Melissa Dean is a Series 66-registered advisor with LPL Financial in Albuquerque, NM, with a combined 13 years of experience at Legacy Financial Group and Voya Financial Advisors alongside her current role since 2022. She has worked in the financial advisory industry since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, including access to third-party asset management and institutional platforms, supported by technology tools for operational and research purposes.

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 specializes in individual equity investing and wealth management planning, focusing on helping clients achieve their financial goals through informed decision-making and leveraging Merrill Lynch's extensive resources. Jeff joined Merrill Lynch Wealth Management in 2014, bringing a decade of consumer banking experience and three years in human resources management. His role emphasizes business and relationship management, where he maintains and grows the business model while expanding client relationships. Jeffrey's expertise includes 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) designation, as well as Personal Investment Advisor (PIA) credentials. Jeffrey is also involved in professional organizations such as the Albuquerque Community Foundation Social Giving Club, the FBI Citizens Academy (Class of 2017), and serves as a Popejoy Hall Board Member.

Jonathan Stcyr is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 2006 and develops financial strategies and manages client portfolios focused on their specific objectives. His approach includes incorporating estate planning services and liability management alongside investment advice to provide comprehensive financial guidance. Jonathan holds a Bachelor of Arts degree in American History from the University of New Hampshire. Before joining Merrill Lynch, he taught in the US and South America. He has been responsible for the local financial advisor training program for six years and holds several professional designations, including Certified Plan Fiduciary Advisor®, Chartered Retirement Planning Counselor™, and Chartered Retirement Plans Specialist™ from the College for Financial Planning Institutes Corp. Jonathan is also a Senior Vice President. Outside of his professional role, Jonathan is involved with the Moriarty Rotary Club. He and his wife, Jessica, are parents to two children, JP and Rosalie. Jonathan enjoys travel, playing soccer, and following New England and Boston sports.

Christopher Guillen is a financial advisor with Morgan Stanley in Albuquerque, NM, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methods such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and provides services under both direct client and corporate financial planning agreements.

Clarence Hughes is a financial advisor with UBS Financial Services in Albuquerque, NM, holding Series 63, 65, and 66 licenses and possessing 13 years of industry experience. His prior roles include positions at Wells Fargo NA, REDW Wealth LLC, BOK Financial Securities, Inc., and Allspring Global Investments, LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research and model-based asset allocations to tailor plans to client goals. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Rosalind Milloy is a financial advisor with Morgan Stanley in Albuquerque, NM, holding a Series 66 designation and 10 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Milloy serves as a board member of The Life Center Foundation, a nonprofit focused on youth in Santa Fe, New Mexico. Morgan Stanley Wealth Management offers advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning arrangements.

Oumar Niang is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. He previously worked at Wells Fargo for 11 years before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research, quantitative analysis, and algorithmic methods. The firm serves a diverse client base and maintains formal advisory roles for multiple registered investment companies.

Julio Marquez is currently serving as an Investment Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he worked as a Planning Consultant at Fidelity Investments from 2022 to 2026 and as a Relationship Manager there from 2021 to 2022. His earlier experience includes positions at Edward Jones as a Client Relationship Specialist from 2019 to 2021 and as a Financial Advisor from 2018 to 2019. Julio also gained experience at Fidelity Investments in various capacities including Work Place Planning and Advice (2017-2018), Retirement Brokerage Services and HSA Trader (2015-2017), and Financial Representative (2014-2015). Born and raised in Albuquerque, Julio focuses on helping his community plan for their financial future. He emphasizes the importance of listening to clients and creating financial plans with their goals in mind, maintaining trust and open communication throughout the relationship.

Nathan Wilkes is a financial advisor with Edward Jones in Albuquerque, NM, holding a Series 66 designation and with 16 years of industry experience, all at Edward Jones since 2010. Outside of his advisory role, he is an owner of a rental property in Belen, NM. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,000 financial advisors.

Cory Robbins is a financial advisor with RBC Capital Markets in Albuquerque, NM, holding a Series 66 designation and having 20 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, implementing tailored strategies through a combination of in-house and third-party investment managers.

Bryan Sarracino is a financial advisor with LPL Financial in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His work history includes roles at LPL Financial since 2021 and more than two decades at Waddell & Reed, Inc. He is also involved with Worth Financial Planning and has experience with various insurance carriers. 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 third-party asset management, supported by a broad platform combining advisory and non-advisory financial activities.

Mary Fowler is a financial advisor with Primerica Advisors in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her prior work includes roles at East Mountain Physical Therapy, Fresquez Companies, and Wharff Lackey Accounting. In addition to her advisory role, she has been involved with Spring Creek Designs since 2010. Primerica Advisors is a large-scale institution serving primarily individual investors along with corporate and charitable clients through a wrap-fee asset management program that uses model-delivery strategies managed by unaffiliated asset managers.

Camry Perez is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Primerica Advisors, Camry has held various roles across multiple industries, including healthcare, retail, and finance. Outside of financial advising, Camry is involved with Open Skies Health Care. Primerica Advisors serves primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and provides trade execution and custody support through BNY Mellon Advisors and Pershing.

David Contreras is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation and has prior work experience at firms including UBS Financial Services and JP Morgan Chase. Outside of financial advising, he works part-time as a ramp agent for United Airlines. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, supported by multi-asset model portfolios and a centralized operational structure.

David Gallagher is a financial advisor with LPL Financial in Albuquerque, NM, holding a Series 63 designation and bringing 43 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 1997. Outside of his advisory role, Gallagher is involved with Gallagher & Associates LLC, a business entity for tax and investment purposes. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Lindsey Marlowe is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors, LLC. Outside of her advisory role, she has been involved with Scentsy since 2010. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes discretionary options, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Elaine Darnell is a financial advisor at Merrill with 22 years of industry experience and a Series 66 designation. She has been with Merrill since 1993. Outside of her advisory role, she is an organizer of Hound Haven LLC, a family-run dog and cat boarding and grooming business in New Mexico. 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 plans, corporations, and charitable organizations.

Julianna Chance is a financial advisor with LPL Financial in Albuquerque, NM, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL Financial in 2025, she worked at Nusenda Federal Credit Union and CUSO Financial Services, LP, with earlier roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. She also serves as a notary public for Nusenda Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment solutions supported by both proprietary and third-party resources.

Jose Villa is a financial advisor with Fidelity in Albuquerque, NM, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Merrill for three years. Outside of advising, he is also self-employed as a mechanic. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering portfolio management and fund advisory through a process that combines fundamental research with quantitative and algorithmic methods.