Phillip Finley is a financial advisor with Eagle Strategies (NY Life) based in Albuquerque, NM, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been associated with Lobo Wealth Strategies since 2007 and with New York Life Insurance and Nylife Securities Inc. since 1995. Finley also engages in insurance brokering activities involving non-registered insurance products outside his advisory role. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working with various institutional sponsors within an integrated New York Life affiliate structure.

Kenneth Bowers is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 licenses. He has 35 years of industry experience, including prior roles at Gradient Securities LLC, Cetera Advisor Networks LLC, and his own firm, Kenneth L Bowers. He is also involved in consulting services as a Certified Exit Planning Advisor. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform supporting multiple custodians and money managers, offering both fee-based and commission-based options through a network of 477 independent advisors.

Donald Mcdaniel is a CFP® with 15 years of experience in the financial industry, currently serving as an advisor at Allworth Financial, L.P. He previously spent 10 years at Uasnm, Inc. D/B/A Uas Wealth Advisors before joining Allworth Financial in 2022. Allworth Financial is a fee-based SEC-registered adviser providing asset management and financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, and corporate clients. The firm employs a range of investment strategies, including model portfolios and specialized approaches such as buffered equity ETFs and options overlays, and is noted for its ownership structure and specialized divisions like its Airline division.

Nicolas Baker is a financial advisor with Eagle Strategies (NY Life) in Albuquerque, NM, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been affiliated with Eagle Strategies and several related entities since 2017 and owns Mantis Kung Fu Academy, a martial arts school. He also serves as a board member for the Parker Center for Family Business, a nonprofit focused on family-owned business challenges. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Parrott is a CFP® credentialed financial advisor at OSAIC Advisory Services, LLC with 10 years of industry experience. His prior roles include positions at Triad Hybrid Solutions, Waterway Wealth Management, Fidelity Brokerage Services, Thornburg Securities Corp, and Fidelity. He serves as a director for the New Mexico chapter of Folds of Honor, a nonprofit organization that raises funds for educational scholarships. OSAIC Advisory Services, LLC is an SEC-registered firm that provides investment management, financial planning, retirement plan consulting, and related services to a diverse client base, including individuals, institutions, and charitable organizations. The firm delivers advisory services through multiple program models and utilizes a combination of proprietary guidance and third-party platforms.

Michael Albillar is a CFP® with 12 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has 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 regulatory assets and uses a diversified investment approach that combines passive and active strategies, supported by an internal Investment Committee.

Daniel Cherrin is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates planning services from ongoing discretionary management and acts as adviser to a donor-advised fund within a vertically integrated group that uses affiliated funds.

Jay Livingston is a financial advisor with Eagle Strategies (NY Life) based in Albuquerque, NM, holding Series 63 and Series 65 licenses, and has 27 years of industry experience. He has been a Certified Financial Planner since 2010 and operates JFL Financial P.C., through which he sells New York Life products and brokers non-registered insurance products. Outside of advisory activities, he is a partner in a personal boat ownership LLC, Windward Charters, LLC. 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 provides a range of program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Daniel Serna is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 credentials, with 11 years of industry experience. His prior work includes roles at Primerica Advisors and Gamestop Corp. Outside of his advisory work, he serves as president of the New Mexico Chess Organization and vice president of finance for the US Chess Federation, both community and charitable board positions. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base, including individuals, retirement plans, corporations, and institutional clients. The firm’s advisory services are provided through independent representatives using a combination of custodians, third-party managers, and platform programs, with a notable emphasis on non-discretionary account management.

Muhammad Siddiqui is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and one year of industry experience. His prior experience includes roles at J.P. Morgan Securities and Scotiabank, where he worked for three years. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Bemelda Bragado is a Series 65-licensed advisor at Mercer Global Advisors Inc. with 10 years of industry experience. She previously worked at SB Capital Management, Inc. for 11 years before joining Mercer. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, using a mix of low-cost ETFs, index funds, separate account managers, and private funds.

Anthony Caligaris is a financial advisor with Eagle Strategies (New York Life) based in Albuquerque, NM, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been affiliated with New York Life and its related entities since 2011. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michelle Phillips is a financial advisor at Allworth Financial, L.P. in Albuquerque, NM, with 24 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at multiple firms, including Horter Investment Management, Oxford Wealth Advisors, and Townsquare Capital. Allworth Financial is a fee-based SEC-registered adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, including model-based and options-overlay approaches, and utilizes technology to manage held-away employer retirement accounts.

Spencer Orr is a financial advisor with First Command Advisory Services in Albuquerque, NM, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Madison Avenue Securities, Mirau Capital Management, LPL Financial, and The Vanguard Group. Outside of finance, he has experience working in the food service industry with Sweet Tooth Desserts and BJ's Brewhouse. 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 multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

James Mccullough is a financial advisor with LPL Financial in Albuquerque, NM, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His prior experience includes roles at Waddell & Reed, Inc. and various insurance carriers for W&R Insurance Agencies over a span of 14 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including both discretionary and non-discretionary management, supported by research and a variety of investment strategies.

Jessie Maestas is a financial advisor at Morgan Stanley with six years of industry experience. Prior to joining Morgan Stanley in 2025, Jessie worked at RBC Capital Markets, LLC for eight years. Jessie also has experience outside finance, including time at The Quarters BBQ and Alan Maestas Law Office. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.

Jonathan Garton is a financial advisor with OSAIC in Albuquerque, NM, holding the ChFC® and Series 63 designations and having 38 years of industry experience. His prior roles include long tenures at Cue Financial Group, Inc., Foothill Securities, and Securities America, among others. He also owns a sole proprietorship that sells life insurance and fixed annuities. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisors and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers and managed account solutions.

Johnny Nuanes is a financial advisor with Edward Jones, holding CFP® and Series 66 designations and six years of industry experience. Prior to joining Edward Jones, he worked at B Riley / National Asset Management, Inc, Morgan Stanley, and Onward Financial, LLC. He is based in Albuquerque, NM. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management with a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Michael Ellis is a financial advisor with Mass Mutual Investors Services in Albuquerque, NM, holding Series 66 and Series 63 licenses and offering 20 years of industry experience. He has been with MassMutual and its subsidiary MML Investors Services since 2006 and 2007, respectively. Outside of advising, Ellis is president-elect and head of the finance committee for the UNM Lobo Club, a nonprofit athletic booster organization. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management services, utilizing firm-approved software for goal analysis and offering event-driven planning programs including divorce and estate-settlement planning.

Jenna Farah is a Series 66 licensed financial advisor with three years of industry experience. She is currently with Charles Schwab, having previously worked at MidFirst Bank, Fidelity Investments, Wells Fargo Clearing, and Wells Fargo Bank. Prior to her financial industry roles, she worked at Fortis Gymnastics and Target. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.