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.

Eric Altenburg is a financial advisor with The Wealth Consulting Group in Albuquerque, NM. He holds the ChFC® designation and Series 63 and 65 licenses, with 32 years of industry experience. Altenburg previously worked at LPL Financial for over a decade. Outside of his advisory work, he owns Duke City Speed LLC, a drag racing business. WCG Wealth Advisors, LLC 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 fundamental, technical, macroeconomic, and quantitative analysis and supports clients through multiple custodial platforms and fiduciary services.

Ralph Barker is a financial advisor with Momentum Independent Network Inc. in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Momentum Independent Network Inc. since 2010. Momentum Independent Network Inc. serves individual, corporate, institutional clients, and retirement plans with a range of services including investment advisory, portfolio management, financial planning, and brokerage operations. The firm offers both discretionary and non-discretionary investment solutions, combining multiple analytic approaches and overlay strategies, and integrates broker-dealer functions with banking and municipal advisory capabilities through its affiliation with the Hilltop group.

Reed Muehlmeyer is a financial advisor at Sequent Planning, LLC with one year of industry experience. He holds a Series 65 designation and has worked in various roles including accounting at Muehlmeyer PC CPA and positions in retail and hospitality. Muehlmeyer is also a licensed insurance agent offering insurance products alongside his advisory work. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations. The firm employs a structured risk framework and a mix of proprietary and third-party investment models, providing diversified, tax-aware, and fiduciary-focused financial services.

Jamie Cox is a ChFC® credentialed financial advisor with 28 years of industry experience, currently affiliated with First Heartland Consultants, Inc. in Albuquerque, NM, where he has worked for 25 years. He is a partner in Axcess Financial Group, Inc., which provides employee benefits such as medical insurance and cafeteria plans, and serves as director and chairman of Alamosa State Bank. First Heartland Consultants offers investment advisory and financial planning services to individuals, businesses, and retirement plan participants, providing personalized asset management through various programs and model portfolios managed by independent investment adviser representatives.

Gilbert Arevalos is a financial advisor at BFC Planning, Inc. in Albuquerque, NM, with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been with BFC Planning and Securities Management & Research since 2016. Outside of his advisory role, he is involved in independent life insurance sales and owns a securities and insurance business. BFC Planning, Inc. offers financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets through a network of independent registered advisors who utilize multiple program structures and third-party platforms.

Thomas Crow is a financial advisor at Summit Financial, LLC with 24 years of industry experience. He holds a Series 65 designation and previously operated Crow Financial Advisors for 25 years. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services to suit client preferences.

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.

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 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.