial services industry, Junaid specializes in mission-based asset allocation strategies, particularly for nonprofit organizations and Tribal Nations. Prior to his current role, he worked as an analyst at KPMG, gaining experience in financial systems, analysis, and institutional strategy. His approach focuses on aligning investment policies with purpose-driven outcomes, balancing risk with measurable goals. Outside of his professional work, Junaid enjoys chess, cricket, poetry, and relaxing with a well-earned beverage. He remains focused on providing financial guidance that supports thoughtful, mission-aligned objectives for his clients.

Charles Phelps is a Financial Consultant currently working at Fidelity Investments. In his role, he partners with clients and their families to co-create financial plans aimed at growing and protecting their wealth, making sound investment decisions, and simplifying their financial lives. He has held various positions in the financial services industry, including Financial Consultant at Fidelity Investments since 2023, Investment Consultant at Fidelity Investments from 2021 to 2022, Vice President and Private Client Advisor at JP Morgan Securities from 2021 to 2022, Financial Consultant at TD Ameritrade from 2020 to 2021, and Assistant Vice President and Branch Manager at American Savings Bank from 2016 to 2020. Outside of his professional career, Charles has interests in food, football, movies, museums, and parenthood.

Michael Camp is a financial advisor with LPL Financial in Albuquerque, NM, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, FIDELITY Brokerage Services LLC, Thornburg Investment Management Inc, Merrill, and Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Keenan Odenbach is a financial advisor with Morgan Stanley in Albuquerque, NM, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Morgan Stanley in 2024, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2022 to 2024. Outside of his advisory work, Odenbach is involved in the restaurant and bar industry through roles with DoorDash and Uber Eats. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes proprietary tools and modeling techniques.