Shae Saxton is an investment advisor representative with Lakeridge Wealth Management LLC and holds a Series 66 designation. He has three years of industry experience and previously worked at Fidelity Investments and Flandermeyer Financial, LLC. Saxton is also registered as a representative with Private Client Services and is licensed to sell life, disability, and long-term care insurance. Lakeridge Wealth Management LLC serves individuals, trusts, estates, businesses, and charitable organizations by providing discretionary investment management, financial planning, and retirement plan advisory services. The firm primarily uses ETFs and mutual funds to build customized portfolios aligned with clients’ goals and risk tolerance.

Philip Messuri is a CFP® with 30 years of experience in the financial services industry. He is currently with Lakeridge Wealth Management LLC, having worked there since 2021, and has prior experience at Cetera Advisor Networks, Cetera Wealth Services, and National Planning Corporation. Outside of advisory work, he serves on the board of the Eastern Sandoval Citizens Association and is an alumni member of the Sandia Peak Ski Patrol’s investment committee. Lakeridge Wealth Management LLC provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term, fundamentals-based investment approach, constructing customized portfolios using ETFs, mutual funds, and independent managers.

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 PFS™ credentialed advisor with SJHL Financial Group, bringing eight years of industry experience. He has previously worked at Archer Investment Corporation and has a long history with Nagel CPAs, LLC, where he served for 17 years. Outside of his advisory role, Nagel is involved as a managing director in a farming business. SJHL Financial Group provides investment advisory and financial planning services to individuals, trusts, small businesses, and retirement plans. The firm employs a goal-based, long-term investment approach using 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 Certified Financial Planner (CFP®) with 18 years of industry experience. He is currently with John Moore & Associates Inc, where he has worked since 2021. His prior experience includes roles at GWFS Equities, Fidelity Investments, The Mutual Fund Store, One STI Investment Advisors, and TD Ameritrade. John Moore & Associates Inc is a registered investment adviser that offers financial planning and discretionary portfolio management to individuals, high-net-worth clients, foundations, and other institutions. The firm employs proprietary quantitative equity models and a diverse range of strategy portfolios, including equity, fixed income, income, alternatives, and Biblically Responsible Investing, tailored to client objectives and risk tolerances.

Jude Gleason is a CFP® professional with 31 years of industry experience, currently serving at REDW Wealth LLC. His career includes multiple tenures at REDW Wealth, as well as roles at Century Bank, First American Bank, BOK Financial Securities, Inc., and Charles Schwab. REDW Wealth LLC offers personalized financial planning and wealth management services to a diverse client base, including individuals, pension plans, trusts, nonprofits, small businesses, Native American tribes, and governmental entities. The firm emphasizes strategic asset allocation with tactical adjustments using primarily exchange-traded funds and no-load mutual funds, and operates as a fee-based advisor with coordinated tax and advisory services through its affiliation with an accounting firm.

Brian Cochran is a financial advisor with John Moore & Associates Inc in Albuquerque, NM, holding a Series 66 designation and having 20 years of industry experience. He has worked at John Moore & Associates and Raymond James Financial Services since 2013 and was previously with Thrivent Investment Management from 2006 to 2013. Outside of advising, he is a co-author with partner John Moore. John Moore & Associates is a registered investment adviser serving individuals, high-net-worth clients, foundations, and institutions with personalized financial planning and discretionary portfolio management. The firm utilizes quantitative equity models, multi-blend asset allocations, and strategy portfolios across various asset classes, including equity, fixed income, alternatives, and offers values-based screening options such as Biblically Responsible Investing.

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.

Antonio Pacheco is a financial advisor at Thurston Springer Advisors with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Phillips Capital Advisors, UBS Financial Services, and Ameriprise. Pacheco also operates AP Capital Management, Inc., a personal branding investment-related business. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing both buy-and-hold and active investment strategies tailored to client objectives.

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.