Jose Clinich is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and two years of industry experience. Prior to his current role, he worked at Wells Fargo Bank, nA and held positions at 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 supported by extensive research and analytics.

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 been with Wells Fargo Bank, N.A. since 2005 and Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, retirement plan consulting, and utilizes research and analytics from Wells Fargo Investment Institute alongside third-party databases to evaluate investment options.

Jorge Macias is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at GECU, CUNA Brokerage Services, Inc., and PNC Managed Account Solutions, Inc. He is based in El Paso, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including model portfolio programs and third-party asset management, supported by technology tools and oversight of over $819 billion in discretionary assets.

Travis Hughes is a financial advisor with Cetera, holding the CFP® and ChFC® designations and possessing 40 years of industry experience. His career includes roles at Equitable Advisors, Investors Capital Corp., and Cetera Advisors LLC. He serves as president of both the Sun Bowl Association and the Paso Del Norte Center of Hope, nonprofit organizations in El Paso, TX. Cetera Investment Advisers LLC is an SEC‑registered adviser that supports a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi‑manager platform with diverse program structures and custodial relationships.

Jannet Martinez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and previously at JPMorgan Chase Bank, N.A. from 2010 to 2019. 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 large team of Wealth Advisors. The firm combines institutional advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Michael Velarde Sr. is a financial advisor with Raymond James & Associates in El Paso, TX, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. His prior roles include tenures at Wells Fargo Clearing, Merrill, and Citigroup Global Markets. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Carlos Fernandez is an International Wealth Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2002 and specializes in developing strategies for high-net-worth individuals, their families, and their businesses. His work focuses on aligning financial solutions with clients' risk tolerance, time horizon, liquidity needs, investment goals, and associated costs. Carlos employs a client-centered and consultative approach to wealth management. He begins by gaining a thorough understanding of each client’s financial needs, then formulates asset allocation recommendations that reflect their income and growth expectations. He and his team maintain ongoing communication to ensure that the wealth management strategy continues to align with clients' personal financial goals. His expertise extends to serving international clients with considerations such as currency hedging, financial privacy, capital preservation, and estate planning. He holds a Bachelor of Science degree in engineering (1997) and a Master’s in Finance (2001) from Instituto Tecnológico de Monterrey, as well as an M.B.A. from Pepperdine University (2002). Carlos is a Personal Investment Advisor (PIA) and is fluent in Spanish and English. Originally from Mexico City, he resides in El Paso, Texas, with his wife, Chantal, and their children.

Jesus Zamarripa is a financial advisor with UBS Financial Services in El Paso, TX, holding Series 63 and Series 65 credentials and with 18 years of industry experience. He previously worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he is the general manager of Liand Investments, LLC, a partnership that passively invests in real estate projects. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Theresa Winter is a financial advisor with Wells Fargo Advisors in El Paso, TX, holding Series 63 and Series 66 certifications and bringing 23 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. She is a 50% owner and officer of FORDWIN TX, LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a broad range of planning options tailored to clients who meet specific net-worth criteria.

Sandra Orozco is a financial advisor at Charles Schwab with 18 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley before joining Schwab in 2017. Outside of her advisory role, she has worked seasonally as a driver helper assisting with package deliveries in El Paso, TX. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Jesus Horton is a CFP® and ChFC® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he spent eleven years with TMC Distribution, Inc. Outside of his advisory role, he works as a consulting advertising research and payroll consultant for TMC Distribution. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Mario Lopez is a financial advisor with Merrill in El Paso, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2011 and at Bank of America, N.A. since 2012. Outside of his advisory role, he formerly owned and operated a martial arts school through Zen Jiu Jitsu, LLC, which is now dormant. 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 and serves individual, high-net-worth, corporate, pension, and charitable clients.

Jose Alanis is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has worked with LPL Financial since 2021 and previously spent 16 years at Waddell & Reed, Inc. Outside of his advisory work, he operates Alanís & Associates, LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset managers, supported by technology and a broad network of over 22,800 advisors.

Pedro Chavez is a financial advisor with OSAIC based in El Paso, TX, holding Series 63 and Series 65 licenses and having 24 years of industry experience. His prior roles include positions at Edward Jones, LPL Financial LLC, Sunflower Bank, BBVA Securities Inc., and other financial institutions. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using a range of investment tools and platforms to construct portfolios across various asset classes.

Eric Villalobos is a financial advisor with LPL Financial in El Paso, TX, holding a Series 66 license and three years of industry experience. Prior to joining LPL Financial in 2024, he worked at First Command Insurance Services and First Command Advisory Services. He also serves in the United States Air Force and the New Mexico Air National Guard. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Justin Pretiger is a Series 66-licensed financial advisor with Morgan Stanley in El Paso, Texas, and has 21 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015 respectively. Outside of his advisory role, Pretiger serves as a board member and on the investment committee of the El Paso Holocaust Museum Foundation. Morgan Stanley Wealth Management provides a wide range of advisory programs and tailored financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools to model financial outcomes, while offering a broad array of investment products and services.

Benjamin Rodriguez is a financial advisor with Wells Fargo Clearing in El Paso, TX, holding Series 63 and Series 66 credentials and 14 years of industry experience. His career includes roles at Bank of America, Merrill, BBVA Compass, and Charles Schwab. Outside of financial advising, he works as an inbound and retention sales specialist for DISH Network. 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 with over 14,000 advisors and offers both brokerage and advisory solutions.

Scott Draime is a financial advisor with LPL Financial in El Paso, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Raymond James Financial Services from 1999 to 2026. He also served as a trustee for two nieces from 2010 to 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser that supports individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.