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.