Randal Egan is a financial advisor with Edward Jones in Santa Fe, NM, holding a Series 66 designation and 14 years of industry experience. He has been involved with Five Seasons Adventures since 2009. Outside of his advisory work, Egan is a musician at First Baptist Church in Santa Fe. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, supported by a large nationwide network of advisors and branch offices.

Jill Enloe is a financial advisor with Raymond James Financial in Santa Fe, NM, holding Series 63 and Series 66 designations and 18 years of industry experience. She has been associated with Raymond James Financial Services Advisors Inc. and related entities since 2014 and is co-owner and secretary of White & Luff Financial Inc., where she advises clients on their Raymond James portfolios. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary advisory services using analytical tools and supports specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Karson Nance is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. He has worked at Stifel since 2023 and previously founded Dead Run Enterprises LLC, a retail and wholesale business specializing in boots, leather accessories, and denim apparel. He is also a board member of the Lubbock Christian University Foundation. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

Matthew Houston is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Wedbush Securities, B. Riley Wealth Management, Hilltop Securities, Citigroup Global Markets, and Legg Mason Wood Walker. Houston is also associated with Skyward Financial LLC, an entity related to his work with LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of advisors.

Cari Anderson is a financial advisor at LPL Financial with five years of industry experience. She holds the Series 66 designation and has prior experience at Prudential Insurance Company of America and Liberty National. Outside of advising, Anderson works as a writer. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, employing various investment strategies and technology tools.

Jeffrey Nativi is a financial advisor at Cetera with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including SEI Investments and Enterprise Bank and Trust. He is the owner of Enchantment Wealth Management, LLC, and Legacy Financial Group, both operating as DBA entities for Cetera. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a network of over 10,000 advisors. The firm offers a range of portfolio management and retirement services using a multi-manager platform with discretionary and non-discretionary program options.

Kaitlyn Kimzey is a financial advisor based in Santa Fe with The Kimzey Group at Merrill Lynch Wealth Management. In her role, she helps clients make sound financial decisions at every stage of life by leveraging the investment insights of Merrill Lynch and the banking convenience of Bank of America. She focuses on family wealth management strategies, personal retirement planning, portfolio management services, socially responsible and ESG investing, and women and wealth. Before joining Merrill Lynch in 2022, Kaitlyn worked at Thornburg Investment Management as an Advisor Solutions Consultant. Prior to her finance career, she worked as a ranch hand and wrangler on sustainable cattle operations in Colorado and taught English as a Second Language in southern Chile through a United Nations initiative. Kaitlyn graduated magna cum laude from Temple University with a BA in English Literature and holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Kaitlyn serves on the board of the Santa Fe Farmers Market Institute. Her personal interests include camping, cooking, fishing, gardening, horseback riding, reading, running, skiing, and traveling.

Lisa Marcelli is a CFP® professional with 37 years of experience in the financial industry. She is currently with LPL Financial and has previously worked at Wedbush Securities, B. Riley Wealth Advisors, Sanders Morris LLC, SMH Capital Advisors, and Banc One Securities Corporation. 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 through a large network of investment adviser representatives. The firm offers a variety of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Mary Macukas is a CFP® with 17 years of industry experience and is currently an advisor at Stifel since 2020. She previously worked at UBS Financial Services for 12 years. Outside of her advisory role, Mary serves on the board of directors and as Vice President of Development for the Santa Fe Symphony Orchestra and Chorus, and she is a board member of the Santa Fe Community Foundation. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward‑looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Karen Schotter is a financial advisor at Edward Jones with 19 years of industry experience. She holds the ChFC® and Series 66 designations. Her prior experience includes roles at Charles Schwab & Co., Inc., Valic Financial Advisors, Merrill, and self-employment. Outside of finance, she is an independent yoga teacher who leads classes at local studios and La Posada Hotel in Santa Fe, NM. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Anthony Forte Jr. is a financial advisor with Morgan Stanley in Santa Fe, NM, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services that utilize structured discovery and analytical tools to model outcomes.

Lawrence Schwartz is a Financial Advisor at Merrill Lynch Wealth Management. He works with clients to provide financial guidance and wealth management services. Specific details regarding his experience and areas of expertise have not been provided. Information about his educational background, credentials, personal interests, and community involvement is not available.

Jill Drinkwater is a financial advisor with Morgan Stanley in Santa Fe, NM, holding a Series 63 designation and bringing 49 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, Drinkwater is a partner in an automotive and transportation business called Cars and Cards. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and estate planning specialists.

Jordan Silverman is a financial advisor at UBS Financial Services with 24 years of industry experience. He has worked at UBS Financial Services since 2006, with a period at Morgan Stanley between 2009 and 2016. He holds Series 63 and Series 66 credentials and is based in Santa Fe, NM. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Jennifer Schroeder is a financial advisor with Ameriprise in Santa Fe, NM, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement advice through a centralized consulting team.

Michael Cupp is a Series 66 licensed financial advisor with Edward Jones in Santa Fe, NM, and has six years of industry experience. Prior to joining Edward Jones in 2019, he served in the US Army from 2009 to 2019. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

John Whiteknight is a CFP® and ChFC® credentialed financial advisor with 36 years of industry experience. He is currently with Cetera and has previously worked with Cetera Wealth Services, Bar Financial LLC, and CUNA Brokerage Services, Inc. Outside of his advisory role, he is involved in practice management and serves as an OSJ manager for Bar Financial, LLC. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers and a wide range of program structures.

Aric Vickrey is a financial advisor with Raymond James & Associates in Santa Fe, NM, holding Series 63 and Series 65 designations and possessing 11 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors. 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 municipal entities, providing financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Bernadette Chavez is a Series 66 licensed financial advisor with Morgan Stanley, where she has worked since 2009. She has 18 years of industry experience and is based in Santa Fe, New Mexico. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Robert Jones is a financial advisor with Raymond James & Associates who holds Series 63, 65, and 66 designations and has 35 years of industry experience. His prior work includes eight years at Wells Fargo Clearing and four years at Wells Fargo Advisors, LLC. He is based in Santa Fe, NM. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing about $501 billion in assets. The firm serves a diverse clientele including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.