Kelly Famiglietta is a CFP® professional with 27 years of experience in the financial industry. She is currently affiliated with The AmeriFlex Group and has prior experience at Cambridge Investment Research, Sagepoint Financial, Kestra Financial Services, and Charles Stephen & Co. She serves on the boards of the CNM Foundation and NDI New Mexico, and is president of the Retirement Advisor Council. The AmeriFlex Group is an SEC-registered investment adviser that serves individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies through various managed account platforms and ongoing client account monitoring.

Jacqueline Martinez is a financial advisor at Buck Wealth Strategies, LLC with two years of industry experience. She holds a Series 66 designation and has previously worked at firms including Madison Avenue Securities and Raymond James Financial. Outside of her advisory role, her background includes experience with a dessert studio and event company. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a top-down macro investment approach incorporating tactical asset allocation, sector rotation, and options strategies, and often works with outside money managers to implement client portfolios.

Natalie Nelson is a financial advisor at Prospera Financial Services, Inc. with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at PIMCO Investments LLC. Natalie is also employed with PricewaterhouseCoopers, where she works on projects with the Morgan Stanley Global Capital Markets team. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Reed Muehlmeyer is a financial advisor at Sequent Planning, LLC with one year of industry experience. He holds a Series 65 designation and has worked in various roles including accounting at Muehlmeyer PC CPA and positions in retail and hospitality. Muehlmeyer is also a licensed insurance agent offering insurance products alongside his advisory work. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations. The firm employs a structured risk framework and a mix of proprietary and third-party investment models, providing diversified, tax-aware, and fiduciary-focused financial services.

Thomas Crow is a financial advisor at Summit Financial, LLC with 24 years of industry experience. He holds a Series 65 designation and previously operated Crow Financial Advisors for 25 years. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services to suit client preferences.

James Johnson Jr. is a financial advisor with The AmeriFlex Group in Albuquerque, NM, holding Series 63 and Series 66 designations and 20 years of industry experience. His prior roles include positions at Cambridge Investment Research, OSAIC, SAGEPOINT FINANCIAL, and Kestra Financial Services. He has served on the board of TechSource, LLC, and volunteers on the Los Alamos National Laboratory Benefit & Investment Committee. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and over 170 investment adviser representatives. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies through model asset allocations and discretionary relationships.

Wendy Cain is a financial advisor with Founders Financial Alliance, LLC, holding a Series 63 designation and over 41 years of industry experience. She has worked with LPL Financial for more than two decades and previously with Western Community Financial. Based in Albuquerque, NM, Cain has been with Founders Financial Alliance since 2020. Founders Financial Alliance provides discretionary, fee-based investment management and financial planning services to individual and high-net-worth clients, charitable organizations, and corporate retirement plans. The firm employs an evidence-based investment approach tailored to individual goals, utilizing asset allocation, periodic rebalancing, and a mix of strategies including modern portfolio theory and third-party manager solutions.

Hunter Von Unschuld is a CFP® professional affiliated with Royal Fund Management, LLC, with five years of industry experience. He has been with Royal Fund Management and its affiliated dba Fractal Profile Wealth Management since 2020. Outside of advisory work, he is also a licensed independent insurance agent specializing in life and health insurance in Albuquerque, New Mexico. Royal Fund Management serves individual investors, corporations, and retirement plans, offering portfolio management, financial planning, and pension consulting with tailored investment strategies and comprehensive client risk documentation.

Adam Ciepiela is a financial advisor with The AmeriFlex Group and holds a Series 66 designation. He has 17 years of industry experience and has worked at firms including Cambridge Investment Research, Kestra Financial Services, Sagepoint Financial, and Charles Stephen & Company. Outside of his advisory work, he serves on the boards of the Albuquerque Museum Foundation, Junior Achievement of New Mexico, and Capra Bank. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies through model asset allocations, discretionary manager relationships, and multiple custodians.

Brandon Thurgood is a financial advisor with Buck Wealth Strategies, LLC, holding a Series 65 credential and eight years of industry experience. His prior roles include positions at Oxford Wealth Advisors, Townsquare Capital, and Horter Investment Management. Outside of advisory work, he is involved with E.A. Buck Financial Services, offering fixed life, health products, and fixed annuities. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach focused on tactical asset allocation, sector rotation, and growth/value frameworks, and is noted for its use of options strategies and engagement with third-party money managers.

Jerry Todd Jr. is a financial advisor at J.W. Cole Advisors, Inc. in Albuquerque, NM, with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.W. Cole Advisors and J.W. Cole Financial since 2016. Todd is also an advisor for Engage Retirement, focusing on insurance and investment management. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and third-party manager platforms for individuals, high-net-worth clients, and institutions. The firm employs a mix of discretionary and non-discretionary management styles using fundamental and technical analysis, model or manager-based strategies, and digital advice solutions.

Bryan Cantrell is a financial advisor at Mercer Global Advisors Inc. with five years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, LPL Financial, and Square 72 Investments. Outside of advising, he is a passive investor in a commercial real estate project. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm follows a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios and offers a range of investment implementation options alongside financial and retirement planning services.

Daniel Aviles Jr. is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has been with Valic Financial Advisors since 2013 and also holds an agent position with Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Warren Hoppe is a ChFC® and holds a Series 66 license, with 48 years of experience in the financial services industry. He is currently affiliated with Primerica Advisors and has extensive prior experience at Park Avenue Securities and Guardian Life Insurance, where he worked for over two decades. In addition to his advisory work, he is involved in life, health, disability income, and long-term care insurance sales. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, financial planning, and retirement and business consulting, utilizing a mix of proprietary and third-party investment strategies.

Michael Slenes is a financial advisor at Allworth Financial, L.P. based in Albuquerque, NM. He holds a Series 65 credential and has one year of industry experience. Prior to his current role, he has held positions at the University of New Mexico and worked in the hospitality and retail sectors. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm utilizes customized portfolios combining model strategies and third-party sub-advisers, and it manages privately offered funds and a specialized Airline division.

William Fredrickson is a financial advisor with United Planners' Financial Services of America and holds the Series 66 designation. He has 28 years of industry experience and has been affiliated with United Planners since 2007. He is also president of Fredrickson Financial Services PC and operates an independent insurance agency in Albuquerque, NM. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients through a network of independent advisors. The firm utilizes a combination of custodians, third-party money managers, and platform programs to deliver mainly non-discretionary advisory services.

Matthew Keller is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. since 2022. Prior to this, he worked for 18 years at Uasnm, Inc. d/b/a Uas Wealth Advisors. He serves as a trustee on the Albuquerque Academy Endowment Management Committee. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a range of strategies and employs technology to manage held-away employer retirement accounts.

William Davis is a financial advisor with Kestra Advisory in Albuquerque, NM, holding the ChFC® designation and Series 63 and 66 licenses. He has 25 years of industry experience, including prior roles at SII Investments, Inc., and his own firm, Davis Advisory Group, which he has managed since 2001. In addition to his advisory work, he owns Davis Tax Services, LLC, which prepares and reviews tax returns for many of his financial clients. Kestra Advisory Services provides investment advisory and retirement plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm serves a diverse client base, including large institutional investors, and utilizes multiple management platforms and third-party solutions within its supervisory framework.

Jack Hall is a financial advisor with Eagle Strategies (NY Life) in Albuquerque, NM, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been associated with Eagle Strategies since 2006 and has worked at High Point Financial Group, LLC and Lobo Wealth Strategies. His outside business activities include brokering non-registered insurance products through his firms. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm focuses on tailored solutions delivered primarily through non-discretionary management and emphasizes fiduciary responsibilities in its advisory relationships.

Claire Sauerman is a financial advisor at Eagle Strategies (NY Life) based in Albuquerque, NM, holding a Series 66 designation with three years of industry experience. Her prior work includes roles at NYLIFE Securities, Lobo Wealth Strategies, and Mighty Muse Publications. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated representatives. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis.