Melissa Minter is a financial advisor at OSAIC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Sagepoint Financial, Inc. and INVEST Financial Corp. In addition to her advisory role, she operates a sole proprietorship as an insurance agent. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with a range of portfolio options, supporting both discretionary and non-discretionary management.

Julie Garcia is a financial advisor at Raymond James Financial Services Advisors, Inc. with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Raymond James since 2016. In addition to her advisory role, she serves as Vice President of The Renaud Investment Group, where she oversees administrative and branch management duties. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and employs analytical tools to support client goals, with a notable focus on municipal and public finance through its affiliation with a municipal advisor.

James Armer is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Nusenda Federal Credit Union, CUNA Brokerage Services, and BBVA Securities. Armer is also involved in Nusenda Investment Services, a business related to his advisory work at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and participant-level retirement advice, supported by extensive advisor-facing technology and a broad range of non-advisory financial services.

Angelica Lovato is a Series 66-registered financial advisor at Merrill with eight years of industry experience. She has been with Merrill and Bank of America since 2007. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutional plans.

Matthew Ports is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds the Series 66 designation and is based in Albuquerque, NM. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branches nationwide.

Michael White is a financial advisor at Edward Jones in Albuquerque, NM, holding Series 63 and Series 66 designations with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is involved in managing a rental property operated as a VRBO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets with a large national network of advisors and branches.

Bernard Ela is a Series 66 credentialed financial advisor with Edward Jones, based in Albuquerque, NM. He has 19 years of industry experience, all of which have been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Cameron Dunn is a financial advisor with Raymond James Financial in Albuquerque, NM, holding a Series 66 designation and beginning his advisory career in 2026. Prior to entering the financial industry, he served eight years in the United States Navy. Outside of finance, he is involved with Hops & Dough Taproom. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools and risk profiling to provide tailored, non-discretionary advice and supports municipal and public finance work through a unique municipal advisor affiliation.

Keith Jordan is a financial advisor with Mass Mutual Investors Services in Albuquerque, NM. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Jordan has been with MML Investors Services and Mass Mutual Life Insurance Company since 2016. Mass Mutual 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, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager options and conducts educational seminars.

Antavius Greathouse is a Series 66 licensed advisor with 12 years of industry experience, currently affiliated with LPL Financial in Albuquerque, NM. His prior experience includes roles at Voya Financial Advisors, Inc., Morgan Stanley, and Albuquerque Public Schools. Outside of his advisory work, he serves on the board of the New Mexico Black Leadership Council and is involved with Mockingbird Fashion House. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various financial planning and portfolio management solutions supported by technology tools and oversees a large network of advisors and substantial discretionary assets.

Dustin Soflin is a financial advisor with Mass Mutual Investors Services in Albuquerque, NM, holding Series 63 and Series 65 credentials and having nine years of industry experience. He has been with MML Investors Services, LLC and Mass Mutual Life Insurance Company since 2016. In addition to his advisory work, he serves as secretary for the Albuquerque Youth Symphony Program. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including educational seminars and event-driven planning such as estate settlement and divorce planning.

Angela Ipock is a financial advisor with Raymond James Financial, holding a Series 66 designation and 19 years of industry experience. She previously worked at Merrill Lynch and UBS Financial Services before joining Raymond James in 2018. Ipock is also associated with Baker Wealth Planning Group in a support role. 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, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Anthony Allbright is a financial advisor with LPL Financial in Albuquerque, NM, holding the CFP® and ChFC® designations and with 32 years of industry experience. His prior work includes roles at Nusenda Credit Union, CUSO Financial Services, and Ameriprise Financial Services. He serves on the board of St. Mary’s Episcopal Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kenneth Johnston is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Tina Garcia is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked in real estate with several firms including Elysium Realty Group and Red Fox Realty. She has also been self-employed since 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering advisory programs with a range of investment strategies and managing over $1 trillion in assets. The firm maintains a large nationwide network of advisors and branch offices, providing both discretionary and non-discretionary investment solutions under a fiduciary standard.

Craig Landers is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 licenses and 38 years of industry experience. He has been with Ameriprise since 2007, including its Financial Services, Inc. and Financial Services, LLC entities, and previously worked at Householder Group, Estate & Retirement Specialists. Landers assists in operating a tax practice outside of his advisory role. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through a centralized service team that provides written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Phillip Perkins is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has been with Edward Jones for 36 years since 1990, based in Rio Rancho, NM. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Angelica Lopez is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Wealth Management Group, and Trivelloni Asset Management, among others. Outside of advising, she is an author who has self-published a book on Kindle Direct Publishing and also works as a Medicare insurance agent, focusing on products for seniors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutions. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports clients through advisory programs and institutional consulting.

Dan Wilkinson Sr. is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Cetera Wealth Services, LLC and Dearborn Financial, and has operated his own business, The Wilkinson Agency, since 1992. Outside of advising, Wilkinson serves on multiple nonprofit boards, mentors youth, and works as an instructor in education and training. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management services, including discretionary and non-discretionary management, financial planning, and access to third-party money managers.

Kyle Rotzoll is a financial advisor with Raymond James Financial in Albuquerque, NM, holding a Series 66 designation and two years of industry experience. His prior roles include work with Raymond James Financial Services, The Renaud Investment Group, and the University of New Mexico. Outside of advising, he has worked as a bartender at Ruth's Chris Steak House since 2017. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by risk profiling and analytical tools, with a notable municipal advisory affiliation and specialized retirement plan consulting programs.