Keren James is a financial advisor with LPL Financial in Santa Fe, NM, holding Series 63 and Series 65 licenses and seven years of industry experience. She previously worked at Hightower Advisors, LLC, The Rikoon Group, and Gerald Peters Gallery. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolio programs, and supports advisors with research and operational tools.

Jacob Tague is a financial advisor at Stifel with six years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, Lyft, Raiser LLC, and ElevateRX. Outside of his advisory role, he is involved with several community and nonprofit organizations, including serving as chairman of the Santa Fe chapter of Ducks Unlimited and participating in business mentoring through SCORE. Stifel serves a broad range of clients, including individuals, institutional clients, and nonprofit entities, providing brokerage and investment advisory services with an emphasis on fee-based financial planning. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports asset allocation and financial analyses for clients.

Sara Neuhaus is a financial advisor at Raymond James & Associates with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Raymond James & Associates since 2005. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. It serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Morgan Hees is a financial advisor with UBS Financial Services in Santa Fe, NM, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with UBS since 2015. 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 investment strategies.

Rowdy Spears is a financial advisor with LPL Financial, holding a Series 66 designation and bringing one year of industry experience. Prior to his advisory role, he served in the United States Air Force for 15 years. Outside of his advisory work, he is involved with Suika Circuit in New Mexico. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning and investment management services to individuals, retirement plans, banks, trust companies, and other institutions. The firm supports its advisors with a range of platforms and tools and manages over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Sean Gallagher is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2009. Gallagher is based in Santa Fe, New Mexico. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning services through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market analyses.

Emily Estes is a financial advisor at Edward Jones in Santa Fe, NM, holding a Series 66 designation with four years of industry experience. Before joining Edward Jones in 2024, she worked at LongView Asset Management LLC and held roles in both securities and insurance firms. She also has experience in the hospitality industry with Hotel St Francis - Heritage Hotels & Resorts. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory strategies, access to managed accounts and mutual funds, and operates under a fiduciary standard, supported by a large nationwide network of financial advisors and branch offices.

Jeremy Campbell is a financial advisor with Ameriprise in Santa Fe, NM, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Outside of his advisory role, he manages the day-to-day operations of his Ameriprise Financial franchise practice through Santa Fe Practice Management, LLC. Ameriprise specializes in retirement-income planning services for individuals with significant investable assets, combining research-driven and algorithmic approaches to generate tailored, tax-efficient income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Catherine Beck is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo and its affiliates since 2009. Outside of her advisory role, she participates in the Vallecito Homeowner's Association by attending quarterly meetings and voting on management activities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services that utilize Wells Fargo research and tools, supporting tailored recommendations delivered through various client engagement options.

Julee La Mure is a financial advisor at Edward Jones with 15 years of industry experience. She holds Series 66, Series 63, and Series 65 licenses and has previously worked at Treatment Consultants, Assurance IQ, and Taos Recovery. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lisa Villarreal is a financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial and Morgan Stanley Smith Barney. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Loren Testa is a financial advisor at Edward Jones in Santa Fe, NM, with 18 years of industry experience. He holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2007. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Juliana Joern, CFP®, is a Wealth Management Advisor at Merrill Lynch Wealth Management based in Santa Fe, New Mexico. Jules brings a unique perspective to her role, combining a background as a fine art painter with a dedicated career in financial advising since 2012. She is a lead member of the Southwest Wealth Management team in Santa Fe, focusing on helping clients navigate the complexities of financial planning. Her expertise encompasses retirement planning, education planning, trusts and estates, family wealth management strategies, and personal investment advisory services. Jules earned her CERTIFIED FINANCIAL PLANNER™ certification in 2021, following successful completion of the Series 7 and 66 licenses in 2011 and 2012 respectively. She holds a Bachelor of Fine Arts degree from Tyler School of Art in Philadelphia. Outside of her professional work, Jules enjoys painting, gardening, hiking, cooking, and drawing. She lives with her husband, David Jenkins, and their dog, Charlie. Jules and her family are actively involved in their community, volunteering and fundraising for organizations such as The Food Depot and Espanola Humane. She bases her client relationships on trust, communication, and mutual respect, aiming to provide personalized financial guidance tailored to each client's long-term objectives.

Kathleen Kerr is a financial advisor at OSAIC with 21 years of industry experience. She holds a Series 66 designation and has worked at firms including Raymond James Financial and Securities America Advisors. Kerr also works as a financial advisor with Graystone Financial, focusing on asset management, financial planning, retirement planning, and portfolio construction. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to various managed account solutions. The firm utilizes asset-allocation tools and risk assessments to build diversified portfolios across multiple investment types and supports legacy platform programs and third-party managed-account services.

Katrina Johnson is a Senior Financial Advisor based in Santa Fe and a member of The Andrews Group team with Merrill Lynch Wealth Management in Manhattan, New York. She is committed to providing wealth management, advisory services, and financial strategies, along with access to banking and lending solutions through Bank of America, N.A. Katrina works with a diverse clientele that includes entrepreneurs, small business owners, high-net-worth individuals, families, not-for-profits, trusts, and corporate retirement plans. With over a decade of experience in the financial services industry, Katrina previously served as an Investment Officer at Los Alamos National Bank and held sales and services roles at Thornburg Investment Management and Wachovia Securities (now Wells Fargo Advisors). She employs a confident and consistent approach to financial planning, aiming to help clients achieve long-term financial independence through customized strategies. Katrina earned a Bachelor of Science degree in Biology from the University of Texas at Arlington and holds the Series 7 and Series 66 FINRA registrations as well as the Personal Investment Advisor (PIA) designation. She lives in Santa Fe, New Mexico, and enjoys hiking, cycling, skiing, and dancing. Katrina’s professional philosophy includes leveraging the global resources of Merrill Lynch and Bank of America to explore financial possibilities for her clients.

Kevin Kimzey is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving clients from suburban Philadelphia since 1995. He specializes in a broad range of client focus areas including college education planning, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, individual and corporate investment strategies, tax minimization, and retirement income. Kevin holds a Bachelor's Degree from the United States Military Academy and is a Certified Financial Planner (CFP®) as well as a Chartered Retirement Planning Counselor (CRPC™). A former Army Ranger and West Point graduate, he applies a disciplined and diligent approach to wealth management and preservation. He emphasizes clear and consistent communication, building long-term relationships with clients to support them through every stage of their financial lives. Outside of his professional role, Kevin has been married for 35 years and is a father of three adult children. He enjoys activities such as fishing, hiking, backpacking, cooking, grilling, camping, gardening, scuba diving, traveling, music, reading, and watching movies.

Jeffrey Weeast Sr. is a CFP®-certified financial advisor with 34 years of experience at Edward Jones in Santa Fe, NM. He has been with Edward D. Jones & Co., L.P. since 1992. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Donald Meccia is a financial advisor with Morgan Stanley in Santa Fe, NM, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and broad retail and institutional offerings.

Neal Leschel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and over 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC, in addition to a long tenure with UBS Financial Services dating back to 1987. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Reynaldo Villanueva is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings extensive experience in the financial services industry, focusing on providing comprehensive wealth management strategies to corporate, institutional, and individual clients. His approach emphasizes personalized financial planning designed to help clients pursue their long-term goals. Reynaldo has earned multiple professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He holds a Bachelor of Science degree from Indiana University and a Master’s degree from the University of North Carolina. His background includes prior experience as a management consultant and financial analyst, which supports his comprehensive approach to wealth management. Reynaldo is supported by a team of specialists and industry research to develop innovative strategies tailored to each client’s financial life.