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.

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® professional at Lakeridge Wealth Management LLC with 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 provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and charitable organizations. The firm delivers customized portfolios using fundamental analysis and a long-term orientation, serving a range of clients including high-net-worth individuals.

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® with 39 years of industry experience, currently with Sowell Management. She has worked at Veritas Independent Partners and WFG Investments Inc. Her outside activities include serving as managing member of LAUX Evans and Associates, LLC, doing business as Harvest Moon Wealth Advisors, which involves business management and insurance sales. She is also a Notary Public. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm employs a multi-branch independent-contractor model with over 100 advisors and offers a range of investment management, planning, and consulting services using mutual funds, ETFs, and individual securities across multiple investment styles.

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.

Michael Enriquez is a financial advisor at Kingsview Wealth Management, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2012 to 2020. Enriquez also serves as president of Striving For Alpha Wealth Management, an LLC related to his compensation arrangements. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning and portfolio construction with model-based and separately managed strategies, offering a broad range of investment instruments and access to alternative investments.

Zachary Sears is a financial advisor with UMB Financial Services, Inc. He holds the CFP® designation and Series 65 license and has one year of industry experience. Prior to joining UMB Financial Services, he worked at UMB Bank for three years and has a background that includes eleven years at T-Mobile. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account solutions and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Julie Flores is a financial advisor at MissionSquare Retirement with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including TIAA, PFG Advisors, and Securities America. Outside of her advisory role, she is a qualifying broker at Flores Realty Group LLC, where she assists clients with real estate transactions. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofits by administering deferred compensation and qualified retirement plans. The firm offers Guided Pathways Advisory Services, which include discretionary Managed Accounts and Fund Advice developed by Morningstar Investment Management using asset-class allocation models and personalized risk assessments.

Kevin Brown is a financial advisor with The AmeriFlex Group in Albuquerque, NM, holding the ChFC® designation and a Series 63 license. He has 40 years of industry experience, including tenure at Cambridge Investment Research and SagePoint Financial. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies via model asset allocations and discretionary or non-discretionary manager relationships.

Melissa Nunez is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with 14 years of industry experience. She holds the CFP® designation and Series 65 license. Prior to joining CliftonLarsonAllen, she worked at Redw Stanley Wealth Advisors and Redw Stanley Financial Advisors. She is also a Principal of CliftonLarsonAllen LLP, the parent firm. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s investment approach emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, with oversight from an Investment Committee, and offers integrated planning by coordinating wealth, tax, estate, and insurance professionals within its parent organization.

Benjamin Garcia is a financial advisor with BOK Financial Securities, Inc. in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with BOK Financial Securities and its affiliated bank, BOKF, NA, since 2018, following two years at U.S. Bancorp Investments, Inc. Outside of advisory work, he is a co-owner of a commercial property and manages its upkeep. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, institutions, and municipalities. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor contact with firm-provided research, asset allocation, and manager selection.

Joshua Durant is a financial advisor at United Capital Financial Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab for seven years. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers a range of services including sub-advisory and consulting, supported by its technology platform FinLife Partners, which also serves independent investment advisors.

Edward Stone Jr. is a CFP® credentialed financial advisor with 38 years of industry experience. He is currently with The Wealth Consulting Group and has a long tenure at LPL Financial dating back to 1992. 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, and trusts. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways alongside its advisory offerings.

Gabriela Chairez Chavez is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Thrivent Investment Management Inc, Fidelity Investments, Bank of the West, and Chipotle Mexican Grill. Thrivent Advisor Network serves individuals, families, businesses, and retirement plans, managing approximately $6.8 billion in assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, emphasizing customized strategies that typically include low-cost diversified mutual funds and ETFs.