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.

Pete Talamante Jr. is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held various roles in the automotive retail sector, including positions at Galles Chevrolet and Cooper's Auto Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolio delivery for intermediary platforms.

Randall Silva is a financial advisor at LPL Financial with 11 years of industry experience and holds the Series 66 designation. His career includes roles at BancWest Investment Services, BANK OF THE WEST, and BBVA-affiliated firms. Outside of finance, he has experience with Uber and operated a carpet care business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advisor-facing tools and oversight of substantial discretionary assets.

Michael Blackwell is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include but do not rely on individual security recommendations.

Benjamin Walton is a financial advisor with Mass Mutual Investors Services in Albuquerque, NM, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 16 years of industry experience, having worked at MML Investors Services Inc. since 2009 and MassMutual since 2008. MassMutual 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 ongoing financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning processes to support client goals.

Justy Armijo is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 30 years of industry experience. His career includes roles at Nusenda Federal Credit Union, CUNA Brokerage Services, and Merrill Lynch. He is based in Albuquerque, NM. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other 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 and extensive operational resources.

Alexandra Stevens is a Financial Advisor with the STN Group & Associates, operating within Merrill Lynch Wealth Management. She began her career in the wealth management industry as an ADP Financial Solutions Advisor at a Bank of America branch in San Diego, California, where she lived for two years after earning her Bachelor's Degree from the University of San Diego. Her areas of focus include Education Planning, Legacy Planning, Personal Retirement Planning, Philanthropic Planning, and Women and Wealth. Alexandra holds professional designations as an Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of her professional life, Alexandra enjoys spending time with her family, listening to music, traveling, engaging in Greek dance, and practicing ceramics. She is fluent in English, Greek, and French.

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 at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. 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 databases.

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 registrations and bringing 25 years of industry experience. His prior roles include positions at Allstate Financial Services LLC and Wells Fargo Investments, LLC. He operates a private financial services firm alongside his work at LPL Financial. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advanced research and operational tools.

Milap Shah is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He has worked at Bank of the West and BancWest Investment Services in various roles since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

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 with LPL Financial in Albuquerque, NM, holding a Series 66 license and bringing 56 years of industry experience. He has worked at LPL Financial since 2004 and previously at WS Griffith Securities, Inc. from 1998 to 2004. Outside of his advisory role, he serves as a board member of the Sigma Chi Fraternity, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad range of advisory and brokerage services. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

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 provides strategic financial advice and planning to individuals, families, and businesses, aiming to understand and meet their short- and long-term financial objectives. His areas of expertise include education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. Brandon 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 resides in Hobbs, New Mexico, with his daughter Micah. He is actively involved in his 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.