Amy Nelson is a financial advisor with Gateway Wealth Partners, LLC and holds a Series 66 designation. She has 10 years of industry experience with prior roles at firms including Edward Jones, Private Client Services, and LPL Financial. Nelson provides investment advisory services through Gateway Wealth Partners. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, and wealth management, typically allocating client assets among low-cost, diversified mutual funds and ETFs supplemented by individual securities and independent managers.

Ramona Malec is a financial advisor at Geneos Wealth Management, Inc. with nine years of industry experience. She holds the Series 66 designation and has worked at Geneos Wealth Management and Chalice Asset Management since 2017, following twelve years at Lois Stouffer CFP. Outside of finance, she is an actor and serves as a board member for Scottish Athletics International. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services using a variety of analytic approaches and strategies, with options for discretionary trading and customized portfolios.

Deborah Trouw is a CFP® professional with 19 years of industry experience, currently serving with Kestra Advisory. Her career includes roles at Waddell & Reed, Inc. and Elevation Wealth Partners, where she is founder and CEO. She also serves on the board of The Food Depot, a nonprofit organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education, with a client base that includes large institutional investors.

Natalie Trouw is a CFP®-credentialed financial advisor with seven years of industry experience, currently affiliated with Kestra Advisory. She has held roles at Kestra Investment Services, Elevation Wealth Partners, Waddell & Reed, and Britannia Inc. based in Santa Fe, NM. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors such as sovereign wealth funds.

Stephen Daney is a financial advisor at Brookstone Capital Management LLC with three years of industry experience. He holds a Series 65 designation and has worked at Brookstone Capital Management since 2023, following roles at JD Mellberg Financial and other firms. Outside of advising, he is involved in offering insurance products. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.

James Cahn is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 13 years of industry experience. He has been with Wealth Enhancement and its affiliated entities since 2012. Outside of his advisory work, he serves as a board member for Site Sante Fe, a nonprofit arts organization. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, utilizing a combination of passive and active investment strategies guided by an internal Investment Committee.

Kyle Burns is a financial advisor with Hightower Advisors in Santa Fe, NM, holding a Series 65 designation and 12 years of industry experience. He worked with The Rikoon Group for 10 years before joining Hightower Advisors in 2021. In addition to his advisory role, Burns assists with trust and estate administration services and occasionally acts as an independent agent introducing real estate borrowers to financing sources. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm employs a multi-manager approach, utilizing both affiliated and third-party managers, with a focus on discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

Walter Allen is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 credentials and has 41 years of industry experience. He previously worked at Linsco/Private Ledger Corp. for 20 years before joining Kestra in 2017. Allen operates his own practice, Wally Allen Wealth Management, through which he provides securities recommendations to clients. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm provides a range of services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, supporting its recommendations with due diligence and offering access to multiple management platforms and third-party solutions.

Contessa Archuleta is a financial advisor at Hightower Advisors with eight years of industry experience. She has worked at Hightower Advisors since 2021 and previously at The Rikoon Group from 2017 to 2024. She holds a Series 65 designation. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, combining affiliated and third-party managers with proprietary research and portfolio construction techniques.

Ashley Olivas is a CFP® with three years of industry experience, currently serving as a financial advisor at Savant Wealth Management. She has held roles at Savant since 2020 and also serves in the New Mexico Air National Guard. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, families, charitable organizations, and high-net-worth clients. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.

Austin Webb is a financial advisor with Savant Wealth Management in Santa Fe, NM, holding a Series 65 credential and one year of industry experience. Before joining Savant, he worked at Capitol Bank and held teaching positions at Western Carolina University, Blue Ridge Community College, Rosman High School, and South Medford High School. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement consulting, and family office services. The firm combines evidence-based asset allocation with actively managed strategies and maintains integrated accounting, legal, and trust service affiliates.

Elena De Molina is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Her career includes roles at Impact Health Sharing, Local Insurance Advisors, Berwick Insurance, Liberty Healthshare, and Transamerica Financial Advisors. In addition to her advisory work, she has worked as a freelance media buyer since 2010. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, estates, nonprofits, and corporations. The firm provides a range of advisory and broker-dealer services with proprietary and third-party model portfolios, offering both discretionary and non-discretionary investment programs.

Jeffrey Sand is a financial advisor at Hightower Advisors with 24 years of industry experience. He holds the Series 63 and Series 66 designations and worked at The Rikoon Group for 14 years before joining Hightower in 2021. In addition to his advisory role, he assists in trust and estate administration services and occasionally acts as an independent agent introducing real estate borrowers to financing sources. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, delivering solutions through a network of Advisor Practices. The firm emphasizes manager selection and multi-manager strategies, incorporating proprietary research and a variety of investment vehicles, including mutual funds, ETFs, and alternative investments.

Anita Atencio is a financial advisor at VALIC Financial Advisors with 15 years of industry experience and holds a Series 66 designation. She has been with VALIC Financial Advisors since 2015 and also serves as an agent for non-securities insurance products at Agia since 2022. VALIC Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement plans, offering portfolio management and financial planning services through a large network of advisors. The firm utilizes discretionary unified managed accounts and overlay services to implement investment strategies across a broad client base.

Diana Boyd is a financial advisor at Hightower Advisors with a Series 65 designation and one year of industry experience. She has a background in education, having worked as an adjunct mathematics and statistics professor at the American Public University System since 2010. Hightower Advisors serves a diverse client base including individuals, institutions, and charitable organizations, offering investment advisory and planning services with a focus on manager selection and multi-manager solutions. The firm utilizes a combination of affiliated and third-party managers and employs proprietary research and portfolio construction techniques across various investment vehicles.

Francesca Banci is a CFP® professional with 30 years of experience in the financial services industry. She has worked at Ameriprise Financial Services, Inc. for 28 years before joining Commonwealth Financial Network and LAPIS Wealth Advisory in 2023. She has participated as a speaker on charitable giving for the Santa Fe Friends organization. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting along with operations, technology, and compliance support.

William Mcarthur is a CFP® with 39 years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. since 2018. He previously worked at Geneos Wealth Management, Inc. for 10 years and has operated McArthur & Co Financial Services since 2008. Outside of his advisory role, he is a home-based care provider and the author and owner of the GPS Financial Service System reporting tool. J.W. Cole Advisors is a national SEC-registered investment adviser with over 400 independent representatives, offering portfolio management, financial planning, and access to third-party managers for a diverse client base including individuals, charities, and corporations.

Dotti Graviet is a financial advisor with Morgan Stanley in Santa Fe, NM, holding Series 63 and Series 66 credentials and over 35 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Graviet serves as Treasurer and a member of the finance committee for the Santa Fe Mountain Center, an educational and therapeutic adventure-based program for children, youth, and families. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 supported by firm-approved tools and models.

Keith Fallis is a financial advisor with UBS Financial Services in Santa Fe, NM, holding a Series 66 designation and 25 years of industry experience. He has been with Merrill Lynch since 1999. UBS Financial Services Inc. serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including fee-based financial planning and portfolio management, supported by proprietary research and institutional trading capabilities.

Mary Duncan is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. She has 28 years of industry experience, including eight years at Benjamin F. Edwards & Company and five years with JPMorgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Its approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.