Angelo Burns is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Valic Financial Advisors, Waddell & Reed, and Merrill. Outside of financial advising, Burns is the owner of King Orchard 2.0, a farming business. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Aaron Navratil is a financial advisor with Thrivent Investment Management in Albuquerque, NM. He holds a Series 66 designation and has one year of industry experience. Prior to entering the financial services field, he served 20 years in the US Navy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning across a broad range of topics, allowing clients to combine planning with managed-account services under a consolidated billing option.

William Reardon is a financial advisor at Morgan Stanley in Albuquerque, NM, with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its affiliates since 2019, following prior roles at Sidley Austin LLP and Georgetown University. Reardon is also a partner in The Eklund Fund, LLC, an investment venture involving agriculture, construction, and real estate. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside broader investment and financial product services.

Frank Borja is a Financial Advisor with Merrill Lynch Wealth Management. He works with accomplished professionals, entrepreneurs, and families, helping them simplify the complexities of their financial lives by implementing tailored strategies. Frank is involved in areas such as family wealth management, legacy planning, philanthropic planning, personalized retirement planning, socially responsible investing, tax minimization, and retirement income strategies. Prior to joining Merrill Lynch, Frank led Executive MBA programs at the University of New Mexico and managed large-scale assessments for Albuquerque Public Schools. These experiences enhanced his skills in listening, communication, organization, and guiding clients through complex decisions. He emphasizes understanding each client's family, priorities, and vision to develop personalized financial strategies that reflect their individual goals. Frank holds a Bachelor's Degree from Florida Atlantic University and a Master's Degree from the University of Southern California. He also holds the Personal Investment Advisor (PIA) designation. Outside of work, he spends time volunteering in the community and enjoys activities such as biking, golfing, hiking, hunting, music, pickleball, spending time with his family, traveling, and yoga.

Craig Nova is a financial advisor with Morgan Stanley in Albuquerque, NM, holding a Series 66 credential and three years of industry experience. His prior work includes roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, as well as positions in the food and hospitality sectors. Outside of financial advising, he serves as Culinary Team Lead for The Flavor Experience, an annual food industry conference. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, with services offered in both retail and institutional markets.

Sridhar Yarlagadda is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo entities since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of advisory services including investment policy development, performance reporting, and participant education. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its offerings.

Cameron Clark is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and has worked previously at firms including CUNA Mutual Group, CUNA Brokerage Services, Clark Financial Services, Merrill, and Morgan Stanley. In addition to his advisory work, he is also a tax preparer and owner of a tax preparation business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Aprilyn Chavez Geissler is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has previously worked at Farmers Financial Solutions and Farmers Insurance Group and is also involved in independent insurance agencies and various other business ventures. Geissler serves on several boards, including the UNM Alumni Association Finance Committee, National Association of Insurance and Financial Advisors, New Mexico Sports Hall of Fame, Women in Financial Services, and a private foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual clients, retirement plans, charitable organizations, and trusts through a network of independent financial professionals. The firm offers financial planning, investment management, and retirement advisory services using a variety of portfolio management strategies, including proprietary models and third-party solutions, tailored to client objectives across multiple platform arrangements.

Adam Coffing is a financial advisor with LPL Financial in Albuquerque, NM, holding a Series 66 credential and nine years of industry experience. He has been associated with LPL Financial and National Planning Corporation since 2017. Previously, he was involved with Copper Pointe Church from 2006 to 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Hanah Viator is a Wealth Management Advisor with Merrill Lynch Wealth Management. She began her career at Merrill in 1996 after graduating from the Kelley School of Business at Indiana University in 1995. Hanah has relocated from Illinois to New York, where she currently resides with her wife and three children. With experience spanning college education planning, executive compensation, family wealth management strategies, and retirement income, Hanah brings clarity and partnership to her clients’ financial lives. Her approach emphasizes simplifying complexity, organizing financial information, and creating disciplined processes to support smarter decision-making and better outcomes. She listens carefully to understand clients’ values and goals, aligning recommendations with their unique circumstances. Hanah holds several professional designations, including Certified Divorce Financial Analyst (CDFA), CERTIFIED FINANCIAL PLANNER™ (CFP), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She completed her high school education at St Viator and earned her bachelor's degree from Indiana University. Outside of her professional work, Hanah and her family support organizations such as Junior Achievement, Saratoga Arts, and The Leukemia & Lymphoma Society.

Logan Lippert is a financial advisor with Mass Mutual Investors Services in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with MML Investors Services LLC and MassMutual Life Insurance Co since 2014. Mass Mutual Investors Services 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 programs, emphasizing annual, collaborative planning engagements using firm-approved analytical tools.

Bruce Seligman is a financial advisor with Morgan Stanley in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 55 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside his advisory role, he is involved in land speculation partnerships focused on long-term raw land holdings in Rio Rancho, New Mexico. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery and modeling tools in its planning process.

Julian Rivera is a financial advisor at Ameriprise with six years of industry experience. He previously worked at LPL Financial LLC and Kirtland Federal Credit Union. Rivera holds the Series 66 designation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Hans Egenes serves as Vice President and Financial Consultant at Fidelity Investments. He works closely with clients to develop customized wealth strategies based on a comprehensive planning process. His approach involves aligning financial decisions with clients' long-term goals to assist them in building, preserving, and transferring wealth through tax-efficient investing. Hans has extensive experience at Fidelity Investments, holding various roles since 2016. His progression includes positions as Financial Representative, Workplace Participant Services Team Lead, Relationship Manager, Investment Consultant, Financial Consultant, and his current role as Vice President and Financial Consultant. Outside of his professional work, Hans enjoys attending concerts, fitness activities, golfing, exploring food, and playing musical instruments.

Melissa Salazar is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has held prior roles with Cetera Investment Services and AmeriLife of California. Outside of finance, she has worked as a server at Fleming’s Prime Steakhouse and Wine Bar for several years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment advisory services, including discretionary and non-discretionary strategies, tax-efficient services, and operates under a fiduciary standard.

Pierce Hemphill is a Financial Advisor with Merrill Lynch Wealth Management, specializing in college education planning, personal retirement planning, portfolio management services, and retirement income. He serves individuals and families, helping them develop personalized financial strategies that align with their unique goals and priorities. Pierce leverages over five years of experience in the financial industry to provide thoughtful and strategic advice aimed at long-term success. He holds a Bachelor of Arts in Financial Management from the University of New Mexico and is a Chartered Retirement Planning Counselor™ (CRPC™) and Personal Investment Advisor (PIA). In his role as a Senior Portfolio Advisor, Pierce manages custom investment strategies on a discretionary basis, selecting from a wide range of Merrill Lynch model and third-party portfolios. He emphasizes building meaningful client relationships and bringing simplicity and transparency to the complexities of financial planning. Outside of his professional work, Pierce enjoys outdoor activities such as camping, fishing, golfing, hiking, skiing, and traveling. He is engaged and shares his home with his fiancée and their dog, Bigfoot. Pierce is also involved in his community through organizations including Joy Junction and Road Runner Food Bank.

William Schifani is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS since 1992 and holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored financial plans.

Joshua Lai is a financial advisor with Fidelity Investments, holding a Series 66 credential and beginning his advisory career in 2026. Prior to joining Fidelity, he held roles in technology and service industries, including positions at SAP Ariba and AT&T. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to design model portfolios. The firm also serves as an advisor to multiple registered investment companies and applies systematic methodologies combined with oversight controls to address conflicts of interest.

Sabrina Perez is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and eight years of industry experience. She has been with Wells Fargo Clearing Services LLC since 2018 and has worked at Wells Fargo Bank NA since 2013. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Robert Finch is a financial advisor with Cetera and holds Series 63 and Series 65 licenses. He has 22 years of industry experience and has previously worked with firms including Avantax, Allstate Financial Services, BBVA, and Valic Financial Advisors. Outside of his advisory role, Finch works as a cardiovascular technician at UNM Hospitals. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a variety of portfolio management options and oversees more than $256 billion in assets across over 10,000 advisors.