Dalton Herrin is a financial advisor at Lakeridge Wealth Management LLC in Albuquerque, NM, holding a Series 65 designation with two years of industry experience. His prior roles include work at Rocky Mountain Conservancy and operating as a sole proprietor. Lakeridge Wealth Management LLC serves individuals, trusts, estates, businesses, and charitable organizations with discretionary investment management, financial planning, and retirement plan advisory services. The firm uses primarily ETFs and mutual funds to build customized, long-term, fundamentals-based portfolios aligned with clients’ goals and risk tolerance.

Bryan Byrd is a financial advisor at Discipline Wealth Solutions, Inc. He holds a Series 66 designation and has 16 years of industry experience. Prior to joining Discipline Wealth Solutions, he worked for CPR Financial Group and CPR Investments Inc. Byrd is also a self-employed photographer, an activity unrelated to his advisory work. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other registered advisors by providing a range of investment advisory services including managed accounts, sub-advisory relationships, and retirement plan consulting. The firm tailors portfolios to client objectives and risk tolerances, utilizing both in-house management and oversight of third-party managers.

Susan Morrison is a CFP® professional with 22 years of experience in financial advising. She joined AAN Wealth Advisors LLC in 2023 after seven years at Ameriprise. In addition to her advisory role, she operates a law practice focused on estate planning and manages her financial planning business through an S-corporation. AAN Wealth Advisors LLC serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and investment companies by providing investment advisory services, financial planning, and project consulting. The firm utilizes model portfolios managed by an unaffiliated subadvisor and operates a multi-office structure with registrations in multiple states.

Terry Edwards is a financial advisor at Womack Wealth Management, Inc. in Albuquerque, NM, holding a Series 66 designation and with 21 years of industry experience. He was previously with Ameriprise Financial Services, Inc. from 2009 to 2017 before joining Womack Wealth Management. Outside of his advisory role, Edwards is a licensed notary in New Mexico. Womack Wealth Management provides investment management, financial planning, and institutional consulting services to individuals, high-net-worth families, retirement plans, trusts, foundations, and business entities. The firm employs an investment approach based on Modern Portfolio Theory and the Efficient Markets Hypothesis, offering diversified strategies including ETFs, mutual funds, equities, fixed income, and alternative investments, along with family-office style wealth management and outsourced portfolio services.

Joshua Hovda is a CFP® professional with 13 years of industry experience, currently serving at Lakeridge Wealth Management LLC. He previously worked at Cetera Advisor Networks LLC and Private Client Services. Outside of his advisory role, he is owner of a personal LLC that manages his business income and expenses, and he provides financial analysis services at Los Alamos National Laboratories. Lakeridge Wealth Management LLC serves individuals, trusts, estates, businesses, and charitable organizations by offering discretionary investment management, financial planning, and retirement plan advisory services. The firm uses primarily ETFs and mutual funds to build customized portfolios tailored to clients’ goals and risk tolerance, and manages accounts through a long-term, fundamentals-based investment approach.

Pete Henderson is a financial advisor at HS Wealth Partners with 32 years of industry experience. He holds Series 63 and 65 licenses and has worked previously at UBS Financial Services and Cambridge Investment Research Advisors. Henderson is also an independent insurance agent. HS Wealth Partners is a SEC-registered investment adviser serving individual and high-net-worth clients, trusts, and estates. The firm provides discretionary investment management and comprehensive financial planning with a primarily long-term, fundamental investment approach.

Gregory Zanetti is a financial advisor with Zanetti Financial, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Zanetti Financial since 2015. Zanetti Financial provides tailored investment supervisory services to individuals, trusts, and retirement-plan trustees. The firm employs a value-oriented, actively managed investment approach that includes equities, fixed income, ETFs, and inverse funds, with portfolios reviewed quarterly and managed with discretion unless clients specify restrictions.

Angella Welcome is a CFP® with eight years of industry experience, currently serving at Pioneer Wealth Management Group. Her prior experience includes roles at Kestra Investment Services, Dimensional Fund Advisors, and Thornburg Investment Management. Pioneer Wealth Management Group provides financial planning and discretionary portfolio management to individuals, trusts, estates, and small businesses, including pension consulting for small group 401(k) plans. The firm emphasizes long-term, globally diversified portfolios primarily composed of ETFs and mutual funds, with options for factor-based or ESG-focused allocations.

Roger Nagel is a financial advisor with SJHL Financial Group, holding the PFS™ designation and eight years of industry experience. He has worked at Archer Investment Corporation since 2018 and joined both SJHL Financial Services, LLC and Swindoll, Janzen, Hawk & Loyd, LLP in recent years, where he also provides tax advice and accounting services as a Certified Public Accountant. Outside of his advisory and accounting roles, he serves as Managing Director of Hidden Arbor, a farming operation. SJHL Financial Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm focuses on customized, goal-based portfolios with a long-term investment approach using primarily low-cost, diversified mutual funds and ETFs, and operates as a multi-adviser team with outsourced sub-advisory and custodial functions.

Jack Henderson is a financial advisor at HS Wealth Partners in Nashville, TN, holding a Series 65 designation. He began his career at HS Wealth Partners in 2024 and has prior experience at Stifel and other roles outside the financial industry. HS Wealth Partners is a SEC-registered investment adviser serving individual and high-net-worth clients, as well as trusts and estates, offering discretionary investment management and comprehensive financial planning. The firm employs a primarily long-term, fundamental investment approach with portfolios constructed of ETFs, individual equities, and bonds, and provides ongoing portfolio supervision and reporting.

Connie Lee is a CFP® and CFA® currently with Lakeridge Wealth Management LLC, bringing one year of industry experience. Prior to joining Lakeridge, she worked for National Technology & Engineering Solutions of Sandia, LLC for 14 years. Lakeridge Wealth Management LLC serves individuals, trusts, estates, businesses, and charitable organizations with discretionary investment management, financial planning, and retirement plan advisory services. The firm uses primarily ETFs and mutual funds to build customized portfolios based on clients’ goals and risk tolerance, and conducts ongoing due diligence on recommended managers and holdings.

John Onesti is a CFP® professional with 18 years of industry experience. He is currently with John Moore & Associates Inc, where he has been since 2023. His prior work includes roles at Fidelity Investments, Fidelity Brokerage Services, LLC, and GWFS Equities, Inc. John Moore & Associates is a registered investment adviser offering financial planning and discretionary portfolio management to individuals, high-net-worth clients, foundations, and institutions. The firm utilizes proprietary quantitative equity models and diversified strategy portfolios, including Biblically Responsible Investing upon client request.

Jude Gleason is a CFP® professional with 31 years of industry experience, currently serving at REDW Wealth LLC since 2021. Prior to joining REDW Wealth, he worked at Century Bank and First American Bank. REDW Wealth LLC provides financial planning, investment advisory, and wealth management services to a broad client base including individuals, pension plans, trusts, charitable organizations, small businesses, Native American tribes, and government entities. The firm emphasizes strategic asset allocation with tactical adjustments and operates as a fee-based advisor, leveraging its affiliation with REDW LLC, a certified public accounting firm, for coordinated tax and advisory services.

Brian Cochran is a financial advisor at John Moore & Associates Inc with 20 years of industry experience. He holds a Series 66 designation and has been with John Moore & Associates and Raymond James Financial Services since 2013. In addition to his advisory role, he is a co-author with his partner John Moore. John Moore & Associates is a registered investment adviser serving individuals, high-net-worth clients, foundations, and institutions with financial planning and discretionary portfolio management. The firm employs quantitative equity models and multi-blend asset allocation strategies, offering a range of portfolio approaches including concentration in dynamic equity, managed bond portfolios, income-focused and alternative models, and values-based Biblically Responsible Investing options.

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.

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.

Marilyn Evans is a CFP®-certified financial advisor with 39 years of industry experience. She is currently with Sowell Management and has previously worked at Veritas Independent Partners and WFG Investments Inc. In addition to her advisory role, Evans is managing member of LAUX EVANS AND ASSOCIATES, LLC, a business involved in insurance sales and business management, and she also serves as a Notary Public. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm utilizes multiple management styles and offers a range of investment solutions, including model portfolios and third-party manager selections.

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.