Sabrina Perez is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and eight years of industry experience. She has been with Wells Fargo Clearing Services LLC since 2018 and has worked at Wells Fargo Bank NA since 2013. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

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.

Shannon Wamre is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and analysis methods.

Kelsea Soles is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. She has been in the financial industry since 2025 and previously operated a self-employed advisory business for ten years. Soles is based in Albuquerque, NM. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm combines research and analytics with a range of brokerage and advisory solutions and serves clients through a large network of more than 14,000 financial advisors.

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.

Jennifer Rose is a financial advisor with Cetera Wealth Services, LLC and Cetera, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. She has previously worked with Avantax Investment Services and runs multiple business activities including Rose Tax & Financial, a tax preparation and accounting service, as well as Noetic Nomads, which focuses on health and wellness products and events. Additionally, she produces and sells arts and crafts, writes and illustrates a book, and shares crafting content online under her Jenya Rose venture. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and advisory services through a large national network of independent advisors, utilizing both affiliated and third-party investment managers.

Carl Eckelman is a financial advisor with RBC Capital Markets who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He previously worked at UBS Financial Services for 24 years before joining RBC Capital Markets in 2022. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Desiree Stewart is a financial advisor with RBC Capital Markets in Albuquerque, NM, holding Series 63 and Series 66 licenses and one year of industry experience. Her prior work includes roles at City National Bank, Central New Mexico Ingenuity, Central New Mexico Community College, Sandia National Labs, and Gap Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs with customizable portfolio management and financial planning services.

Megan Cunningham is a CFP®-designated financial advisor with LPL Financial, bringing six years of industry experience. She has been with LPL Financial since 2019 and previously worked with Legacy Investment Designs DBA Bold Financial Group. Outside of her advisory role, she is involved in direct sales through SeneGence International, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Stephen Essington is a financial advisor with Ameriprise in Albuquerque, NM, holding the CFP® and Series 66 designations and has 12 years of industry experience. Prior to joining Ameriprise in 2022, he worked at BancWest Investment Services and Bank of the West. He serves on the board of directors for Adelante, a nonprofit organization. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income and tax-aware withdrawal strategies. The firm utilizes investment research, third-party data, and algorithmic tools to support its recommendations within a defined investment universe.

Trey Sorenson is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and one year of industry experience. His work history includes roles at MML Investors Services, MassMutual Life Insurance, Northwestern Mutual, and Fidelity Investments. Mass Mutual Investors Services, LLC 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, using firm-approved software to develop client recommendations without discretionary authority.

Amy Heinzelman is a financial advisor at Morgan Stanley with two years of industry experience. She previously worked at Merrill for two years and spent over a decade at First Tractor Company Limited. Outside of her advisory role, she is the sole proprietor of Inn Harmony LLC, a property management business in New Mexico. 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 methodologies.

Gael Perez Rivera is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. His prior roles include positions at U.S. Bank, Madison Avenue Securities LLC, and First Command Financial Services. Outside of finance, he has worked at Amazon.com for three years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Melanie O'Callaghan is a Series 66-licensed financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Seth Ingersoll is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 22 years of industry experience. He has worked with Premier Wealth Management Group, LLC since 2008 and NEXT Financial Group, Inc from 2008 to 2020. Ingersoll is also an insurance agent specializing in life, health, disability, and long-term care insurance. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party money managers.

Sarai Ordonez is a financial advisor at Morgan Stanley in Albuquerque, NM, holding Series 65 and Series 63 designations with three years of industry experience. Before joining Morgan Stanley in 2024, she worked at Wells Fargo Clearing and Wells Fargo Bank, nA from 2013 to 2024. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and models outcomes using proprietary estimates and simulations, serving clients through both direct and corporate financial planning agreements.