Rodolfo Valdez is a financial advisor with Eagle Strategies (NY Life) based in El Paso, TX. He holds Series 63 and Series 66 credentials and has three years of industry experience. Prior to his current role, Rodolfo worked at Money Tree Holdings and Jaguar Land Rover El Paso, among others. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives, with a significant focus on non-discretionary assets and fiduciary responsibilities to retirement investors.

Leigh Bloss is a financial advisor with VOYA Financial Advisors, Inc. in El Paso, TX, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he has served as immediate past chairman of the El Paso Community Foundation, a local nonprofit organization. VOYA Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers various services such as financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, with a significant portion of assets managed on a non-discretionary, recommendation-based basis.

Courtney Craig is a financial advisor at First Command Advisory Services with one year of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Blake Brothers Service Corporation and H.C. Blake Company. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, with investment decisions managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Luis Navarro is a financial advisor with Valic Financial Advisors in El Paso, Texas, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Valic Financial Advisors since 2010 and also has roles at SWBC Investment Company and SWBC Investment Services LLC since 2014. In addition to his advisory work, Navarro serves as an agent for non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors and implements discretionary unified managed accounts using Envestnet’s platform and third-party model managers.

Edward Daffron is a CFP® professional with 22 years of industry experience, currently serving at First Command Advisory Services in El Paso, TX. He has been with First Command in various capacities since 2003. Outside of his advisory role, he owns a business entity established as a pass-through for certain payments from First Command. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporations, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team to oversee portfolio construction and manager selection.

Joel Hernandez is a financial advisor with VOYA Financial Advisors, Inc. in El Paso, TX, holding Series 63 and Series 66 licenses. He has 27 years of industry experience and has been with VOYA since 2014. Outside of his advisory role, he participates in team roping competitions and operates a horse boarding business. VOYA Financial Advisors serves a broad range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting through multiple program structures, often delivering non-discretionary advice.

Ismael Casillas Cuellar is a Series 66 licensed financial advisor with Eagle Strategies (NY Life) based in El Paso, TX. He has two years of industry experience, having held previous roles at Lincoln Financial Advisors, Northwestern Mutual, and New York Life Insurance Company. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Elizabeth Dipp Metzger is a financial advisor with Eagle Strategies (New York Life) based in El Paso, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been affiliated with Eagle Strategies since 2011 and also maintains roles with Crown Wealth Advisers, LLC d.b.a. Crown Wealth Strategies. Beyond her advisory work, she serves on the boards of the S.A.M. Foundation, Young President's Organization, El Paso Children's Hospital Foundation, United Way, and volunteers on the CFP Ethics Hearing Panel. Additionally, she owns a juice company, PUR Pressed Juice. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types, focusing primarily on non-discretionary asset management and tailoring advice to client objectives and plan sponsor criteria, operating within an integrated New York Life affiliate structure.

Richard Ahumada is a financial advisor at Lincoln Investment with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with firms including Capital Analysts, Woodbury Financial Services, Questar Capital Corporation, and PRUCO Securities. Outside of his advisory role, he owns Southwest General Merchandisers, a business involved in the sale of his own paintings, jewelry, and other arts and crafts. Lincoln Investment serves individuals—including high-net-worth clients—charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan services, utilizing both strategic and tactical investment approaches supported by an Investment Management & Research team.

Tiffany Harrison is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and two years of industry experience. She has worked across multiple Ameritas entities since 2020 and also serves as an office manager at Ameritas Financial Center and Barth Financial. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable insurance subaccounts, with advisory relationships supported by an Investment Committee and third-party partners.

Inaam Ziyadeh is a financial advisor with Principal Financial Services in El Paso, TX, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His work history includes roles at Ethos Financial, Principal Securities Inc., Graham Capital Strategies LLC, and Principal Life Insurance Company. He also serves as a council member of the Dental Dean's Council, which supports community engagement and expands dental services for underserved populations in the Borderplex region. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions, utilizing promoter and referral arrangements alongside ongoing client reviews.

Anualita Mbarusha is a financial advisor at Transamerica Financial Advisors with a Series 66 designation and experience beginning in 2022. She has previously worked at WFGIA, Veterans Affairs, and Walgreens. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party models. The firm operates as both a registered broker-dealer and RIA, providing fee-based programs and commission-based products.

Javier Zubiate is a financial advisor with Eagle Strategies (New York Life) based in El Paso, TX. He holds Series 63 and Series 66 licenses and has seven years of industry experience. Prior to joining Eagle Strategies, he worked at Charles Schwab and New York Life Insurance Company. Outside of advising, he is a board member of the El Paso Estate Planning Council and is an owner of a family heating, ventilation, and air conditioning business. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement plan advisory services. The firm offers a variety of program types and emphasizes tailoring recommendations to client goals, operating primarily on a non-discretionary asset management basis within the New York Life affiliate structure.

Carlos Veytia is a financial advisor with Primerica Advisors based in El Paso, TX. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Since 1997, he has been affiliated with Guardian Life Insurance Company of America and has worked at Park Avenue Securities since 2004. Outside of his advisory role, he is involved in selling insurance products other than Guardian Life Disability Insurance. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing various investment strategies through proprietary and third-party platforms.

Zoe Derr is a Series 66-licensed advisor at Transamerica Retirement Advisors, LLC with three years of industry experience. Her prior roles include positions at Equitable Advisors and Transamerica Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering various managed advice programs and investment education services that emphasize asset allocation and retirement guidance. The firm employs proprietary software and model portfolios developed by Morningstar Investment Management to support its portfolio construction and advice delivery.

Jonathan Frederick is a financial advisor with Empower Advisory Group in El Paso, TX, holding Series 66 and Series 63 licenses. He has two years of industry experience, including roles at Empower Advisory Group, Empower Financial Services, ADP Broker-Dealer, and Charles Schwab. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as select retail clients. The firm’s integrated services emphasize long-term portfolio returns and annual rebalancing within plan lineups determined by plan sponsors.

Jordan Nelson is a financial advisor with First Command Advisory Services in El Paso, TX, holding a Series 66 credential and eight years of industry experience. Prior to joining First Command Financial Planning in 2017, he served in the U.S. Army from 2014 to 2017. Nelson has a membership interest in Ironsides TX, LLC, which manages administrative functions for the First Command El Paso District. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs delivered through a centralized Investment Management Team and Wealth Portfolio Managers who construct and manage model portfolios from prescreened fund and manager selections.

Guillermo Cintron is a ChFC® credentialed financial advisor with 24 years of industry experience. He is currently with Eagle Strategies and has been associated with New York Life and its affiliated entities since 2012. Based in El Paso, TX, he has served clients across various financial planning and investment management needs. Eagle Strategies serves a diverse client base, including individual investors, retirement plans, and institutional clients. The firm provides a range of advisory services that incorporate insurance and annuity products, emphasizing tailored solutions primarily delivered on a non-discretionary basis.

Jason Faras is a financial advisor with First Command Advisory Services in El Paso, TX, holding a Series 66 designation and three years of industry experience. Prior to his advisory career, he served in the United States Army for 23 years. Outside of his advisory work, he co-manages a residential rental property with his wife. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to select and monitor model portfolios and third-party managers.

Parrish Feimster is a financial advisor at Empower Advisory Group with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Empower, he held roles at several companies including GF Auto Sales, The Savings Group, and Debt Blue. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.