David Diller is a financial advisor at RBC Capital Markets with four years of industry experience. Prior to his current role, he worked at Sandia National Laboratories for 11 years. He holds the Series 66 designation and also serves as a part-time faculty member teaching Accounting and Financial Literacy at Central New Mexico Community College. Additionally, Diller is active in several nonprofit and community organizations, including board roles with the New Mexico Society of CPAs, the Kiwanis Club of Albuquerque, and the 501(C)PA foundation. 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 provides personalized investment strategies through various advisory programs and integrates a range of in-house and third-party investment managers, offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Renee Gwyther is a CFP® and holds a Series 66 license with over 20 years of industry experience. She is currently affiliated with Cetera and Morada Wealth Partners and has been providing financial services since 2013. Outside of her advisory roles, she is involved in collaborative divorce financial planning and serves as treasurer for the New Mexico Collaborative Practice Group. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services, managing over $256 billion in assets across multiple program structures.

Roosevelt Hernton Jr. is a financial advisor at Primerica Advisors with 33 years of industry experience. He has been with Primerica Advisors since 1992 and has worked at Primerica Financial Services since 1989. In addition to his advisory role, he receives non-investment related compensation through referrals for home security and automation products and loan services affiliated with Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm utilizes third-party asset managers and BNY Mellon Advisors for trading and emphasizes a tiered wrap-fee structure rather than fixed fees.

John Hemphill is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Albuquerque, New Mexico. He works with clients nationwide, advising and managing their wealth through significant life transitions such as preparing for retirement, selling businesses, and establishing and settling estate plans. John and his team help clients create comprehensive wealth plans aimed at achieving personal and family goals. John began his career in finance in the 1970s, initially working on the floor of the Chicago Board of Exchange before joining Merrill Lynch as a financial advisor. He holds a Bachelor's degree from the University of Missouri–St. Louis and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His expertise covers college education planning, family wealth management strategies, retirement income, tax minimization, and legacy planning, among other areas. Outside of his professional work, John enjoys biking, billiards, camping, fishing, golfing, hiking, traveling, and spending time with his family.

Christopher Shibley is a financial advisor with Morgan Stanley in Albuquerque, NM, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Morgan Stanley since 2014 and at Morgan Stanley Private Bank, N.A. since 2018. Outside of his advisory role, he is a sole proprietor involved in art and cultural activities. Morgan Stanley Wealth Management provides financial advisory and planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning through a structured process and a range of investment programs.

Kim Helm is a financial advisor with Merrill in Albuquerque, NM, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked at Merrill since 1998 and with Bank of America since 2011. Outside of his advisory role, Helm serves as an officer for La Tierra Sagrada, a charitable organization where he participates in board meetings, awards scholarships, and recruits members. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Mark Moran is a financial advisor at Edward Jones in Bernalillo, New Mexico, holding a Series 66 designation with eight years of industry experience. He has worked at Edward Jones since 2018 and previously was affiliated with The Harbour Christian Church from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Joshua Aranda is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and two years of industry experience. He has been with Wells Fargo Bank, N.A. since 2016 and has worked at Wells Fargo Clearing since 2023. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Julie Epling is a financial advisor at Edward Jones with 22 years of industry experience. She has held her current role since 2009 and holds a Series 66 credential. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a broad range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Matthew Lamb is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2011 and Charles Schwab Bank since 2013. Based in Albuquerque, NM, Lamb serves clients through Schwab's wealth advisory programs. Charles Schwab & Co., Inc. 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 combines a non-discretionary client relationship model with access to affiliated discretionary separate managed accounts and offers multi-asset model portfolios supported by in-house research.

Trenten Leonard is a financial advisor with Primerica Advisors based in Albuquerque, NM. He holds the Series 63 and Series 65 designations and has experience from roles at several companies including Amazon and Corrales Electric Inc. Leonard has been with Primerica Financial Services since 2021 and with PFS Investments Inc. since 2026. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates on a large scale with thousands of advisors and offices, relying primarily on model-driven strategies managed by unaffiliated asset managers.

Christina Lauderdale is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at RBC Capital Markets and City National Bank. She is also the sole member of Lauderdale Wealth Management, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses detailed analytical tools and risk profiling to tailor investment strategies and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Kevin Miller is a Financial Advisor at Merrill Lynch Wealth Management, serving clients in the Albuquerque area in New Mexico. He has over a decade of experience in the financial services industry and holds the Personal Investment Advisor (PIA) designation. Kevin's professional background includes various positions where he has developed expertise in wealth management and financial planning. Kevin specializes in several areas including college education planning, family wealth management strategies, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, special needs planning strategies, women and wealth, and retirement income. He emphasizes a financial planning process that evaluates clients' current financial status and future trajectory to identify gaps and opportunities. Kevin aims to build strong client relationships based on trust, discipline, and clear, evidence-supported plans. He holds bachelor's degrees in Music Composition and Theory from the University of New Mexico. Kevin speaks English and German. Outside of work, he enjoys baseball, billiards, camping, ice hockey, music, rock climbing, spending time with his family, swimming, traveling, and watching movies.

Julia Cohen is a financial advisor at Morgan Stanley with 37 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Cohen holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm‑approved tools and modeling techniques.

Phillip Prevender II is a CFP® professional with 33 years of experience in the financial industry, currently serving at Raymond James Financial since 2007. He holds additional securities licenses (Series 63 and Series 65) and has been involved in nonprofit finance committees, including board membership at Central New Mexico Community College Foundation and Ronald McDonald House Charities of New Mexico. Outside of his advisory role, he owns and leads Prevender Financial Services, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm employs tailored, non-discretionary consulting that incorporates risk profiling and advanced modeling tools, supporting a broad range of client needs through its extensive advisor network and specialized programs.

John Hagemeyer is a financial advisor at Cetera with 31 years of industry experience. He holds a Series 63 license and has worked at Avantax Advisory Services and Avantax Investment Services, Inc. before joining Cetera in 2025. He also manages his own accounting and tax consulting business, John L Hagemeyer LLC, and serves as a director for the Osuna Property Owners Association, a nonprofit real estate management organization. Cetera Investment Advisers LLC provides a multi-manager platform for independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, using affiliated and third-party managers across various program structures.

Brandon Kling is a financial advisor with Wells Fargo Clearing in Albuquerque, NM, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Outside of his advisory role, he serves as a soccer referee in Albuquerque. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable emphasis on including insurance-related products and bank deposit sweep options within its investment offerings.

Clovis Martin is a financial advisor with Morgan Stanley in Albuquerque, NM, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and the Morgan Stanley Private Bank since 2015. Outside of his advisory role, Martin is involved in residential real estate investment and rehabilitation through his ownership of Real Redhead, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market outcome simulations.

Edwin Lamberty III is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutions, charitable organizations, and public entities, offering financial planning and consulting through various advisory programs with a focus on non-discretionary, client-directed implementation.

Scott Schroeder is a financial advisor with RBC Capital Markets in Albuquerque, NM, holding Series 65 and Series 63 designations and having 16 years of industry experience. He joined RBC Capital Markets in 2020 after working at MIAI, Inc and Maplewood Investment Advisors, Inc from 2016 to 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles and investment preferences.