Trey Sorenson is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and one year of industry experience. His work history includes roles at MML Investors Services, MassMutual Life Insurance, Northwestern Mutual, and Fidelity Investments. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using firm-approved software to develop client recommendations without discretionary authority.

Seth Ingersoll is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 22 years of industry experience. He has worked with Premier Wealth Management Group, LLC since 2008 and NEXT Financial Group, Inc from 2008 to 2020. Ingersoll is also an insurance agent specializing in life, health, disability, and long-term care insurance. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party money managers.

Susan Boekeloo is a financial advisor at Raymond James Financial with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has held roles at several financial firms, including Prevender Financial and SRB Financial Services. Outside her advisory work, she is involved with Sagebrush Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor strategies to client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Renee Gwyther is a CFP® and holds a Series 66 license with over 20 years of industry experience. She is currently affiliated with Cetera and Morada Wealth Partners and has been providing financial services since 2013. Outside of her advisory roles, she is involved in collaborative divorce financial planning and serves as treasurer for the New Mexico Collaborative Practice Group. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services, managing over $256 billion in assets across multiple program structures.

Mark Moran is a financial advisor at Edward Jones in Bernalillo, New Mexico, holding a Series 66 designation with eight years of industry experience. He has worked at Edward Jones since 2018 and previously was affiliated with The Harbour Christian Church from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Joshua Aranda is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Wells Fargo Bank, N.A. 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.

Julie Epling is a financial advisor at Edward Jones with 22 years of industry experience. She has held her current role since 2009 and holds a Series 66 credential. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a broad range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Phillip Prevender II is a CFP® professional with 33 years of experience in the financial industry, currently serving at Raymond James Financial since 2007. He holds additional securities licenses (Series 63 and Series 65) and has been involved in nonprofit finance committees, including board membership at Central New Mexico Community College Foundation and Ronald McDonald House Charities of New Mexico. Outside of his advisory role, he owns and leads Prevender Financial Services, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm employs tailored, non-discretionary consulting that incorporates risk profiling and advanced modeling tools, supporting a broad range of client needs through its extensive advisor network and specialized programs.

Nathanael Pacheco is a CFP® professional with 11 years of experience at Mass Mutual Investors Services and MassMutual Life Insurance Co. He has been engaged in full-time education for over two decades. In addition to his advisory role, he works as an insurance agent specializing in life, health, and fixed annuity insurance sales. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning, asset management, and educational seminars, employing firm-approved tools such as Monte Carlo simulations to develop tailored recommendations.

Melissa Dean is a Series 66-registered advisor with LPL Financial in Albuquerque, NM, with a combined 13 years of experience at Legacy Financial Group and Voya Financial Advisors alongside her current role since 2022. She has worked in the financial advisory industry since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, including access to third-party asset management and institutional platforms, supported by technology tools for operational and research purposes.

Nathan Wilkes is a financial advisor with Edward Jones in Albuquerque, NM, holding a Series 66 designation and with 16 years of industry experience, all at Edward Jones since 2010. Outside of his advisory role, he is an owner of a rental property in Belen, NM. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,000 financial advisors.

Camry Perez is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Primerica Advisors, Camry has held various roles across multiple industries, including healthcare, retail, and finance. Outside of financial advising, Camry is involved with Open Skies Health Care. Primerica Advisors serves primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and provides trade execution and custody support through BNY Mellon Advisors and Pershing.

Julianna Chance is a financial advisor with LPL Financial in Albuquerque, NM, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL Financial in 2025, she worked at Nusenda Federal Credit Union and CUSO Financial Services, LP, with earlier roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. She also serves as a notary public for Nusenda Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment solutions supported by both proprietary and third-party resources.

Vincent Richerson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2022 and previously spent seven years with Wells Fargo Clearing and nine years with Wells Fargo Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm offers services on a non-discretionary basis, applying an ESG eligibility framework and generally recommending approved funds and strategies.

Eric Pena is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Thornburg Investment Management and Bank of the West. He is based in Albuquerque, NM. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.