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.

Thomas Parr is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations in its financial planning process.

Michael Gordon is a CFP® designee with 17 years of industry experience, currently affiliated with MassMutual Investors Services in Albuquerque, NM. He has been with MML Investors Services Inc. since 2008 and with MassMutual since 2007. Outside of his advisory role, he is a silent partner and co-owner of Waypath Employee Benefits, a business providing group and individual health insurance, and he holds an ownership role in Tax Optimized Plan Solutions, LLC, a third-party administration start-up. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides ongoing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including asset management and educational seminars, delivering financial planning through collaborative, annual engagements that focus on client goals and investment strategies.

Gerald Chavez is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 15 years of advisory experience since beginning his career in 2005. His approach focuses on goals-based investment and a commitment to delivering sophisticated financial advice and planning. Gerald works closely with individuals and families to sustain wealth, meet financial goals, create and preserve independence, and shape their legacy. He employs tools such as Merrill software to analyze investments and create retirement projections, helping clients prioritize objectives including estate planning, tax minimization, wealth transfer, retirement income, and socially responsible investing. Gerald graduated from Duke University and holds multiple professional designations including the CERTIFIED FINANCIAL PLANNER® certification earned in 2008, and the Certified Private Wealth Advisor® certification from the Investments & Wealth Institute® in 2019, taught in conjunction with the Yale School of Management. He has also earned the Accredited Estate Planner (AEP) and Personal Investment Advisor (PIA) designations. Gerald has served in leadership roles including as President of the Board of Directors for the New Mexico Estate Planning Council and as a member of the Board of Trustees for Manzano Day School. In his personal life, Gerald is married with two children and enjoys playing golf with his daughter, and soccer, basketball, and lacrosse with his son. He follows Duke Athletics during his leisure time.

Ruth Shrader is a financial advisor with Merrill in Albuquerque, NM, holding a Series 66 credential and having 21 years of industry experience. She has been with Merrill since 2000. Outside of her advisory role, she owns a family business called Southern Works, which involves plans to sell homemade quilts and craft items. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Candy Leonard is a financial advisor with Primerica Advisors in Albuquerque, NM, holding Series 63 and Series 65 licenses and three years of industry experience. She has been with Primerica Advisors since 2023 and was previously employed at Choice Recovery Path. Leonard also owns Future Pocket Change LLC, a business formed for Primerica-related purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited separately managed account options primarily to individual and high-net-worth clients in a wrap-fee structure.

John Kapuranis is a financial advisor with LPL Financial in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. He has worked at RBC Capital Markets and Cetera Advisor Networks, among other firms. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools while overseeing more than $819 billion in discretionary assets.

Dante Berry is a financial advisor with LPL Financial in Albuquerque, NM, holding Series 63 and Series 65 credentials and eight years of industry experience. Prior to joining LPL Financial in 2020, he worked at UBS Financial Services and The Vanguard Group. Berry serves as a Valencia County Commissioner and is a board member for a local nonprofit. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing various investment strategies supported by research and technology tools.

Mark Napolin is a financial advisor with LPL Financial in Albuquerque, NM, holding the ChFC® designation and Series 63 license. He has 49 years of industry experience, including prior roles at Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors. Outside of his advising career, he also runs a fixed insurance business and is involved with the Sycamore Condo Association. 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 wide range of advisory and brokerage services, utilizing both proprietary and third-party strategies, supported by advanced operational tools and a broad non-advisory financial services platform.

Aly Kassam is a Financial Consultant at Fidelity Investments, a position held since 2025. Prior to this role, Aly served as an Investment Consultant from 2023 to 2025 and as a Workplace Financial Consultant from 2019 to 2023, all within Fidelity Investments. Aly focuses on collaborating with clients to create comprehensive financial plans that align with their goals and provide confidence. With extensive experience at Fidelity Investments, Aly applies industry knowledge and established standards to deliver personalized financial planning services. Aly is committed to building trusted relationships with clients and supporting their long-term financial success. Outside of professional responsibilities, Aly engages in activities such as biking, cooking and baking, running, traveling, and volunteering.

Barry Hatcher is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 36 years of industry experience, including previous roles at Ameriprise, MSI Financial Services, Inc., and Securities America. Hatcher also operates Hatcher & Associates, a DBA for his LPL business 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 financial planning and investment management services, utilizing model portfolios and third-party managers, supported by extensive operational and research tools.

Suzanne Strong is a Senior Vice President and Wealth Management Advisor at Merrill, as well as the founder of The Strong Group. She has provided one-on-one financial guidance to individuals, couples, and families since joining Merrill in 1997 through a predecessor firm, Banc of America Investment Services. Suzanne's work focuses on helping clients uncover possibilities for their lives and wealth by offering advice tailored to their unique circumstances. Her expertise encompasses portfolio design, wealth planning, retirement strategy, concentrated and restricted stock strategies, higher education savings, charitable giving, and values-aligned investing. She also facilitates access to banking and lending services through Bank of America. Suzanne earned a bachelor's degree in Business Administration from the University of Texas at Austin. She holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Chartered SRI Counselor™ (CSRIC®) designation. Within Merrill, she has served as President of the Women's Exchange, an affinity group for women. Born and raised in Albuquerque, New Mexico, Suzanne is involved in her community through organizations such as Accion, Albuquerque Community Foundation, Albuquerque Meals on Wheels, and Big Brothers Big Sisters, where she served as a mentor for four years. Outside of her professional work, she enjoys golfing, hiking, reading, rock climbing, scuba diving, skiing, and traveling.

Joseph Olson is a financial advisor with Wells Fargo Clearing in Albuquerque, NM, holding a Series 66 designation and 17 years of industry experience. He previously worked at Bank of the West and BancWest Investment Services for nine years. Olson serves as a finance committee member for NM WILD, contributing to financial oversight discussions. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Susan Jessup is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials. She has 35 years of industry experience, including long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. She serves as co-trustee of her mother’s estate alongside her brother. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is largely model-driven, utilizing portfolios from internal research, third-party strategists, and TAMP sponsors.

Akash Patel is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2016, including a role at Morgan Stanley Private Bank, N.A. since 2025. Outside of his advisory work, Patel is involved in several retail and online store ventures in Albuquerque as a partner and sole proprietor. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory services supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment programs in both advisory and broker-dealer capacities.

Michael Stark is a financial advisor with Mass Mutual Investors Services in Albuquerque, NM, holding Series 63 and Series 65 credentials and having 16 years of industry experience. He previously worked at MetLife Securities from 2010 to 2017. Outside of his advisory role, he is involved in group life insurance sales. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing, collaborative planning engagements and a range of investment programs, including specialized event-driven planning services.

Dominique Dupont is a financial advisor at Merrill Lynch Wealth Management and a member of the Hinds Team, having joined in March 2022. She focuses on business development, client engagement, and providing solutions to meet clients' financial needs, with a particular emphasis on family wealth management, personal retirement planning, special needs planning strategies, and women and wealth. Dominique holds a Master's Degree from the University of New Mexico and a Bachelor's Degree from the University of San Diego. She holds the Personal Investment Advisor (PIA) designation. Prior to her career in financial advising, she worked as a landscape designer for a company based in Albuquerque. Dominique's personal experience as a mother of a daughter with special needs informs her passion and expertise in working with special needs families. Outside of her professional work, Dominique volunteers with organizations supporting New Mexico's disability community, including the Adaptive Sports Program New Mexico and the Cerebral Palsy Parents Association of New Mexico. She speaks both French and English. Dominique and her husband, Guillaume, have three children and a Labrador. Her personal interests include traveling, French language and culture, mushroom hunting, gardening, cooking, gardening, soccer, and spending time with her family.

Lonnie Brink is a Vice President and Financial Consultant at Fidelity Investments, a position held since 2019. Prior to this role, Lonnie worked as a Financial Advisor at Edward Jones from 2015 to 2019. Lonnie follows a straightforward approach to financial planning, focusing first on defining client needs and then assisting in creating investment and income plans that support those needs. This method reflects Lonnie's dedication to helping clients achieve their financial goals. Outside of professional work, Lonnie has interests in museums and running.

Isaac Zamora is a financial advisor with Cetera in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has held roles at Avantax Advisory Services and Avantax Investment Services and manages his own accounting and tax preparation firm, Zamora Business Accounting, PC. Zamora also serves on the board of Big Brother Big Sisters of Central New Mexico. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with options including model portfolios, third-party managers, and bespoke strategies.

Devin Alderman is a financial advisor at Merrill with Series 63 and Series 66 credentials and no prior industry experience. His recent work history includes positions at Bank of America, N.A., and Deutsche Bank Securities. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily for Bank of America fiduciary clients through the Select Portfolio Solutions program. The firm offers model-based and discretionary investment strategies to a range of clients including individuals, high-net-worth clients, and institutional investors.