Joseph Ferguson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2015 and has also worked at Metropolitan Life Insurance Company since 2006. Ferguson serves as a board member of Parents Reaching Out and the University of New Mexico Alumni Association. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a variety of investment approaches through independent financial professionals, with options ranging from proprietary models to third-party strategies.

Thomas Weinshenker is a financial advisor with LPL Financial in Albuquerque, NM, holding a Series 66 designation and 57 years of industry experience. He has been with LPL Financial since 2004 and previously worked at WS Griffith Securities, Inc. from 1998 to 2004. Outside of advising, Weinshenker serves as a nonprofit board member for the Sigma Chi Fraternity. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kevin Brewster is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Merrill since 2004 and is currently affiliated with Bank of America, N.A. Brewster serves as a board member for Junior Achievement of New Mexico, a nonprofit focused on teaching financial literacy to young people. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Brandon Arnold is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been providing services since 2016. He has been involved in the financial services industry since 2011, focusing on developing strategies and advice for individuals, their families, and businesses by understanding their short- and long-term financial objectives. His areas of expertise include education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. Brandon holds a Bachelor's Degree from Texas Tech University System and has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is fluent in both English and Spanish. He lives in Hobbs, New Mexico, with his daughter. Brandon is active in his community, supporting organizations such as Habitat for Humanity of Hobbs, Make a Wish Foundation, and First United Methodist Church. Outside of his professional work, his personal interests include fishing, golfing, horseback riding, spending time with his family, and watching movies.

Asha Gales is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has been with Wells Fargo in various capacities since 2010. Outside of her advisory role, she is a 35% owner of GAWILBEY, LLC, a business involved in art sales, merchandise sales, and online content creation. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and includes a broader range of financial products than typical for large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Brad Yablonsky is a financial advisor with RBC Capital Markets holding a Series 66 designation and 14 years of industry experience. He previously worked at UBS Financial for 10 years and has been self-employed since 2001. Mr. Yablonsky serves on the boards of several nonprofit organizations focused on senior citizen advocacy and community services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment programs with both discretionary and non-discretionary portfolio management, leveraging in-house and third-party managers alongside a range of advisory services.

Devona Benavidez is a CFP®-designated financial advisor at Raymond James Financial with 18 years of industry experience. She has worked at firms including Morgan Stanley, Wells Fargo Advisors, and Acequia Investment Management Corp. Benavidez is also a 50% member and owner of ZeroThreeSixty, LLC, an independent practice based in Albuquerque, 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, and institutional investors. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers unique services such as municipal advisory support and a SIMPLE IRA Employer Advisory & Consulting Services program.

Victor Raigoza is a financial advisor with LPL Financial in Albuquerque, NM, holding Series 63 and Series 66 credentials and over 32 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 22 years before joining LPL Financial in 2016. Raigoza serves on the board of the National Hispanic Cultural Center, a nonprofit organization in Albuquerque. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management solutions, including access to model portfolios and third-party asset managers.

Michael Anderson is a financial advisor at RBC Capital Markets with 31 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at RBC Capital Markets since 2008 and City National Bank since 2019. Outside of finance, he owns and operates a website focused on sharing information about test driving cars. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management and financial planning services that incorporate a variety of investment managers, rebalancing options, and specialized investment strategies.

Thomas Parr is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations in its financial planning process.

Michael Gordon is a CFP® designee with 17 years of industry experience, currently affiliated with MassMutual Investors Services in Albuquerque, NM. He has been with MML Investors Services Inc. since 2008 and with MassMutual since 2007. Outside of his advisory role, he is a silent partner and co-owner of Waypath Employee Benefits, a business providing group and individual health insurance, and he holds an ownership role in Tax Optimized Plan Solutions, LLC, a third-party administration start-up. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides ongoing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including asset management and educational seminars, delivering financial planning through collaborative, annual engagements that focus on client goals and investment strategies.

Gerald Chavez is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 15 years of advisory experience since beginning his career in 2005. His approach focuses on goals-based investment and a commitment to delivering sophisticated financial advice and planning. Gerald works closely with individuals and families to sustain wealth, meet financial goals, create and preserve independence, and shape their legacy. He employs tools such as Merrill software to analyze investments and create retirement projections, helping clients prioritize objectives including estate planning, tax minimization, wealth transfer, retirement income, and socially responsible investing. Gerald graduated from Duke University and holds multiple professional designations including the CERTIFIED FINANCIAL PLANNER® certification earned in 2008, and the Certified Private Wealth Advisor® certification from the Investments & Wealth Institute® in 2019, taught in conjunction with the Yale School of Management. He has also earned the Accredited Estate Planner (AEP) and Personal Investment Advisor (PIA) designations. Gerald has served in leadership roles including as President of the Board of Directors for the New Mexico Estate Planning Council and as a member of the Board of Trustees for Manzano Day School. In his personal life, Gerald is married with two children and enjoys playing golf with his daughter, and soccer, basketball, and lacrosse with his son. He follows Duke Athletics during his leisure time.

Ruth Shrader is a financial advisor with Merrill in Albuquerque, NM, holding a Series 66 credential and having 21 years of industry experience. She has been with Merrill since 2000. Outside of her advisory role, she owns a family business called Southern Works, which involves plans to sell homemade quilts and craft items. 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 and profit-sharing plans, corporations, and charitable organizations.

Candy Leonard is a financial advisor with Primerica Advisors in Albuquerque, NM, holding Series 63 and Series 65 licenses and three years of industry experience. She has been with Primerica Advisors since 2023 and was previously employed at Choice Recovery Path. Leonard also owns Future Pocket Change LLC, a business formed for Primerica-related purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited separately managed account options primarily to individual and high-net-worth clients in a wrap-fee structure.

Dante Berry is a financial advisor with LPL Financial in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at UBS Financial Services, The Vanguard Group, and U.S. Eagle Federal Credit Union. He serves as a commissioner on the Valencia County Commission, a non-profit board role. 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 investment management solutions, including access to third-party asset managers and model portfolios, supported by advanced operational and research tools.

Mark Napolin is a financial advisor with LPL Financial in Albuquerque, NM, holding the ChFC® designation and Series 63 license. He has 49 years of industry experience, including prior roles at Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors. Outside of his advising career, he also runs a fixed insurance business and is involved with the Sycamore Condo Association. 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 a wide range of advisory and brokerage services, utilizing both proprietary and third-party strategies, supported by advanced operational tools and a broad non-advisory financial services platform.

Suzanne Strong is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management and the founder of The Strong Group. She has been with Merrill since 1997, joining through a predecessor firm, Banc of America Investment Services. Suzanne provides individualized guidance to individuals, couples, and families to help them explore opportunities for their lives and wealth, drawing on more than twenty-five years of professional experience. Her areas of expertise include portfolio design, wealth planning, retirement strategy, concentrated and restricted stock strategies, higher education savings, charitable giving, and facilitating access to banking and lending services through Bank of America. She also offers customized analysis for clients interested in values-aligned investing to tailor portfolios according to their priorities. Suzanne holds the CERTIFIED FINANCIAL PLANNER® certification and the Chartered SRI Counselor™ designation. She earned a bachelor's degree in Business Administration from the University of Texas at Austin. Within Merrill, she has served as President of the Women's Exchange, an affinity group designed to support enrichment opportunities for women. Born and raised in Albuquerque, New Mexico, Suzanne is involved in her community through organizations such as Big Brothers Big Sisters, where she served as a mentor, and the Albuquerque Community Foundation. In her personal time, she enjoys hiking, golfing, travel, and spending time with her Bernedoodle, Griffin.

Joseph Olson is a financial advisor with Wells Fargo Clearing in Albuquerque, NM, holding a Series 66 designation and 17 years of industry experience. He previously worked at Bank of the West and BancWest Investment Services for nine years. Olson serves as a finance committee member for NM WILD, contributing to financial oversight discussions. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Susan Jessup is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials. She has 35 years of industry experience, including long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. She serves as co-trustee of her mother’s estate alongside her brother. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is largely model-driven, utilizing portfolios from internal research, third-party strategists, and TAMP sponsors.

Akash Patel is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2016, including a role at Morgan Stanley Private Bank, N.A. since 2025. Outside of his advisory work, Patel is involved in several retail and online store ventures in Albuquerque as a partner and sole proprietor. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory services supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment programs in both advisory and broker-dealer capacities.