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 professional experience that includes roles at Muehlmeyer PC CPA, The Shop, Everest Apothicary, Flying Star Cafe, and the University of New Mexico. In addition to his advisory work, he is licensed as an insurance agent, offering insurance products and services. Sequent Planning, LLC, also known as Futurity First Wealth Management, is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm employs a structured risk framework and a diversified investment approach, delivering services through a network of approximately 97 independent adviser representatives.

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® affiliated with Root Financial Partners in Albuquerque, NM, with two years of industry experience. He has previously worked at Oak Creek Accounting & Financial Services LLC, Jackson & Associates, Inc., Abadie & Boren Ltd. Co., and Evensky & Katz. In addition to his advisory role, he operates a tax preparation business serving 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 broadly diversified, passive portfolios tailored to client objectives and tax considerations, and offers educational programming and specialized strategies as appropriate.

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® professional with four years of experience, currently affiliated with Royal Fund Management, LLC. He previously worked at Fractal Profile Wealth Management and held teaching roles at Central New Mexico Community College and the New Mexico Institute of Mining and Technology. Von Unschuld is also a licensed insurance agent in Albuquerque, focusing on life and health insurance. Royal Fund Management serves individual investors, corporations, and retirement plans, offering portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies tailored to client risk tolerance and operates at enterprise scale with 83 advisors and approximately $1.55 billion in assets under management.

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.

Brandon Thurgood is a financial advisor with Buck Wealth Strategies, LLC, holding a Series 65 designation 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 and health products and fixed annuities. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, utilizing equities, ETFs, and fixed income products.

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 with Eagle Strategies (NY Life) based in Albuquerque, NM, holding Series 63 and Series 65 licenses and with three years of industry experience. He has been affiliated with Eagle Strategies and Peak Financial Services, LLC since 2025 and also has experience with NYLIFE Securities LLC and New York Life Insurance Co since 2022. Wilson serves as a board member of the NAIFA New Mexico chapter. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple advisory programs tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Logan Baber is a CFP® with nine years of industry experience, currently serving as a financial advisor at Principal Financial Services. His prior experience includes four years at Fidelity Brokerage Services, LLC. In addition to his advisory role, he is licensed as an agent for fixed insurance products, including fixed life, annuities, and health-related coverages. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and referral arrangements.

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.

Marilyn Wood is a financial advisor with Commonwealth Financial Network based in Albuquerque, NM. She holds Series 63 and Series 65 credentials and has 31 years of industry experience. Prior to joining Commonwealth and co-owning Winslow Wood & Associates, LLC in 2017, she worked at INVEST Financial Corp. from 2008 to 2017. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including investment management, technology, compliance, and practice management. The firm offers discretionary model portfolios and customizable program structures designed to meet diverse client needs.

Kayla Hebb is a financial advisor at Commonwealth Financial Network with 12 years of industry experience. She holds the Series 63, Series 66, and Series 65 designations and has worked at firms including Cambridge Investment Research Advisors, Inc. and Cloak Advisors, LLC. She is also involved with the nonprofit Helping Other People Everywhere (HOPE). Commonwealth Financial Network serves a national network of approximately 2,900 advisors, managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs and access to third-party asset managers, supporting a wide range of individual and institutional clients.