Patrick Romero Jr. is a financial advisor at Madison Avenue Securities, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MIRAU Capital Management and Allstate Insurance Company. In addition to his advisory role, he is involved in insurance and fixed annuity sales and service through MIRAU Capital Management and Advisors Excel. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management, financial planning, and consulting services through multiple account platforms and employs various investment analysis and allocation strategies.

Michael Enriquez is a financial advisor at Kingsview Wealth Management, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2012 to 2020. Enriquez also serves as president of Striving For Alpha Wealth Management, an LLC related to his compensation arrangements. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning and portfolio construction with model-based and separately managed strategies, offering a broad range of investment instruments and access to alternative investments.

Zachary Sears is a financial advisor with UMB Financial Services, Inc. He holds the CFP® designation and Series 65 license and has one year of industry experience. Prior to joining UMB Financial Services, he worked at UMB Bank for three years and has a background that includes eleven years at T-Mobile. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account solutions and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Julie Flores is a financial advisor at MissionSquare Retirement with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including TIAA, PFG Advisors, and Securities America. Outside of her advisory role, she is a qualifying broker at Flores Realty Group LLC, where she assists clients with real estate transactions. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofits by administering deferred compensation and qualified retirement plans. The firm offers Guided Pathways Advisory Services, which include discretionary Managed Accounts and Fund Advice developed by Morningstar Investment Management using asset-class allocation models and personalized risk assessments.

Liatriz Levy is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior work includes roles at Bank of America, Merrill Lynch, and Raymond James Financial Services. Outside of her advisory work, she is involved with Agri-Equine LLC, an enterprise under development focused on clinics and learning platforms. Concurrent Investment Advisors serves over 10,000 clients through approximately 161 advisors, offering wealth management, financial planning, and retirement services. The firm employs a long-term, customized investment approach using ETFs, mutual funds, individual securities, and alternative investments.

Kevin Brown is a financial advisor with The AmeriFlex Group in Albuquerque, NM, holding the ChFC® designation and a Series 63 license. He has 40 years of industry experience, including tenure at Cambridge Investment Research and SagePoint Financial. The AmeriFlex Group is an SEC-registered investment adviser serving 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 via model asset allocations and discretionary or non-discretionary manager relationships.

Melissa Nunez is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with 14 years of industry experience. She holds the CFP® designation and Series 65 license. Prior to joining CliftonLarsonAllen, she worked at Redw Stanley Wealth Advisors and Redw Stanley Financial Advisors. She is also a Principal of CliftonLarsonAllen LLP, the parent firm. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s investment approach emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, with oversight from an Investment Committee, and offers integrated planning by coordinating wealth, tax, estate, and insurance professionals within its parent organization.

Jed Webb is an investment advisor representative with PFG Advisors who holds Series 63 and Series 65 licenses and has 12 years of industry experience. He has worked at several firms including Securities America, Inc., Cue Financial Group, and Foothill Securities. Webb also operates a financial advisory business under the name Peter C Webb. PFG Advisors provides fee-based investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm uses a network of advisor representatives to implement model portfolios or select third-party managers, emphasizing macro allocation with index-based ETFs alongside fundamental, technical, and cyclical analysis.

Benjamin Garcia is a financial advisor with BOK Financial Securities, Inc. in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with BOK Financial Securities and its affiliated bank, BOKF, NA, since 2018, following two years at U.S. Bancorp Investments, Inc. Outside of advisory work, he is a co-owner of a commercial property and manages its upkeep. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, institutions, and municipalities. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor contact with firm-provided research, asset allocation, and manager selection.

Joshua Durant is a financial advisor at United Capital Financial Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab for seven years. 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 a range of services including sub-advisory and consulting, supported by its technology platform FinLife Partners, which also serves independent investment advisors.

Edward Stone Jr. is a CFP® credentialed financial advisor with 38 years of industry experience. He is currently with The Wealth Consulting Group and has a long tenure at LPL Financial dating back to 1992. 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, corporations, charities, and trusts. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways alongside its advisory offerings.

Gabriela Chairez Chavez is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Thrivent Investment Management Inc, Fidelity Investments, Bank of the West, and Chipotle Mexican Grill. Thrivent Advisor Network serves individuals, families, businesses, and retirement plans, managing approximately $6.8 billion in assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, emphasizing customized strategies that typically include low-cost diversified mutual funds and ETFs.

Jeremy Aguilar is a financial advisor with BOK Financial Securities, Inc. in Albuquerque, NM, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Madison Avenue Securities, Mirau Capital Management, OSAIC, The Ameriflex Group, Sagepoint Financial, CUSO Financial Services, and Nusenda Credit Union. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual and high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research with model strategies, and is affiliated with a bank holding company and various investment entities.

Narendra Tarikere is a financial advisor with The Wealth Consulting Group, holding a Series 66 designation and one year of industry experience. He has previously worked with LPL Financial and has been employed by the University of New Mexico since 2002. He also provides administrative support to WCG Wealth Advisors, LLC. WCG Wealth Advisors, LLC offers fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporations, charities, and trusts. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways alongside its advisory offerings.

Matthew Cano is a financial advisor with PFG Advisors in Santa Fe, NM, holding a Series 66 designation and 24 years of industry experience. His prior work includes roles at Securities America, Cue Financial Group, and Foothill Securities, among others. Cano 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/technical analysis, primarily using index-based ETFs with periodic rebalancing, and offers access to third-party money managers and platforms.

Brian Mirau is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He is the owner of Mirau Capital Management, Inc., where he has worked since 2011, and has been affiliated with Madison Avenue Securities since 2008. Outside of his advisory work, Mirau serves as a board member and volunteer for Infinite Impact Ministries, an organization that assists troubled youth, and he is a 50% owner of a goat farm. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, consulting, and college-savings services through its network of investment adviser representatives.

Garth Scrivner is a CFP® with 24 years of industry experience, currently serving at United Capital Financial Advisors since 2015. He holds a Series 63 license and is based in Albuquerque, NM. Outside of his advisory role, he serves as the Investment Committee Chair at All Faiths, an educational institution, where he oversees the organization's endowment. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management using asset-allocation models and offers customizable strategies, including ESG and faith-based options, supported by proprietary technology and a range of affiliated services.

Pamela Stanley is a financial advisor at The Wealth Consulting Group with 10 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2014. In addition to her advisory role, she serves as a judge of elections for the Valencia County Bureau of Elections and provides notary public services. The Wealth Consulting Group offers fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process that integrates multiple analytical approaches and provides access to various custodial and third-party platforms, alongside legal-service integration and fiduciary support.

Jon Bell is a financial advisor at Financial Gravity Family Office Services, LLC in Albuquerque, NM, with two years of experience in the industry. He holds a Series 65 designation and has operated Jon Bell CPA, LLC since 2012, where he oversees staff and tax planning. Outside of his advisory role, he manages a CPA practice. Financial Gravity Family Office Services, LLC provides comprehensive financial planning and investment management to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis and frequently employs third-party sub-advisors and model portfolios to implement its strategies.

Brenda Ashworth is a Certified Financial Planner® with 39 years of industry experience, currently serving as an Investment Advisor Representative at PFG Advisors. Her prior roles include positions at Securities America, Cue Financial Group, and Foothill Securities, among others. She volunteers on the board of Formation Counseling Services and co-facilitates the Journey of Generosity program, which focuses on biblical teachings about generosity. PFG Advisors offers 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/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports a distributed advisor network across numerous offices.