Travis Dixon is a financial advisor with Navy Federal Investment Services, LLC in El Paso, TX, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. His prior roles include positions at J.P. Morgan Chase, NYLife Securities, Madison Avenue Securities, and Mirau Capital Management. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily uses managed advisory programs with third-party portfolio managers on the Envestnet platform, supported by an investment committee that conducts due diligence and quarterly reviews.

Michael Houghton is a financial advisor with M HOLDINGS SECURITIES, Inc. in El Paso, TX, holding the Series 63 and Series 66 designations and 14 years of industry experience. He has been with M HOLDINGS and Houghton Financial Partners since 2014. Outside of advisory work, he serves on the board of trustees for the Hospitals of Providence East Campus and is a board member at WestStar Title. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent firms and financial professionals, offering a range of advisory and brokerage services including discretionary and non-discretionary investment management, retirement plan consulting, and financial planning.

Kenneth Hewitt Sr. is a financial advisor with Consolidated Portfolio Review Corp in El Paso, TX, holding a Series 63 designation and having 33 years of industry experience. He has worked at Vanderbilt Securities, LLC and Western International Securities, Inc., and owns Hewitt Planning Services, a fee-based investment and insurance business he has operated since 1994. Consolidated Portfolio Review Corp serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans, offering managed accounts, financial planning, and access to third-party advisors. The firm employs strategic asset allocation with fundamental and technical analysis and integrates a network of affiliated financial entities and service providers within its platform.

Jorge Trevino is a financial advisor at Gradient Securities, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Prima Insurance and Wealth Management, LLC, Quest Capital Strategies, Inc., and Trev Corp Financial Services. He is also involved with Prima Insurance and Wealth Management as an insurance agent. Gradient Securities, operating as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to individuals and various business entities. The firm combines SEC-registered advisory services with broker-dealer activities and often uses third-party managers in its investment approach.

Ernesto Mendoza is a financial advisor with Blackridge Asset Management, LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include Edward Jones and Securities America. Outside of advisory work, he operates a retail business selling new and used watches online. Blackridge Asset Management serves individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations through customized financial planning and investment management. The firm utilizes a network of investment adviser representatives and employs a range of strategies including discretionary portfolio management, model portfolios, and access to third-party managers.

Charles Dodds is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at Edward Jones, U.S. Bancorp Investments, and Merrill. Beyond his advisory role, Dodds serves as Vice President on the board of the PDN Children's Development Center, a nonprofit supporting children with autism and other learning disabilities. Madison Avenue Securities provides investment advisory and brokerage services to individual and high-net-worth clients, including pension consulting and services for charitable institutions. The firm offers discretionary and non-discretionary portfolio management through multiple platforms and uses a variety of investment vehicles to tailor client portfolios.

Ma Palacios De Hernandez is a financial advisor at BBVA Global Wealth Advisors, Inc. with 15 years of industry experience. She holds a Series 66 designation and has worked at several firms including PNC Investments and BBVA Securities Inc. She is also involved with BBVA Global Wealth Insurance, Inc. as an insurance agent, referring clients and receiving referral fees. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm uses a combination of strategic and tactical asset allocation, leveraging BBVA S.A.’s fund research and third-party models to construct portfolios comprising mutual funds, ETFs, UCITS, structured products, and individual securities.

Erika Marin is a financial advisor with Strategic Financial Concepts, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at LPL Financial since 2012. In addition to her advisory role, she is a commissioned notary and holds licenses for life, disability, and long-term care insurance. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to individuals, plans, trusts, charities, and businesses. The firm offers discretionary investment management using model portfolios and third-party managers, with a notable focus on insurance-related activities alongside traditional investment solutions.

Enrique Hernandez Jr. is a financial advisor with Independent Wealth Network, Inc. He holds a Series 66 designation and has 25 years of industry experience. His prior roles include positions at Emerson Equity LLC, APA-CIA LLC, Midland National Life Insurance, and Guardian Life Insurance Company. Outside of advisory work, he is involved in managing a family rental property through an LLC formed with his brother. Independent Wealth Network serves a diverse client base including individuals, trusts, pension plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and access to third-party managers and model portfolios, tailoring investment strategies to client goals and risk tolerances.

Moises Flores is a financial advisor with PNC Wealth Management in El Paso, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes roles at Edward Jones, TD Ameritrade, and Scottrade. He has also served as co-director for the 2026 Men's ACTS Retreat and was the owner of a non-investment business, Smart Goals Indoor Sports. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available via invitation to employees with PNC Bank online credentials. The firm employs approved model strategies using mutual funds and ETFs, with portfolio implementation delegated to third parties and an emphasis on algorithm-driven enrollment and risk assessment.

Victor Gomez is a financial advisor with Valic Financial Advisors who holds Series 63 and Series 66 licenses and has 26 years of industry experience. His prior roles include positions at Legend Advisory Corporation, Legend Equities Corporation, Lincoln Investment, and Agia. Outside of investment advisory, he is also an agent for non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning services through a large network of advisors. The firm uses discretionary unified managed accounts with Envestnet’s platform and provides tax-aware and ESG overlay options.

Charles Dodds Jr. is a CFP® and ChFC® with 40 years of industry experience. He is currently with Commonwealth Financial Network and co-owns Dodds Wealth Management Group LLC. His prior experience includes seven years at Raymond James & Associates. Commonwealth Financial Network is a national registered investment adviser that supports approximately 2,950 advisors and their clients by providing advisory programs, technology, and operational support. The firm offers a range of portfolio management options, including discretionary model portfolios and personalized indexing strategies.

Matthew Turner is a financial advisor with First Command Advisory Services in El Paso, TX, holding Series 63 and Series 65 licenses. He has two years of industry experience and previously worked at Keller Williams as a realtor, where he continues to assist clients in buying, selling, or renting properties alongside his advisory role. His background also includes positions at Sprint and the University of Texas at El Paso. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs utilizing model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Pablo Magdaleno Carlos is a financial advisor with Eagle Strategies (NY Life) in El Paso, TX, holding the ChFC® designation and Series 63 and 66 licenses. He has 10 years of industry experience and has been associated with New York Life Insurance Co. since 2014. Pablo serves on the boards of several local nonprofit organizations, including the Children's Grief Center of El Paso and El Paso Children's Hospital Foundation, where he holds leadership roles and participates on finance committees. Eagle Strategies serves a wide range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types, primarily managing assets on a non-discretionary basis and maintaining fiduciary responsibilities to retirement investors.

Jonathan Kronmiller is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank NA. He is based in El Paso, TX. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning, serving a large participant base relative to its adviser count.

Elizabeth Ruvalcaba is a financial advisor at Commonwealth Financial Network with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Dodds Wealth Management Group, Wells Fargo Advisors, Morgan Stanley, and Charles Schwab. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Rodolfo Valdez is a financial advisor with Eagle Strategies (NY Life) based in El Paso, TX. He holds Series 63 and Series 66 credentials and has three years of industry experience. Prior to his current role, Rodolfo worked at Money Tree Holdings and Jaguar Land Rover El Paso, among others. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives, with a significant focus on non-discretionary assets and fiduciary responsibilities to retirement investors.

Leigh Bloss is a financial advisor at VOYA Financial Advisors, Inc. with 27 years of industry experience. He has been with VOYA Financial Advisors since 2014, following prior roles at Voya Financial Partners, LLC and Valic Financial Advisors. Bloss serves as the immediate past chairman of the El Paso Community Foundation, a community nonprofit organization. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm utilizes investment policy statements, model portfolios, and technology-enabled tools to support both discretionary and non-discretionary investment management across a large network of representatives.

Courtney Craig is a financial advisor at First Command Advisory Services with one year of industry experience. She holds Series 63 and Series 65 licenses and has prior work experience at Blake Brothers Service Corporation and H.C. Blake Company. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, delivering investment management through centralized teams and Wealth Portfolio Managers who select preapproved third-party managers.

Luis Navarro is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His work history includes roles at Agia, Swbc Investment Services LLC, SWBC Investment Company, Valic Financial Advisors, and CUNA Brokerage Services, Inc. He is also involved with Agia as an agent offering non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and consulting services through a large network of advisors and manages discretionary unified managed accounts using Envestnet’s platform and third-party UMA model managers.