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.

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.

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.

Gregory Zanetti is a financial advisor with Zanetti Financial, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Zanetti Financial since 2015. Zanetti Financial provides tailored investment supervisory services to individuals, trusts, and retirement-plan trustees. The firm employs a value-oriented, actively managed investment approach that includes equities, fixed income, ETFs, and inverse funds, with portfolios reviewed quarterly and managed with discretion unless clients specify restrictions.

Connie Lee is a CFP® and CFA® professional at Lakeridge Wealth Management LLC with one year of industry experience. Prior to joining Lakeridge, she worked for National Technology & Engineering Solutions of Sandia, LLC for 14 years. 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 fundamental analysis and a long-term orientation, serving a range of clients including high-net-worth individuals.

John Onesti is a CFP® professional with 18 years of industry experience. He is currently with John Moore & Associates Inc, where he has been since 2023. His prior work includes roles at Fidelity Investments, Fidelity Brokerage Services, LLC, and GWFS Equities, Inc. John Moore & Associates is a registered investment adviser offering financial planning and discretionary portfolio management to individuals, high-net-worth clients, foundations, and institutions. The firm utilizes proprietary quantitative equity models and diversified strategy portfolios, including Biblically Responsible Investing upon client request.

Jude Gleason is a CFP® professional with 31 years of industry experience, currently serving at REDW Wealth LLC since 2021. Prior to joining REDW Wealth, he worked at Century Bank and First American Bank. REDW Wealth LLC provides financial planning, investment advisory, and wealth management services to a broad client base including individuals, pension plans, trusts, charitable organizations, small businesses, Native American tribes, and government entities. The firm emphasizes strategic asset allocation with tactical adjustments and operates as a fee-based advisor, leveraging its affiliation with REDW LLC, a certified public accounting firm, for coordinated tax and advisory services.

Brian Cochran is a financial advisor at John Moore & Associates Inc with 20 years of industry experience. He holds a Series 66 designation and has been with John Moore & Associates and Raymond James Financial Services since 2013. In addition to his advisory role, he is a co-author with his partner John Moore. John Moore & Associates is a registered investment adviser serving individuals, high-net-worth clients, foundations, and institutions with financial planning and discretionary portfolio management. The firm employs quantitative equity models and multi-blend asset allocation strategies, offering a range of portfolio approaches including concentration in dynamic equity, managed bond portfolios, income-focused and alternative models, and values-based Biblically Responsible Investing options.

Walt Benson is a financial advisor at Zanetti Financial, LLC in Albuquerque, NM, with four years of industry experience. He holds a Series 65 designation and previously operated Walt Benson Consulting and worked at FootPrints Home Care. Outside of his advisory role, he is involved in management consulting. Zanetti Financial, LLC provides tailored investment supervisory services to individuals, trusts, and retirement-plan trustees, focusing on deep value fundamental analysis and inflation protection through actively managed portfolios that include equities, fixed income, ETFs, and inverse funds. The firm manages a large asset base with a small advisory team and offers discretionary asset management alongside non-securities advisory work.

Antonio Pacheco is a financial advisor at Thurston Springer Advisors with 23 years of industry experience. He holds a Series 66 designation and previously worked for Phillips Capital Advisors, Inc. and T S Phillips Investments Inc. for 20 years. He also operates a personal branding business under AP Capital Management, Inc. Thurston Springer Advisors serves a diverse client base including individuals, corporations, and institutions, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs various investment strategies such as Tactical Momentum and Earnings Momentum, managing accounts primarily on a discretionary basis.

Kimberly Taylor is a financial advisor at The Wealth Consulting Group with four years of industry experience. She holds a Series 66 designation and has teaching roles at the University of New Mexico and Rice University. Additionally, she is president of The Kimberly Corp, which offers workshops on better communication. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporations, charities, trusts, and estates. The firm employs a tailored investment process that integrates fundamental, technical, macroeconomic, and quantitative analysis across multiple platforms and offers fiduciary services as well as legal-service integration through advisor-attorneys and third-party referrals.

Marilyn Evans is a CFP® with 39 years of industry experience, currently with Sowell Management. She has worked at Veritas Independent Partners and WFG Investments Inc. Her outside activities include serving as managing member of LAUX Evans and Associates, LLC, doing business as Harvest Moon Wealth Advisors, which involves business management and insurance sales. She is also a Notary Public. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm employs a multi-branch independent-contractor model with over 100 advisors and offers a range of investment management, planning, and consulting services using mutual funds, ETFs, and individual securities across multiple investment styles.

Todd Strasser is a financial advisor with Buck Wealth Strategies, LLC, holding a Series 66 credential and 15 years of industry experience. His prior roles include positions at Wells Fargo, Northwestern Mutual, and Bank of the West. He is currently active with several affiliated entities, including Madison Avenue Securities and E.A. Buck Financial Services. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down, tactical asset allocation approach with a relative growth/value framework, primarily investing in equities, ETFs, and fixed income.

Patrick Romero Jr. is a financial advisor at Madison Avenue Securities, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MIRAU Capital Management and Allstate Insurance Company. In addition to his advisory role, he is involved in insurance and fixed annuity sales and service through MIRAU Capital Management and Advisors Excel. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management, financial planning, and consulting services through multiple account platforms and employs various investment analysis and allocation strategies.

Michael Enriquez is a financial advisor at Kingsview Wealth Management, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2012 to 2020. Enriquez also serves as president of Striving For Alpha Wealth Management, an LLC related to his compensation arrangements. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning and portfolio construction with model-based and separately managed strategies, offering a broad range of investment instruments and access to alternative investments.

Kevin Brown is a financial advisor with The AmeriFlex Group in Albuquerque, NM, holding the ChFC® designation and a Series 63 license. He has 40 years of industry experience, including tenure at Cambridge Investment Research and SagePoint Financial. 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, and retirement plan consulting, delivering customized strategies via model asset allocations and discretionary or non-discretionary manager relationships.