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.

Mark Moran is a financial advisor at Edward Jones in Bernalillo, New Mexico, holding a Series 66 designation with eight years of industry experience. He has worked at Edward Jones since 2018 and previously was affiliated with The Harbour Christian Church from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Joshua Aranda is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Wells Fargo Bank, N.A. since 2016. 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.

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 at Raymond James Financial with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including RBC Capital Markets and City National Bank. She is the sole member of Lauderdale Wealth Management, LLC, a support company. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using analytical tools and a non-discretionary approach.

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.

Gaetano Stanzione is a financial advisor at Merrill based in Albuquerque, NM, holding a Series 66 designation with three years of industry experience. He has previously worked at Bank of America and Bank of America N.A. since 2015. Merrill, together with 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.

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.

Phillip Prevender II is a CFP® professional with 33 years of experience in the financial industry, currently serving at Raymond James Financial since 2007. He holds additional securities licenses (Series 63 and Series 65) and has been involved in nonprofit finance committees, including board membership at Central New Mexico Community College Foundation and Ronald McDonald House Charities of New Mexico. Outside of his advisory role, he owns and leads Prevender Financial Services, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm employs tailored, non-discretionary consulting that incorporates risk profiling and advanced modeling tools, supporting a broad range of client needs through its extensive advisor network and specialized programs.

John Hagemeyer is a financial advisor at Cetera with 32 years of industry experience. He has held roles at Avantax Advisory Services and Avantax Investment Services, and he manages his own accounting and tax consulting firm, John L Hagemeyer LLC. He also serves as a director of the Osuna Property Owners Association, a local nonprofit managing business condominium maintenance. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a broad array of portfolio management and financial planning services through a multi-manager platform supported by a nationwide network of over 10,000 advisors.

Clovis Martin is a financial advisor with Morgan Stanley in Albuquerque, NM, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and the Morgan Stanley Private Bank since 2015. Outside of his advisory role, Martin is involved in residential real estate investment and rehabilitation through his ownership of Real Redhead, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 supported by firm-approved tools and market outcome simulations.

Edwin Lamberty III is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Raymond James in 2020, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2011 to 2020. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Scott Schroeder is a financial advisor with RBC Capital Markets in Albuquerque, NM, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. Prior to joining RBC in 2020, he worked at MIAI, Inc. and Maplewood Investment Advisors, Inc. from 2016 to 2020, and at Goodwin Securities, Inc. from 2014 to 2016. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and financial planning services, leveraging both in-house and third-party investment managers and incorporating various features such as tax management and responsible investing options.

Terry Abeyta is a financial advisor with Primerica Advisors in Albuquerque, NM, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2013 and previously worked for the U.S. Postal Service for 34 years. Outside of his advisory role, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses a curated selection of third-party asset managers and a tiered wrap fee structure.

Nathanael Pacheco is a CFP® professional with 11 years of experience at Mass Mutual Investors Services and MassMutual Life Insurance Co. He has been engaged in full-time education for over two decades. In addition to his advisory role, he works as an insurance agent specializing in life, health, and fixed annuity insurance sales. 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 provides comprehensive financial planning, asset management, and educational seminars, employing firm-approved tools such as Monte Carlo simulations to develop tailored recommendations.

Ian Eshelman is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients and their families to understand their financial goals and priorities, aiming to improve their financial lives through a high standard of service and quality work. Ian values ongoing learning and strives to enhance all aspects of his professional practice. He holds a Bachelor's Degree and a Master of Business Administration (MBA) from the University of New Mexico. His professional designations include Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Ian grew up in Albuquerque, New Mexico, and has personal interests in cooking, football, golfing, pickleball, reading, spending time with family, traveling, and watching movies.

Consuelo Meza is a financial advisor with Morgan Stanley in Albuquerque, NM, holding a Series 66 designation and bringing nine years of industry experience. She previously worked at RBC Wealth Management for seven years prior to joining Morgan Stanley in 2023. Outside of her advisory role, she serves on the Finance Council of the Shrine of St. Bernadette, assisting with parish budgeting and financial oversight. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and wealth management services, managing approximately $2.74 trillion in client assets.

Larisa Holiday is a financial advisor at LPL Financial with eight years of industry experience. She holds a Series 66 designation and has worked at several firms including Valic Financial Advisors and Commonwealth Financial Network. Outside of her advisory role, she owns HOLIDAY FINANCIALS LLC and is involved in non-variable insurance sales as well as tax preparation and accounting services through affiliations with AARP and Legacy Tax Partners Inc. 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, with advice delivered by a large network of investment adviser representatives.