Kelly Famiglietta is a CFP® professional with 26 years of industry experience. She is currently affiliated with The AmeriFlex Group and has previously worked 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, and retirement plan consulting, delivering customized strategies using model asset allocations, discretionary and non-discretionary manager relationships, and multiple custodian platforms.

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 and Pacific Investment Management Company LLC. In addition to her advisory role, she is employed by PricewaterhouseCoopers on projects with the Global Capital Markets team contracted by Morgan Stanley. Prospera Financial Services, Inc. serves a diverse client base including individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion. The firm offers investment advisory and financial planning services through multiple platforms and combines firm models, third-party sub-advisers, and customizable allocations for portfolio construction and management.

Gerald Montoya is a financial advisor at BOK Financial Securities, Inc. with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at BOK Financial entities since 2023, following prior roles at Wells Fargo Clearing and US Eagle FCU. BOK Financial Advisors serves a diverse clientele including individual, high-net-worth, corporate, and institutional clients such as municipalities and government agencies. The firm offers fee-based, non-discretionary investment management through its Guided Portfolio Solutions program, combining advisor guidance with research-driven asset allocation and manager selection.

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.

Heidi Wilson is a financial advisor at SteelPeak Wealth, LLC with 15 years of industry experience. She holds the Series 66 designation and has previously worked at J.P. Morgan Securities, Bank of the West, and TIAA-CREF. SteelPeak Wealth serves a diverse client base including individuals, pension plans, trusts, family offices, and registered investment companies. The firm offers financial planning, discretionary portfolio management, alternative strategies, and private placement consulting, utilizing proprietary and custom model portfolios monitored by its Institute of Portfolio Management & Economic Strategy.

Heather Schara is a financial advisor with PFG Advisors in Albuquerque, NM, holding Series 63 and Series 65 credentials and 27 years of industry experience. Her career includes roles at United Planners, OSAIC, Securities America, Inc., and Cue Financial Group, among others. She has been with PFG Advisors since 2018. 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 and technical analysis, primarily implementing exposure through index-based ETFs with periodic rebalancing.

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 professional experience that includes roles at Muehlmeyer PC CPA, The Shop, Everest Apothicary, Flying Star Cafe, and the University of New Mexico. In addition to his advisory work, he is licensed as an insurance agent, offering insurance products and services. Sequent Planning, LLC, also known as Futurity First Wealth Management, is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm employs a structured risk framework and a diversified investment approach, delivering services through a network of approximately 97 independent adviser representatives.

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.

James Johnson Jr. is a financial advisor with The AmeriFlex Group in Albuquerque, NM, holding Series 63 and Series 66 designations and 20 years of industry experience. His prior roles include positions at Cambridge Investment Research, OSAIC, SAGEPOINT FINANCIAL, and Kestra Financial Services. He has served on the board of TechSource, LLC, and volunteers on the Los Alamos National Laboratory Benefit & Investment Committee. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and over 170 investment adviser representatives. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies through model asset allocations and discretionary relationships.

Christopher Boren is a CFP® affiliated with Root Financial Partners in Albuquerque, NM, with two years of industry experience. He has previously worked at Oak Creek Accounting & Financial Services LLC, Jackson & Associates, Inc., Abadie & Boren Ltd. Co., and Evensky & Katz. In addition to his advisory role, he operates a tax preparation business serving individuals, trusts, and businesses. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm emphasizes broadly diversified, passive portfolios tailored to client objectives and tax considerations, and offers educational programming and specialized strategies as appropriate.

Wendy Cain is a financial advisor with Founders Financial Alliance, LLC, holding a Series 63 designation and over 41 years of industry experience. She has worked with LPL Financial for more than two decades and previously with Western Community Financial. Based in Albuquerque, NM, Cain has been with Founders Financial Alliance since 2020. Founders Financial Alliance provides discretionary, fee-based investment management and financial planning services to individual and high-net-worth clients, charitable organizations, and corporate retirement plans. The firm employs an evidence-based investment approach tailored to individual goals, utilizing asset allocation, periodic rebalancing, and a mix of strategies including modern portfolio theory and third-party manager solutions.

April Barker is a financial advisor at Momentum Independent Network Inc. with 26 years of industry experience. She has held her current role since 2010 and holds Series 63, Series 65, and Series 66 credentials. Momentum Independent Network Inc. serves individual, corporate, institutional, and retirement plan clients with investment advisory, portfolio management, financial planning, brokerage, execution, clearing, and custody services. The firm offers both discretionary and non-discretionary portfolio solutions combining quantitative, fundamental, and technical analysis, along with overlay and municipal fixed-income strategies, supported by integrated broker-dealer, banking, and municipal advisory capabilities within the Hilltop group.

Maria Stalter is a CFP® with 10 years of experience in financial advising, currently with Core Planning in Albuquerque, NM. Her background includes roles at Boldin Advisors, H&R Block, Blue Marlin Advisors, and Prosperity Source Advisors. In addition to advising, she owns Your Money Media, LLC, where she writes freelance financial content for U.S. News & World Report and TheStreet.com. Core Planning provides fee-only financial planning and wealth management primarily for individual and high-net-worth clients, offering services ranging from one-time engagements to ongoing portfolio management. The firm uses third-party model portfolios and automated rebalancing tools to tailor investment strategies based on client objectives and risk tolerance.

Adam Ciepiela is a financial advisor with The AmeriFlex Group in Albuquerque, NM, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Cambridge Investment Research, OSAIC, Sagepoint Financial, and Kestra Financial Services. He is also a board member of the Albuquerque Museum Foundation and Junior Achievement of New Mexico. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm provides portfolio management, financial planning, and retirement plan consulting, delivering customized strategies through model asset allocations and manager relationships.

Mark Richards is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked at Seniors Financial of New Mexico, Madison Avenue Securities, Inc., and operates M. W. Richards Financial, where he is involved in annuity and life insurance sales. Outside of his advisory role, Richards manages a massage therapy business and serves as a trustee for the estate of Rose Marie Verga. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management, financial planning, and consulting services through various account platforms and employs multiple investment strategies tailored to client needs.