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 at VOYA Financial Advisors, Inc. with 27 years of industry experience. He has been with VOYA Financial Advisors since 2014, following prior roles at Voya Financial Partners, LLC and Valic Financial Advisors. Bloss serves as the immediate past chairman of the El Paso Community Foundation, a community nonprofit organization. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm utilizes investment policy statements, model portfolios, and technology-enabled tools to support both discretionary and non-discretionary investment management across a large network of representatives.

Courtney Craig is a financial advisor at First Command Advisory Services with one year of industry experience. She holds Series 63 and Series 65 licenses and has prior work experience at Blake Brothers Service Corporation and H.C. Blake Company. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, delivering investment management through centralized teams and Wealth Portfolio Managers who select preapproved third-party managers.

Luis Navarro is a financial advisor with Valic Financial Advisors in El Paso, TX, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Valic Financial Advisors since 2010 and previously worked at Cuna Brokerage Services, Inc. from 2003 to 2009. Outside of advisory services, he is also involved as an agent for non-securities insurance products. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting through a large network of advisors, utilizing discretionary unified managed accounts and model solutions on Envestnet’s platform.

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., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked with various firms including Voya Financial Partners, Strategic Financial Concepts, Oxford Asset Management, and Valic Financial Advisors. Outside of his advisory role, he participates in team roping competitions and owns a horse boarding business. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes investment policy statements, model portfolios, and technology-enabled tools to manage both discretionary and non-discretionary accounts.

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 with Lincoln Investment in El Paso, TX, holding Series 63 and Series 65 licenses and with 34 years of industry experience. His career includes roles at Capital Analysts, Regulus Financial Group, Woodbury Financial Services, Questar Capital Corporation, and PRUCO Securities. Outside of his advisory work, he owns Southwest General Merchandisers, a business focused on selling his artworks and jewelry. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning and portfolio management supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive strategies, with many client relationships remaining advisor-led and non-discretionary.

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 with multiple Ameritas affiliates since 2020 and serves as an office manager at both Ameritas Financial Center and Barth Financial. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses, using a range of investment options and program platforms.

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 with Transamerica Financial Advisors in El Paso, TX. She holds a Series 66 designation and has experience working with Transamerica Financial Advisors since 2026, as well as with WFGIA and Veterans Affairs. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services through proprietary model portfolios and third-party managers, with discretionary and non-discretionary program options.

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 at Guardian Life with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Park Avenue Securities since 2004. His background includes providing insurance product sales in addition to his advisory role. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides tailored financial planning and consulting through a variety of 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 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Charles Schwab and ADP Broker-Dealer, Inc. He took time off for personal caregiving responsibilities between 2017 and 2019. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s administrative platforms.

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.

Michael Crown is a financial advisor with Empower Advisory Group holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Thrivent Investment Management, NYLIFE Securities, New York Life Insurance Company, and First Command Advisory Services. He served in the U.S. Army from 2017 to 2020 before transitioning to financial services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and integrates closely with Empower’s recordkeeping and administrative platforms.

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.