Joshua Rowe is an advisor at The AmeriFlex Group with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms including Cambridge Investment Research, Charles Schwab & Co., and Bankers Life. The AmeriFlex Group is a multi-team SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management and financial planning services, utilizing model asset allocations and various manager relationships, with client accounts custodied at multiple major custodians.

Matthew Vining is a financial advisor at PFG Advisors with five years of industry experience. He holds a Series 66 designation and has worked at firms including United Planners, Securities America, and Batie and Co Capital Management. 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 supports both discretionary and non-discretionary account management.

James Brown Jr. is a financial advisor with The Wealth Consulting Group in Albuquerque, NM, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with WCG Wealth Advisors, LLC and LPL Financial since 2014. 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 combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways alongside its advisory offerings.

Charles Cumber Jr. is a financial advisor at Simplicity Wealth with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Union Capital Company and Wells Fargo Advisors. Outside of his advisory role, he is involved in the index annuities and life insurance business through Empowered Wealth Management. Simplicity Wealth serves a diverse client base that includes individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, and offers advisory services along with technology and operational support to other advisers through its managed account platform.

Renee Lee is a financial advisor with The Wealth Consulting Group in Albuquerque, NM, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with WCG Wealth Advisors, LLC and LPL Financial since 2014. Outside of her advisory role, she has worked as a store associate at JcPenney. 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 combining multiple analysis methods and offers both direct management and access to third-party programs, with additional fiduciary and legal-service integration.

Jeffrey Thompson is a financial advisor with Madison Avenue Securities, LLC, based in Albuquerque, NM, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at Mirau Capital Management, Bank of America, and Merrill Lynch. He is involved with the New Mexico Ice Hockey Foundation, a nonprofit organization supporting youth hockey. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering a range of portfolio management options and working with multiple custodial platforms and third-party managers.

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 27 years of experience in the financial industry. She is currently affiliated with The AmeriFlex Group and has prior experience 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, third-party money manager selection, and retirement plan consulting, delivering customized strategies through various managed account platforms and ongoing client account monitoring.

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. Natalie is also employed with PricewaterhouseCoopers, where she works on projects with the Morgan Stanley Global Capital Markets team. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

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.

Heather Schara is a financial advisor with PFG Advisors, holding Series 63 and Series 65 licenses and with 28 years of industry experience. Her prior work includes roles at United Planners, OSAIC, Securities America, Morgan Stanley, and Batie & Company Capital Management. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, corporations, and financial institutions. The firm’s investment approach involves firm-developed model portfolios and third-party managers, emphasizing macro allocation with index-based ETFs alongside fundamental, technical, and cyclical analysis.

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.

Ralph Barker is a financial advisor with Momentum Independent Network Inc. in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Momentum Independent Network Inc. since 2010. Momentum Independent Network Inc. serves individual, corporate, institutional clients, and retirement plans with a range of services including investment advisory, portfolio management, financial planning, and brokerage operations. The firm offers both discretionary and non-discretionary investment solutions, combining multiple analytic approaches and overlay strategies, and integrates broker-dealer functions with banking and municipal advisory capabilities through its affiliation with the Hilltop group.

Reed Muehlmeyer is a financial advisor at Sequent Planning, LLC with one year of industry experience. He holds a Series 65 designation and has worked in various roles including accounting at Muehlmeyer PC CPA and positions in retail and hospitality. Muehlmeyer is also a licensed insurance agent offering insurance products alongside his advisory work. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations. The firm employs a structured risk framework and a mix of proprietary and third-party investment models, providing diversified, tax-aware, and fiduciary-focused financial services.

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.