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.

Vasilios Ninopoulos is a Wealth Management Advisor with the STN Group & Associates, affiliated with Merrill Lynch Wealth Management. He began his career in the financial industry in 2012 and joined Merrill Lynch Wealth Management in 2015. Vasilios focuses on client relationship management and business development, working closely with managing partners to provide client service, wealth management planning, and investment management. He holds several professional designations, including Certified 401(k) Professional (CkP), CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Vasilios earned a Bachelor's Degree from Mercyhurst College and is proficient in Greek and English. In addition to his professional work, Vasilios is involved with the Boy Scouts of America, reflecting his community engagement outside of his advisory role. His client focus includes areas such as divorce transition planning, employee benefits planning, family wealth management strategies, legacy planning, retirement income, and tax minimization.

Andrew Greene is a financial advisor at Edelman Financial Engines with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Financial Engines Advisors L.L.C. before joining Edelman Financial Engines in 2025. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Amin Allahverdi is a financial advisor at Edward Jones in Albuquerque, NM, holding a Series 66 designation and beginning his industry experience in 2026. His prior work experience includes roles at NORC at the University of Chicago and Farmers Insurance, as well as various positions outside the financial services industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Todd Irving is a financial advisor at Merrill with 26 years of industry experience. He holds the Series 66 designation and has been with Merrill Lynch since 1998. Outside of his advisory role, he works as a banquet server at Tanoan Country Club in Albuquerque, NM. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Keith Padilla is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 16 years of industry experience. He has been with MassMutual and its subsidiary MML Investors Services since 2008 and 2009, respectively. In addition to his advisory role, he is also an insurance agent specializing in life insurance sales. MML 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 financial planning, asset management, and various investment programs, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Smyrno Vermeille is a Financial Advisor at Merrill Lynch Wealth Management with 14 years of experience in the financial industry. Smyrno focuses on helping clients transform new wealth into lasting, generational prosperity through strategic business building, retirement planning, and legacy‑focused financial guidance. His client focus areas include college education planning, family wealth management strategies, institutional investment consulting, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, and retirement income. A lifelong entrepreneur and business owner, Smyrno brings a blend of analytical precision, scientific curiosity, and a competitive, sports-driven mindset to his client relationships. He designs data-driven and personalized strategies to ensure alignment with clients' long-term goals and real-world opportunities. Smyrno holds the Personal Investment Advisor (PIA) designation and earned his High School Diploma from Apopka High School.

Alexandra Chase is a financial advisor with Edward Jones, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, she worked at Sunset Mesa School for several years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated proprietary products, supported by a nationwide network of more than 23,000 financial advisors.

Justin Crawford is a financial advisor at Edward Jones in Albuquerque, NM, holding a Series 66 designation. He joined Edward Jones in 2025 and previously worked for ten years at Sandia National Labs. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Zachary Diaz is a financial advisor with Merrill in Albuquerque, NM, holding a Series 66 designation and bringing one year of industry experience. His career includes roles at Bank of America and Wells Fargo. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Spencer Okada is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2007, advancing through various roles before assuming his current position in 2018. His career at Fidelity includes experience as a Financial Consultant, Investment Representative, and Financial Representative in multiple capacities. Throughout his tenure, Spencer has worked closely with clients to develop financial plans tailored to their goals. He emphasizes listening and understanding clients' priorities, fostering relationships based on trust and open communication. His long-standing experience at Fidelity has given him insight into navigating clients through varying market conditions.

Luke Bodewes is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked previously at Equitable Advisors and Parish Oil. Outside of finance, he has experience with outdoor adventure companies and education roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery using proprietary fundamental research combined with quantitative analysis and systematic methodologies.

Carlo Sanchez is a financial advisor with Primerica Advisors in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Michael Kiefer is a financial advisor with LPL Financial based in Albuquerque, NM, holding Series 63 and Series 65 licenses and totaling 25 years of industry experience. His career includes roles at OSAIC, Signator Investors, Inc., and a long-standing involvement with Mark Napolin. Kiefer has also been engaged in business activities related to Mark J. Napolin & Associates. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on delivering diverse investment strategies through a network of investment adviser representatives.