David Hicks is a financial advisor with Oakmont Advisory Group, LLC in Albuquerque, NM, holding a Series 65 credential and 13 years of industry experience. He has been with Oakmont Advisory Group since 2013 and is also involved with Lowkey Holdings, LLC. Hicks serves on the Board of Directors of Oak Grove Classical Academy, a K-12 private Christian school in Albuquerque. Oakmont Advisory Group provides fee-based financial planning and investment management to individuals, households, trusts, estates, charitable organizations, and business entities. The firm employs a blend of fundamental, technical, and cyclical analysis and utilizes a range of strategies from long-term holdings to shorter-term trading and options.

Ralph Hicks Jr. is a financial advisor with Oakmont Advisory Group, LLC in Albuquerque, NM, holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience and has been with Oakmont Advisory Group since 2011. In addition to his advisory role, he is the managing member of Oakmont Insurance, LLC, an insurance agency he formed in 2005. Oakmont Advisory Group provides fee-based financial planning and investment management services to individual investors, households, trusts, estates, charitable organizations, and business entities. The firm employs a blend of fundamental, technical, and cyclical analysis and utilizes various strategies including long-term holdings, shorter-term trading, and options, supported by third-party model signals and platforms.

Chase Eggleston is a CFA® charterholder and holds a Series 65 license, with eight years of industry experience. He has been with Hurst Capital Management since 2014. Hurst Capital Management is a small advisory firm serving individual and high-net-worth clients, trusts, and retirement plans, focusing on discretionary asset management and retirement plan consulting. The firm employs a tailored investment process that integrates fundamental analysis, various asset-allocation strategies, and ESG criteria, with portfolios reviewed at least quarterly.

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.

Brenton Fewox is a financial advisor at Atlas Capital Management Corp with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Atlas since 2019. Outside of his advisory role, he serves as a bishop at The Church of Jesus Christ of Latter Day Saints, providing counseling and welfare care to members. Atlas Capital Management Corp offers discretionary portfolio management and non-discretionary consulting to individuals, families, trusts, estates, and family businesses through proprietary asset-management programs. The firm manages thousands of client accounts using an active, macro-oriented investment process driven by proprietary indicators and a suite of specialized strategies.

When I was 18, I joined the military. My service in the Air Force for five years provided me with what I’d call an unfair advantage for my work later in the financial industry. My experiences living abroad first in Dhahran, Saudi Arabia during a 1995 Desert Storm tour, then in Fusa, Japan, 1996-1999, both helped me understand life and financial planning, along with the value of a hard-earned dollar. I grew up over there, and my values are strongly rooted in the same ones belonging to my parents, both educators, but also firmly molded by my service to our country and through military discipline. As military, we were tested and challenged, and we persevered in taxing and uncomfortable conditions because we always had a plan. Living in the middle of Fort Bragg, North Carolina, our unit worked directly with the 82nd Airborne Division, specializing in parachute assault operations. As a journeyman, my responsibility was to maintain and ensure the safety of the Hercules C-130, an aircraft known to fly into the eye of a hurricane. While the 82nd stood ready to respond to crisis contingencies anywhere in the world within 18 hours, our job was to make sure they arrived at their destination. We relied heavily on formal flight, maintenance and safety plans. These experiences helped inform my subsequent financial planning career through my appreciation for a well-designed, communicated, and formally written plan. My time in the military also exposed me to certain sources of waste that to me, was not logical. My fellow soldiers were buying clothes as if they were in college. I could not understand why someone needed five pairs of new pants when, on five out of seven days, we were required to wear our military uniform. “No seas codo Jose,” my friend Mike, who was half Puerto Rican, would tell me (slang for “don’t be cheap”). This was also the case with music. My friends all loved to purchase countless CD’s from their favorite musical artists. I was not conditioned to spend money that way. Instead, I used a cassette player and recorded Saturday morning radio on KANW, 89.1, when I visited New Mexico. This was the music I grew up with and what I loved. While living abroad, no amount of clothes, CD’s or stuff could fill my heart like the oldest FM Radio station in New Mexico playing on my “Walkman” portable cassette player. While living in Japan and being single, and I had some down time and I became bored. When I say “bored,” I am reminded of my dad's response to me whenever I told him I felt that way. He would say, “Ok, let's get to work,” and in Japan, that is what I did. I found out about an opportunity to work at a club as a bar-back. Within six months, I was promoted to bartender, then lead bartender. Some nights I would pocket over $100 in tips! I also was being paid $10 per hour which was not bad back then. As a sidenote, I was bartending the night I turned 21, while my friends back home were taking birthday trips to Vegas to celebrate their 21st birthdays. I feel that I earned and saved money while having fun. I believe that money is more of a tool than a luxury, and what my Puerto Rican friend Mike didn’t know is that much of my money was going to purchase the one thing that isn’t manufactured any more except in Hawaii...I wanted land! If Mike had asked me back then, “Why are you working so hard, Jose?” my answer was clear. I always wanted to buy my own piece of land, perhaps many acres in the beautiful New Mexico landscape. While this was my goal as a child, it turned out to be a rather poor investment from a monetary standpoint, yet I was enriched by the experience and education. From that point in my 20s, I understood the discipline and dedication it took to achieve any milestone. One of my jobs after the military, while I was in graduate school, was selling life insurance. After a year, I realized that this was not for me. While I value the importance of insurance, I despised the promotion of products through unscrupulous sales tactics. This was my first indication that financial planning was broken. I worked directly for a legend in the industry who took me under his wing. I learned a lot from him, most of which I did not like. While I won awards and trips, I hated the fractured process. The financial services industry and its legends focus its sales force on selling their product, not on the process or maintenance of financial planning. Since that day, I have been focused on financial planning - the process and fiduciary responsibilities that come with it. I might add that I achieved my certification as a financial planner through arduous work since I’m challenged with dyslexia, but that has never stopped me. Before serving in the military, I grew up in a small community and was raised by a village of less than 200 individuals and two great parents who recently celebrated 52 years of marriage. They had four children of their own, and I am the youngest. My parents were challenged with the loss of my brother when “God zapped him up.” He was the second oldest, and at age 16, was struck by lightning on a baseball field while doing what he loved, playing sports with his friends. I was only 13 at the time. This introduced thoughts about life insurance that impacted me later in my professional life. Through this experience, I learned that catastrophe can happen in an instant. Also, a seed was planted that grew into my interest in risk mitigation planning. While growing up in Glorieta, New Mexico, I worked a few jobs including being a gas station attendant and in yard maintenance for an affluent family in Santa Fe. Presently, when I am not working, I enjoy spending time with my wife Jasmin who is a residential realtor and a loving mother to our three children. We struggled to have kids, with over seven miscarriages which included molar, ectopic, and several with no heartbeats. The eighth tenacious pregnancy led to our first born, a perfect baby girl. We chose to have a home water birth and it was successful. The positive momentum did not stop there. We became doubly blessed with a different type of pregnancy, a twin birth with healthy boys. I love my wife so much for enduring the challenges of motherhood. Jasmin is my biggest fan and my best friend, and she is beyond brave! Before she married me, she completed over 200 jumps from perfectly working planes, including an occasional C-130 and hot air balloons. Now that the twins are walking, life often means going out on adventure with our five fedoras hats on and our two adopted, four-legged kids Sol, Bella and Duke. We are dog lovers and have a soft spot for rescues. Our close friends have referred to us as the Fedorable Five, now with our dogs we are the “Fedorables.” Whenever I can find a little bit of free time, I love to fly fish and get out in nature. I make time weekly for riding my mountain bike despite my hatred for pesky goat thorns that ruin my best tires. If my clients were to talk about me behind my back, I would guess they would say I’m a really nice guy who listens carefully. I’m patient and persistent and I ask a lot of questions, some that made people cry in a good way. They might mention that I’m detailed but I keep things simple. They also look forward to my family newsletter. Any new client who walks in the door can expect to share the identical experience. Read Jose's blog here: https://josevsanchez.com/free-resources

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.

Matthew Kindley is a financial advisor with SJHL Financial Group in Rio Rancho, NM. He holds the Series 65 designation and has recent experience at several firms including Nagel CPA's, LLC and Bohannan Houston, Inc. Matthew’s background also includes roles outside finance, such as working at Turning Point Strength and Conditioning. SJHL Financial Group serves individuals, charitable organizations, pension and profit-sharing plans, trusts, estates, and small businesses. The firm uses a long-term, fundamental-analysis investment approach primarily through a sub-advisor relationship with Focus Partners Advisor Solutions, managing diversified portfolios with low-cost mutual funds and ETFs.

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.