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.

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.

Joseph Kopczynski is a Series 63 licensed financial advisor with 23 years of industry experience. He has worked at Allworth Financial, L.P. since 2022 and previously spent 18 years at Uasnm, Inc. D/B/A Uas Wealth Advisors. He is based in Albuquerque, NM. 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 strategies, including core-satellite, pure-index, and options-based models, and utilizes technology to manage held-away retirement accounts.

Sara Arnold is a financial advisor with Commonwealth Financial Network in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Winslow Wood & Associates, LLC and Invest Financial Corporation. Outside of advisory work, she operates a tax preparation service. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services, including discretionary model portfolios and personalized investment strategies. The firm provides operations, trading, technology, compliance, and practice-management support while allowing advisors discretion in constructing client portfolios.

Mikki Burdine is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and four years of industry experience. She 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 assets and employs a diversified investment process blending passive and active strategies overseen by an internal Investment Committee.

Scott Floersheim is a CFP® and PFS™ credentialed advisor with 20 years of industry experience. He currently works at Savant Wealth Management and previously spent 20 years at Meridian Wealth Advisors as well as operating his own accounting firm, Scott Floersheim, Ltd., where he is a CPA. Outside of his advisory role, he dedicates time weekly to managing his accounting practice. Savant Wealth Management serves a diverse client base, including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm offers comprehensive wealth management and financial planning services, combining evidence-based asset allocation with actively managed investment strategies supported by affiliated accounting, legal, and trust services.

Sherri Harris is a financial advisor with Commonwealth Financial Network in Albuquerque, NM, holding a Series 66 designation and 12 years of industry experience. She has worked at Commonwealth since 2017 and previously spent 10 years at Invest Financial Corp. and 19 years at Winslow Wood & Associates, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, compliance, and operational support, allowing advisors discretion in portfolio construction alongside access to proprietary model portfolios and a range of investment solutions.

Angelo Valdez is a financial advisor with Eagle Strategies, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been associated with New York Life and its affiliated entities since 2013. Based in Albuquerque, NM, he currently works with Eagle Strategies, a large enterprise firm. Eagle Strategies serves both individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions across various program types and manages a substantial portion of assets on a non-discretionary basis through its integrated structure with New York Life.

Eduardo Saenz Cano is a financial advisor with Kestra Advisory, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Edward Jones, Rinchem, Albuquerque Public Schools, and Apple. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as plan design, compliance testing, fiduciary consulting, and employee education, managing approximately $79.8 billion in assets with a focus that includes large institutional investors like sovereign wealth funds.

Spencer Porter is a financial advisor with TLG Advisors, Inc. based in Albuquerque, NM, holding Series 63 and Series 66 licenses with four years of industry experience. He has previously worked at Fidelity Brokerage Services, LLC. Outside of his advisory role, he owns Benefits With Apex, an insurance sales business. TLG Advisors, Inc. serves a wide range of clients including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, offering both sub-advised portfolios and a direct-to-consumer digital program called Starlight Portfolios.

Scott Covey is a financial advisor with Osaic Institutions, Inc., holding a Series 66 designation and 26 years of industry experience. His career includes roles at LPL Financial, CUNA Brokerage Services, Cuna Mutual Group, Waddell & Reed, and Investment Professionals, Inc. He has also been involved with Del Norte Investment Services. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory and financial planning services, utilizing a hybrid adviser/broker-dealer structure with a distinctive model that includes a lending marketplace and access to alternative investments.

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.

Shawn Feliciano is a financial advisor with First Command Advisory Services in Albuquerque, NM, holding Series 63 and Series 66 licenses and with 14 years of industry experience. He has worked at firms including BBVA Securities and AXA Advisors and serves as an advocate for people with multiple sclerosis through his involvement with Iconquer MS, Ride. First Command Advisory Services is an SEC-registered investment adviser serving 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 using model portfolios managed by an internal Investment Management Team and Wealth Portfolio Managers.