Kelsea Soles is a financial advisor with Wells Fargo Clearing holding Series 63 and Series 65 licenses. She has one year of experience in advisory roles at Wells Fargo and previously operated a self-employed business for ten years. 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.

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.

Christopher Cates is a financial advisor with RBC Capital Markets in Albuquerque, NM, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at RBC Capital Markets since 2009 and previously at City National Bank from 2020 to 2025. Cates serves on the boards of Manzano Day School and the UNM Lobo Club, which supports fundraising for the University of New Mexico's athletic department. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored advisory programs with a range of portfolio management and financial planning services.

Evan Mccormick is a financial advisor with Raymond James Financial in Albuquerque, NM, holding Series 63 and Series 65 credentials and six years of industry experience. His prior experience includes seven years at Fidelity Brokerage Services LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal and public-finance advisory services.

Stephen Becker is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CUSO Financial Services, L.P. for 26 years before joining LPL Financial in 2025. Becker is also affiliated with Pinnacle Financial Solutions, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of investment options including model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Carl Eckelman is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services for 24 years before joining RBC in 2022. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Desiree Stewart is a financial advisor with RBC Capital Markets in Albuquerque, NM, holding Series 63 and Series 66 licenses and one year of industry experience. Her prior work includes roles at City National Bank, Central New Mexico Ingenuity, Central New Mexico Community College, Sandia National Labs, and Gap Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs with customizable portfolio management and financial planning services.

Dona Walton is a Certified Financial Planner® with 30 years of industry experience. She has been with Ameriprise since 2005, currently serving as a financial advisor in Santa Fe, NM. Ameriprise provides retirement-income planning services aimed at clients approaching or in retirement, typically with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Megan Cunningham is a CFP®-certified financial advisor with LPL Financial, based in Albuquerque, NM. She has seven years of industry experience, including multiple tenures with LPL Financial and prior work with Legacy Investment Designs. Outside of her advisory role, she has been involved in direct sales through SeneGence International, a multi-level marketing company, since 2017. 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, utilizing research-driven model portfolios and third-party management alongside various strategic investment options.

Stephen Essington is a financial advisor with Ameriprise in Albuquerque, NM, holding the CFP® and Series 66 designations and has 12 years of industry experience. Prior to joining Ameriprise in 2022, he worked at BancWest Investment Services and Bank of the West. He serves on the board of directors for Adelante, a nonprofit organization. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income and tax-aware withdrawal strategies. The firm utilizes investment research, third-party data, and algorithmic tools to support its recommendations within a defined investment universe.

Mark Beeman is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing experience that dates back to the start of his financial career in 2008. Prior to transitioning to finance, he spent 12 years as an educator in the Roswell area. He is a lifelong resident of New Mexico, having grown up in Carlsbad, and holds a Bachelor of Science in Social Studies with an emphasis in History from Eastern New Mexico University in Portales. Mark specializes in working with clients to identify their primary financial goals, including education funding, tax minimization strategies, and retirement planning. He focuses on developing tailored strategies aimed at building, managing, and preserving wealth for clients now and for future generations. He holds the Chartered Retirement Planning Counselor (CRPC) designation from The College for Financial Planning Institutes Corp. and also holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Mark enjoys spending time outdoors and partakes in activities such as boating, golfing, hiking, running, and skiing. He and his wife, Kate, have two children, Bailey and Cameron, and enjoy traveling.

Trey Sorenson is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and one year of industry experience. His work history includes roles at MML Investors Services, MassMutual Life Insurance, Northwestern Mutual, and Fidelity Investments. Mass Mutual Investors Services, LLC 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, using firm-approved software to develop client recommendations without discretionary authority.

Amy Heinzelman is a financial advisor at Morgan Stanley with two years of industry experience. She previously worked at Merrill for two years and spent over a decade at First Tractor Company Limited. Outside of her advisory role, she is the sole proprietor of Inn Harmony LLC, a property management business in New Mexico. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Melanie O'Callaghan is a Series 66-licensed financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Seth Ingersoll is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 22 years of industry experience. He has worked with Premier Wealth Management Group, LLC since 2008 and NEXT Financial Group, Inc from 2008 to 2020. Ingersoll is also an insurance agent specializing in life, health, disability, and long-term care insurance. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party money managers.

Sarai Ordonez is a financial advisor at Morgan Stanley in Albuquerque, NM, holding Series 63 and Series 65 licenses with three years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA, accumulating over a decade of experience in the financial services sector. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, providing tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling in its financial planning process.

Shane Lucero is a financial advisor with Charles Schwab in Albuquerque, NM, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. His prior work includes roles at Edward Jones and Fidelity Investments. Charles Schwab serves 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 and discretionary investment guidance, supported by an integrated structure that includes brokerage, custody, and cash-sweep services.