Laura Hernandez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses. She has been with Wells Fargo Bank and its affiliates since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy statement preparation, performance reporting, and participant education.

Abraham Arroyos is a CFP® and Series 66 licensed financial advisor with six years of industry experience, currently serving clients at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Robert Half and was involved with Cisco Homes LLC. He is also the owner of Complete Capital LLC, an accounting business based in El Paso, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,700 financial advisors, offering a variety of managed strategies, separately managed accounts, and affiliated investment products under a fiduciary standard.

Kevin Oneill is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Cetera and Equitable Advisors. Additionally, he is involved in his own financial services businesses, Kevin Patrick O'Neil Financial Services and Kretmo LLC, and is an agent for fixed insurance products. 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 and access to third-party asset management, with an investment approach that includes model portfolios, discretionary and non-discretionary strategies, and various tactical options.

James Lemaster is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. He serves as a board member of the YMCA in El Paso, Texas, and has ownership in a private aircraft through Air Conejos Inc. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside a variety of retail and institutional investment services.

Sandra Serrano is a financial advisor with Wells Fargo Advisors in El Paso, TX, holding Series 63 and Series 66 designations and 20 years of industry experience. She has worked at Wells Fargo Advisors for multiple periods totaling over a decade, with brief intervals away from the firm. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu and uses proprietary research, tools, and models to develop tailored recommendations, which clients may implement through various brokerage or advisory options.

Clarissa Delgado is a financial advisor at Merrill with five years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James & Associates and Bank of America, N.A. Outside of her advisory role, she is a 50% owner of two for-profit businesses in Mexico related to natural supplements, which are managed by her husband, and she also works as a consultant selling kitchen appliances. 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. The firm offers a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Raul Bencomo Jr. is a financial advisor with Raymond James Financial, holding a Series 66 designation and 21 years of industry experience. He previously worked at Ameriprise Financial Services LLC for nine years before joining Raymond James in 2025. Outside of his advisor role, he also works as an independent contractor managing client investment accounts for Fischer Wealth Management. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Carolyn Mora is a CFP® certified financial advisor with 29 years of industry experience, currently affiliated with Cetera. She has held previous roles at Avantax and HD Vest, and she also operates a CPA firm providing tax and accounting services to small businesses and individuals. Mora serves on the committee for the Catholic Diocese of El Paso’s Priest Retirement Fund. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services through a multi-manager platform with various program options and custodial relationships.

John Tapper is a financial advisor with Wells Fargo Clearing in El Paso, TX, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and also has a history with Wells Fargo Bank, N.A. dating back to 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from its Wells Fargo Investment Institute and third-party sources.

Salvador Chavez is a Series 66 credentialed financial advisor with 18 years of experience. He has worked at LPL Financial since 2022 and previously held roles at Tfcu, Swbc Investment Services, BBVA Compass Investment Solutions, and Wells Fargo Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and model portfolio programs, with access to third-party asset management and institutional platforms.

Stephen Shaw is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63, 65, and 66 licenses. His prior experience includes roles at First Command Advisory Services and Charles Schwab. Outside of his advisory work, Shaw serves as an Army National Guard officer, holds a seat on the board of the El Paso Finance Housing Corporation, and is a managing member of local retail food and coffee businesses. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory and financial planning services, including retirement plan consulting. The firm operates on a large scale with over $670 billion in assets under management and more than 14,000 financial advisors, offering a combination of brokerage and advisory solutions.

Abraham Marquez is a financial advisor with LPL Financial in El Paso, TX, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His prior roles include positions at CUNA Mutual Group, Bank of America, Merrill, Valic Financial Advisors, and Wells Fargo. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on operational and research support tools for advisors.

Marco Guzman Lopez is a financial advisor at MassMutual Investors Services with Series 66 registration and one year of industry experience. His prior work includes roles at MassMutual Life Insurance and various positions outside the financial industry, including retail and fitness. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements that use firm-approved software to analyze client goals and provide written recommendations.

George Selters is a CFP® with 28 years of industry experience, currently serving at Raymond James & Associates. His prior experience includes roles at Bank of America, Merrill Lynch, and Wells Fargo Investments. Outside of finance, he owns and operates a barbecue catering business in El Paso, Texas. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and investment consulting with a range of portfolio management styles supported by affiliated research and sub-advisers.

David Alvarez is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, with prior experience at Wells Fargo Investments and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Keith Erickson is a financial advisor with Edward Jones in El Paso, TX, holding a ChFC® designation and a Series 66 license. He has 14 years of industry experience and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Jose Parson is a financial advisor at Merrill in El Paso, TX, holding Series 63 and Series 66 licenses with one year of industry experience. His prior roles include positions at Bank of America, Charles Schwab & Co., and Northwestern Mutual. 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, pension plans, corporations, and charitable organizations.

Liliana Nunez is a financial advisor with Wells Fargo Clearing in El Paso, TX, holding Series 63 and Series 66 licenses and having 16 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Dwayne Cates is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 25 years of experience in the financial services industry, beginning his career at Merrill Lynch in 1999. His professional background includes roles in operations, client services, and compliance, having worked at Merrill Lynch, optionsXpress as a Compliance Manager, Wells Fargo Investments, and Marcum Team. He holds FINRA registrations including Series 7, Series 66, and Series 24. Dwayne's expertise encompasses corporate benefit programs such as equity compensation, defined benefit and contribution plans, and nonqualified deferred compensation. He focuses on areas including family wealth management, retirement planning, tax minimization, socially responsible investing, and investment strategies for individuals and corporations. His approach integrates corporate benefits into long-term financial planning for executives. Dwayne earned a High School Diploma from Andress High School and holds the Personal Investment Advisor (PIA) designation. He is engaged in his community through volunteering and pursues personal interests such as adventure sports, biking, boating, dancing, hunting, music, pickleball, traveling, and spending time with his family.

Jesus Castellanos is an International Wealth Advisor at Merrill Lynch Wealth Management, where he has worked since 1996. He provides financial advisory services for both US and international private clients and organizations, focusing on delivering dynamic solutions based on clients' risk tolerance, time horizons, liquidity needs, investment goals, and associated costs. As a qualified Portfolio Manager, Jesus manages discretionary Personalized or Defined Strategies that may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. He collaborates with partners in developing investment ideas to help clients navigate the evolving global investment marketplace. Jesus holds the CERTIFIED FINANCIAL PLANNER™ certification, as well as designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor of Business Administration degree with majors in Finance and Economics from Texas Tech University, Lubbock, and holds both a Master of Business Administration and a Master of Public Administration from the University of Texas at El Paso (UTEP). He is a member of professional organizations such as the El Paso Estate Planning Council, Financial Planning Association, and Rio Grande Economics Association. Fluent in Spanish and English, Jesus is involved in his community through memberships including the El Paso Chamber of Commerce—LEP Class 37 and the El Paso Estate Planning Council. Outside of his professional responsibilities, he enjoys biking, running, swimming, and woodworking. He resides with his wife Anabel and their four children.