Cynthia Bleicher is a financial advisor at Gradient Advisors, LLC with seven years of industry experience. She holds a Series 65 designation and has been associated with Gradient Advisors since 2019, as well as operating Enchantment Financial, where she provides financial and retirement planning and insurance services. Gradient Advisors, LLC offers investment management, financial planning, and consulting to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis in portfolio management.

William Batie is a financial advisor with PFG Advisors in Albuquerque, NM, holding Series 63 and Series 65 designations and over 31 years of industry experience. His career includes roles at United Planners, OSAIC, Securities America, and managing his own firm, Batie And Company Capital Management, since 2013. He is also involved with Cue Insurance Sales. 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/technical analysis, principally using index-based ETFs with periodic rebalancing, and offers access to multiple third-party platforms and wrap programs.

Stephen Ciepiela is a financial advisor with The AmeriFlex Group who holds Series 63 and Series 65 licenses and has 46 years of industry experience. His career includes roles at Cambridge Investment Research, Kestra Financial Services, and Charles Stephen & Company Inc., which he founded. He also serves as Vice President of Lobo Development Corp., a volunteer position. The AmeriFlex Group is an SEC-registered investment adviser that serves individuals, corporations, and retirement plans through a broad network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting using model asset allocations and manager relationships, with accounts custodied at multiple major firms.

Michael Luchtenburg is a financial advisor with StoneX Advisors Inc. and holds a Series 66 designation. He has 26 years of industry experience and has been with StoneX Advisors and StoneX Securities since 2019. Outside of his advisory role, he is the owner of Solarbration LLC, where he provides consulting and marketing advice focused on solar and green environmental benefits, and he is also self-publishing his autobiography and other written materials through TKC Press. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm employs a combination of independent advisors and an in-house Private Client Group, offering various account structures and model-based solutions supported by proprietary and third-party platforms.

Joshua Rowe is an advisor at The AmeriFlex Group with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms including Cambridge Investment Research, Charles Schwab & Co., and Bankers Life. The AmeriFlex Group is a multi-team SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management and financial planning services, utilizing model asset allocations and various manager relationships, with client accounts custodied at multiple major custodians.

Matthew Vining is a financial advisor at PFG Advisors with five years of industry experience. He holds a Series 66 designation and has worked at firms including United Planners, Securities America, and Batie and Co Capital Management. 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/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports both discretionary and non-discretionary account management.

James Brown Jr. is a financial advisor with The Wealth Consulting Group in Albuquerque, NM, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with WCG Wealth Advisors, LLC and LPL Financial since 2014. 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 combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways alongside its advisory offerings.

Charles Cumber Jr. is a financial advisor with Simplicity Wealth, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Prior to joining Simplicity Wealth in 2025, he worked at Union Capital Company for seven years and held positions at several firms including Wells Fargo Advisors. Outside of his advisory role, he is involved with Empowered Wealth Management, focusing on index annuities and life insurance. Simplicity Wealth serves a diverse client base ranging from individuals to institutional investors and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, while providing advisory services and technology solutions such as a managed account platform and private-label asset management software.

Renee Lee is a financial advisor with The Wealth Consulting Group in Albuquerque, NM, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with WCG Wealth Advisors, LLC and LPL Financial since 2014. Outside of her advisory role, she has worked as a store associate at JcPenney. 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 combining multiple analysis methods and offers both direct management and access to third-party programs, with additional fiduciary and legal-service integration.

Jeffrey Thompson is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior roles include positions at Mirau Capital Management, Bank of America, Merrill, and Farmers Insurance Group. He is involved with the New Mexico Ice Hockey Foundation, a nonprofit supporting youth hockey. Madison Avenue Securities provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers various account platforms and employs multiple investment approaches, serving clients through a network of investment adviser representatives.

Mark Zapatka is a ChFC®-designated financial advisor with 29 years of industry experience. He has been with First Heartland Consultants, Inc. since 2001. Outside of his advisory role, he serves as managing partner and president of Axcess Financial Inc., which offers insurance and financial services including employee benefits. First Heartland Consultants provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm delivers financial planning, model-based management for self-directed 401(k) accounts, and both wrap and non-wrap asset management solutions through a network of independent investment adviser representatives.

Keiko Lambert is a financial advisor at Trek Financial with 26 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at firms including Merrill Lynch and Cross State Financial Group. Since 2022, she has also owned and operated Omnivelis Financial in Albuquerque, providing financial advisory services. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm combines strategic and tactical approaches using a variety of model-driven and fundamental analyses, and it provides access to alternative investment platforms and specialized portfolio management tools.

Sara Prada is a CFP® professional with 12 years of experience in financial advising. She has been with United Capital Financial Advisors since 2015. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers customized investment solutions and supports other independent advisors through its technology and practice platform, FinLife Partners.

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.

Jacqueline Martinez is a financial advisor at Buck Wealth Strategies, LLC with two years of industry experience. She holds a Series 66 designation and previously worked at firms including Madison Avenue Securities, Raymond James Financial, and Wells Fargo Advisors. Outside of financial services, she has experience in event coordination and the food industry, having worked with Corazon Event Company and Olo Dessert Studio. 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 focused on tactical asset allocation and uses third-party tools to customize client risk profiles.

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.

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.