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 at Eagle Strategies (NY Life) based in Albuquerque, NM, with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has been associated with New York Life insurance and NYLife Securities since 2013. Valdez joined Eagle Strategies LLC in 2026. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services with an emphasis on tailoring recommendations to client objectives, primarily managing assets on a non-discretionary basis.

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 at OSAIC Institutions, INC. with 25 years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial and CUNA Brokerage Services, INC. Covey is also associated with Del Norte Investment Services in an investment-related capacity. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a range of advisory and brokerage services through customized engagements. The firm provides access to alternative investments, lending, and cash-management options, primarily delivering advice through a network of investment adviser representatives.

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 at Eagle Strategies (NY Life) based in Albuquerque, NM. He holds a Series 66 designation and has been in the industry since 2025 with prior experience at New York Life, NYLIFE Securities LLC, Syndicus Financial LLC, and roles outside finance including work in construction and education. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Ingrid Roosild is a financial advisor with NewEdge Advisors who holds a Series 66 designation and has 24 years of industry experience. She has worked at NewEdge Advisors since 2021 and concurrently with Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation since 2014. Outside of her advisory roles, she is involved in collaborative divorce financial coaching and serves as a trustee managing multiple property-related responsibilities. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, using a combination of mutual funds, ETFs, and individual securities.

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 based in Albuquerque, NM. He holds the ChFC® designation and has 22 years of industry experience. His work history includes roles at Triad Hybrid Solutions and Waterway Wealth Management, L.L.C. He also serves as president of the Alta Vista Town Home Owner Association and holds director and vice president positions with nonprofit organizations Folds of Honor-New Mexico Chapter and New Mexico Lutheran Association. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of services including investment management, financial planning, and retirement plan consulting through multiple program models, utilizing 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.

Ancel Espinosa is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses. He has less than one year of industry experience and previously worked for the Department of Defense and the City of Albuquerque. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs using model portfolios managed by an internal Investment Management Team and Wealth Portfolio Managers.

David Hogans is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and eight years of industry experience. Prior to joining Wealth Enhancement Advisory Services, he worked at The H Group, Inc. and Intelligent Investing Incorporated. Hogans is also an attorney licensed in Virginia, New Mexico, and before the Federal Patent Bar, though he is not currently practicing law. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

James Byrd is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at LPL Financial, Householder Group Estate & Retirement Specialists, and Edward Jones. Outside of advisory work, he is involved with the American Financial Education Alliance, contributing to local educational efforts. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting with an investment process that combines passive and active strategies guided by an internal Investment Committee.

Nila Moore is a financial advisor at PlanMember Securities Corporation with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with PlanMember since 2014. In addition to her role at PlanMember, she has been involved with Competitive Benefits Administrators since 2005, serving in both investment-related and benefits consulting capacities. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios, offering education and support services including seminars, personalized planning, and separation counseling.