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®-certified financial advisor with LPL Financial, based in Albuquerque, NM. She has seven years of industry experience, including multiple tenures with LPL Financial and prior work with Legacy Investment Designs. Outside of her advisory role, she has been involved in direct sales through SeneGence International, a multi-level marketing company, since 2017. 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, utilizing research-driven model portfolios and third-party management alongside various strategic investment options.

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.

Mark Beeman is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing experience that dates back to the start of his financial career in 2008. Prior to transitioning to finance, he spent 12 years as an educator in the Roswell area. He is a lifelong resident of New Mexico, having grown up in Carlsbad, and holds a Bachelor of Science in Social Studies with an emphasis in History from Eastern New Mexico University in Portales. Mark specializes in working with clients to identify their primary financial goals, including education funding, tax minimization strategies, and retirement planning. He focuses on developing tailored strategies aimed at building, managing, and preserving wealth for clients now and for future generations. He holds the Chartered Retirement Planning Counselor (CRPC) designation from The College for Financial Planning Institutes Corp. and also holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Mark enjoys spending time outdoors and partakes in activities such as boating, golfing, hiking, running, and skiing. He and his wife, Kate, have two children, Bailey and Cameron, and enjoy traveling.

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.

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 63 and Series 65 licenses with three years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA, accumulating over a decade of experience in the financial services sector. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, providing tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling in its financial planning process.

Shane Lucero is a financial advisor with Charles Schwab in Albuquerque, NM, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. His prior work includes roles at Edward Jones and Fidelity Investments. Charles Schwab serves 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 and discretionary investment guidance, supported by an integrated structure that includes brokerage, custody, and cash-sweep services.

Russell Janis is a CFP®-credentialed financial advisor with Edward Jones in Albuquerque, NM, and has nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at BDO USA LLP for six years. He serves as a board member of the New Mexico Ballet Company. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Ricky Tredwin is a Series 66-credentialed financial advisor with 19 years of industry experience, currently serving clients at LPL Financial since 2021. Prior to joining LPL, he worked for Edward Jones for 14 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Susan Boekeloo is a financial advisor at Raymond James Financial with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has held roles at several financial firms, including Prevender Financial and SRB Financial Services. Outside her advisory work, she is involved with Sagebrush Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor strategies to client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Oscar Arechiga is a Financial Consultant at Fidelity Investments, where he has been serving since 2021. He partners with clients and their families to create, implement, and monitor financial plans, focusing on developing easy-to-understand financial strategies tailored to their unique needs. Prior to his current role, Oscar held positions as an Investment Consultant and Workplace Planning and Guidance Consultant III at Fidelity Investments, and he has experience as a Team Leader at Bank of America from 2014 to 2016. Oscar holds insurance licenses in Arkansas and California. Outside of his professional work, he enjoys outdoor activities including biking, camping, hiking, kayaking, outdoor adventures, and skiing.

Angella Cole Shaw is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been working in the finance industry since 2001, focusing on helping clients navigate their financial priorities through personalized wealth management strategies. Angella works closely with clients to develop flexible financial plans that adapt to changing market conditions and life stages, often coordinating with tax advisors and estate planning attorneys to provide comprehensive advice. She holds the Personal Investment Advisor (PIA) designation and maintains Series 7 and Series 66 FINRA registrations, along with licenses in life, accident, health, long-term care, and disability insurance. Angella earned an Associate's Degree from Ashford University and a High School Diploma from Freedom High School. She is an active member of professional organizations, including serving on the Executive Board of the American Business Women's Association and participating in the New Mexico Estate Planning Council. In addition to her professional work, Angella is committed to community involvement, volunteering with local organizations in line with Merrill's tradition of community service. She invites connections with individuals seeking financial planning, retirement or career transition guidance, personal wealth analysis, or simplified financial management.

David Diller is a financial advisor at RBC Capital Markets with four years of industry experience. Prior to his current role, he worked at Sandia National Laboratories for 11 years. He holds the Series 66 designation and also serves as a part-time faculty member teaching Accounting and Financial Literacy at Central New Mexico Community College. Additionally, Diller is active in several nonprofit and community organizations, including board roles with the New Mexico Society of CPAs, the Kiwanis Club of Albuquerque, and the 501(C)PA foundation. 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 provides personalized investment strategies through various advisory programs and integrates a range of in-house and third-party investment managers, offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Renee Gwyther is a CFP® and holds a Series 66 license with over 20 years of industry experience. She is currently affiliated with Cetera and Morada Wealth Partners and has been providing financial services since 2013. Outside of her advisory roles, she is involved in collaborative divorce financial planning and serves as treasurer for the New Mexico Collaborative Practice Group. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services, managing over $256 billion in assets across multiple program structures.

Roosevelt Hernton Jr. is a financial advisor at Primerica Advisors with 33 years of industry experience. He has been with Primerica Advisors since 1992 and has worked at Primerica Financial Services since 1989. In addition to his advisory role, he receives non-investment related compensation through referrals for home security and automation products and loan services affiliated with Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm utilizes third-party asset managers and BNY Mellon Advisors for trading and emphasizes a tiered wrap-fee structure rather than fixed fees.

John Hemphill is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Albuquerque, New Mexico. He works with clients nationwide, advising and managing their wealth through significant life transitions such as preparing for retirement, selling businesses, and establishing and settling estate plans. John and his team help clients create comprehensive wealth plans aimed at achieving personal and family goals. John began his career in finance in the 1970s, initially working on the floor of the Chicago Board of Exchange before joining Merrill Lynch as a financial advisor. He holds a Bachelor's degree from the University of Missouri–St. Louis and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His expertise covers college education planning, family wealth management strategies, retirement income, tax minimization, and legacy planning, among other areas. Outside of his professional work, John enjoys biking, billiards, camping, fishing, golfing, hiking, traveling, and spending time with his family.

Christopher Shibley is a financial advisor with Morgan Stanley in Albuquerque, NM, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Morgan Stanley since 2014 and at Morgan Stanley Private Bank, N.A. since 2018. Outside of his advisory role, he is a sole proprietor involved in art and cultural activities. Morgan Stanley Wealth Management provides financial advisory and planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning through a structured process and a range of investment programs.