Alfredo Guerrero is a financial advisor with Eagle Strategies (NY Life) based in El Paso, TX. He holds Series 63 and Series 65 licenses and has eight years of industry experience, including roles at Transamerica Financial Advisors and World Financial Group. In addition to his advisory work, Guerrero teaches business courses at Dona Ana Community College and is a partner in Texas Star Steel LLC, a manufacturer of prefabricated metal buildings. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides tailored advice via multiple program types, with a significant portion of its assets managed on a non-discretionary basis.

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. in El Paso, TX, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at LPL Financial, Prudential Investment Management Services, and The Prudential Insurance Company of America. Voya Financial Advisors, Inc. serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through financial planning, portfolio management, and retirement advisory services. The firm combines in-house and external strategists with technology-enabled tools to offer both discretionary and non-discretionary investment management.

Arianna Rodriguez Morales is a financial advisor at NewEdge Advisors with six years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at WestStar Bank, Bank of America, N.A., and Merrill. Based in El Paso, TX, she joined NewEdge Advisors in 2022. NewEdge Advisors is an enterprise-scale registered investment adviser serving a diverse client base including high-net-worth individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a wide range of services such as portfolio management, financial planning, retirement and pension consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology to support both 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 Guardian Life in El Paso, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Guardian Life and its affiliates since 2000. Outside his advisory role, he serves as president of the El Paso Holocaust Museum and Study Center and holds several trust protector and estate co-executor roles. Guardian Life, through its subsidiary Park Avenue Securities LLC, offers both brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment platforms.

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.

Joseph Kruszewski is a financial advisor at First Command Advisory Services in El Paso, TX, holding Series 63 and Series 66 licenses with 10 years of industry experience. He has been with First Command Financial Planning, Inc. since 2015. Outside of his advisory role, he is a member and owner of KRLJ Financial LLC. 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 multiple wrap-fee asset management programs utilizing model portfolios and third-party managers selected by an in-house Investment Management Team.

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, holding a Series 66 designation and 24 years of industry experience. His prior firms include LPL Financial, Cetera Wealth Services, Waddell & Reed, Merrill, and Morgan Stanley. He operates RJ Wealth Management, a DBA under Independent Advisor Alliance, where he provides investment advisory services. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, wealth coaching, and retirement plan consulting. The firm utilizes a network model with independent advisory representatives and integrates technology platforms to support portfolio management and estate planning services.

Gloria Sanchez is a financial advisor at VALIC Financial Advisors with 22 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Farmers Financial Solutions and Farmers Insurance Group from 2004 to 2026. She is based in El Paso, TX. VALIC Financial Advisors serves 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 licenses and previously worked at firms including Carson Wealth, LPL Financial, and Cetera Advisor Networks. Outside of advisory work, he is a managing member of Chaney & Associates Financial Planning, LLC, where he sells life insurance and annuities. He also serves as a trustee for personal trusts and is a commissioned notary. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, leveraging an Investment Committee to create and monitor model portfolios that incorporate both fundamental and technical analysis.

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. He works with individuals and families to address their financial priorities by developing strategies aligned with their unique goals and stories. Emmanuel's background includes lending, banking, and financial counseling, which he leverages to provide personalized guidance and connect clients with resources available through Merrill and Bank of America. His areas of focus include college education planning, liquidity management, personal retirement planning, tax minimization, and managing new wealth. Emmanuel holds professional designations such as Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a High School Diploma from Montwood High School and is fluent in English and Spanish. Outside of his professional role, Emmanuel is involved with Mision de Gracia Church. His personal interests include cooking, golfing, music, spending time with his family, tennis, traveling, and watching movies.

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 at OSAIC in El Paso, TX, holding Series 63 and Series 65 licenses with 12 years of industry experience. Her prior roles include positions at Triad Hybrid Solutions, Triad Advisors, and Graham Capital Strategies LLC. Outside of her advisory work, she serves as president of the Hunt College of Business Alumni Network and is a board member of the nonprofit Progress321. OSAIC serves a diverse client base, including individual investors, high-net-worth clients, pension plans, corporations, and charities, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a range of investment options and supports both discretionary and non-discretionary account management.

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.