Mark Trimmer is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and having 37 years of industry experience. He previously worked at RBC Capital Markets and has been associated with The 25 since 2004. Outside of his advisory role, he owns Broken Road Promotions, a marketing and writing service focused on creative content and branding consultation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports clients through advisory programs and specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Adriane Callinan is a CFP®-certified financial advisor with 16 years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc., having previously worked at LPL Financial and Waddell & Reed, Inc. Callinan also operates Innovative Wealth Planning LLC, a business focused on tax and investment planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical modeling and supports its recommendations through various advisory programs and partnerships.

Edwin Fernandez is a financial advisor with LPL Financial in Albuquerque, NM, holding a PFS™ designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience and has previously worked with VOYA Financial Advisors. Outside of advisory work, he operates a CPA practice under Fernandez Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, with advisory services delivered through a broad network of investment adviser representatives.

Kyle Pearce is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining Osaic in 2023, he worked at Wells Fargo Clearing and Wells Fargo Bank, NA from 2011 to 2023. He is also the owner of Aplomb Financial LLC, an entity used for business expenses. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a broad network of affiliated advisers. The firm offers integrated brokerage, investment advisory, and financial planning services, utilizing asset-allocation tools, risk-tolerance assessments, and automated portfolio rebalancing across multiple investment types and advisory platforms.

Kien Nguyen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and one year of experience in the industry. Prior to joining Wells Fargo in 2026, Nguyen worked five years at JPMorgan Chase Bank and J.P. Morgan Securities. 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 a combination of brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Nathan White is a Series 66-registered financial advisor with Edward Jones in Albuquerque, NM. He has three years of industry experience, including time at Edward Jones and prior roles in logistics and supply chain sectors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Kristen Renaud is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has been with Raymond James since 2016. She serves as a committee member for the investment funds committee at All Faith's and as a board and finance committee member for Animal Humane New Mexico. 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, charitable organizations, and institutions. 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.

Kristen Kennedy is a financial advisor at Cetera with seven years of industry experience. She holds a Series 66 designation and has worked at Cetera Wealth Services, Altus Wealth Management, and operated her own firm, RKD Alpha Dog. Outside of her advisory role, she owns Kennedy Financial Network, a financial planning and investment management business, and serves as a notary public. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management options, model portfolios, and third-party managers across discretionary and non-discretionary programs.

David Farley is a financial advisor with Wells Fargo Advisors in Albuquerque, NM, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. His career includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is involved with Farley Wealth Management, a separate investment-related business based in McAllen, TX. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations supported by proprietary research and planning tools, with clients able to choose how to implement advice through brokerage or advisory programs.

Kristen Freeman is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. She previously worked at UBS Financial Services for 21 years before joining Wells Fargo Advisors in 2024. Freeman holds Series 63 and Series 65 designations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, and niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools to deliver tailored recommendations.

Melissa Minter is a financial advisor at OSAIC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Sagepoint Financial, Inc. and INVEST Financial Corp. In addition to her advisory role, she operates a sole proprietorship as an insurance agent. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with a range of portfolio options, supporting both discretionary and non-discretionary management.

Robert Homer III is a financial advisor with Mass Mutual Investors Services in Albuquerque, NM, holding the ChFC® and Series 63 designations and bringing 49 years of industry experience. He has been with MassMutual and its affiliated entities since 1996. MassMutual Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing ongoing financial planning, asset management, and educational seminars. The firm emphasizes collaborative annual financial planning engagements and offers event-driven services such as divorce and estate-settlement planning.

Julie Garcia is a financial advisor at Raymond James Financial Services Advisors, Inc. with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Raymond James since 2016. In addition to her advisory role, she serves as Vice President of The Renaud Investment Group, where she oversees administrative and branch management duties. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and employs analytical tools to support client goals, with a notable focus on municipal and public finance through its affiliation with a municipal advisor.

James Armer is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Nusenda Federal Credit Union, CUNA Brokerage Services, and BBVA Securities. Armer is also involved in Nusenda Investment Services, a business related to his advisory work at LPL Financial. 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 financial planning, model portfolio programs, third-party asset management, and participant-level retirement advice, supported by extensive advisor-facing technology and a broad range of non-advisory financial services.

Angelica Lovato is a Series 66-registered financial advisor at Merrill with eight years of industry experience. She has been with Merrill and Bank of America since 2007. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutional plans.

Lauren Torres is a financial advisor at LPL Financial with four years of industry experience. She holds the Series 66 designation and previously worked at Legacy Investment Design, Presbyterian Healthcare Services, and BJ's Restaurants. Outside of her advisory role, she works as a delivery driver for DoorDash. 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, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools.

William Dial is a financial advisor at LPL Financial with nine years of industry experience. He holds the ChFC® and Series 66 designations. His prior experience includes roles at Edward Jones and Fidelity Brokerage Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a range of strategic and tactical investment options.

Matthew Ports is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds the Series 66 designation and is based in Albuquerque, NM. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branches nationwide.

Michael White is a financial advisor at Edward Jones in Albuquerque, NM, holding Series 63 and Series 66 designations with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is involved in managing a rental property operated as a VRBO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets with a large national network of advisors and branches.

Bernard Ela is a Series 66 credentialed financial advisor with Edward Jones, based in Albuquerque, NM. He has 19 years of industry experience, all of which have been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.