Ann Shubert is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Equita Financial Network, Inc. She has worked in various roles including at Waddell & Reed, Inc. and within insurance and financial firms such as Intentional Insurance, LLC and Intentional Finance, LLC. Equita Financial Network, Inc. is an SEC-registered advisory firm that provides comprehensive financial planning and investment management to individual and high-net-worth clients. The firm emphasizes market efficiency and strategic asset allocation, offering discretionary management and a network model that supports investment adviser representatives under independent DBAs.

Bryan Giron is a financial advisor with REDW Wealth LLC in Albuquerque, NM, holding a Series 65 designation and 12 years of industry experience. He previously worked at Better Money Decisions from 2015 to 2023 before joining REDW Wealth LLC in 2024. REDW Wealth LLC provides personalized financial planning, investment advisory, and wealth management services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, Native American tribes, and government entities. The firm emphasizes strategic asset allocation with tactical adjustments, primarily using exchange-traded funds and no-load mutual funds, and operates as a fee-based advisor with coordinated tax and advisory services through its affiliation with a CPA firm.

Jason Mullins is a financial advisor at DAI Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SCF Investment Advisors, Inc. and FSC Securities Corporation. Mullins serves on the board of Triumph Centre @ Bethel and is a financial education instructor with The Society for Financial Awareness. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm utilizes multiple custodial platforms and third-party managers to tailor portfolios according to client objectives and offers ERISA fiduciary and non-fiduciary retirement plan services.

Frances Robinson Bidwell is a financial advisor at Pelican Investment Advisors, LLC with 20 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley/MS Private Bank NA for ten years, as well as at LEVEL FOUR ADVISORY SERVICES, LLC and Level Four Financial, LLC. Outside of her advisory role, she serves as the Endowment Committee Chair for the Women’s Board of the Museum of New Mexico. Pelican Investment Advisors provides investment management and financial planning to individuals, high net worth clients, retirement plans, and businesses. The firm uses a range of strategies tailored to clients' objectives and risk tolerances, including asset allocation and both long- and short-term purchases, and offers discretionary and non-discretionary managed accounts alongside a quarterly subscription retainer program.

Dorine Sanchez is a CFP® professional with 20 years of experience in financial advising. She has been with REDW Wealth LLC since 2015, including its predecessor firm, and holds a Series 65 license. REDW Wealth LLC offers personalized financial planning, investment advisory, and wealth management services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and government entities. The firm emphasizes strategic asset allocation using primarily exchange-traded funds and no-load mutual funds, operating as a fee-based advisor and providing coordinated tax and advisory services through its affiliation with a certified public accounting firm.

Robert Quinlan is a financial advisor at Lakeridge Wealth Management LLC with six years of industry experience. He holds a Series 66 designation and has worked at several firms including Cetera Advisor Networks LLC and Financial Solutions Planning & Investments. Quinlan also serves as a power of attorney and trustee for a family member. Lakeridge Wealth Management LLC is a multi-advisor firm managing approximately $700.5 million for over 1,000 clients. The firm provides discretionary investment management, financial planning, and retirement plan advisory services, building long-term portfolios primarily using ETFs and mutual funds while maintaining flexibility to include other investment vehicles.

Steven Iversen is a financial advisor at Cross State Financial Group LLC with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cross State Financial Group since 2015, with prior roles at Foothill Securities and Crown Capital Securities. In addition to his advisory work, he serves as an enrolled agent assisting with tax preparation and acts as an insurance agent providing fixed insurance, long-term care, and Medicare supplement products. Cross State Financial Group serves individuals, charities, and retirement plans, managing approximately $188 million in discretionary assets through an eight-advisor team. The firm uses fundamental analysis and tactical asset allocation to build portfolios and offers financial planning, discretionary management, and third-party advisor oversight.

James Karberg is a CFP® and holds the Series 66 designation, with 24 years of experience in the financial services industry. He is currently with REDW Wealth LLC and has held prior roles at firms including Avantax Advisory Services and 1st Global Capital. He also engages in the sale and servicing of fixed index annuities as part of his professional activities. REDW Wealth LLC offers financial planning, investment advisory, and wealth management services to a diverse client base including individuals, pension plans, trusts, and Native American tribes. The firm emphasizes strategic asset allocation with tactical adjustments, primarily using exchange-traded funds and no-load mutual funds, and is a wholly owned subsidiary of REDW LLC, a certified public accounting firm.

Travis Flandermeyer is a financial advisor at Lakeridge Wealth Management LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked with Cetera Advisor Networks LLC and Private Client Services. He is the founder of Doctor's Financial Resource, a wealth management practice focused on serving physicians. Lakeridge Wealth Management provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and charitable organizations. The firm delivers customized portfolios using ETFs, mutual funds, and other investment vehicles with a long-term orientation, serving clients through multiple offices and specialist practice lines.

Roman Sandoval is a financial advisor with REDW Wealth LLC in Albuquerque, NM, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. His prior work includes roles at BBVA Securities Inc., BBVA USA, BBVA Insurance Agency, Inc., New York Life Insurance Company, and NYLife Securities LLC. REDW Wealth LLC provides financial planning, investment advisory, and wealth management services to a diverse client base including individuals, pension plans, trusts, charitable organizations, small businesses, Native American tribes, and government entities. The firm emphasizes discretionary asset management with strategic asset allocation and tactical adjustments, primarily using ETFs and no-load mutual funds, and benefits from its affiliation with a certified public accounting firm for integrated tax and advisory services.

Danielle Mutz is a financial advisor at Cross State Financial Group LLC with 24 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Crown Capital Securities, LP, and Foothill Securities Inc. Outside of financial advising, she is a limited partner in Comanche Creek Brewing Company, a family-owned microbrewery. Cross State Financial Group serves individuals, charities, and retirement plans, managing approximately $188 million in discretionary assets. The firm employs fundamental analysis and tactical asset allocation to build portfolios and offers financial planning, discretionary portfolio management, and third-party advisor oversight through an eight-advisor team.

Delano Ponce is a financial advisor at MDRN Capital with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and MML Investors Services, LLC. Outside of his advisory role, he is involved in insurance sales and implementation through MDRN Insurance LLC. MDRN Capital provides discretionary wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines fundamental and technical analysis with a long-term orientation, utilizing a range of investment vehicles and independent managers.

Shae Saxton is a financial advisor with Lakeridge Wealth Management LLC in Albuquerque, NM. He holds a Series 66 designation and has three years of industry experience. Prior to joining Lakeridge, he worked at Fidelity Investments and Flandermeyer Financial, LLC. Outside of advisory services, he is also involved in insurance sales. Lakeridge Wealth Management LLC is a multi-advisor firm managing approximately $700 million for over 1,000 clients. The firm offers discretionary investment management, financial planning, and retirement plan advisory services, utilizing a fundamentally driven approach that emphasizes ETFs and mutual funds while maintaining flexibility to include individual securities and alternative investments.

Philip Messuri is a CFP® with 29 years of experience in the financial services industry. He is currently with Lakeridge Wealth Management LLC in Albuquerque, NM, where he has worked since 2021. Prior to that, he was with Cetera Advisor Networks LLC from 2013 to 2022 and Private Client Services from 2022 onward. Outside of his advisory role, he serves on the board of directors for the Eastern Sandoval Citizens Association and volunteers with the Sandia Peak Ski Patrol. Lakeridge Wealth Management LLC is a multi-advisor firm managing approximately $700.5 million for over 1,000 clients. The firm offers discretionary investment management, financial planning, and retirement plan advisory services, focusing on long-term, fundamentally driven portfolios with a flexible approach to investment vehicles.

Dalton Herrin is a financial advisor at Lakeridge Wealth Management LLC in Albuquerque, NM, holding a Series 65 designation with two years of industry experience. His prior roles include work at Rocky Mountain Conservancy and operating as a sole proprietor. Lakeridge Wealth Management provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and charitable organizations. The firm offers customized portfolios primarily using ETFs and mutual funds with a long-term approach and discretionary trading authority.

Bryan Byrd is a financial advisor at Discipline Wealth Solutions, Inc. He holds a Series 66 designation and has 16 years of industry experience. Prior to joining Discipline Wealth Solutions, he worked for CPR Financial Group and CPR Investments Inc. Byrd is also a self-employed photographer, an activity unrelated to his advisory work. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other registered advisors by providing a range of investment advisory services including managed accounts, sub-advisory relationships, and retirement plan consulting. The firm tailors portfolios to client objectives and risk tolerances, utilizing both in-house management and oversight of third-party managers.

Susan Morrison is a CFP® professional with 22 years of experience in financial advising. She joined AAN Wealth Advisors LLC in 2023 after seven years at Ameriprise. In addition to her advisory role, she operates a law practice focused on estate planning and manages her financial planning business through an S-corporation. AAN Wealth Advisors LLC serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and investment companies by providing investment advisory services, financial planning, and project consulting. The firm utilizes model portfolios managed by an unaffiliated subadvisor and operates a multi-office structure with registrations in multiple states.

Terry Edwards is a financial advisor at Womack Wealth Management, Inc. in Albuquerque, NM, holding a Series 66 designation and with 21 years of industry experience. He was previously with Ameriprise Financial Services, Inc. from 2009 to 2017 before joining Womack Wealth Management. Outside of his advisory role, Edwards is a licensed notary in New Mexico. Womack Wealth Management provides investment management, financial planning, and institutional consulting services to individuals, high-net-worth families, retirement plans, trusts, foundations, and business entities. The firm employs an investment approach based on Modern Portfolio Theory and the Efficient Markets Hypothesis, offering diversified strategies including ETFs, mutual funds, equities, fixed income, and alternative investments, along with family-office style wealth management and outsourced portfolio services.

Joshua Hovda is a CFP® with 12 years of experience in financial advisory. He is currently with Lakeridge Wealth Management LLC and has previously worked at Private Client Services and Cetera Advisor Networks LLC. Outside of his advisory role, he provides financial and business analysis services at Los Alamos National Laboratories. Lakeridge Wealth Management LLC is an SEC-registered, multi-advisor firm managing approximately $700.5 million for over 1,000 clients. The firm offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations, utilizing a fundamentally driven investment approach with a range of portfolio options.

Pete Henderson is a financial advisor at HS Wealth Partners with 32 years of industry experience. He holds Series 63 and 65 licenses and has worked previously at UBS Financial Services and Cambridge Investment Research Advisors. Henderson is also an independent insurance agent. HS Wealth Partners is a SEC-registered investment adviser serving individual and high-net-worth clients, trusts, and estates. The firm provides discretionary investment management and comprehensive financial planning with a primarily long-term, fundamental investment approach.