Kirk Hudson is a CFA® charterholder and holds a Series 65 license with 23 years of experience in the financial industry. He has worked at Allworth Financial, L.P. since 2022 and previously spent 18 years at Uasnm, Inc. D/B/A Uas Wealth Advisors. Allworth Financial is a fee-based SEC-registered adviser that serves individuals—including high-net-worth clients—qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm uses customized portfolio strategies incorporating model allocations and specialized approaches, including defined-outcome ETFs and options overlays, while also managing privately offered funds and maintaining affiliated businesses such as a broker-dealer and a tax/accounting practice.

Joseph Kopczynski is a Series 63 licensed financial advisor with 23 years of industry experience. He has worked at Allworth Financial, L.P. since 2022 and previously spent 18 years at Uasnm, Inc. D/B/A Uas Wealth Advisors. He is based in Albuquerque, NM. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, including core-satellite, pure-index, and options-based models, and utilizes technology to manage held-away retirement accounts.

Scott Floersheim is a CFP® and PFS™ credentialed advisor with 20 years of industry experience. He currently works at Savant Wealth Management and previously spent 20 years at Meridian Wealth Advisors as well as operating his own accounting firm, Scott Floersheim, Ltd., where he is a CPA. Outside of his advisory role, he dedicates time weekly to managing his accounting practice. Savant Wealth Management serves a diverse client base, including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm offers comprehensive wealth management and financial planning services, combining evidence-based asset allocation with actively managed investment strategies supported by affiliated accounting, legal, and trust services.

Eduardo Saenz Cano is a financial advisor with Kestra Advisory, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Edward Jones, Rinchem, Albuquerque Public Schools, and Apple. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as plan design, compliance testing, fiduciary consulting, and employee education, managing approximately $79.8 billion in assets with a focus that includes large institutional investors like sovereign wealth funds.

Spencer Porter is a financial advisor with TLG Advisors, Inc. based in Albuquerque, NM, holding Series 63 and Series 66 licenses with four years of industry experience. He has previously worked at Fidelity Brokerage Services, LLC. Outside of his advisory role, he owns Benefits With Apex, an insurance sales business. TLG Advisors, Inc. serves a wide range of clients including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, offering both sub-advised portfolios and a direct-to-consumer digital program called Starlight Portfolios.

Scott Covey is a financial advisor with Osaic Institutions, Inc., holding a Series 66 designation and 26 years of industry experience. His career includes roles at LPL Financial, CUNA Brokerage Services, Cuna Mutual Group, Waddell & Reed, and Investment Professionals, Inc. He has also been involved with Del Norte Investment Services. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory and financial planning services, utilizing a hybrid adviser/broker-dealer structure with a distinctive model that includes a lending marketplace and access to alternative investments.

Sol Rascon is a financial advisor with Eagle Strategies (NY Life) in Albuquerque, NM, holding a Series 66 designation and one year of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life, Syndicus Financial LLC, and experience in construction and education sectors. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages most assets on a non-discretionary basis.

Douglas Lindsey is a CFP® with 13 years of experience in the financial industry. He is currently an advisor at Farther and previously worked at The H Group, Inc. and MGM, LLC. Outside of his advisory work, he teaches classes on Social Security, Medicare, cybersecurity, and tax planning at the Osher Lifelong Learning Institute at the University of New Mexico. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

David Michalk is a financial advisor with Osaic Advisory Services, LLC, holding the ChFC® designation and Series 63 and 66 licenses. He has 22 years of industry experience, including roles at Thrivent Investment Management, Waterway Wealth Management, L.L.C., and Triad Hybrid Solutions. Outside of his advisory work, he serves as president of the Alta Vista Town Home Owner Association and holds leadership roles in nonprofit organizations such as the Folds of Honor-New Mexico Chapter and the New Mexico Lutheran Association. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, using a combination of proprietary and third-party platforms.

Phillip Finley is a financial advisor with Eagle Strategies (NY Life) based in Albuquerque, NM, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been associated with Lobo Wealth Strategies since 2007 and with New York Life Insurance and Nylife Securities Inc. since 1995. Finley also engages in insurance brokering activities involving non-registered insurance products outside his advisory role. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working with various institutional sponsors within an integrated New York Life affiliate structure.

Donald Mcdaniel is a CFP® with 15 years of experience in the financial industry, currently serving as an advisor at Allworth Financial, L.P. He previously spent 10 years at Uasnm, Inc. D/B/A Uas Wealth Advisors before joining Allworth Financial in 2022. Allworth Financial is a fee-based SEC-registered adviser providing asset management and financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, and corporate clients. The firm employs a range of investment strategies, including model portfolios and specialized approaches such as buffered equity ETFs and options overlays, and is noted for its ownership structure and specialized divisions like its Airline division.

Nicolas Baker is a financial advisor with Eagle Strategies (NY Life) in Albuquerque, NM, holding Series 63 and Series 66 licenses with nine years of industry experience. He has worked with multiple entities affiliated with New York Life since 2016 and is the owner of Mantis Kung Fu Academy, a martial arts school providing instruction to the public. Baker also serves as a board member of the Parker Center for Family Business, a nonprofit assisting family-owned businesses. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored solutions across various program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Parrott is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Osaic Advisory Services, LLC. His prior roles include positions at Triad Hybrid Solutions, Waterway Wealth Management, Fidelity Brokerage Services, and Thornburg Securities Corp. Outside of his advisory work, he is a director for the New Mexico chapter of Folds of Honor, a nonprofit organization that raises funds for educational scholarships. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, using multiple program models and platforms to tailor portfolios to client needs.

Daniel Cherrin is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates planning services from ongoing discretionary management and acts as adviser to a donor-advised fund within a vertically integrated group that uses affiliated funds.

Daniel Serna is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 credentials, with 11 years of industry experience. His prior work includes roles at Primerica Advisors and Gamestop Corp. Outside of his advisory work, he serves as president of the New Mexico Chess Organization and vice president of finance for the US Chess Federation, both community and charitable board positions. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base, including individuals, retirement plans, corporations, and institutional clients. The firm’s advisory services are provided through independent representatives using a combination of custodians, third-party managers, and platform programs, with a notable emphasis on non-discretionary account management.

Michelle Phillips is a financial advisor at Allworth Financial, L.P. in Albuquerque, NM, with 24 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at multiple firms, including Horter Investment Management, Oxford Wealth Advisors, and Townsquare Capital. Allworth Financial is a fee-based SEC-registered adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, including model-based and options-overlay approaches, and utilizes technology to manage held-away employer retirement accounts.

Angel Ramirez is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials. He has been with Empower since 2026, having previously worked at Wells Fargo and Northwestern Mutual in various roles during the last two years. Ramirez has no prior industry experience before 2026. 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 account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients’ savings rates rather than short-term forecasts.

Michael Ellis is a financial advisor with Mass Mutual Investors Services in Albuquerque, NM, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with MassMutual and its affiliated firm since 2006 and 2007, respectively. Outside of advising, Ellis serves as president-elect and head of the finance committee for the UNM Lobo Club, a nonprofit athletic booster organization. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative annual planning engagements using firm-approved analysis tools, with implementation of recommendations handled through separate brokerage or insurance arrangements.

John Marek is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His background includes roles at CUNA Mutual Group, Cetera Advisor Networks, and Morgan Stanley, among others. Outside of his advisory work, he is a CrossFit coach and operates a home-based car rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

John Strange is a financial advisor with Mass Mutual Investors Services in Albuquerque, NM, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Metlife Securities and Metlife Financial Services. He serves as a board member of Shepherd of the Valley Presbyterian Church. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers specialized programs such as divorce planning and estate settlement services.