Brandon Thurgood is a financial advisor with Buck Wealth Strategies, LLC, holding a Series 65 designation 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 and health products and fixed annuities. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, utilizing equities, ETFs, and fixed income products.

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) based in Albuquerque, NM, holding Series 63 and Series 65 licenses and with three years of industry experience. He has been affiliated with Eagle Strategies and Peak Financial Services, LLC since 2025 and also has experience with NYLIFE Securities LLC and New York Life Insurance Co since 2022. Wilson serves as a board member of the NAIFA New Mexico chapter. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple advisory programs tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

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 at Commonwealth Financial Network with 12 years of industry experience. She holds the Series 63, Series 66, and Series 65 designations and has worked at firms including Cambridge Investment Research Advisors, Inc. and Cloak Advisors, LLC. She is also involved with the nonprofit Helping Other People Everywhere (HOPE). Commonwealth Financial Network serves a national network of approximately 2,900 advisors, managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs and access to third-party asset managers, supporting a wide range of individual and institutional clients.

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. based in Albuquerque, NM. He holds a Series 65 credential and has one year of industry experience. Prior to his current role, he has held positions at the University of New Mexico and worked in the hospitality and retail sectors. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm utilizes customized portfolios combining model strategies and third-party sub-advisers, and it manages privately offered funds and a specialized Airline division.

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® with 23 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. since 2022. Prior to this, he worked for 18 years at Uasnm, Inc. d/b/a Uas Wealth Advisors. He serves as a trustee on the Albuquerque Academy Endowment Management Committee. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a range of strategies and employs technology to manage held-away employer retirement accounts.

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. She holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to her current role, she worked in related capacities at several First Command entities. Outside of finance, she works as an independent actor and serves as a music instructor at School of Rock. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team to select and manage model portfolios using mutual funds, ETFs, fixed-income accounts, and third-party managers.

Carly Weedman is a financial advisor with PlanMember Securities Corporation in Albuquerque, NM, holding Series 65 and Series 63 licenses and bringing six years of industry experience. She has worked at PlanMember since 2019 and concurrently is involved with Competitive Benefits Administrator and Aflac, where she serves in insurance and investment-related roles. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options. The firm employs a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios while delivering education, support, and counseling services to plan sponsors and participants.

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.

Kirk Hudson is a CFA® charterholder and holds a Series 65 license with 23 years of experience in the financial industry. He has worked at Allworth Financial, L.P. since 2022 and previously spent 18 years at Uasnm, Inc. D/B/A Uas Wealth Advisors. Allworth Financial is a fee-based SEC-registered adviser that serves individuals—including high-net-worth clients—qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm uses customized portfolio strategies incorporating model allocations and specialized approaches, including defined-outcome ETFs and options overlays, while also managing privately offered funds and maintaining affiliated businesses such as a broker-dealer and a tax/accounting practice.

Ashley Gomez Herrera is a financial advisor with Voya Financial Advisors, Inc. She holds the Series 63 and Series 65 designations and has three years of industry experience. Prior to joining Voya, she spent ten years with Legacy Financial Group, LLC. Outside of her advisory role, she owns a salsa company. Voya Financial Advisors serves a diverse client base including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers services such as financial planning, portfolio management, and plan-sponsor consulting through various program structures, with a focus on recommendation-based, non-discretionary investment advice.

Vinod Mehta is a financial advisor with Eagle Strategies (New York Life), holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with New York Life since 2002. Outside of his advisory role, he is a shareholder in NYLARC Holding Company, Inc., which reinsures life insurance policies he writes with New York Life. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis.

Thomas Beuerman is a financial advisor with First Command Advisory Services, holding a Series 66 designation and six years of industry experience. He previously served in the United States Navy and currently serves as an officer in the US Navy Reserves. Outside of his advisory role, he owns HouseBuyingTom, a business based in Albuquerque, NM. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.