Kyle Rotzoll is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services, Inc. and The Renaud Investment Group since 2023. Outside of finance, he has worked as a bartender at Ruth's Chris Steak House since 2017. 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 institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, and it maintains specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Fallon Peace is a Series 66 licensed financial advisor with Morgan Stanley in Albuquerque, NM, where she has worked since 2007, totaling 17 years of industry experience. She serves as a board member and vice president of the Bible Teaching Center, a charitable organization, assisting with event planning and administrative duties. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved tools, focusing on advisory services without individual security recommendations in standalone plans.

Paul Fedorko is a financial advisor with LPL Financial in Albuquerque, NM, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at LPL Financial since 2022 and has over 26 years of experience with the Cuna Mutual group and CUNA Brokerage Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a broad range of financial planning, advisory programs, and retirement plan consulting services alongside various portfolio management options and research resources.

Mario Torres is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. He previously worked at Voya Financial Advisors for seven years before joining LPL Financial, where he has been since 2022. Outside of his advisory role, he is involved part-time in Non-Variance Insurance, an insurance-related business based in Albuquerque, NM. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory and brokerage services, including discretionary and non-discretionary portfolio management, model portfolios, and retirement plan consulting.

Laurie Donovan is a financial advisor at RBC Capital Markets with nine years of industry experience. She previously worked at Ameriprise Financial Services, where she spent seven years before joining RBC in 2025. Laurie holds Series 63 and Series 66 designations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Leonard Galante Jr. is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015, as well as Citigroup Global Markets since 2004. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Charles Reardon is a financial advisor with Morgan Stanley based in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Reardon is involved in ranching as Vice President of Canon Bonita Ranch, LLC, participates in estate planning through Walk in Wills, and serves on the board and finance committee of the Rio Grande Food Project, a local charitable organization. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides financial planning and investment services through a structured discovery process without providing individual security recommendations as part of standalone plans.

Charles Stelting II is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2018. 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 institutions.

Robert Maw Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 credentials and 33 years of industry experience. He has been with Cambridge Investment Research Advisors and its related entity since 2008. In addition to his advisory role, he owns RJ Maw Consulting, which focuses on insurance, benefits, and human resources, and he serves as managing member of Republic Forge LLC, a firearm manufacturer. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of custody platforms, proprietary and third-party model strategies, and tailored discretionary or non-discretionary investment approaches.

Christopher Contreras is a financial advisor with Wells Fargo Clearing in Albuquerque, NM, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Cetera Advisor Networks, Gwyther & Holt Investment Advisors, and Fidelity Brokerage Services. Outside of his advisory work, he also works part-time as a delivery driver for food and grocery services in Albuquerque. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions leveraging research from Wells Fargo Investment Institute and third-party sources.

Dustin Myers is a financial advisor at Edward Jones in Albuquerque, NM, holding the CFP® and Series 66 designations with seven years of industry experience. He has been with Edward Jones since 2017 and previously studied nuclear engineering at Texas A&M University. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Stuhlsatz is a financial advisor with Raymond James & Associates in Albuquerque, NM, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include positions at Cambridge Investment Research, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Nathan Armstrong is a Private Wealth Advisor at Merrill Private Wealth Management in Albuquerque, NM, where he leads The Armstrong Group, a Merrill Institutional Consulting™ and Private Wealth Management team. His team serves institutional investors alongside a select group of successful executives and families, overseeing their financial strategies with a disciplined process that emphasizes personalized service and clarity in navigating financial complexities. Nathan began his career in financial services with Merrill Lynch Wealth Management in 1996 and has since developed expertise in institutional investment consulting and family wealth management strategies. He focuses on serving institutional clients such as foundations, endowments, corporate retirement plans, and faith-based organizations, as well as working closely with families, business owners, and entrepreneurs to address complex liquidity and financial needs. His approach centers on understanding clients' values and goals to tailor investment and fiduciary solutions. He holds the Certified Investment Management Analyst® (CIMA®) designation and the Personal Investment Advisor (PIA) designation. Nathan earned bachelor's degrees in Economics and Spanish from New Mexico State University and a master's degree through the University of South Carolina System. Fluent in English and Spanish, he is involved with the Presbyterian Health Care Foundation and the St. Pius X High School Foundation, and participates in the Albuquerque Country Club. Outside of work, Nathan enjoys biking, fishing, golfing, hunting, music, photography, swimming, traveling, and spending time with his family.

Stanley Chandler is a financial advisor with LPL Financial in Albuquerque, NM, holding CFP® and Series 63 credentials and bringing 37 years of industry experience. He has been with LPL Financial and its predecessor entities since 1998. In addition to his advisory role, Chandler operates Chandler Insurance Services, Inc., which he manages as an S corporation, and is a commissioned notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Gregory Rothrock is a financial advisor with Cetera in Albuquerque, NM, holding Series 63, 65, and 66 credentials and over 31 years of industry experience. He has worked at Cetera Wealth Services, LLC since 2013 and at H&R Block since 2017, where he serves as a Master Tax Advisor and Enrolled Agent. He is also involved in fixed insurance sales and serves on the finance ministry board at Monte Vista Christian Church. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management, financial planning, and retirement services, operating a multi-manager platform with model portfolios, third-party managers, and customizable strategies.

Cameron Plese is a financial advisor with Fidelity Investments, holding a Series 66 designation and beginning his advisory career in 2024. His prior work experience includes roles in various industries before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Brian Spinnato is a financial advisor with Ameriprise in Albuquerque, NM, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he is a business partner and financial adviser at SKC LLC. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jacquelyn Lev is a financial advisor with Cetera, holding a Series 66 license and nine years of industry experience. She also operates a CPA practice focused on tax preparation and IRS representation. Lev has worked with various Cetera entities since 2017 and spent time in public education prior to her financial advisory career. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, institutional, and retirement plan clients through a nationwide network of independent advisors. The firm offers a diverse range of portfolio management and financial planning services, including access to multiple program structures and third-party managers.

Eric Sanders serves as Vice President and Branch Leader at Fidelity Investments, where he leads the Albuquerque Investor Center. In this role, he supports his team's development and execution of financial planning, focusing on creating tailored financial plans that address the specific needs of clients. The team is dedicated to building trusted lifetime partnerships and providing comprehensive financial planning services. Since 2000, Eric has held his current position at Fidelity Investments, bringing extensive experience in financial advisory and branch leadership. His professional approach emphasizes collaboration among advisors to deliver a differentiated experience and value to clients. Outside of his professional responsibilities, Eric has interests in comedy, music, photography, and movies. He is also an instrumentalist and enjoys singing.

Miles Sorby is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has seven years of industry experience. Prior to his current roles, he worked at Glendale Securities Inc. for six years and has experience outside finance, including work at a pizza restaurant and involvement with Sequoia Productions and academic institutions. He is also associated with The Renaud Investment Group Inc., a non-investment-related business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and investment recommendations.