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., holding Series 63 and Series 65 licenses and six years of industry experience. His background includes roles at LPL Financial, Prudential Investment Management Services, and the University of Texas at El Paso. Voya Financial Advisors, Inc. serves a diverse client base, including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm emphasizes recommendation-based advice through multiple program structures and operates as both an SEC-registered investment adviser and a broker-dealer.

Arianna Rodriguez Morales is a financial advisor with NewEdge Advisors in El Paso, TX, holding Series 65 and Series 63 licenses and six years of industry experience. Her prior roles include positions at WestStar Bank, Bank of America, N.A., and Merrill. She has been with NewEdge Advisors since 2022. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, employing multiple program structures that combine in-house manager selection, third-party models, and advisor discretion.

Peter Jilkov is a financial advisor at Eagle Strategies (NY Life) based in El Paso, TX, with 14 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at West End Financial, Nylife Securities LLC, and New York Life Insurance Company. He serves as a member of the El Paso ISD Education Foundation and as a board member of the El Paso Tennis and Swim Club. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis and a focus on fiduciary responsibilities to retirement investors.

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, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Independent Financial Group since 2016. Outside of his advisory role, Sweet is involved in insurance sales, tax preparation, and notary services through several independent business activities. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in regulatory assets under management.

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.

Emmanuel Molina is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their priorities and develops personalized investment strategies aimed at helping them pursue their financial goals. He also provides guidance on investing and offers access to banking and lending services through Bank of America. Emmanuel holds the Chartered Retirement Planning Counselor (CRPC) designation, reflecting his expertise in retirement planning. He earned his High School Diploma from Montwood High School. His approach is centered on uncovering what matters to clients and their families to tailor strategies that support their financial objectives.

Alan Simpson is a financial advisor at Cetera with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera and its affiliates since 2017, following seven years at Great Nation Investment Corporation. Outside of his advisory role, Simpson serves as treasurer for the Hope Border Institute and participates as a committee member and board member in various local nonprofit organizations. Cetera Investment Advisers LLC is an SEC-registered firm that supports a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with access to diverse program structures and custodians.

Maria Martinez is a financial advisor with Wells Fargo Clearing in San Angelo, TX, holding a Series 66 designation and 10 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Bank NA and Wells Fargo Advisors, LLC. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Claudia De La Rosa is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her prior roles include positions at Triad Hybrid Solutions, Triad Advisors, and Graham Capital Strategies LLC. She serves as president of the Hunt College of Business Alumni Network and is a board member of the nonprofit PROGRESS321. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services with access to multiple platforms and third-party managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios that may include various asset classes.

Angela Parra Mcneely is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. Her career includes roles at Hughes Financial Group, Securities America, and managing her own financial services businesses. She is co-owner of a car wash business and is a provisional member of the Junior League of El Paso. Cetera Investment Advisers LLC is a nationally recognized SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.