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.

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 31 years of industry experience. He holds a Series 63 license and has worked at Avantax Advisory Services and Avantax Investment Services, Inc. before joining Cetera in 2025. He also manages his own accounting and tax consulting business, John L Hagemeyer LLC, and serves as a director for the Osuna Property Owners Association, a nonprofit real estate management organization. Cetera Investment Advisers LLC provides a multi-manager platform for independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, using affiliated and third-party managers across various program structures.

Brandon Kling is a financial advisor with Wells Fargo Clearing in Albuquerque, NM, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Outside of his advisory role, he serves as a soccer referee in Albuquerque. 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 approach is IPS-driven and incorporates modern portfolio theory, with a notable emphasis on including insurance-related products and bank deposit sweep options within its investment offerings.

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 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 clientele including individuals, institutions, charitable organizations, and public entities, offering financial planning and consulting through various advisory programs with a focus on non-discretionary, client-directed implementation.

Scott Schroeder is a financial advisor with RBC Capital Markets in Albuquerque, NM, holding Series 65 and Series 63 designations and having 16 years of industry experience. He joined RBC Capital Markets in 2020 after working at MIAI, Inc and Maplewood Investment Advisors, Inc from 2016 to 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles and investment preferences.

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 10 years of industry experience, currently affiliated with Mass Mutual Investors Services in Albuquerque, NM. He has worked at MML Investors Services LLC and MassMutual Life Insurance Co since 2015 and has over two decades of experience in education. Outside of his advisory role, he is also 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 offers financial planning, asset management, and educational seminars, providing collaborative, annual planning engagements that utilize firm-approved analytical tools without discretionary investment authority.

Ian Eshelman is a Financial Advisor with Merrill Lynch Wealth Management. He provides financial advisory services to clients, leveraging his expertise to support their wealth management needs. Ian Eshelman holds a Bachelor's Degree from the University of New Mexico and a Master of Business Administration (MBA) from the same institution. His educational background provides a foundation for his work in the financial services industry.

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 Series 66 licensed financial advisor with seven years of industry experience, currently affiliated with LPL Financial in Albuquerque, NM. She has held roles at several firms, including Valic Financial Advisors and Commonwealth Financial Network. Beyond her advisory work, she owns a tax and investment-related business and has involvement in tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Jordan Barela is a financial advisor with Primerica Advisors in Albuquerque, NM, holding a Series 66 designation and two years of industry experience. Prior to joining Primerica Advisors, he worked at firms including Raymond James Financial Advisors and Hightower Advisors. Outside of finance, he serves as president of Round Shade Records LLC, a music-related business based in Santa Fe, NM. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited selection of separately managed accounts for individual and high-net-worth clients, operating primarily as a wrap-fee solution.

Jeffrey Bard is a Wealth Management Advisor and Portfolio Manager at Merrill Lynch Wealth Management. He focuses on individual equity investing and wealth management planning, helping clients make informed financial decisions by leveraging the resources of Merrill Lynch's wealth management process. His role includes managing business and client relationships, maintaining and growing the business model while expanding client relationships. Jeff joined Merrill Lynch Wealth Management in 2014, bringing with him 10 years of consumer banking experience and 3 years in human resources management. His expertise encompasses education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor's degree in Economics from the University of New Mexico and has earned the Chartered Financial Consultant (ChFC) and Personal Investment Advisor (PIA) designations. Outside of his professional work, Jeffrey is involved in several organizations including the Albuquerque Community Foundation Social Giving Club, the FBI Citizens Academy (Class of 2017), and serves as a board member of Popejoy Hall. His personal interests include biking, fishing, gardening, golfing, hiking, reading, scuba diving, skiing, and yoga.

Andrew Furste is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab for 14 years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.