Craig Nova is a financial advisor with Morgan Stanley in Albuquerque, NM, holding a Series 66 credential and three years of industry experience. His prior work includes roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, as well as positions in the food and hospitality sectors. Outside of financial advising, he serves as Culinary Team Lead for The Flavor Experience, an annual food industry conference. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that 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 firm-approved tools, with services offered in both retail and institutional markets.

Sridhar Yarlagadda is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo entities since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of advisory services including investment policy development, performance reporting, and participant education. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its offerings.

Aprilyn Chavez Geissler is a financial advisor with Cambridge Investment Research Advisors in Albuquerque, NM, holding Series 63 and Series 65 licenses and having 22 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2019 and previously spent 15 years with Farmers Financial Solutions and Farmers Insurance Group. Geissler is also active in multiple community and professional organizations, including serving as a board member for the UNM Alumni Association Finance Committee, the New Mexico Sports Hall of Fame, Women in Financial Services, and the Shane Westhoelter Private Foundation, and holds leadership roles in insurance agencies and industry associations. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, employing a range of portfolio management strategies and platforms tailored to client objectives.

Adam Coffing is a financial advisor with LPL Financial in Albuquerque, NM, holding a Series 66 credential and nine years of industry experience. He has been associated with LPL Financial and National Planning Corporation since 2017. Previously, he was involved with Copper Pointe Church from 2006 to 2016. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Hanah Viator is a Wealth Management Advisor with Merrill Lynch Wealth Management. She began her career at Merrill in 1996 after graduating from the Kelley School of Business at Indiana University in 1995. Hanah has relocated from Illinois to New York, where she currently resides with her wife and three children. With experience spanning college education planning, executive compensation, family wealth management strategies, and retirement income, Hanah brings clarity and partnership to her clients’ financial lives. Her approach emphasizes simplifying complexity, organizing financial information, and creating disciplined processes to support smarter decision-making and better outcomes. She listens carefully to understand clients’ values and goals, aligning recommendations with their unique circumstances. Hanah holds several professional designations, including Certified Divorce Financial Analyst (CDFA), CERTIFIED FINANCIAL PLANNER™ (CFP), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She completed her high school education at St Viator and earned her bachelor's degree from Indiana University. Outside of her professional work, Hanah and her family support organizations such as Junior Achievement, Saratoga Arts, and The Leukemia & Lymphoma Society.

Logan Lippert is a financial advisor with Mass Mutual Investors Services in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with MML Investors Services LLC and MassMutual Life Insurance Co since 2014. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing annual, collaborative planning engagements using firm-approved analytical tools.

Bruce Seligman is a financial advisor with Morgan Stanley in Albuquerque, NM, holding Series 63 and Series 65 licenses with 55 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 1991. Outside of his advisory role, he is involved in land speculation as a partner in raw land purchases in Rio Rancho, New Mexico. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Hans Egenes serves as Vice President and Financial Consultant at Fidelity Investments. He works closely with clients to develop customized wealth strategies based on a comprehensive planning process. His approach involves aligning financial decisions with clients' long-term goals to assist them in building, preserving, and transferring wealth through tax-efficient investing. Hans has extensive experience at Fidelity Investments, holding various roles since 2016. His progression includes positions as Financial Representative, Workplace Participant Services Team Lead, Relationship Manager, Investment Consultant, Financial Consultant, and his current role as Vice President and Financial Consultant. Outside of his professional work, Hans enjoys attending concerts, fitness activities, golfing, exploring food, and playing musical instruments.

Pierce Hemphill is a Financial Advisor with Merrill Lynch Wealth Management, specializing in college education planning, personal retirement planning, portfolio management services, and retirement income. He serves individuals and families, helping them develop personalized financial strategies that align with their unique goals and priorities. Pierce leverages over five years of experience in the financial industry to provide thoughtful and strategic advice aimed at long-term success. He holds a Bachelor of Arts in Financial Management from the University of New Mexico and is a Chartered Retirement Planning Counselor™ (CRPC™) and Personal Investment Advisor (PIA). In his role as a Senior Portfolio Advisor, Pierce manages custom investment strategies on a discretionary basis, selecting from a wide range of Merrill Lynch model and third-party portfolios. He emphasizes building meaningful client relationships and bringing simplicity and transparency to the complexities of financial planning. Outside of his professional work, Pierce enjoys outdoor activities such as camping, fishing, golfing, hiking, skiing, and traveling. He is engaged and shares his home with his fiancée and their dog, Bigfoot. Pierce is also involved in his community through organizations including Joy Junction and Road Runner Food Bank.

William Schifani is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS since 1992 and holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored financial plans.

Joshua Lai is a financial advisor with Fidelity Investments, holding a Series 66 credential and beginning his advisory career in 2026. Prior to joining Fidelity, he held roles in technology and service industries, including positions at SAP Ariba and AT&T. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to design model portfolios. The firm also serves as an advisor to multiple registered investment companies and applies systematic methodologies combined with oversight controls to address conflicts of interest.

Robert Finch is a financial advisor with Cetera and holds Series 63 and Series 65 licenses. He has 22 years of industry experience and has previously worked with firms including Avantax, Allstate Financial Services, BBVA, and Valic Financial Advisors. Outside of his advisory role, Finch works as a cardiovascular technician at UNM Hospitals. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a variety of portfolio management options and oversees more than $256 billion in assets across over 10,000 advisors.

Robert Conaway is a Series 66-licensed financial advisor at J.P. Morgan Securities with six years of industry experience. He has held roles at J.P. Morgan Securities and JPMorgan Chase Bank since 2021, and previously worked at BBVA Securities, BBVA Wealth Solutions, and Thrivent Financial. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Shannon Wamre is a financial advisor with Morgan Stanley, holding a Series 66 designation and 19 years of industry experience. She has worked at Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, and previously spent two years at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Keith Hinds is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 2003. He specializes in comprehensive financial planning, assisting clients in establishing and balancing multiple financial goals, including education, retirement, and wealth transfer planning. As a qualified Portfolio Manager, Keith builds and manages personalized or defined investment strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment options. He also provides discretionary portfolio management through the Firm’s Investment Advisory Program. Keith earned a Bachelor of Arts degree in Public Affairs from George Washington University in 1980. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Special Needs Consultant™ (ChSNC®), and Certified Plan Fiduciary Advisor™ (CPFA®). Before joining Merrill Lynch, he had a career in environmental finance.

Geoffrey Hathhorn is a financial advisor at Charles Schwab with 20 years of industry experience. He holds a Series 66 designation and previously worked at ICMA-RC Services, LLC for 16 years before joining Charles Schwab and Co., Inc. and Charles Schwab Bank. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment process.

Karl Schlierf is a financial advisor at UBS Financial Services with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, Morgan Stanley, E*TRADE Securities, and Fidelity Brokerage Services. Outside of his advisory role, Schlierf is involved in real estate through his ownership of Bluebird Real Estate LLC, where he buys, renovates, and manages residential properties. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets capabilities.

Christopher Cates is a financial advisor with RBC Capital Markets in Albuquerque, NM, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at RBC Capital Markets since 2009 and previously at City National Bank from 2020 to 2025. Cates serves on the boards of Manzano Day School and the UNM Lobo Club, which supports fundraising for the University of New Mexico's athletic department. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored advisory programs with a range of portfolio management and financial planning services.

Evan Mccormick is a financial advisor with Raymond James Financial in Albuquerque, NM, holding Series 63 and Series 65 credentials and six years of industry experience. His prior experience includes seven years at Fidelity Brokerage Services LLC. 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 institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal and public-finance advisory services.

Carl Eckelman is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services for 24 years before joining RBC in 2022. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.