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 Series 66-licensed financial advisor with LPL Financial in Albuquerque, NM, with nine years of industry experience. He has been with LPL Financial since 2017 and previously worked at National Planning Corporation during the same period. Outside of his advisory role, Coffing has been involved with Legacy Investment Designs, Inc., a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to model portfolios, third-party research, and various investment strategies.

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 in Albuquerque, NM, holding a Series 66 designation with five years of industry experience. He previously worked at LPL Financial LLC and Kirtland Federal Credit Union. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income planning service focused on dependable 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.

Robert Conaway is a Series 66-licensed financial advisor at J.P. Morgan Securities with six years of industry experience. He has held roles at J.P. Morgan Securities and JPMorgan Chase Bank since 2021, and previously worked at BBVA Securities, BBVA Wealth Solutions, and Thrivent Financial. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Shannon Wamre is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and analysis methods.

Kelsea Soles is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. She has been in the financial industry since 2025 and previously operated a self-employed advisory business for ten years. Soles is based in Albuquerque, NM. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm combines research and analytics with a range of brokerage and advisory solutions and serves clients through a large network of more than 14,000 financial advisors.

Keith Hinds is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 2003. He specializes in comprehensive financial planning, assisting clients in establishing and balancing multiple financial goals, including education, retirement, and wealth transfer planning. As a qualified Portfolio Manager, Keith builds and manages personalized or defined investment strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment options. He also provides discretionary portfolio management through the Firm’s Investment Advisory Program. Keith earned a Bachelor of Arts degree in Public Affairs from George Washington University in 1980. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Special Needs Consultant™ (ChSNC®), and Certified Plan Fiduciary Advisor™ (CPFA®). Before joining Merrill Lynch, he had a career in environmental finance.

Geoffrey Hathhorn is a financial advisor at Charles Schwab with 20 years of industry experience. He holds a Series 66 designation and previously worked at ICMA-RC Services, LLC for 16 years before joining Charles Schwab and Co., Inc. and Charles Schwab Bank. Charles Schwab & Co., Inc. serves a large client base, 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment process.

Karl Schlierf is a financial advisor at UBS Financial Services with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, Morgan Stanley, E*TRADE Securities, and Fidelity Brokerage Services. Outside of his advisory role, Schlierf is involved in real estate through his ownership of Bluebird Real Estate LLC, where he buys, renovates, and manages residential properties. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets capabilities.

Ryan Sexson is a financial advisor with OSAIC based in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior experience includes roles at U.S. Bancorp Investments, Inc. and BBVA-affiliated entities. He serves as treasurer on the board of the New Mexico Museum of Natural History Foundation, a nonprofit charitable organization. OSAIC serves a diverse client base, including individuals, high-net-worth investors, institutions, and charitable organizations, offering integrated brokerage and advisory services supported by advanced asset-allocation tools and multiple third-party platforms.