Shannon Beck is a financial advisor with Morgan Stanley in Santa Fe, NM, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining Morgan Stanley in 2023, Beck worked at Oppenheimer & Co., Inc. and previously at Morgan Stanley Smith Barney. Outside of finance, Beck is a sole proprietor designing and manufacturing jewelry and home furnishings. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market simulations in its financial planning process.

Roxane Rose is the Resident Director and Wealth Management Advisor at Merrill, where she specializes in helping families navigate significant financial decisions. With nearly three decades of experience in financial planning and wealth management, she focuses on areas such as family wealth guidance, trust and estate strategies, multigenerational wealth transfer, retirement transitions, business owner planning, and support planning for special needs families. Roxane holds a master’s degree from the University of North Texas and a bachelor’s degree from North Texas State University. She is a CERTIFIED FINANCIAL PLANNER® (CFP) professional and a retired Certified Public Accountant (CPA). Roxane maintains multiple FINRA registrations and holds licenses in mortgage and insurance brokerage. She is a member of the American Institute of CPAs® (AICPA). Beyond her professional work, Roxane is involved in community organizations including the Espanola Animal Shelter, Georgia O'Keeffe Museum, and the Lensic. She is based in Santa Fe, where she enjoys assisting families with financial decisions while focusing on their unique goals and values.

Charles Figg is a financial advisor with Raymond James & Associates in Santa Fe, NM, holding a Series 66 designation and 18 years of industry experience. His background includes roles at Waddell & Reed and Newton, LLC, as well as ongoing work with various insurance carriers. He also serves as Vice President of Marketing for the Northern New Mexico Human Resources Association. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services supported by affiliated research and a variety of portfolio management strategies.

David Marquez Sr. is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to Merrill, he worked at UBS Financial Services for four years and held roles at the New Mexico Finance Authority. Outside of finance, he is a partner in Driven Performance Auto Group, a mobile mechanic company where he manages financial operations and assists with vehicle repairs on weekends. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Gerst is a financial advisor with Raymond James Financial in Santa Fe, NM, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Raymond James Financial and its affiliate since 2008. Outside of his advisory work, he serves as Treasurer for the Rotary Club Santa Fe Centro. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors, using tailored planning and analytical tools to align recommendations with client goals.

Robert Hoffman is a financial advisor with Morgan Stanley in Santa Fe, NM, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. His prior experience includes 16 years at UBS Financial Services. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and planning tools, while managing approximately $2.74 trillion in client assets.

Jay Mathis is a financial advisor with LPL Financial in Santa Fe, NM, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His career includes previous roles at Momentum and Raymond James & Associates. Outside of advising, he provides labor services at El Sueno Bed and Breakfast, a small hospitality business in New Mexico. 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 variety of advisory and brokerage services, including financial planning and institutional platforms, supported by a large network of investment adviser representatives.

Lisa Barrantes Delossantos is a financial advisor with Raymond James & Associates in Santa Fe, NM, holding the ChFC® designation and Series 63 and 65 licenses. She has 27 years of industry experience, including 10 years at Wells Fargo Clearing before joining Raymond James in 2014. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, offering financial planning, non-discretionary investment consulting, and institutional advisory services supported by a broad network of advisers and a range of portfolio management styles.

Michael Knutstrom is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on creating personalized financial strategies tailored to clients’ individual goals and changing market conditions. He leverages investment insights from Merrill Lynch along with banking and lending solutions provided by Bank of America to support his clients’ wealth management needs. Michael holds a Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from the University of Notre Dame and a Master's Degree from Harvard University.

Raymond Padilla is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes work with various insurance carriers and Waddell & Reed, Inc. Since 1975, he has also operated an income tax preparation service in Santa Fe, NM. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad network of advisers offering financial planning, model portfolios, and institutional platforms.

Meggan Gentile is a financial advisor with Merrill in Santa Fe, NM, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and corporate and charitable organizations.

Echo Mc Neill is a financial advisor at Merrill with 21 years of industry experience and holds a Series 66 designation. Her career includes roles at UBS Financial Services, RBC Capital Markets, Ameriprise, and self-employment prior to joining Merrill and Bank of America. Merrill, along 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 institutional investors.

Daniel Sanchez is a financial advisor with Wells Fargo Clearing in Santa Fe, NM, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Merrill and Bank of America, N.A., as well as earlier work outside the financial sector. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Fred Goldberg is a financial advisor with Juniper Capital Management LLC in Santa Fe, NM, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Juniper Capital Management LLC provides investment advisory services to a small number of individual clients, managing approximately $5.2 million in assets across six accounts. The firm offers portfolio management with investment discretion and formal compliance disclosures typical of independent advisory firms.