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 24 years of industry experience. He holds a Series 66 designation and has worked previously at Phillips Capital Advisors, UBS Financial Services, and Ameriprise. Pacheco also operates AP Capital Management, Inc., a personal branding investment-related business. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing both buy-and-hold and active investment strategies tailored to client objectives.

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.

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. Buck Wealth Strategies provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, and employer-sponsored plans. The firm employs a top-down macro investment approach with tactical asset allocation and integrates third-party managers and options strategies in portfolio construction.

Edward Lovato is a financial advisor at Integrity Advisory Solutions with two years of industry experience. He holds a Series 65 credential and has a background in law, operating his own legal practice, Lovato Law, PC, since 2017. Lovato also serves as an elected probate judge for Sandoval County Probate Court. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of about 100 independent advisors, offering portfolio management, financial planning, and retirement consulting services with a range of investment approaches and third-party platform integrations.

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 with Kingsview Wealth Management, LLC in Albuquerque, NM, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Edward Jones and Morgan Stanley prior to joining Kingsview in 2020. Enriquez is president of Striving For Alpha Wealth Management, an LLC established to receive compensation from Kingsview. Kingsview Wealth Management is an SEC-registered, multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning and wealth management through a combination of proprietary portfolio models, third-party managers, and 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.

Jed Webb is an Investment Advisor Representative at PFG Advisors with 12 years of industry experience. He has held positions at multiple firms including SECURITIES AMERICA, Inc., Foothill Securities Inc, and Cue Financial Group. Webb maintains dual registrations and operates his own advisory entity, Peter C Webb. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm’s investment approach combines model portfolios and third-party managers, emphasizing macro allocation with index-based ETFs alongside fundamental, technical, and cyclical analysis.

Benjamin Garcia is a financial advisor with BOK Financial Securities, Inc. in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with BOK Financial Securities and its affiliated bank, BOKF, NA, since 2018, following two years at U.S. Bancorp Investments, Inc. Outside of advisory work, he is a co-owner of a commercial property and manages its upkeep. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, institutions, and municipalities. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor contact with firm-provided research, asset allocation, and manager selection.

Richard Nuss is a financial advisor with PFG Advisors in Albuquerque, NM, holding Series 65 and Series 66 credentials and nine years of industry experience. His prior work experience includes roles at United Planners Financial Services, Madison Avenue Securities, Mirau Capital Management, PNC Investments LLC, J.P. Morgan Securities LLC, Robinhood Financial, Td Ameritrade, and Fidelity Brokerage Services LLC. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm delivers its investment approach through a network of representatives who utilize model portfolios and third-party managers, emphasizing macro allocation with index-based ETFs combined with fundamental, technical, and cyclical analysis.

Edward Stone Jr. is a CFP® credentialed financial advisor with 38 years of industry experience. He is currently with The Wealth Consulting Group and has a long tenure at LPL Financial dating back to 1992. 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, and trusts. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways alongside its advisory offerings.

Narendra Tarikere is a financial advisor with The Wealth Consulting Group, holding a Series 66 designation and one year of industry experience. He has previously worked with LPL Financial and has been employed by the University of New Mexico since 2002. He also provides administrative support to WCG Wealth Advisors, LLC. WCG Wealth Advisors, LLC offers fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporations, charities, and trusts. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways alongside its advisory offerings.

Matthew Cano is a financial advisor with PFG Advisors in Santa Fe, NM, holding a Series 66 designation and 24 years of industry experience. His prior work includes roles at Securities America, Cue Financial Group, and Foothill Securities, among others. Cano has been with PFG Advisors since 2018. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and offers access to third-party money managers and platforms.

Brian Mirau is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He is the owner of Mirau Capital Management, Inc., where he has worked since 2011, and has been affiliated with Madison Avenue Securities since 2008. Outside of his advisory work, Mirau serves as a board member and volunteer for Infinite Impact Ministries, an organization that assists troubled youth, and he is a 50% owner of a goat farm. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, consulting, and college-savings services through its network of investment adviser representatives.

Pamela Stanley is a financial advisor at The Wealth Consulting Group with 10 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2014. In addition to her advisory role, she serves as a judge of elections for the Valencia County Bureau of Elections and provides notary public services. The Wealth Consulting Group offers fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process that integrates multiple analytical approaches and provides access to various custodial and third-party platforms, alongside legal-service integration and fiduciary support.

Jon Bell is a financial advisor at Financial Gravity Family Office Services, LLC in Albuquerque, NM, with two years of experience in the industry. He holds a Series 65 designation and has operated Jon Bell CPA, LLC since 2012, where he oversees staff and tax planning. Outside of his advisory role, he manages a CPA practice. Financial Gravity Family Office Services, LLC provides comprehensive financial planning and investment management to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis and frequently employs third-party sub-advisors and model portfolios to implement its strategies.

Cynthia Bleicher is a financial advisor at Gradient Advisors, LLC with seven years of industry experience. She holds a Series 65 designation and has worked at Gradient Advisors since 2019. Concurrently, she owns and operates Enchantment Financial, providing financial and retirement planning as well as insurance services. Gradient Advisors, LLC offers investment management, financial planning, and consulting to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model supported by analytical tools such as the Color of Money Risk Analysis.

Stephen Ciepiela is a financial advisor with The AmeriFlex Group who holds Series 63 and Series 65 licenses and has 46 years of industry experience. His career includes roles at Cambridge Investment Research, Kestra Financial Services, and Charles Stephen & Company Inc., which he founded. He also serves as Vice President of Lobo Development Corp., a volunteer position. The AmeriFlex Group is an SEC-registered investment adviser that serves individuals, corporations, and retirement plans through a broad network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting using model asset allocations and manager relationships, with accounts custodied at multiple major firms.

Joshua Rowe is a financial advisor with The AmeriFlex Group in Albuquerque, NM, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Cambridge Investment Research, Charles Schwab & Co., Bankers Life, and DoorDash. 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, manager selection, and retirement consulting, utilizing customized strategies through model asset allocations, discretionary and non-discretionary manager relationships, and multiple wrap program options.