Charles Pettitt is a financial advisor with Primerica Advisors in Las Cruces, NM, holding Series 63 and Series 65 licenses and having five years of industry experience. He has been with Primerica Advisors since 2020 and has prior experience with Primerica Financial Services dating back to 2017. Outside of his advisory role, Pettitt manages two short-term rental properties as an Airbnb host and operates an online eBay store specializing in sports collectibles. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-based investment strategies supported by unaffiliated asset managers.

Samuel Michnovicz is a financial advisor at Ameriprise with 12 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors for 11 years before joining Ameriprise in 2022. Outside of his advisory role, he has been involved with Cattle Baron, Inc., where he performs various customer service and maintenance tasks at a restaurant. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach integrates investment research, third-party data, and algorithmic tools overseen by an internal committee.

Isaac Urbina is a financial advisor with Wells Fargo Clearing in Las Cruces, NM. He holds Series 65 and Series 63 designations and has experience working at Wells Fargo Bank, Family First Life, and Misters Car Wash. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines in-house research with third-party analytics to provide brokerage and advisory solutions across a wide range of financial products.

Charles Wagner is a CFP® with 32 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2010. He has been associated with Cambridge Investment Research since 1999. Outside of his advisory role, Wagner is the president of the Sertoma Club of Las Cruces and operates Wagner Financial Services, providing tax preparation and financial counseling to active and retired military personnel. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a variety of portfolio management and model-based solutions.

Molly Bekken is a financial advisor with Morgan Stanley in Las Cruces, NM, holding a Series 66 designation and seven years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank since 2019. Outside of her advisory role, she serves as a board member and heads the Art Committee for the Progress Club, a local nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and market insights.

Taylor Gobble is a CFP® professional with 11 years of industry experience, currently serving at Stifel since 2021. Prior to Stifel, he worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC between 2014 and 2021. He owns and leases farmland in Las Cruces, NM, where he also resides. Stifel serves a wide range of clients, including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Erin Querry is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and has worked previously at SECURITIES AMERICA, Inc., Securities Service Network, Inc., and UHY Advisors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Claud Gobble is a financial advisor at Stifel with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2021, following five years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Outside of his advisory work, his wife operates a short-term rental business in Las Cruces, NM. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Melissa Wagner is a financial advisor with Cambridge Investment Research Advisors in Las Cruces, NM, holding Series 63 and Series 66 licenses and seven years of industry experience. She has been affiliated with Cambridge Investment Research since 2017 and operates Wagner Financial Services, LLC. Additionally, she has worked as an independent contractor providing crowd sourcing and transcription services through Amazon Mechanical Turk. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and estates with financial planning and investment management services delivered by a network of independent professionals. The firm offers a range of portfolio management solutions, including proprietary and third-party strategies, across various platform arrangements tailored to client objectives.

Zachary Sosaya is a Series 66-licensed financial advisor with Merrill, based in Las Cruces, NM, and has three years of industry experience. His prior experience includes roles at Bank of America, Wells Fargo, BKF Management, and Ashworth College. Outside of his advisory work, he is involved in pastoral duties at First Baptist Church Las Cruces, where he manages college outreach and missions ministries. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Zirbel is a financial advisor with Mass Mutual Investors Services, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He previously worked at Cetera and Northwestern Mutual Investment Services, among other firms. Zirbel was involved with NicheGen Stem Cell Research for eight years. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with services structured as annual collaborative relationships using firm-approved analytical tools.

Matthew Smith Sr. is a financial advisor with Edward Jones in Las Cruces, NM. He holds a Series 66 designation and has three years of industry experience. Before joining Edward Jones, he served in the United States Air Force for 11 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors and 15,100 branch offices.

Elizabeth Medina is a financial advisor with Edward Jones in Las Cruces, NM. She holds the Series 66 designation and has 17 years of industry experience. Medina has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nolan Nunley is a financial advisor at Edward Jones in Las Cruces, NM, holding a Series 66 designation. He has one year of industry experience and previously worked in real estate with RE/MAX Classic Realty for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates with a nationwide network of more than 23,000 financial advisors.

Patti Daniels is a financial advisor at Edward Jones in Las Cruces, NM, holding a Series 66 designation and beginning her career in 2024. She previously worked at KDI Wealth Management and was involved with Black Range Outfitters II for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and offers services such as tax-efficient portfolio management and securities-based lending.

Elvira Esparza Bencomo is a financial advisor with Primerica Advisors in Las Cruces, NM, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has been with Primerica Advisors since 2013 and has prior experience at companies including Black Turtle Services and Real Time Solutions. Outside of her advisory role, she is involved in sales of home security and automation products and other home-related services through affiliated companies. Primerica Advisors is a large institution serving primarily individual investors as well as corporate and charitable clients through a wrap-fee asset management program. The firm utilizes model-driven investment strategies managed by unaffiliated asset managers, offering a range of strategic, tactical, tax-managed, and income-distribution models.

Amy Daniels is a financial advisor with Edward Jones in Las Cruces, NM, holding Series 63 and Series 66 licenses and over 24 years of industry experience. She has been with Edward Jones since 1998. Outside of her advisory role, she owns a horse farm, The Mellie V Ranch, and is a part owner of The Lookout in the Black Range, a hunting and recreational services business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Christopher Dulany is a CFP® professional with 21 years of industry experience, currently serving at Edward Jones since 2005. He holds Series 63 and Series 66 licenses. Dulany is involved in community activities as a board member of the Aggie Development Board and serves as Chair of the Investment Committee for the New Mexico State University Foundation Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.