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.

Ricky Tredwin is a Series 66-licensed financial advisor with 19 years of industry experience. He has worked at LPL Financial since 2021 and previously spent 14 years at Edward Jones. His other business activities include involvement with MS Insentra, a non-variable insurance entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from both internal and third-party sources.

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.

Frank Fragoso is a financial advisor at J.P. Morgan Securities in Albuquerque, NM, holding Series 65 and Series 63 credentials. He has one year of industry experience and previously worked at JPMorgan Chase Bank, N.A. Prior to his current role, he was employed at firms including Fidelity Investments and Nomad. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

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.

Kim Helm is a financial advisor with Merrill in Albuquerque, NM, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked at Merrill since 1998 and with Bank of America since 2011. Outside of his advisory role, Helm serves as an officer for La Tierra Sagrada, a charitable organization where he participates in board meetings, awards scholarships, and recruits members. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Craig Salmon is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Morgan Stanley for four years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Joshua Aranda is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and two years of industry experience. He has been with Wells Fargo Bank, N.A. since 2016 and has worked at Wells Fargo Clearing since 2023. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Julie Epling is a financial advisor at Edward Jones with 22 years of industry experience. She has held her current role since 2009 and holds a Series 66 credential. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a broad range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Matthew Lamb is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2011 and Charles Schwab Bank since 2013. Based in Albuquerque, NM, Lamb serves clients through Schwab's wealth advisory programs. Charles Schwab & Co., Inc. 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 combines a non-discretionary client relationship model with access to affiliated discretionary separate managed accounts and offers multi-asset model portfolios supported by in-house research.

Trenten Leonard is a financial advisor with Primerica Advisors based in Albuquerque, NM. He holds the Series 63 and Series 65 designations and has experience from roles at several companies including Amazon and Corrales Electric Inc. Leonard has been with Primerica Financial Services since 2021 and with PFS Investments Inc. since 2026. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates on a large scale with thousands of advisors and offices, relying primarily on model-driven strategies managed by unaffiliated asset managers.

Christina Lauderdale is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at RBC Capital Markets and City National Bank. She is also the sole member of Lauderdale Wealth Management, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses detailed analytical tools and risk profiling to tailor investment strategies and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Kevin Miller is a Financial Advisor at Merrill Lynch Wealth Management, serving clients in the Albuquerque area in New Mexico. He has over a decade of experience in the financial services industry and holds the Personal Investment Advisor (PIA) designation. Kevin's professional background includes various positions where he has developed expertise in wealth management and financial planning. Kevin specializes in several areas including college education planning, family wealth management strategies, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, special needs planning strategies, women and wealth, and retirement income. He emphasizes a financial planning process that evaluates clients' current financial status and future trajectory to identify gaps and opportunities. Kevin aims to build strong client relationships based on trust, discipline, and clear, evidence-supported plans. He holds bachelor's degrees in Music Composition and Theory from the University of New Mexico. Kevin speaks English and German. Outside of work, he enjoys baseball, billiards, camping, ice hockey, music, rock climbing, spending time with his family, swimming, traveling, and watching movies.

Julia Cohen is a financial advisor at Morgan Stanley with 37 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Cohen holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm‑approved tools and modeling techniques.