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.

Antonio Almaraz is a financial advisor with Wells Fargo Clearing based in Santa Fe, NM, holding Series 63 and Series 66 licenses and 24 years of industry experience. His prior roles include positions at Kirkland Federal Credit Union, LPL Financial, U.S. Bancorp Investments, Compass Bank, BBVA entities, and Morgan Stanley. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Xavier Escobedo is a financial advisor at Merrill in El Paso, TX, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Bank of America, Fisher Investments, Pimco, and Capital Strategies. 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 plans, corporations, and charitable organizations.

Amber Rosenthal is a financial advisor with Charles Schwab in El Paso, TX, holding Series 63 and Series 65 licenses and with six years of industry experience. Her prior work experience includes roles at Wells Fargo Clearing, Wells Fargo Bank, and Connects Federal Credit Union. She has also been affiliated with Saint Leo University for over a decade. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Susan Morrow is a financial advisor at Edward Jones in El Paso, TX, holding a Series 66 designation. She has been with Edward Jones since 2025 and has prior experience outside the financial industry, including six years at Edith Cowan University and 25 years with Ronald McDonald House Charities WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a nationwide network of more than 23,700 financial advisors.

Cristian Martinez is a financial advisor with LPL Financial in El Paso, TX, holding Series 63 and Series 65 licenses and has 12 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank NA. He is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management services, including model portfolios, third-party asset management, and institutional platforms.

Alyssa Najar is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various capacities within Charles Schwab entities since 2022, as well as roles at Temple College, MWA Financial Services, and Modern Woodmen of America. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of brokerage, custody, and advisory services. The firm employs a mostly non-discretionary client relationship model alongside access to discretionary separately managed accounts and utilizes multi-asset model portfolios with strategic asset allocation.

Kristy Mcgee is a financial advisor at Raymond James & Associates with 25 years of industry experience and holds the Series 66 credential. She has been with Raymond James since 2016. Outside of her advisory role, she occasionally contributes creative ideas and design input to a small digital design business operated by her husband. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and public entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Elvira Grossman is a financial professional with six years of industry experience, currently affiliated with Cetera. She has held roles at NYLIFE Securities LLC and New York Life Insurance Company and also worked at Cafe Central. Grossman serves on an animal shelter advisory committee in El Paso, TX. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Charles Lambeth is a financial advisor at OSAIC with 38 years of industry experience. He holds a Series 63 designation and previously worked for Lincoln Financial Advisors Corporation for 28 years. In addition to his advisory role, he offers accident and health insurance, disability insurance, fixed annuities, health savings accounts, and traditional life insurance as a licensed agent. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with a focus on asset allocation, risk tolerance, and efficient-frontier analysis, offering a range of investment options managed on discretionary or non-discretionary bases.

Kyong Peterson is a financial advisor with Raymond James Financial in El Paso, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Prior to joining Raymond James in various capacities since 2016, Peterson spent seven years at Morgan Stanley. Peterson also serves as a board member and committee member of the YWCA Foundation, where they are involved in overseeing investments and cash flow. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs tailored non-discretionary planning and consulting supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Samuel Edwards is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Wells Fargo Investments, LLC and Citigroup Global Markets. He is based in El Paso, TX. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to support its investment approach.

Aileen Williams is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses. She has been with Wells Fargo in various capacities since 2016, including roles at Wells Fargo Bank and Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Mark Heath is a CFP® professional with 21 years of industry experience. He is currently with Osaic and previously spent 20 years at Lincoln Financial Advisors. Outside of his advisory role, Heath owns and leads 10 Key Consulting, LLC, which offers various insurance products and group benefits. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, and institutions through a large network of advisers. The firm provides integrated brokerage and advisory services with a range of portfolio management options supported by advanced asset-allocation tools.

Richard Joens is a financial advisor with Merrill in El Paso, TX, holding a Series 66 designation and 21 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006, following a year at Morgan Stanley DW Inc. 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 plans, corporations, and charitable organizations.

Julio Rivera is a financial advisor at Wells Fargo Clearing in El Paso, TX, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Thornburg Investment Management and Thornburg Securities LLC. Rivera also worked as an independent contractor life insurance broker with Family First Life, from which he continues to receive commissions. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Viviana Hernandez is a financial advisor with MML Investors Services, holding Series 63 and Series 65 licenses and one year of industry experience. She has worked at several firms including MassMutual Life Insurance Co, NYLIFE Securities LLC, and Prudential Insurance Company of America. Outside of advising, she is a co-trustee of a family living trust. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements using firm-approved analysis tools and also conducts educational seminars.

Kristine Marcum is the Senior Resident Director at Merrill, where she provides financial solutions and guidance to clients, teammates, and the community. She has been working in the financial advisory field since August 2000, serving individuals, business owners, families building wealth, and retirees. Kristine holds a Bachelors degree in interdisciplinary studies and a Masters degree in education, both from the University of Texas at El Paso. She possesses several FINRA registrations, including Series 7, Series 9, Series 10, Series 31, and Series 66, and holds professional designations such as Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Her expertise includes college education planning, divorce transition planning, family wealth management strategies, LGBT wealth planning, personal retirement planning, portfolio management services, small business strategies, and women and wealth. She is actively involved in community organizations, including Borderplex Alliance, CASFV, El Pasoans Fighting Hunger, Executive Forum, Kids Excel El Paso, and YWCA Paso Del Norte Region. Kristine enjoys spending time with her blended family, which includes her husband Alfonso, three sons, a daughter, and three grandsons. Her personal interests include baseball, cooking, dancing, football, reading, traveling, and watching movies.

Presciliano Ortega Jr. is a financial advisor at Cetera with 42 years of industry experience. He has been associated with Cetera and its related entities since 2017 and has operated Presi Ortega & Associates since 1986. Ortega serves on the boards of the San Vicente Family Health Center and the Yucca Council Boy Scout Board of Directors, and he is president of the Cathedral High School Association. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and consulting services across various program structures and custodial relationships.