Kayla Hebb is a financial advisor with Commonwealth Financial Network in Albuquerque, NM, holding Series 63, 65, and 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at Cambridge Investment Research Advisors, Avatrine Financial, Cloak Advisors, and Fidelity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in assets. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and a variety of investment options.

Bryan Cantrell is a financial advisor at Mercer Global Advisors Inc. with five years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, LPL Financial, and Square 72 Investments. Outside of advising, he is a passive investor in a commercial real estate project. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm follows a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios and offers a range of investment implementation options alongside financial and retirement planning services.

Daniel Aviles Jr. is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has been with Valic Financial Advisors since 2013 and also holds an agent position with Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Philip Gordley is a financial advisor at AE Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at AE Wealth Management since 2016. In addition to his advisory role, Gordley has been an insurance agent selling life, health insurance, and fixed and indexed annuities through Core Financial since 1982. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and consulting services through a platform that integrates AEWM-managed, third-party, and advisor-managed models.

Warren Hoppe is a financial advisor with Guardian Life holding the ChFC® designation and a Series 66 license, with 48 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance since 1999, alongside managing his own business since 1993. His work includes insurance sales in life, health, disability, and long-term care. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, retirement plan sponsors, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Michael Slenes is a financial advisor at Allworth Financial, L.P. in Albuquerque, NM, holding a Series 65 designation with one year of industry experience. His work history includes roles at the University of New Mexico and entrepreneurial ventures such as Jinja Bar & Bistro and Dixon Golf. Allworth Financial serves individual and high-net-worth investors, as well as pension plans, trusts, corporations, and charitable organizations, providing financial planning, portfolio management, and retirement plan consulting. The firm uses both quantitative and qualitative analysis to offer customized investment strategies across a variety of asset classes and manages privately offered funds alongside educational resources.

William Fredrickson is a financial advisor with United Planners' Financial Services of America and holds the Series 66 designation. He has 28 years of industry experience and has been affiliated with United Planners since 2007. He is also president of Fredrickson Financial Services PC and operates an independent insurance agency in Albuquerque, NM. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients through a network of independent advisors. The firm utilizes a combination of custodians, third-party money managers, and platform programs to deliver mainly non-discretionary advisory services.

Matthew Keller is a CFP® and holds a Series 65 license with 23 years of industry experience. He has worked at Allworth Financial, L.P. since 2022 and previously spent 18 years at Uasnm, Inc. d/b/a Uas Wealth Advisors and two years at Universal Advisory Services Inc. He serves as a trustee on the Albuquerque Academy Endowment Management Committee. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both quantitative and qualitative analysis to implement customized investment strategies across various asset classes.

William Davis is a financial advisor with Kestra Advisory in Albuquerque, NM, holding the ChFC® designation and Series 63 and 66 licenses. He has 25 years of industry experience, including prior roles at SII Investments, Inc., and his own firm, Davis Advisory Group, which he has managed since 2001. In addition to his advisory work, he owns Davis Tax Services, LLC, which prepares and reviews tax returns for many of his financial clients. Kestra Advisory Services provides investment advisory and retirement plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm serves a diverse client base, including large institutional investors, and utilizes multiple management platforms and third-party solutions within its supervisory framework.

Jack Hall is a financial advisor with Eagle Strategies (NY Life) in Albuquerque, NM, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been associated with Eagle Strategies since 2006 and has worked at High Point Financial Group, LLC and Lobo Wealth Strategies. His outside business activities include brokering non-registered insurance products through his firms. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm focuses on tailored solutions delivered primarily through non-discretionary management and emphasizes fiduciary responsibilities in its advisory relationships.

Claire Sauerman is a financial advisor at Eagle Strategies (NY Life) based in Albuquerque, NM, holding a Series 66 designation with three years of industry experience. Her prior work includes roles at NYLIFE Securities, Lobo Wealth Strategies, and Mighty Muse Publications. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated representatives. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis.

Kirk Hudson is a CFA® charterholder with 23 years of industry experience. He is currently with Allworth Financial, L.P. in Albuquerque, NM, where he has worked since 2022. Prior to joining Allworth, Hudson spent 18 years at Uasnm, Inc. d/b/a Uas Wealth Advisors and two years at Universal Advisory Services Inc. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, qualified retirement consulting, and investment solutions through a combination of quantitative and qualitative analysis.

Joseph Kopczynski is a financial advisor at Allworth Financial, L.P. in Albuquerque, NM, holding a Series 63 designation with 23 years of industry experience. He has worked at Allworth Financial since 2022 and previously spent 18 years with Uasnm, Inc. d/b/a Uas Wealth Advisors and two years at Universal Advisory Services Inc. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm employs both quantitative and qualitative analysis through an Investment Committee to create customized investment allocations and offers various portfolio strategies along with financial planning and retirement consulting services.

Sara Arnold is a financial advisor with Commonwealth Financial Network in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Winslow Wood & Associates, LLC and Invest Financial Corporation. Outside of advisory work, she operates a tax preparation service. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services, including discretionary model portfolios and personalized investment strategies. The firm provides operations, trading, technology, compliance, and practice-management support while allowing advisors discretion in constructing client portfolios.

Mikki Burdine is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and four years of industry experience. She previously worked at The H Group, Inc. and MGM LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process blending passive and active strategies overseen by an internal Investment Committee.

Scott Floersheim is a CFP® and PFS™ credentialed advisor with 20 years of industry experience. He currently works at Savant Wealth Management and previously spent 20 years at Meridian Wealth Advisors as well as operating his own accounting firm, Scott Floersheim, Ltd., where he is a CPA. Outside of his advisory role, he dedicates time weekly to managing his accounting practice. Savant Wealth Management serves a diverse client base, including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm offers comprehensive wealth management and financial planning services, combining evidence-based asset allocation with actively managed investment strategies supported by affiliated accounting, legal, and trust services.

Sherri Harris is a financial advisor with Commonwealth Financial Network in Albuquerque, NM, holding a Series 66 designation and 12 years of industry experience. She has worked at Commonwealth since 2017 and previously spent 10 years at Invest Financial Corp. and 19 years at Winslow Wood & Associates, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, compliance, and operational support, allowing advisors discretion in portfolio construction alongside access to proprietary model portfolios and a range of investment solutions.

Eduardo Saenz Cano is a financial advisor with Kestra Advisory, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Edward Jones, Rinchem, Albuquerque Public Schools, and Apple. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as plan design, compliance testing, fiduciary consulting, and employee education, managing approximately $79.8 billion in assets with a focus that includes large institutional investors like sovereign wealth funds.

Spencer Porter is a financial advisor with TLG Advisors, Inc. based in Albuquerque, NM, holding Series 63 and Series 66 licenses with four years of industry experience. He has previously worked at Fidelity Brokerage Services, LLC. Outside of his advisory role, he owns Benefits With Apex, an insurance sales business. TLG Advisors, Inc. serves a wide range of clients including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, offering both sub-advised portfolios and a direct-to-consumer digital program called Starlight Portfolios.

Scott Covey is a financial advisor with Osaic Institutions, Inc., holding a Series 66 designation and 26 years of industry experience. His career includes roles at LPL Financial, CUNA Brokerage Services, Cuna Mutual Group, Waddell & Reed, and Investment Professionals, Inc. He has also been involved with Del Norte Investment Services. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory and financial planning services, utilizing a hybrid adviser/broker-dealer structure with a distinctive model that includes a lending marketplace and access to alternative investments.