James Gerwels is a financial advisor with Morgan Stanley in Las Cruces, NM, holding a Series 66 designation and 16 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is also involved as a landlord. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process using firm-approved tools and investment modeling to support client decision-making.

Toby Rue is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 65 and Series 66 registrations and has been with various Morgan Stanley entities since 2004, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques.

Ernest Carlson IV is a financial advisor at Edward Jones in Las Cruces, NM, holding the ChFC® and Series 66 designations with 10 years of industry experience. He has been with Edward Jones since 2016 and concurrently serves as an Executive Officer and Captain/Liaison Officer in the US Army National Guard and Reserves. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. It offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Sheryl Duran is the Resident Director at Merrill Lynch, where she serves as the relationship manager on the JD & Associates team, providing wealth management services tailored to client goals and priorities. She brings her clients simplicity in financial planning by identifying their unique concerns and developing long-term strategies. Sheryl's expertise includes college education planning, corporate executive services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, special needs planning strategies, women and wealth, and retirement income. Sheryl began her career in financial services in 2003 in banking and transitioned to investments in 2006. She joined Merrill Lynch Wealth Management in 2015. Her process involves collaboration with other dedicated professionals to enhance client success. Sheryl holds several professional designations including Accredited Asset Management Specialist (AAMS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her high school diploma from Ramona Convent Secondary School and attended Western New Mexico University and New Mexico State University without completing a degree. Born and raised in Southern California, Sheryl moved to New Mexico in 1995 and calls Las Cruces her home. Outside of work, she enjoys camping, cooking, hiking, knitting and crocheting, music and singing, traveling, and spending time with her husband, Paul, their two sons, and their pug. Sheryl and her family are active in community involvement, participating in organizations such as Boy Scouts, Catholic Charities of Southern New Mexico, United Way, and others, and support local small businesses and the Las Cruces community.

John Jacobs IV is a financial advisor at Merrill with over five years of experience in the industry. He holds a Series 66 designation and has worked previously at Hornbeck Offshore Services and in the United States Navy. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm integrates with Bank of America affiliates to provide a broad capital-markets platform and emphasizes managed account and manager-selection capabilities.

Victoria Salcido is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has prior work experience including self-employment and roles at Maplebear Inc, Sodexo, and Wells Fargo. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and strategies with approximately $1.01 trillion in assets under management and a nationwide network of financial advisors and branch offices.

Jessica Madrid is a financial advisor at Edward Jones in Las Cruces, NM, holding a Series 66 designation with nine years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, Madrid is an owner of a rental property in Virginia Beach, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Andrew Michnovicz is a financial advisor at Ameriprise with 41 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors Financial Network LLC for 12 years. Outside of his advisory role, he organizes and manages Compassion Hands and Feet, a charitable organization focused on education building. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Kimberly Teese is a financial advisor at Edward Jones in Las Cruces, NM, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, she held positions in various companies including the Federal Employee Service Association and US Foods. She serves as a board member for the Friends of the New Mexico Farm and Ranch Heritage Museum, supporting the organization’s educational programs and community activities. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm is notable for its large nationwide network of financial advisors and branch offices, as well as affiliated capabilities beyond advisory services.

John Jacobs III is a financial advisor with Merrill in Las Cruces, NM, holding Series 63 and Series 65 designations and over 40 years of industry experience. He has been with Merrill since 1985 and also has a longstanding association with Bank of America since 2009. Outside of his advisory role, Jacobs owns and manages several rental property businesses and a family-held ranch LLC. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage execution and custody services. The firm’s investment approach includes multiple program strategies and extensive manager selection overseen by its CIO and platform oversight, supported by integration with Bank of America’s broader banking and capital-markets platform.

Ruby Valadez is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. She has 16 years of industry experience, including roles at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. She is based in Deming, New Mexico. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes discretionary options, with a notable range of financial products that extends to insurance-related vehicles and bank deposit sweep programs.

Zachory Eunice is a financial advisor at Edward Jones in Las Cruces, NM, holding a Series 66 credential with one year of industry experience. Prior to joining Edward Jones, he served in the United States Air Force from 2014 to 2021 and currently holds the role of Chief of Munitions with the New Mexico Air National Guard. He is also involved with multiple archery organizations and shops across various states. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm supports a large national network of advisors and offers affiliated services such as trust, mutual funds, and securities-based lending.

Neal Bitsie is a financial advisor with Wells Fargo Clearing in Las Cruces, NM. He holds Series 63 and Series 65 licenses and has been with Wells Fargo since 2025. Prior to his current role, he worked briefly at Lowe's and was involved with the New Mexico State University Foundation. 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 services. The firm’s IPS-driven approach incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Joseph Delamater is a financial advisor with Wells Fargo Clearing in Las Cruces, NM, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for his parents. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Bruce Ball is a financial advisor with Edward Jones in Las Cruces, NM, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Lincoln Heritage Insurance and PTS Office Systems. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Diana Seward is a financial advisor at Edward Jones with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2006. The firm serves over four million individual and institutional clients, providing a range of wealth management services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. Edward Jones operates under a fiduciary standard and has a large national network of advisors and branch offices.

Timothy Gilliam is a CFP® certificant and Series 66 license holder with 10 years of experience, all at Edward Jones since 2016. He is based in Las Cruces, NM. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors and offers a range of discretionary and non-discretionary strategies, including separately managed accounts and affiliated mutual funds.

Brandan Bagwell is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 21 years of industry experience. He has been with Edward Jones since 2012, working in the Las Cruces, New Mexico office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Benda is a financial advisor with Edward Jones in Las Cruces, NM. He holds a Series 66 designation and joined Edward Jones in 2026. Prior to this, he worked in various roles including positions at Mesilla Valley Transportation Solutions, First National Bank, Northwestern Mutual, and served in the United States Marine Corps. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of discretionary and non-discretionary investment strategies through a large network of financial advisors and branch offices.

Rebecca Pinch is a financial advisor with Wells Fargo Clearing in Las Cruces, NM, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, NA since 2012. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.