Tarah Mckenzie is a financial advisor with Commonwealth Financial Network in El Paso, TX, holding a Series 66 designation and 14 years of industry experience. Her career includes roles at Dodds Wealth Management Group, Raymond James & Associates, Charles Schwab, and Edward Jones. She is also involved in fixed insurance sales as a minority part of her business activities. Commonwealth Financial Network is a nationally recognized broker/dealer and SEC-registered investment adviser supporting approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform with access to various managed-account programs, third-party asset managers, and back-office services.

George Benter IV is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with First Command since 2013 across multiple affiliated entities. Outside of his advisory role, he is the CEO of G W Benter Enterprises. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs, delivering investment management through a centralized team that selects and manages model portfolios and third-party managers.

John Meraz is a financial advisor with Centaurus Financial, Inc. in El Paso, TX, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has worked at Centaurus since 2010 and concurrently with GP Graham Capital Management Group Inc and Minnesota Life Insurance Co since 2009. Outside of his advisory roles, he serves as a head soccer coach for Mountain Star Sports. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services with both discretionary and non-discretionary arrangements.

Brian Metzger is a financial advisor with Eagle Strategies (NY Life) based in El Paso, TX, holding the Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has been affiliated with New York Life and its related entities since 2008 and currently operates under Crown Wealth Advisers, LLC dba Crown Wealth Strategies. Outside of his advisory role, Metzger serves as a board member of PUR Pressed Juice, a local juice company, and participates in the Young Presidents Organization as a spouse forum officer. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors and institutional sponsors. The firm offers multiple program types tailored to client objectives, with the majority of its regulatory assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Roberto Blanco is a financial advisor with Osaic Advisory Services, LLC in El Paso, TX, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Triad Hybrid Solutions, Triad Advisors, M Holdings Securities, Inc., and Strategic Wealth Advisors, where he has also managed his own wealth management practices. Outside of advisory work, he is the chair of Workforce Solutions Borderplex, a Texas-based nonprofit, and is involved in community leadership through his board membership at Calvary Chapel Sun City. Additionally, he is a musician who donates all proceeds from his original music streaming to charity. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and public entities. The firm offers a range of investment and financial planning services delivered through various program models, utilizing proprietary and third-party platforms to construct and monitor client portfolios.

Alfredo Guerrero is a financial advisor with Eagle Strategies (NY Life) in El Paso, TX, holding Series 65 and Series 63 credentials and eight years of industry experience. He has worked with NYLIFE Securities LLC, New York Life Insurance Company, Transamerica Financial Advisors, and World Financial Group. Guerrero also teaches business courses at Dona Ana Community College and is a partner in a manufacturing firm focused on prefabricated metal buildings. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of investment adviser representatives. The firm offers a variety of advisory programs and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Adrian Dodds is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked at Raymond James & Associates for seven years before co-founding Dodds Wealth Management Group LLC, where he currently operates. Dodds also spends part of his time involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers various investment solutions and operates as a platform provider, delivering operational, trading, technology, compliance, and practice-management support to its affiliated advisors.

Eleazar Montoya Tostado is a financial advisor with Voya Financial Advisors, Inc. He holds the Series 63 and Series 65 designations and has six years of industry experience. His career includes positions at LPL Financial, Prudential Investment Management Services, and The Prudential Insurance Company of America. Voya Financial Advisors, Inc. serves a diverse range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and various investment programs, primarily delivering advice through recommendation-based, non-discretionary relationships.

Arianna Rodriguez Morales is a financial advisor at NewEdge Advisors with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Merrill, Bank of America, and WestStar Bank prior to joining NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing a range of program structures and technology tools to support advisors and clients.

Peter Jilkov is a financial advisor at Eagle Strategies (NY Life) based in El Paso, TX, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at West End Financial, LLC. Jilkov serves as a board member of the El Paso Tennis and Swim Club and is involved with the El Paso Independent School District Education Foundation. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of program types and emphasizes tailored recommendations, managing a majority of its assets on a non-discretionary basis within the New York Life affiliate structure.

Thomas Goldfarb is a financial advisor with Primerica Advisors in El Paso, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Guardian Life Insurance Co of America since 2008 and with Primerica Advisors since 2000. Outside of his advisory work, he serves as president of the Executive Committee of the El Paso Holocaust Museum and Study Center. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers a range of investment programs and financial planning solutions, utilizing proprietary and third-party model portfolios and supporting various account-level features including securities-based lending.

Robert Sweet is a financial advisor with Independent Financial Group, LLC in El Paso, TX. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including prior roles at LPL Financial, Raymond James Financial, and CUNA Brokerage Services. Outside of advising, he is involved in several business activities including insurance services, tax preparation, and document notarization. Independent Financial Group, LLC serves a broad client base with investment advisory and brokerage services, offering financial planning and portfolio management through multiple platforms and third-party managers. The firm employs a mix of passive and active investment strategies tailored to client risk profiles and operates as both a broker-dealer and investment adviser.

Raul Rivas is a financial advisor at Empower Advisory Group with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWFS Equities, Inc., Wells Fargo Clearing, and Wells Fargo Advisors LLC. Rivas is based in El Paso, TX. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm offers services integrated with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Oscar Romero is a financial advisor with First Command Advisory Services in El Paso, TX, holding a Series 66 credential and six years of industry experience. He previously served 20 years in the United States Army before joining First Command in 2019. Romero is also the owner of Romero Planning Services LLC, an investment-related business based in El Paso. First Command Advisory Services is an SEC-registered investment adviser that primarily serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by its Investment Management Team and Wealth Portfolio Managers.

Robert Ybaben is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 23 years of industry experience, including prior roles at Independent Financial Partners and LPL Financial, where he has been affiliated for over a decade. Independent Advisor Alliance serves a broad client base including individuals, small businesses, pooled vehicles, charitable organizations, and retirement plans. The firm offers asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing both discretionary and non-discretionary strategies with access to various analytical techniques and technology platforms.

Gloria Sanchez is a financial advisor with Valic Financial Advisors in El Paso, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She spent over two decades with Farmers Financial Solutions and Farmers Insurance Group before joining Valic Financial Advisors in 2026. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, utilizing centralized technology and model solutions.

Thomas Chaney is a financial advisor at CWM, LLC with 39 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Carson Wealth, Cetera Advisor Networks, and LPL Financial. Chaney is also a managing member of Chaney & Associates Financial Planning, LLC, where he engages in life insurance and annuity sales and service, and serves as a trustee for multiple trusts. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing a discretionary investment approach that incorporates model portfolios, third-party sub-advisors, and customization tools.

Jose Rivera is a financial advisor with Empower Advisory Group in El Paso, TX, holding Series 63 and Series 66 credentials and 10 years of industry experience. His background includes roles at GWFS Equities, Bank of America, Merrill, JP Morgan, and other financial institutions. Outside of advising, he owns a home inspection business and serves as Public Information Officer for the El Paso Citizens Police Academy Alumni Association. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing, offering a high client-to-advisor workload supported by proprietary and third-party methodologies.

Teresa Galaviz is a financial advisor at Wells Fargo Advisors in El Paso, TX, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Her prior roles include positions at Charles Schwab and various Wells Fargo entities dating back to 2014. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and special-needs analysis. The firm utilizes proprietary research and planning tools to develop tailored recommendations, providing clients with flexible implementation options across brokerage and advisory programs.

James Chapman is a financial advisor with Wells Fargo Clearing in San Angelo, TX, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Edward Jones and Pioneer Natural Resource USA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and incorporates a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.