Mario Torres is a financial advisor with LPL Financial in Albuquerque, NM, holding Series 63 and Series 65 credentials and 11 years of industry experience. He previously worked at Voya Financial Advisors, Inc. for seven years before joining LPL Financial in 2022. Outside of his advisory role, he is involved with Non-Variance Insurance in Albuquerque. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting both discretionary and non-discretionary strategies.

Charles Stelting II is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Brian Spinnato is a financial advisor with Ameriprise in Albuquerque, NM, holding a Series 66 credential and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he is a business partner and financial adviser at SKC LLC. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing tax-aware withdrawal advice.

Jacquelyn Lev is a financial advisor with Cetera, holding a Series 66 license and nine years of industry experience. She also operates a CPA practice focused on tax preparation and IRS representation. Lev has worked with various Cetera entities since 2017 and spent time in public education prior to her financial advisory career. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, institutional, and retirement plan clients through a nationwide network of independent advisors. The firm offers a diverse range of portfolio management and financial planning services, including access to multiple program structures and third-party managers.

Marceil Shepherd is the Vice President and Executive Planning Consultant at Fidelity Investments, a position held since 2016. She has been with Fidelity since 2011, initially serving as a Planning and Guidance Consultant before advancing to her current role. Prior to joining Fidelity, she worked as a Financial Services Representative at MetLife Resources from 1996 to 2011. With 30 years of experience in benefits and financial planning, Marceil focuses on delivering personalized, client-centered financial planning support. Her expertise includes incorporating retirement benefits and equity compensation into long-term financial plans, aiding clients in making confident and well-informed decisions. She holds a California Insurance License.

Bryan Costilla is a financial advisor with Raymond James Financial Services Advisors, Inc. in Albuquerque, NM, holding Series 63 and Series 66 credentials with 10 years of industry experience. He previously worked at MML Investor Services, LLC and served at the University of New Mexico. Costilla is an officer and Treasurer on the board of Meals on Wheels Albuquerque, where he participates in finance committee oversight of the organization's investment portfolio. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary advice using analytical tools and supports a broad advisor network with services including municipal and public finance consulting.

Jean Marc Grindatto is a financial advisor at Edward Jones in Albuquerque, NM, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Mainfraim Industries LLC, a research and development firm, where he was a co-founder and partner. He has also held positions at iTherapyDocs Inc., Optihealth Inc., Sandoval Economic Alliance, and runs Silverberry Consulting. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

Benjamin Walton is a financial advisor with Mass Mutual Investors Services in Albuquerque, NM, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 16 years of industry experience, having worked at MML Investors Services Inc. since 2009 and MassMutual since 2008. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning processes to support client goals.

Justy Armijo is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 30 years of industry experience. His career includes roles at Nusenda Federal Credit Union, CUNA Brokerage Services, and Merrill Lynch. He is based in Albuquerque, NM. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and extensive operational resources.

Arthur Steinkamp is a financial advisor at Mass Mutual Investors Services with one year of industry experience. Prior to joining the firm, he worked at Sandia National Laboratory and Los Alamos National Laboratory. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools.

Asha Gales is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has been with Wells Fargo in various capacities since 2010. Outside of her advisory role, she is a 35% owner of GAWILBEY, LLC, a business involved in art sales, merchandise sales, and online content creation. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and includes a broader range of financial products than typical for large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Michael Gordon is a CFP® designee with 17 years of industry experience, currently affiliated with MassMutual Investors Services in Albuquerque, NM. He has been with MML Investors Services Inc. since 2008 and with MassMutual since 2007. Outside of his advisory role, he is a silent partner and co-owner of Waypath Employee Benefits, a business providing group and individual health insurance, and he holds an ownership role in Tax Optimized Plan Solutions, LLC, a third-party administration start-up. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides ongoing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including asset management and educational seminars, delivering financial planning through collaborative, annual engagements that focus on client goals and investment strategies.

Dante Berry is a financial advisor with LPL Financial in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at UBS Financial Services, The Vanguard Group, and U.S. Eagle Federal Credit Union. He serves as a commissioner on the Valencia County Commission, a non-profit board role. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and model portfolios, supported by advanced operational and research tools.

Susan Jessup is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials. She has 35 years of industry experience, including long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. She serves as co-trustee of her mother’s estate alongside her brother. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is largely model-driven, utilizing portfolios from internal research, third-party strategists, and TAMP sponsors.

Amin Allahverdi is a financial advisor at Edward Jones in Albuquerque, NM, holding a Series 66 designation and beginning his industry experience in 2026. His prior work experience includes roles at NORC at the University of Chicago and Farmers Insurance, as well as various positions outside the financial services industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Keith Padilla is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 16 years of industry experience. He has been with MassMutual and its subsidiary MML Investors Services since 2008 and 2009, respectively. In addition to his advisory role, he is also an insurance agent specializing in life insurance sales. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and various investment programs, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Alexandra Chase is a financial advisor with Edward Jones, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, she worked at Sunset Mesa School for several years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated proprietary products, supported by a nationwide network of more than 23,000 financial advisors.

Aaron Navratil is a financial advisor with Thrivent Investment Management in Albuquerque, NM. He holds a Series 66 designation and has one year of industry experience. Prior to entering the financial services field, he served 20 years in the US Navy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning across a broad range of topics, allowing clients to combine planning with managed-account services under a consolidated billing option.

Logan Lippert is a financial advisor with Mass Mutual Investors Services in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with MML Investors Services LLC and MassMutual Life Insurance Co since 2014. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing annual, collaborative planning engagements using firm-approved analytical tools.

Robert Conaway is a Series 66-licensed financial advisor at J.P. Morgan Securities with six years of industry experience. He has held roles at J.P. Morgan Securities and JPMorgan Chase Bank since 2021, and previously worked at BBVA Securities, BBVA Wealth Solutions, and Thrivent Financial. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.