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.

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.

Adam Ciepiela is a financial advisor with The AmeriFlex Group and holds a Series 66 designation. He has 17 years of industry experience and has worked at firms including Cambridge Investment Research, Kestra Financial Services, Sagepoint Financial, and Charles Stephen & Company. Outside of his advisory work, he serves on the boards of the Albuquerque Museum Foundation, Junior Achievement of New Mexico, and Capra Bank. The AmeriFlex Group is an SEC-registered investment adviser serving 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 model asset allocations, discretionary manager relationships, and multiple custodians.

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.

Brandon Thurgood is a financial advisor with Buck Wealth Strategies, LLC, holding a Series 65 credential and eight years of industry experience. His prior roles include positions at Oxford Wealth Advisors, Townsquare Capital, and Horter Investment Management. Outside of advisory work, he is involved with E.A. Buck Financial Services, offering fixed life, health products, and fixed annuities. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach focused on tactical asset allocation, sector rotation, and growth/value frameworks, and is noted for its use of options strategies and engagement with third-party money managers.

Jose Betancourt is a CFP® professional with 14 years of industry experience. He is currently with PNC Wealth Management and previously worked at Wells Fargo Clearing and Morgan Stanley Private Bank. Betancourt owns two non-investment related businesses, Betcha LLC and JABE Investments LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that utilizes algorithmic risk assessments and approved model strategies implemented via mutual funds and ETFs.

Scott Wilson is a financial advisor with Eagle Strategies (NY Life) in Albuquerque, NM, holding Series 63 and Series 65 licenses and with four years of industry experience. He is also the owner of Peak Financial Services, LLC, which brokers New York Life insurance products and non-registered insurance products. Wilson serves as a board member of NAIFA New Mexico, a local chapter of the National Association of Insurance and Financial Advisors. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and offers multiple program types, including retirement plan consulting and fee-based hourly advice.

Jerry Todd Jr. is a financial advisor at J.W. Cole Advisors, Inc. in Albuquerque, NM, with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.W. Cole Advisors and J.W. Cole Financial since 2016. Todd is also an advisor for Engage Retirement, focusing on insurance and investment management. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and third-party manager platforms for individuals, high-net-worth clients, and institutions. The firm employs a mix of discretionary and non-discretionary management styles using fundamental and technical analysis, model or manager-based strategies, and digital advice solutions.

Marilyn Wood is a financial advisor with Commonwealth Financial Network based in Albuquerque, NM. She holds Series 63 and Series 65 credentials and has 31 years of industry experience. Prior to joining Commonwealth and co-owning Winslow Wood & Associates, LLC in 2017, she worked at INVEST Financial Corp. from 2008 to 2017. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including investment management, technology, compliance, and practice management. The firm offers discretionary model portfolios and customizable program structures designed to meet diverse client needs.

Kayla Hebb is a financial advisor with Commonwealth Financial Network in Albuquerque, NM, holding Series 63, 65, and 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at Cambridge Investment Research Advisors, Avatrine Financial, Cloak Advisors, and Fidelity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in assets. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and a variety of investment options.

Adelious Stith is a financial advisor with Bankers Life Advisory Services, Inc. based in Albuquerque, NM, holding a Series 65 designation and six years of industry experience. He has been with Bankers Life Advisory Services since 2020 and also has roles within affiliated entities of Bankers Life. Outside of his advisory work, Stith serves on the board of directors for HOAMCO, coaches athletes in sprinting and fitness, preaches at Abundant Life Church, instructs in communication and leadership at Rebound New Mexico, and participates in political organizing as a ward chairman for the Bernalillo Republican Party. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to develop tailored asset allocations and ongoing portfolio management aligned with client goals and risk profiles.

Philip Gordley is a financial advisor at AE Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at AE Wealth Management since 2016. In addition to his advisory role, Gordley has been an insurance agent selling life, health insurance, and fixed and indexed annuities through Core Financial since 1982. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and consulting services through a platform that integrates AEWM-managed, third-party, and advisor-managed models.

Michael Slenes is a financial advisor at Allworth Financial, L.P. in Albuquerque, NM, holding a Series 65 designation with one year of industry experience. His work history includes roles at the University of New Mexico and entrepreneurial ventures such as Jinja Bar & Bistro and Dixon Golf. Allworth Financial serves individual and high-net-worth investors, as well as pension plans, trusts, corporations, and charitable organizations, providing financial planning, portfolio management, and retirement plan consulting. The firm uses both quantitative and qualitative analysis to offer customized investment strategies across a variety of asset classes and manages privately offered funds alongside educational resources.

William Fredrickson is a financial advisor with United Planners' Financial Services of America and holds the Series 66 designation. He has 28 years of industry experience and has been affiliated with United Planners since 2007. He is also president of Fredrickson Financial Services PC and operates an independent insurance agency in Albuquerque, NM. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients through a network of independent advisors. The firm utilizes a combination of custodians, third-party money managers, and platform programs to deliver mainly non-discretionary advisory services.

Matthew Keller is a CFP® and holds a Series 65 license with 23 years of industry experience. He has worked at Allworth Financial, L.P. since 2022 and previously spent 18 years at Uasnm, Inc. d/b/a Uas Wealth Advisors and two years at Universal Advisory Services Inc. He serves as a trustee on the Albuquerque Academy Endowment Management Committee. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both quantitative and qualitative analysis to implement customized investment strategies across various asset classes.

William Davis is a financial advisor with Kestra Advisory in Albuquerque, NM, holding the ChFC® designation and Series 63 and 66 licenses. He has 25 years of industry experience, including prior roles at SII Investments, Inc., and his own firm, Davis Advisory Group, which he has managed since 2001. In addition to his advisory work, he owns Davis Tax Services, LLC, which prepares and reviews tax returns for many of his financial clients. Kestra Advisory Services provides investment advisory and retirement plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm serves a diverse client base, including large institutional investors, and utilizes multiple management platforms and third-party solutions within its supervisory framework.

Bethany Brandt is a financial advisor with First Command Advisory Services in Albuquerque, NM, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at First Command Brokerage Services, Inc. and First Command Insurance Services, Inc. Outside of finance, she works as an independent actor and is a music instructor at the School of Rock. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, using a centralized team to design and manage model portfolios and third-party managers.

Carly Weedman is a financial advisor with PlanMember Securities Corporation in Albuquerque, NM, holding Series 63 and Series 65 licenses with six years of industry experience. She has been with PlanMember since 2019 and is also involved with Competitive Benefits Administrator and Aflac in insurance and supplemental insurance sales. PlanMember provides retirement-plan advisory services to employers and plan participants, focusing on strategic asset allocation and risk-based mutual fund portfolios. The firm offers education, support, and fiduciary services, utilizing a disciplined investment process and third-party custodians for plan assets.

Jack Hall is a financial advisor with Eagle Strategies (NY Life) in Albuquerque, NM, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been associated with Eagle Strategies since 2006 and has worked at High Point Financial Group, LLC and Lobo Wealth Strategies. His outside business activities include brokering non-registered insurance products through his firms. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm focuses on tailored solutions delivered primarily through non-discretionary management and emphasizes fiduciary responsibilities in its advisory relationships.

Claire Sauerman is a financial advisor at Eagle Strategies (NY Life) based in Albuquerque, NM, holding a Series 66 designation with three years of industry experience. Her prior work includes roles at NYLIFE Securities, Lobo Wealth Strategies, and Mighty Muse Publications. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated representatives. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis.