Mark Zapatka is a ChFC®-designated financial advisor with 29 years of industry experience. He has been with First Heartland Consultants, Inc. since 2001. Outside of his advisory role, he serves as managing partner and president of Axcess Financial Inc., which offers insurance and financial services including employee benefits. First Heartland Consultants provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm delivers financial planning, model-based management for self-directed 401(k) accounts, and both wrap and non-wrap asset management solutions through a network of independent investment adviser representatives.

Keiko Lambert is a financial advisor at Trek Financial with 26 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at firms including Merrill Lynch and Cross State Financial Group. Since 2022, she has also owned and operated Omnivelis Financial in Albuquerque, providing financial advisory services. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm combines strategic and tactical approaches using a variety of model-driven and fundamental analyses, and it provides access to alternative investment platforms and specialized portfolio management tools.

Sara Prada is a CFP® professional with 12 years of experience in financial advising. She has been with United Capital Financial Advisors since 2015. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers customized investment solutions and supports other independent advisors through its technology and practice platform, FinLife Partners.

Kelly Famiglietta is a CFP® professional with 26 years of industry experience. She is currently affiliated with The AmeriFlex Group and has previously worked at Cambridge Investment Research, Sagepoint Financial, Kestra Financial Services, and Charles Stephen & Co. She serves on the boards of the CNM Foundation and NDI New Mexico and is president of the Retirement Advisor Council. The AmeriFlex Group is an SEC-registered investment adviser that serves individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies using model asset allocations, discretionary and non-discretionary manager relationships, and multiple custodian platforms.

Jacqueline Martinez is a financial advisor at Buck Wealth Strategies, LLC with two years of industry experience. She holds a Series 66 designation and previously worked at firms including Madison Avenue Securities, Raymond James Financial, and Wells Fargo Advisors. Outside of financial services, she has experience in event coordination and the food industry, having worked with Corazon Event Company and Olo Dessert Studio. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment approach focused on tactical asset allocation and uses third-party tools to customize client risk profiles.

Natalie Nelson is a financial advisor at Prospera Financial Services, Inc. with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at PIMCO Investments LLC and Pacific Investment Management Company LLC. In addition to her advisory role, she is employed by PricewaterhouseCoopers on projects with the Global Capital Markets team contracted by Morgan Stanley. Prospera Financial Services, Inc. serves a diverse client base including individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion. The firm offers investment advisory and financial planning services through multiple platforms and combines firm models, third-party sub-advisers, and customizable allocations for portfolio construction and management.

Gerald Montoya is a financial advisor at BOK Financial Securities, Inc. with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at BOK Financial entities since 2023, following prior roles at Wells Fargo Clearing and US Eagle FCU. BOK Financial Advisors serves a diverse clientele including individual, high-net-worth, corporate, and institutional clients such as municipalities and government agencies. The firm offers fee-based, non-discretionary investment management through its Guided Portfolio Solutions program, combining advisor guidance with research-driven asset allocation and manager selection.

Duncan Kraft is a financial advisor with The Wealth Consulting Group, holding a Series 66 designation and one year of industry experience. His prior work includes roles with LPL Financial, Salt River Project, and several sports organizations such as the Dallas Cowboys Football Club and Seattle Storm. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process that integrates multiple analytical approaches and offers both direct management and access to third-party manager programs.

Heidi Wilson is a financial advisor at SteelPeak Wealth, LLC with 15 years of industry experience. She holds the Series 66 designation and has previously worked at J.P. Morgan Securities, Bank of the West, and TIAA-CREF. SteelPeak Wealth serves a diverse client base including individuals, pension plans, trusts, family offices, and registered investment companies. The firm offers financial planning, discretionary portfolio management, alternative strategies, and private placement consulting, utilizing proprietary and custom model portfolios monitored by its Institute of Portfolio Management & Economic Strategy.

Heather Schara is a financial advisor with PFG Advisors in Albuquerque, NM, holding Series 63 and Series 65 credentials and 27 years of industry experience. Her career includes roles at United Planners, OSAIC, Securities America, Inc., and Cue Financial Group, among others. She has been with PFG Advisors since 2018. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental and technical analysis, primarily implementing exposure through index-based ETFs with periodic rebalancing.

Edward Schiavi is a CFP® with 34 years of experience in the financial advisory industry. He has been with International Assets Investment Management, LLC and its affiliated entities since 2018. His prior experience includes roles at Securities America Advisors and IFS Securities. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management and financial planning, utilizing mutual funds, ETFs, individual equities, fixed income, and third-party money managers to implement client strategies.

Eric Altenburg is a financial advisor with The Wealth Consulting Group in Albuquerque, NM. He holds the ChFC® designation and Series 63 and 65 licenses, with 32 years of industry experience. Altenburg previously worked at LPL Financial for over a decade. Outside of his advisory work, he owns Duke City Speed LLC, a drag racing business. WCG Wealth Advisors, LLC provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process that integrates fundamental, technical, macroeconomic, and quantitative analysis and supports clients through multiple custodial platforms and fiduciary services.

Reed Muehlmeyer is a financial advisor at Sequent Planning, LLC with one year of industry experience. He holds a Series 65 designation and has professional experience that includes roles at Muehlmeyer PC CPA, The Shop, Everest Apothicary, Flying Star Cafe, and the University of New Mexico. In addition to his advisory work, he is licensed as an insurance agent, offering insurance products and services. Sequent Planning, LLC, also known as Futurity First Wealth Management, is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm employs a structured risk framework and a diversified investment approach, delivering services through a network of approximately 97 independent adviser representatives.

Jamie Cox is a ChFC® credentialed financial advisor with 28 years of industry experience, currently affiliated with First Heartland Consultants, Inc. in Albuquerque, NM, where he has worked for 25 years. He is a partner in Axcess Financial Group, Inc., which provides employee benefits such as medical insurance and cafeteria plans, and serves as director and chairman of Alamosa State Bank. First Heartland Consultants offers investment advisory and financial planning services to individuals, businesses, and retirement plan participants, providing personalized asset management through various programs and model portfolios managed by independent investment adviser representatives.

Gilbert Arevalos is a financial advisor at BFC Planning, Inc. in Albuquerque, NM, with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been with BFC Planning and Securities Management & Research since 2016. Outside of his advisory role, he is involved in independent life insurance sales and owns a securities and insurance business. BFC Planning, Inc. offers financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets through a network of independent registered advisors who utilize multiple program structures and third-party platforms.

Thomas Crow is a financial advisor at Summit Financial, LLC with 24 years of industry experience. He holds a Series 65 designation and previously operated Crow Financial Advisors for 25 years. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services to suit client preferences.

James Johnson Jr. is a financial advisor with The AmeriFlex Group in Albuquerque, NM, holding Series 63 and Series 66 designations and 20 years of industry experience. His prior roles include positions at Cambridge Investment Research, OSAIC, SAGEPOINT FINANCIAL, and Kestra Financial Services. He has served on the board of TechSource, LLC, and volunteers on the Los Alamos National Laboratory Benefit & Investment Committee. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and over 170 investment adviser representatives. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies through model asset allocations and discretionary relationships.

Wendy Cain is a financial advisor with Founders Financial Alliance, LLC, holding a Series 63 designation and over 41 years of industry experience. She has worked with LPL Financial for more than two decades and previously with Western Community Financial. Based in Albuquerque, NM, Cain has been with Founders Financial Alliance since 2020. Founders Financial Alliance provides discretionary, fee-based investment management and financial planning services to individual and high-net-worth clients, charitable organizations, and corporate retirement plans. The firm employs an evidence-based investment approach tailored to individual goals, utilizing asset allocation, periodic rebalancing, and a mix of strategies including modern portfolio theory and third-party manager solutions.

Adam Ciepiela is a financial advisor with The AmeriFlex Group in Albuquerque, NM, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Cambridge Investment Research, OSAIC, Sagepoint Financial, and Kestra Financial Services. He is also a board member of the Albuquerque Museum Foundation and Junior Achievement of New Mexico. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm provides portfolio management, financial planning, and retirement plan consulting, delivering customized strategies through model asset allocations and manager relationships.

Mark Richards is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked at Seniors Financial of New Mexico, Madison Avenue Securities, Inc., and operates M. W. Richards Financial, where he is involved in annuity and life insurance sales. Outside of his advisory role, Richards manages a massage therapy business and serves as a trustee for the estate of Rose Marie Verga. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management, financial planning, and consulting services through various account platforms and employs multiple investment strategies tailored to client needs.