Leah Schwarz is a CFP® and holds a Series 66 license with 16 years of industry experience. She is currently with Steward Partners Investment Advisory, LLC, where she has worked since 2022. Prior to this, she was with Raymond James & Associates from 2018 to 2022 and Edward Jones from 2010 to 2018. Outside of her advisory role, she is involved in property management, including serving as a director of a rental real estate business. Steward Partners Investment Advisory, LLC is an SEC-registered RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of advisory and portfolio management services, including discretionary and non-discretionary management, utilizing both proprietary and third-party strategies.

Michael Slenes is a financial advisor at Allworth Financial, L.P. based in Albuquerque, NM. He holds a Series 65 credential and has one year of industry experience. Prior to his current role, he has held positions at the University of New Mexico and worked in the hospitality and retail sectors. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm utilizes customized portfolios combining model strategies and third-party sub-advisers, and it manages privately offered funds and a specialized Airline division.

William Fredrickson is a financial advisor with United Planners' Financial Services of America and holds the Series 66 designation. He has 28 years of industry experience and has been affiliated with United Planners since 2007. He is also president of Fredrickson Financial Services PC and operates an independent insurance agency in Albuquerque, NM. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients through a network of independent advisors. The firm utilizes a combination of custodians, third-party money managers, and platform programs to deliver mainly non-discretionary advisory services.

Matthew Keller is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. since 2022. Prior to this, he worked for 18 years at Uasnm, Inc. d/b/a Uas Wealth Advisors. He serves as a trustee on the Albuquerque Academy Endowment Management Committee. 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 management using a range of strategies and employs technology to manage held-away employer retirement accounts.

William Davis is a financial advisor with Kestra Advisory in Albuquerque, NM, holding the ChFC® designation and Series 63 and 66 licenses. He has 25 years of industry experience, including prior roles at SII Investments, Inc., and his own firm, Davis Advisory Group, which he has managed since 2001. In addition to his advisory work, he owns Davis Tax Services, LLC, which prepares and reviews tax returns for many of his financial clients. Kestra Advisory Services provides investment advisory and retirement plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm serves a diverse client base, including large institutional investors, and utilizes multiple management platforms and third-party solutions within its supervisory framework.

Alexander Zuniga is a financial advisor with Principal Financial Services in Albuquerque, NM. He holds Series 63 and Series 66 licenses and has eight years of industry experience. His prior roles include positions at JP Morgan Securities LLC, Merrill, and Bank of America. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm’s advisory services emphasize financial planning, retirement plan consulting, and access to third-party money manager programs under various adviser and promoter arrangements.

Bethany Brandt is a financial advisor with First Command Advisory Services in Albuquerque, NM, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at First Command Brokerage Services, Inc. and First Command Insurance Services, Inc. Outside of finance, she works as an independent actor and is a music instructor at the School of Rock. 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 various wrap-fee asset management programs, using a centralized team to design and manage model portfolios and third-party managers.

Carly Weedman is a financial advisor with PlanMember Securities Corporation in Albuquerque, NM, holding Series 65 and Series 63 licenses and bringing six years of industry experience. She has worked at PlanMember since 2019 and concurrently is involved with Competitive Benefits Administrator and Aflac, where she serves in insurance and investment-related roles. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options. The firm employs a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios while delivering education, support, and counseling services to plan sponsors and participants.

Jack Hall is a financial advisor with Eagle Strategies (NY Life) in Albuquerque, NM, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been associated with Eagle Strategies since 2006 and has worked at High Point Financial Group, LLC and Lobo Wealth Strategies. His outside business activities include brokering non-registered insurance products through his firms. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm focuses on tailored solutions delivered primarily through non-discretionary management and emphasizes fiduciary responsibilities in its advisory relationships.

Claire Sauerman is a financial advisor at Eagle Strategies (NY Life) based in Albuquerque, NM, holding a Series 66 designation with three years of industry experience. Her prior work includes roles at NYLIFE Securities, Lobo Wealth Strategies, and Mighty Muse Publications. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated representatives. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis.

Kirk Hudson is a CFA® charterholder and holds a Series 65 license with 23 years of experience in the financial industry. He has worked at Allworth Financial, L.P. since 2022 and previously spent 18 years at Uasnm, Inc. D/B/A Uas Wealth Advisors. Allworth Financial is a fee-based SEC-registered adviser that serves individuals—including high-net-worth clients—qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm uses customized portfolio strategies incorporating model allocations and specialized approaches, including defined-outcome ETFs and options overlays, while also managing privately offered funds and maintaining affiliated businesses such as a broker-dealer and a tax/accounting practice.

Ashley Gomez Herrera is a financial advisor with Voya Financial Advisors, Inc. in Albuquerque, NM, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Voya, she worked for Legacy Financial Group, LLC for ten years. Outside of advising, she owns a salsa company that has not produced since before the COVID-19 pandemic. Voya Financial Advisors serves a diverse clientele including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm offers financial planning, portfolio management, and consulting through various program structures, primarily providing non-discretionary recommendations rather than discretionary management.

Daniel Yu is a CFP®, CFA®, and holds a Series 63 license with 11 years of industry experience. He is currently with Creative Planning, where he has worked since 2024, and previously spent eight years at REDW Wealth. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Laura Wamre is a CFP® professional with 25 years of experience in the financial services industry. She is currently affiliated with Commonwealth Financial Network and has previously worked at Mutual Advisors, Mutual Securities, Cloak Advisors, and operated her own advisory practice. Outside of her advisory work, she is involved in horse racing and rehabilitation, including co-ownership of Eat Pray Run, LLC, and ownership of Willie's Retirement Home for Horses, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $200 billion in client assets. The firm offers a broad range of advisory support services and investment solutions, including internally managed model portfolios and access to third-party asset managers.

Vinod Mehta is a financial advisor with Eagle Strategies (New York Life), holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with New York Life since 2002. Outside of his advisory role, he is a shareholder in NYLARC Holding Company, Inc., which reinsures life insurance policies he writes with New York Life. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis.

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.