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® at Root Financial Partners with three years of industry experience. He previously worked at Jackson & Associates, Inc. and Abadie & Boren Ltd. Co., where he is also involved in tax preparation services for 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 diversified, passive investment strategies with tailored portfolios and offers educational programming and standalone online academies.

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.

Hunter Von Unschuld is a CFP® with four years of industry experience, currently affiliated with Royal Fund Management, LLC. He has worked with the firm and its affiliate, Fractal Profile Wealth Management, since 2020 and has additional experience in educational roles at Central New Mexico Community College and the New Mexico Institute of Mining and Technology. Outside of his advisory work, he is also a licensed independent insurance agent specializing in life and health insurance. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies tailored to client risk tolerance and offers both discretionary and held-away account management through various platforms.

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.

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 at Eagle Strategies (NY Life) with four years of industry experience. He holds Series 65 and Series 63 licenses. Prior to his current role, Wilson spent eight years with the Baptist Convention of New Mexico. He serves as a board member of NAIFA New Mexico, a local chapter of the National Association of Insurance and Financial Advisors. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals and institutional investors. The firm offers a variety of program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Logan Baber is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Principal Financial Services and has previously worked at Fidelity Brokerage Services, LLC. Baber holds a Series 63 license and is active as a fixed insurance agent offering fixed life, annuity, disability income, health, long-term care, Medicare supplements, and group products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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.

Bryan Cantrell is a financial advisor at Mercer Global Advisors Inc. with five years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, LPL Financial, and Square 72 Investments. Outside of advising, he is a passive investor in a commercial real estate project. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm follows a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios and offers a range of investment implementation options alongside financial and retirement planning services.

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.

Daniel Aviles Jr. is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has been with Valic Financial Advisors since 2013 and also holds an agent position with Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

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.

Warren Hoppe is a ChFC® and holds a Series 66 license, with 48 years of experience in the financial services industry. He is currently affiliated with Primerica Advisors and has extensive prior experience at Park Avenue Securities and Guardian Life Insurance, where he worked for over two decades. In addition to his advisory work, he is involved in life, health, disability income, and long-term care insurance sales. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, financial planning, and retirement and business consulting, utilizing a mix of proprietary and third-party investment strategies.

Liatriz Levy is a financial advisor at Concurrent Investment Advisors, LLC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Bank of America, Merrill Lynch, and The Hamilton Group. Outside of her advisory role, Levy is involved with Agri-Equine LLC, an enterprise under development focused on clinics and hands-on learning opportunities. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.