Sandra Serrano is a financial advisor with Wells Fargo Advisors in El Paso, TX, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has worked at Wells Fargo Advisors since 2011, with brief periods of unemployment. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, using proprietary research and tools to develop tailored recommendations delivered through meetings and client summary letters.

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, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Tapper has ownership in a rental property business in Rio Rancho, New Mexico. 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 services grounded in modern portfolio theory and tailored to plan objectives.

Salvador Chavez is a financial advisor with LPL Financial based in El Paso, TX, holding a Series 66 designation and bringing 17 years of industry experience. He previously worked at Swbc Investment Services for 13 years before joining LPL Financial and Tfcu in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by model portfolios and research.

Stephen Shaw is a financial advisor with Wells Fargo Clearing in El Paso, TX, holding Series 65, 63, and 66 licenses and bringing seven years of industry experience. His prior roles include positions at First Command Advisory Services and Charles Schwab, along with service as an Army National Guard officer. Outside of advising, he is a managing member of a coffee shop and a franchise retail food business and serves on the board of the El Paso Finance Housing Corporation. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and emphasizes diversification and modern portfolio theory in its investment evaluations.

Abraham Marquez is a financial advisor with LPL Financial in El Paso, TX, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Bank of America, Merrill, and CUNA Mutual Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

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® professional with 27 years of experience in the financial industry. He is currently with Raymond James & Associates and has prior experience at Bank of America and Merrill Lynch. Outside of finance, he owns and operates a barbecue catering business in El Paso, Texas. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting through various programs and provides municipal advisory services alongside a broad range of portfolio management options.

David Alvarez is a financial advisor with Wells Fargo Clearing in El Paso, TX, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

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 with Series 66 and Series 63 credentials and one year of industry experience. His prior roles include positions at Bank of America, Charles Schwab & Co., Inc., and Northwestern Mutual. Outside of financial services, he has experience operating a trucking business. 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 designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Liliana Nunez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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. He started his career with Merrill in 1996, initially as an Administrative Assistant, and has since worked in various roles that have equipped him to serve affluent U.S. domiciled and international clients effectively. He provides financial advisory services to both individuals and organizations, helping them make informed decisions based on their risk tolerance, goals, and liquidity needs. Jesus holds multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), 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 and holds both a Master of Business Administration and a Master of Public Administration from The University of Texas at El Paso. He is also a qualified portfolio manager, managing discretionary strategies that may include individual securities, Merrill Lynch model portfolios, and third-party strategies. Fluent in Spanish and English, Jesus is actively involved in professional organizations such as the El Paso Estate Planning Council, the Financial Planning Association, and the Rio Grande Economics Association. He participates in community activities including the El Paso Chamber of Commerce's LEP Class 37. Outside of work, Jesus enjoys biking, running, swimming, and woodworking. He lives with his wife Anabel and their four children.

Jose Clinich is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and two years of industry experience. His career includes roles at Wells Fargo Bank, nA, Academy Sports and Outdoors, Texas Tech University, and Standard Sales. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Asher Feinberg is a financial advisor with Morgan Stanley in El Paso, TX, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has worked with Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Feinberg is also a partner in Gluten Revolution LLC, an informational website. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Maren Epps is a financial advisor at Morgan Stanley in El Paso, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2020, Epps worked at America First Credit Union from 2014 to 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Joel Orozco is a financial advisor with Wells Fargo Clearing in El Paso, TX, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously employed at Wells Fargo Advisors LLC from 2011 to 2016. Orozco has also been affiliated with Wells Fargo Bank, N.A. since 2005. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable investment menu that includes insurance-related vehicles and bank deposit sweep options.