Enjoli Mendoza is a financial advisor at Commonwealth Financial Network with 11 years of industry experience. She holds a Series 66 designation and has worked at Winslow Wood & Associates, LLC and INVEST Financial Corp. Mendoza is a co-owner of Winslow Wood & Associates, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment solutions and supports affiliated advisors with operations, technology, compliance, and practice management.

Sol Rascon is a financial advisor with Eagle Strategies (NY Life) in Albuquerque, NM, holding a Series 66 designation and one year of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life, Syndicus Financial LLC, and experience in construction and education sectors. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages most assets on a non-discretionary basis.

Ingrid Roosild is a financial advisor with NewEdge Advisors who holds the Series 66 designation and has 25 years of industry experience. Her prior work includes roles at Mid Atlantic Capital Corporation, Ameritas Investment Company, Carillon Investments, and Equitable Advisors. Outside of her advisory work, she is involved in collaborative divorce financial coaching and operates a financial services firm under Kivi Financial Group. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management and consulting services, combining in-house and third-party strategies supported by centralized due diligence and advanced technology tools.

Douglas Lindsey is a CFP® with 13 years of experience in the financial industry. He is currently an advisor at Farther and previously worked at The H Group, Inc. and MGM, LLC. Outside of his advisory work, he teaches classes on Social Security, Medicare, cybersecurity, and tax planning at the Osher Lifelong Learning Institute at the University of New Mexico. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

David Michalk is a financial advisor with Osaic Advisory Services, LLC, holding the ChFC® designation and Series 63 and 66 licenses. He has 22 years of industry experience, including roles at Thrivent Investment Management, Waterway Wealth Management, L.L.C., and Triad Hybrid Solutions. Outside of his advisory work, he serves as president of the Alta Vista Town Home Owner Association and holds leadership roles in nonprofit organizations such as the Folds of Honor-New Mexico Chapter and the New Mexico Lutheran Association. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, using a combination of proprietary and third-party platforms.

Larry Brown is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2017. He has prior experience at INVEST Financial Corp and operates Rob Brown LLC. His outside activities include managing an investment-related business under Rob Brown LLC called Invest for Life. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, offering a variety of advisory programs and services. The firm provides operations, technology, investment management, and compliance support while allowing advisors discretion in portfolio construction and access to proprietary model portfolios.

David Hogans is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and eight years of industry experience. Prior to joining Wealth Enhancement Advisory Services, he worked at The H Group, Inc. and Intelligent Investing Incorporated. Hogans is also an attorney licensed in Virginia, New Mexico, and before the Federal Patent Bar, though he is not currently practicing law. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Phillip Finley is a financial advisor with Eagle Strategies (NY Life) based in Albuquerque, NM, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been associated with Lobo Wealth Strategies since 2007 and with New York Life Insurance and Nylife Securities Inc. since 1995. Finley also engages in insurance brokering activities involving non-registered insurance products outside his advisory role. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working with various institutional sponsors within an integrated New York Life affiliate structure.

Kenneth Bowers is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 credentials. He has 36 years of industry experience, including prior roles at Gradient Securities LLC and ongoing involvement with TDS Group Inc. and LRS Office LLC. He is also a Certified Exit Planning Advisor (CEPA). United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients through independent representatives. The firm offers a range of advisory and brokerage services with a focus on non-discretionary account management.

Donald Mcdaniel is a CFP® professional affiliated with Allworth Financial, L.P. in Albuquerque, NM, with 15 years of industry experience. His prior roles include positions at UAS Wealth Advisors and Bancwest Investment Services, among others. Allworth Financial serves a diverse client base, providing financial and wealth planning, portfolio management, retirement plan consulting, and education through newsletters, podcasts, and seminars. The firm uses a combination of quantitative and qualitative analysis to implement customized investment strategies across various asset classes and specialist portfolios.

Nicolas Baker is a financial advisor with Eagle Strategies (NY Life) in Albuquerque, NM, holding Series 63 and Series 66 licenses with nine years of industry experience. He has worked with multiple entities affiliated with New York Life since 2016 and is the owner of Mantis Kung Fu Academy, a martial arts school providing instruction to the public. Baker also serves as a board member of the Parker Center for Family Business, a nonprofit assisting family-owned businesses. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored solutions across various program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Parrott is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Osaic Advisory Services, LLC. His prior roles include positions at Triad Hybrid Solutions, Waterway Wealth Management, Fidelity Brokerage Services, and Thornburg Securities Corp. Outside of his advisory work, he is a director for the New Mexico chapter of Folds of Honor, a nonprofit organization that raises funds for educational scholarships. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, using multiple program models and platforms to tailor portfolios to client needs.

Michael Albillar is a CFP® with 12 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at The H Group, Inc. and MGM, LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and uses a diversified investment approach that combines passive and active strategies, supported by an internal Investment Committee.

Daniel Cherrin is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates planning services from ongoing discretionary management and acts as adviser to a donor-advised fund within a vertically integrated group that uses affiliated funds.

Daniel Serna is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 credentials, with 11 years of industry experience. His prior work includes roles at Primerica Advisors and Gamestop Corp. Outside of his advisory work, he serves as president of the New Mexico Chess Organization and vice president of finance for the US Chess Federation, both community and charitable board positions. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base, including individuals, retirement plans, corporations, and institutional clients. The firm’s advisory services are provided through independent representatives using a combination of custodians, third-party managers, and platform programs, with a notable emphasis on non-discretionary account management.

Bemelda Bragado is a Series 65-licensed advisor at Mercer Global Advisors Inc. with 10 years of industry experience. She previously worked at SB Capital Management, Inc. for 11 years before joining Mercer. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, using a mix of low-cost ETFs, index funds, separate account managers, and private funds.

Michelle Phillips is a financial advisor with Allworth Financial, L.P. She holds Series 63 and Series 65 licenses and has 24 years of industry experience. Her prior roles include positions at Horter Investment Management, Oxford Wealth Advisors, and Wells Fargo Investments. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, and charitable organizations. The firm employs a combination of quantitative and qualitative analysis through an Investment Committee to create customized portfolios and offers a variety of strategies and specialist portfolios, alongside financial planning and retirement consulting services.

Angel Ramirez is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials. He has been with Empower since 2026, having previously worked at Wells Fargo and Northwestern Mutual in various roles during the last two years. Ramirez has no prior industry experience before 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients’ savings rates rather than short-term forecasts.

James Mccullough is a financial advisor with LPL Financial in Albuquerque, NM, holding Series 63 and Series 66 licenses with 22 years of industry experience. His prior roles include positions at Waddell & Reed, Inc and Thrivent Investment Management, with ongoing involvement in various insurance agencies. 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 broad range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Jonathan Garton is a ChFC® credentialed financial advisor at OSAIC with 38 years of industry experience. He has held positions at several firms, including Cue Financial Group, Inc., Foothill Securities, and Securities America, Inc. In addition to his advisory role, he owns a sole proprietorship offering life insurance and fixed annuities. OSAIC serves a diverse client base ranging from individual investors to large institutions, providing integrated brokerage and advisory services through a broad network of affiliated advisors and multiple platforms. The firm utilizes various asset-allocation and portfolio management tools and supports both discretionary and non-discretionary account management.