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.

David Cates is a financial advisor with RBC Capital Markets based in Albuquerque, NM. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has worked at RBC Capital Markets since 2009 and at City National Bank since 2020. Outside of his advisory role, he serves as Treasurer and a member of the Board of Directors for the New Mexico chapter of the Alzheimer's Association. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles using both in-house and third-party investment managers.

David Anaya is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments in various capacities since 2015, including positions as Planning Consultant, Workplace Planning and Guidance Consultant, and Financial Services Associate. Prior to his tenure at Fidelity, he worked as an Internal Consultant at Thornburg Investment Management from 2018 to 2020. In his current role, David focuses on developing strong relationships with clients by partnering with them to understand their financial goals and implementing transparent strategies designed to build, protect, and transfer wealth. His professional experience spans financial consulting and planning, with a commitment to client-centered service. Outside of his professional work, David has personal interests that include cars, fitness, football, golf, and parenthood.

Greisy Aragon is a financial advisor with Morgan Stanley in Albuquerque, NM, holding a Series 66 designation and seven years of industry experience. She has worked at Morgan Stanley since 2020 and previously held roles at First Command Advisory Services, Charles Schwab, and Fidelity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and models.

Gregory Schornstein is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He brings over 25 years of experience navigating multiple market fluctuations to his role, focusing on providing personalized wealth management strategies tailored to clients' unique financial goals and priorities. Greg's areas of expertise include college education planning, family wealth management, personal retirement planning, portfolio management, and tax minimization among others. He holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Greg earned his high school diploma from Lafayette Jefferson and his bachelor's degree from the University of New Mexico. Outside of his professional work, Greg is actively involved in his community, volunteering as a basketball and football coach for local youth and his three children. He enjoys outdoor activities such as hiking, mountain biking, skiing, and traveling with his wife Valerie and their daughter and twin boys.

Linda Lee is a financial advisor with LPL Financial in Albuquerque, NM, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. She has been with LPL Financial since 2009 and concurrently serves at Kirtland Federal Credit Union. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Esteban Alcantar is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at BBVA Insurance Agency, BBVA Wealth Solutions, BBVA Securities, Northern Trust Corporation, and Merrill Lynch. Merrill, along 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.

Derrick Miera is a Financial Consultant at Fidelity Investments, where he has been working since 2023. He collaborates with clients to align their investment strategies with their retirement and financial goals through holistic planning. His approach includes helping clients choose investments and strategies to minimize expenses, building connected relationships, and assisting clients in staying organized. Derrick has been with Fidelity Investments since 2015, holding various roles including Investment Consultant, Team Leader in Workplace Planning and Advice, Help Desk for Workplace Planning and Advice, Workplace Planning Consultant, and Financial Associate. This progression reflects his experience and expertise in financial consulting and workplace planning. Outside of his professional work, Derrick has interests in board games, fitness, social events, music as an instrumentalist, and pets.

Marceil Shepherd is the Vice President and Executive Planning Consultant at Fidelity Investments, a position held since 2016. She has been with Fidelity since 2011, initially serving as a Planning and Guidance Consultant before advancing to her current role. Prior to joining Fidelity, she worked as a Financial Services Representative at MetLife Resources from 1996 to 2011. With 30 years of experience in benefits and financial planning, Marceil focuses on delivering personalized, client-centered financial planning support. Her expertise includes incorporating retirement benefits and equity compensation into long-term financial plans, aiding clients in making confident and well-informed decisions. She holds a California Insurance License.

Britney Gorley is a financial advisor at OSAIC with seven years of industry experience. She holds a Series 66 designation and previously worked at PFG Advisors, LLC and Securities America, Inc. Gorley is also associated with CUE Financial Group, Inc. as a DBA. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with financial planning and access to third-party money managers. The firm combines various investment tools and platforms to manage diverse portfolios, supporting both discretionary and non-discretionary accounts.

Joseph Coca is a CFP® professional with 12 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors, LLC from 2013 to 2016. Outside of his financial advisory role, he serves as a licensed referee and judge for mixed martial arts and boxing across several state athletic commissions. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Bryan Costilla is a financial advisor with Raymond James Financial Services Advisors, Inc. in Albuquerque, NM, holding Series 63 and Series 66 credentials with 10 years of industry experience. He previously worked at MML Investor Services, LLC and served at the University of New Mexico. Costilla is an officer and Treasurer on the board of Meals on Wheels Albuquerque, where he participates in finance committee oversight of the organization's investment portfolio. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary advice using analytical tools and supports a broad advisor network with services including municipal and public finance consulting.

Paymon Venus is a financial advisor at Fidelity with Series 63 and Series 66 credentials and six years of industry experience. He has been with Fidelity Investments since 2015. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable gift funds. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Marguerite Gallagher is a financial advisor with LPL Financial in Albuquerque, NM, holding Series 65 and Series 66 licenses and seven years of industry experience. Her prior roles include positions at Foreside Fund Services, AdvisorShares Investments, and running Gallagher Wealth Management and Gallagher and Associates LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary portfolios.

Jonathan Cox is a financial advisor with Morgan Stanley in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank since 2015. Outside of finance, he owns and manages a farm in Keenesburg, Colorado. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and diverse investment offerings.

Gerald Ezequiel Montoya is a financial advisor at Morgan Stanley in Albuquerque, NM, with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Wells Fargo Clearing and BOK Financial. Morgan Stanley Wealth Management offers a broad range of advisory programs for individuals and institutions, combining tailored financial planning with access to extensive investment resources and firm-approved planning tools.

Kathryn Thompson is a Wealth Management Advisor and managing partner of the Stevens, Thompson & Sweers Group at Merrill Lynch Wealth Management. She has been a financial advisor since 2006, focusing on wealth management planning and business development within her team. Kathryn engages in delivering personalized strategies designed to manage volatility and risk while ensuring wealth preservation and sustainable accumulation for her high-net-worth clients and their families. She holds a Bachelor of Business Arts degree in finance from the University of New Mexico. Kathryn has earned the Chartered Retirement Planning Counselor™ (CRPC™) designation, the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, and the Personal Investment Advisor (PIA) designation. She is a member of the Financial Planning Association and has been recognized on Forbes' "Best-in-State Wealth Advisors" list from 2018 through 2026. Kathryn's community involvement includes participation with Girls Inc. of Santa Fe. Her client focus areas encompass family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and ESG investing, women and wealth, and tax minimization.

Jean Marc Grindatto is a financial advisor at Edward Jones in Albuquerque, NM, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Mainfraim Industries LLC, a research and development firm, where he was a co-founder and partner. He has also held positions at iTherapyDocs Inc., Optihealth Inc., Sandoval Economic Alliance, and runs Silverberry Consulting. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

Miranda Peralta is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. She has been with Wells Fargo Clearing since 2015. Outside of her advisory role, she works part-time as a sales associate at Anthropologie and volunteers assisting voters on election day with the New Mexico Secretary of State's Bureau of Election. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.