Jose Villa is a financial advisor with Fidelity in Albuquerque, NM, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Merrill for three years. Outside of advising, he is also self-employed as a mechanic. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering portfolio management and fund advisory through a process that combines fundamental research with quantitative and algorithmic methods.

Cody Bower is a financial advisor with Morgan Stanley in Albuquerque, NM, holding a Series 66 designation and nine years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017, following prior roles at Arvest Wealth Management and Cameron University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide array of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery conversations and approved planning tools, supported by investment committee estimates and scenario modeling.

Jessica Marlowe is a financial advisor with Wells Fargo Clearing in Albuquerque, NM, holding Series 65 and Series 63 credentials and having 13 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Michael Hauger II is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and having 10 years of industry experience. He has been with Wells Fargo firms since 2016. Outside of his advisory role, he serves as an executor for a family estate. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research-driven investment strategies and offers a broad range of brokerage and advisory solutions.

Anna O’Connell is a CFP® with 33 years of industry experience, currently serving at Merrill and Bank of America. She has worked at Merrill since 2007 and at Bank of America since 2010. O’Connell is a committee member of Emerge NM, a nonprofit organization focused on training women to run for office in New Mexico. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Eduardo Pena Molinar is a financial advisor at Wells Fargo Clearing in Albuquerque, NM, holding Series 65 and Series 63 licenses. He has one year of experience in his current role and has previously worked at Wells Fargo Bank and several other firms in various capacities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Vincent Richerson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2022 and previously spent seven years with Wells Fargo Clearing and nine years with Wells Fargo Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm offers services on a non-discretionary basis, applying an ESG eligibility framework and generally recommending approved funds and strategies.

David Bruner is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 65 licenses. Bruner serves on the investment advisory committee for the New Mexico Community Foundation, providing advice on scholarships and grants. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans according to clients' goals and risk tolerances.

Eric Pena is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Thornburg Investment Management and Bank of the West. He is based in Albuquerque, NM. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Joseph Bergamo is a financial advisor with RBC Capital Markets in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at UBS Financial Services Inc from 2009 to 2022 before joining RBC Capital Markets in 2022. He serves on the board of Mandy's Farm, a charitable foundation, where he helps oversee facility maintenance funding. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through a range of advisory programs, offering customized portfolio management and financial planning services that incorporate both in-house and third-party investment solutions.