Victor Raigoza is a financial advisor at LPL Financial with 32 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 22 years before joining LPL Financial in 2016. Outside of his advisory role, he serves on the board of directors for the National Hispanic Cultural Center in Albuquerque, NM. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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 at Merrill Lynch Wealth Management with experience in financial services since 2005. He works closely with individuals, families, business owners, and executives to navigate complex financial decisions through comprehensive wealth management and sophisticated planning strategies. His approach combines goals-based wealth management with a commitment to service, focusing on financial roadmaps that sustain wealth, achieve goals, and create lasting legacies. Gerald and his team employ a disciplined process involving discovery, financial modeling, monitoring, and regular reviews to support clients' evolving needs. Gerald holds a Bachelor's Degree from Duke University and earned the CERTIFIED FINANCIAL PLANNER® certification in 2008, the Certified Private Wealth Advisor® (CPWA®) certification in 2019 through the Yale School of Management and the Investments & Wealth Institute®, and the Accredited Estate Planner® (AEP®) designation in 2026. He is a past president of the New Mexico Estate Planning Council and has served on the Board of Trustees for Manzano Day School. Gerald remains involved in professional organizations including the Duke Alumni Association and the New Mexico Estate Planning Council. Outside of his professional work, Gerald enjoys spending time with his wife and two children. His personal interests include basketball, football, golfing, and soccer, and he often engages in these activities with his family and supports Duke Athletics.

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 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at RBC Capital Markets, LLC, Cetera Advisor Networks LLC, and Sandia Laboratory FCU. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

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. His prior roles include positions at UBS Financial Services and The Vanguard Group, as well as self-employment and involvement with Berry Enterprises LLC. He serves as a county commissioner on the nonprofit board of the Valencia County Commission. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by extensive research and third-party subadvisors.

Mark Napolin is a financial advisor at LPL Financial with 49 years of industry experience and holds the ChFC® and Series 63 designations. His prior firms include Royal Alliance Associates, INC. and Signator Investors, Inc. He also manages a fixed insurance business outside of his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

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 at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Securities America Advisors and Securities America Inc for over a decade before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, and institutional clients nationwide. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Suzanne Strong is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, where she is the founder of The Strong Group. She provides personalized guidance to individuals, couples, and families, helping them explore possibilities for their lives and wealth. With over twenty-five years of experience, Suzanne assists clients from diverse backgrounds including executives, professionals, investors, and inheritors. She focuses on tailoring wealth management solutions such as portfolio design, retirement strategy, wealth planning, concentrated and restricted stock strategies, higher education savings, charitable giving, and values-aligned investing. 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. Since joining Merrill in 1997 through a predecessor firm, she has served as President of the Women’s Exchange, an affinity group aimed at facilitating opportunities and enrichment for women. Born and raised in Albuquerque, New Mexico, Suzanne has been involved in her community through roles such as mentorship with Big Brothers Big Sisters and participation with organizations including Accion, Albuquerque Community Foundation, and Albuquerque Meals on Wheels. Outside of 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 at LPL Enterprise with 35 years of industry experience. She holds Series 63 and Series 65 designations and has worked extensively with Prudential Insurance Company of America and Pruco Securities, LLC. Jessup serves as a co-trustee of her mother’s estate alongside her brother. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products via an integrated platform.

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.