Mariana Zanin Ferreira Zuanetti is a financial advisor with UBS Financial Services in Santa Fe, NM. She holds the Series 66 designation and has seven years of experience at UBS, along with prior roles at Sherwin-Williams and Sedgwick Claims Management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Antonio Lopez is a financial advisor with Wells Fargo Clearing in Santa Fe, NM, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill. Outside of his advisory work, he is the author of a travel memoir focused on national parks. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

Justin Medrano is a financial advisor with Morgan Stanley in Santa Fe, NM, holding a Series 66 credential and 15 years of industry experience. His prior work includes roles at Bank of America, Merrill, and UBS Financial Services. Outside of his advisory duties, he serves as a volunteer on the Board of Directors for the Santa Fe Symphony and as Chair of the Business Council for the Museum of New Mexico Foundation. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a global investment committee for portfolio modeling.

Susan Hall is a financial advisor with Charles Schwab in Santa Fe, NM, holding Series 65, 66, and 63 licenses and 20 years of industry experience. Her career includes roles at Merrill, RBC Capital Markets, City National Bank, and Caliber Home Loans. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Daniel Merians is a financial advisor with UBS Financial Services in Santa Fe, NM, holding a Series 66 designation and 28 years of industry experience. He has worked with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

David Wharram is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has worked at LPL Financial since 2017 and previously held positions at Bank of America, Merrill, and Felix Group Inc. Outside of his advisory work, he is involved in property management through Felix Property Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

John Vazquez is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he provides guidance and strategies tailored to the needs of his clients. He holds a Bachelor's Degree from the College of William & Mary, which supports his professional foundation. Further details about his experience, areas of expertise, and personal interests were not provided.

Larry Stoerner is a Series 66 licensed financial advisor with 27 years of experience, currently associated with Merrill in Santa Fe, New Mexico. His career includes 15 years at Bank of America, N.A., alongside his tenure at Merrill since 1999. Outside of his advisory work, he serves as Chairman of the Board of Elders for the Immanuel Evangelical Lutheran Church in Santa Fe. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Kelly Barrows is a financial advisor with UBS Financial Services in Santa Fe, NM, holding a Series 66 designation and two years of industry experience. Prior to joining UBS in 2023, Kelly held various roles including positions at Liberty Tax and outdoor recreation organizations. Outside of advisory work, Kelly has been involved with Barrows Investment Properties and Great American Eclipse. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary capital market assumptions and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management, offering a broad range of differentiated services including futures commission merchant operations and affiliated banking programs.

Robert Joseph is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera since 2017, following roles at Los Alamos National Bank and LPL Financial. He also operates Enchantment Wealth Management as a DBA for Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management services and access to both affiliated and unaffiliated third-party managers.

Manuel Monasterio is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in delivering comprehensive wealth management services, focusing on advanced strategies such as tax planning, asset preservation, executive compensation, stock options, business planning, retirement planning, charitable giving, and estate planning. Manuel began his financial services career in 2002, with roles including Financial Advisor and Branch Manager at Wachovia Securities and A.G. Edwards & Sons. He joined UBS in 2008, where he deepened his expertise in financial planning and obtained the Certified Exit Planning Advisor® designation. He holds the CPWA® designation from The Investments & Wealth Institute®, earned through training at The University of Chicago Booth School of Business. Additionally, Manuel maintains Series 3, 7, 9, 10, and 66 FINRA registrations, as well as life and long-term care insurance licenses. Born in Bilbao, Spain, Manuel graduated from Duke University. He resides in Santa Fe with his wife and two children. Outside of work, he enjoys fly fishing, tennis, and gourmet cooking.

Jessica Bicoll is a financial advisor with LPL Financial in Santa Fe, NM, holding CFP® and ChFC® designations and possessing 26 years of industry experience. She previously worked at Valic Financial Advisors and Merrill before joining LPL Financial in 2012. Outside of her advisory role, she contributes approximately 10 hours per month to Ute 66 Live, a non-investment related activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by research and technology tools.

Jason Harsh is a financial advisor affiliated with Merrill Lynch Wealth Management. As a Certified Private Wealth Advisor® professional, he works with families and business owners to align their values and goals with purpose. His client focus areas include college education planning, family wealth management strategies, institutional investment consulting, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, socially responsible and values-based investing, tax minimization, and retirement income. Jason's dedication to financial planning began early in his career as a banker, inspired by helping a woman with schizophrenia regain stability through financial oversight. This experience motivated him to provide profound financial advice centered on his clients' needs. He approaches his practice by collaborating compassionately and honestly with clients to plan for retirement and legacy in alignment with their values. He holds professional designations including Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Manager Advisor (RMA). Jason earned a High School Diploma from Mayfield High School. His community involvement includes participation with Casa Solano Pool, Junior Achievement, and Toast Masters. Outside of his professional life, he enjoys camping, hiking, music, rock climbing, singing, spending time with family, traveling, watching movies, and yoga.

Patrick Flanagan is a financial advisor with OSAIC, holding a Series 63 designation and bringing 36 years of industry experience. He previously worked at FSC Securities Corporation for 27 years and has managed Abacus Tax Company since 1990. Flanagan is also the owner and manager of Abacus Tax Company, a tax preparation business. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, employing various asset-allocation tools and portfolio management options.

John Rochester is a financial advisor with Morgan Stanley in Santa Fe, NM, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and tailored financial planning supported by firm-approved tools and analyses, managing approximately $2.74 trillion in client assets.

Alfredo Ochoa Luna is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at Amazon and The Club at Las Campanas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Carolyn Ives is a financial advisor at Stifel with seven years of industry experience. She holds the Series 66 designation and previously worked at Thornburg Securities Corp and The Trust for Public Land. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach uses a proprietary methodology developed by its Investment Strategy Group that incorporates forward-looking capital market assumptions and probabilistic modeling.

John Macukas is a Certified Financial Planner (CFP®) with 25 years of industry experience, currently serving as a financial advisor at Stifel. He worked at UBS Financial Services for 20 years before joining Stifel in 2020. Macukas is involved in community service as a member and chair of the Arts Committee for the Rotary Club of Santa Fe and holds board and finance leadership roles at the Museum of New Mexico Foundation. Stifel serves a diverse client base including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and planning analyses that support client decision-making.

Marcus Seabock is a financial advisor with LPL Financial in Santa Fe, NM, holding a Series 66 designation and 27 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Morgan Stanley and its affiliated entities from 2000 to 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Robert Caine is a financial advisor at Stifel with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including BlackRock, Invesco, Thornburg Securities, and OppenheimerFunds. Caine serves on the board of the Albuquerque Public Schools Education Foundation. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s proprietary investment methodology combines forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.