Yvonne Sanchez is a financial advisor with Cetera in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked with Cetera since 2013 and is also principal of Rio Grande Insurance L.L.C., focusing on property, casualty, life, and health insurance. Sanchez serves as a development board member for the University of New Mexico-Valencia Campus, participating in community fundraising events. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 independent advisors and serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform that includes affiliated and third-party managers, with more than $256 billion in assets under management.

Dylan Baxter is a financial advisor with Ameriprise Financial Services in Albuquerque, NM, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise since 2016, including both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Baxter also manages the Baxter Family LLC, an investment-related business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice, incorporating investment research and third-party data within a defined product ecosystem.

Ronald Baker is a Certified Financial Planner® at Raymond James Financial with 32 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Inc., Bank of America, N.A., and has been with Raymond James since 2017. He serves on an investment committee overseeing governance and portfolio oversight in his community. Raymond James Financial Services Advisors, Inc. provides tailored financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm emphasizes non-discretionary planning using analytical tools and supports municipal and public finance work through its unique affiliations.

Michael Kelly is a financial advisor with UBS Financial Services in Rio Rancho, NM, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at UBS since 1992. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Arlene Burson is a financial advisor with Raymond James Financial in Albuquerque, NM, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at First Command Financial Planning and David Advisory Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advising and SIMPLE IRA Employer Advisory services.

Brandon Whitmore is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity Investments since 2016, progressing through roles including Financial Representative, Workplace Planning and Advice Consultant, Relationship Manager, and Investment Consultant. Prior to his tenure at Fidelity, Brandon worked as a Financial Advisor at Edward Jones from 2018 to 2019. Brandon's approach emphasizes transparency and trust in building long-lasting partnerships with clients. He utilizes a structured process to provide guidance on clients' full financial pictures and life events, supported by a team of specialists at Fidelity. His experience spans financial consulting, investment advising, relationship management, and workplace planning. Outside of his professional role, Brandon has interests in art, family activities, fitness, tennis, and writing.

Yvette Baca is a financial advisor with Raymond James Financial in Albuquerque, NM, holding a Series 63 designation and 38 years of industry experience. She has been with Raymond James Financial and Raymond James Financial Services, Inc. since 2010 and owns YYB LLC, a financial services support company established in 2019. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations, using tailored, non-discretionary planning methods supported by analytical and risk-profiling tools.

Roger Legendre is a Series 66-licensed financial advisor with Edward Jones in Rio Rancho, NM, having joined the firm in 2024. Before entering the financial industry, he spent 19 years with the Albuquerque Police Department. He also worked briefly with Spinoso Real Estate Group in 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Bobak Khodaie is a financial advisor with Mass Mutual Investors Services in Albuquerque, NM, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with MML Investors Services LLC since 2013 and MassMutual since 2011. Outside of his advisory role, he is an owner of Gunners LLC, which refers prospects for property and commercial insurance, though he receives no direct compensation from this activity. Mass Mutual 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 ongoing financial planning, asset management, and educational seminars, with a collaborative, structured approach that emphasizes investment categories and strategies rather than specific product selections.

Cris Giron is a financial advisor with LPL Financial in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has previously worked with VOYA Financial Advisors and operated Legacy Financial Group and Insight Financial Services, Inc. outside of his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by extensive advisor tools and a broad non-advisory financial services platform.

Howard Pope is a financial advisor at Edward Jones with a Series 66 credential. He has one year of experience at Edward Jones and a diverse background that includes roles in tree care services and local business ventures. Outside of his advisory work, he is involved with NM XMAS Lights and Crafted Tree Care Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Alton Green is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Cetera Wealth Services, VOYA Financial Advisors, and Dunagan Associates. He is involved with nonprofit organizations such as N-X Ranch and founded H2OCFC, which focuses on supplying and delivering water and related equipment. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts through a multi-manager platform. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets with a large network of advisors nationwide.

Joel Esquibel is a financial advisor with Edward Jones in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously worked at Wells Fargo Bank and its affiliated firms from 2013 to 2024. Outside of his advisory role, Esquibel owns two retail businesses and serves as a director of United Fit, a community organization focused on physical fitness and wellness. Edward Jones is a full-service wealth management firm serving over 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 strategies, with a large nationwide network of financial advisors and branch offices.

Edwin Fernandez is a financial advisor with LPL Financial in Albuquerque, NM, holding a PFS™ designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience and has previously worked with VOYA Financial Advisors. Outside of advisory work, he operates a CPA practice under Fernandez Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, with advisory services delivered through a broad network of investment adviser representatives.

Kyle Pearce is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, with a tenure spanning from 2011 to 2023 in various capacities. Pearce is also the owner of Aplomb Financial LLC, an entity used for business expenses and marketing. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with an emphasis on asset allocation, risk tolerance, and automated portfolio rebalancing across various investment types and account management styles.

Kien Nguyen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over six years of industry experience. Prior to joining Wells Fargo in 2026, Nguyen worked at J.P. Morgan Securities and JPMorgan Chase Bank for five years and has experience in the hospitality sector. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Nathan White is a Series 66-registered financial advisor with Edward Jones in Albuquerque, NM. He has three years of industry experience, including time at Edward Jones and prior roles in logistics and supply chain sectors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Kristen Renaud is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has been with Raymond James since 2016. She serves as a committee member for the investment funds committee at All Faith's and as a board and finance committee member for Animal Humane New Mexico. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Kristen Kennedy is a financial advisor at Cetera with seven years of industry experience. She holds a Series 66 designation and has worked at Cetera Wealth Services, Altus Wealth Management, and operated her own firm, RKD Alpha Dog. Outside of her advisory role, she owns Kennedy Financial Network, a financial planning and investment management business, and serves as a notary public. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management options, model portfolios, and third-party managers across discretionary and non-discretionary programs.

Kristen Freeman is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. She previously worked at UBS Financial Services for 21 years before joining Wells Fargo Advisors in 2024. Freeman holds Series 63 and Series 65 designations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, and niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools to deliver tailored recommendations.