Edwin Case is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since August 1980. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Edwin specializes in areas including college education planning, family wealth management strategies, personal retirement planning, socially responsible and ESG investing, philanthropic planning, special needs planning strategies, and both individual and corporate investment strategies. He manages portfolios on a discretionary basis, incorporating personalized strategies, model portfolios, and third-party investment strategies to support clients’ financial objectives. Additionally, he prepares Wealth Outlook reports to track client life changes and retirement options. Edwin earned his Bachelor's Degree from the University of New Mexico in 1970, where he also worked as an undergraduate and graduate assistant in the Economics Department. He served in the United States Navy from June 1970 to September 1975 and retired from the U.S. Naval Reserve in 1997 as a Chief Warrant Officer 4th Grade after 32 years of service. Between his active duty and civilian career, Edwin worked as an air traffic controller and competed on the Professional Bowlers Tour prior to joining Merrill Lynch. Outside of his professional work, Edwin enjoys participating in bowling leagues and national tournaments. He also has interests in baseball, basketball, football, golf, ice hockey, reading, spending time with family, traveling, and watching movies.

Robert Stull is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Arthur Steinkamp is a financial advisor at Mass Mutual Investors Services with one year of industry experience. Prior to joining the firm, he worked at Sandia National Laboratory and Los Alamos National Laboratory. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools.

Steven Trujillo is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license, with 16 years of industry experience. He previously worked at Northwestern Mutual companies from 2014 to 2025 before joining Mass Mutual in 2025. Outside of his advisory role, he owns an insurance and wealth management firm, a consulting company focused on recruiting, and serves as a general agent recruiting and developing advisors. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual. The firm provides ongoing financial planning, asset management, and educational services to individuals, business owners, trusts, and charitable organizations.

Monica Villa is a financial advisor with RBC Capital Markets in Albuquerque, NM, holding a Series 66 designation and bringing 10 years of industry experience. She has been with RBC Capital Markets since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies using both in-house and third-party managers, supported by extensive capital-markets capabilities.

Brian Bower is a financial advisor with Morgan Stanley in Albuquerque, NM, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009 and currently serves on the Board of Advisers for Western Mineral and Oil. Outside of his advisory role, he operates ABQ Concierge Services, a maintenance and clerical service business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and analytics.

Michael Rose is a financial advisor with LPL Financial in Albuquerque, NM, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. Prior to joining LPL Financial in 2021, he worked at ALLSTATE Financial Services LLC for 14 years. He also operates Michael R Rose Financial Services Inc., focusing on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers comprehensive financial planning and advisory programs, utilizing a range of model portfolios and research resources.

Milap Shah is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of the West and BancWest Investment Services. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options.

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 at LPL Financial with 56 years of industry experience. He has been with LPL Financial since 2004 and holds a Series 66 designation. Outside of his advisory work, he serves as a board member for the Sigma Chi Fraternity, a nonprofit organization. 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 range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

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. He has been in the financial services industry since 2011 and joined Merrill Lynch in 2016. Brandon focuses on developing strategies and providing advice for individuals, families, and businesses by understanding their short- and long-term financial objectives. He holds a Bachelor's Degree from Texas Tech University and has earned several professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Brandon's client focus areas include education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. Brandon lives in Hobbs, New Mexico with his daughter Micah. He is active in the community supporting organizations such as Habitat for Humanity, the Make a Wish Foundation, and First United Methodist Church. In his personal time, Brandon enjoys 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.

Paul Brule is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and over 41 years of industry experience. His prior roles include positions at Kestra Advisory, J.W. Cole Advisors, and Brule & Associates Benefit Advisors. Brule also taught at the College of Southern Nevada for six years. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and retirement plan consulting.

Vanessa Prueter is a financial advisor with Edward Jones in Albuquerque, NM, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 advisors and 15,000 branch offices.

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.

Lucas Weidner is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing three years of industry experience. Prior to joining Thrivent in 2026, he worked at Morgan Stanley and Wells Fargo in various roles. Outside of his advisory work, he is involved in breeding and selling Great Danes through a family-owned business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning across multiple financial areas without discretionary trading authority. The firm offers integrated planning and managed-account solutions while maintaining separate service engagements.

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 at LPL Financial with 32 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 22 years before joining LPL Financial in 2016. Outside of his advisory role, he serves on the board of directors for the National Hispanic Cultural Center in Albuquerque, NM. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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.