Jorge Macias is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at LPL Financial since 2022. He also serves as a financial advisor at GECU and CUNA Brokerage Services, Inc., roles he has held since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Travis Hughes is a financial advisor with Cetera, holding CFP® and ChFC® designations and over 39 years of industry experience. He has worked at Cetera Advisors LLC since 2016 and currently serves as a managing partner at Gentry Partners Wealth Management, LLC. Outside of his advisory role, Hughes is president of both the Sun Bowl Association and the Paso del Norte Center of Hope. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various 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, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He worked previously with Wells Fargo Clearing and Wells Fargo Advisors, each for five years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting through a range of portfolio management styles and affiliated research resources.

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, holding Series 63 and Series 66 credentials and 22 years of industry experience. She has worked at various Wells Fargo entities since 2009. Winter is a 50% owner and officer of FORDWIN TX, LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad planning menu that includes retirement, education, and niche services such as business-owner transition and special-needs planning. The firm integrates advisory services with other financial product offerings, delivering tailored recommendations through a combination of research tools and client meetings.

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 Senior Vice President and International Wealth Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2011 to form The Lopez Team alongside his father, Fernando Lopez, continuing a family legacy that began in 1987. Mario specializes in comprehensive wealth planning, cross-border strategies, business transition and exit planning, and tax-efficient investment strategies for business owners and families both in the U.S. and abroad. Mario graduated from the University of Arizona's Eller College of Business in 2008. He holds multiple professional certifications including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), Accredited Asset Management Specialist™ (AAMS™), and Certified Exit Planning Advisor (CEPA). He has been recognized by Forbes on the "Best-in-State Wealth Advisors" list from 2022 to 2025 and serves on Merrill's Next Generation Leadership Council. Fluent in English, Spanish, French, Portuguese, and Italian, Mario brings a global perspective to his work. Outside of his professional role, he enjoys spending time with his wife and two children, participating in martial arts—including holding a Brazilian Jiu-Jitsu black belt with over 18 years of training—as well as chess, tennis, rock climbing, and music.

Jose Alanis is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at LPL Financial since 2021 and previously spent 16 years with Waddell & Reed, Inc. Alanis also manages a separate business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers diversified advisory programs and financial planning services supported by robust research, model portfolios, and technology-driven strategies.

Pedro Chavez is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Edward Jones, LPL Financial LLC, and BBVA Securities Inc. Pedro is based in El Paso, TX. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools and third-party solutions to manage portfolios that include a variety of investment types.

Eric Villalobos is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at First Command Insurance Services and First Command Advisory Services, and he has a background at BNSF Railway and ongoing service in the United States Air Force. He is also a member of the New Mexico Air National Guard. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of adviser representatives. The firm offers comprehensive advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research, with a broad range of investment and portfolio management options.

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 28 years of industry experience. He previously worked at Raymond James Financial Services, Inc. and its affiliate for over 27 years. He also served as a trustee for two nieces from 2010 to 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from internal and third-party sources.

Eli Merriman is a financial advisor at Charles Schwab with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2020. Prior to that, he was employed at TD Ameritrade and Scottrade. Outside of his advisory role, Merriman occasionally sells used items at local flea markets. Charles Schwab serves a large client base, 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, offering multi-asset model portfolios and centralized custody and brokerage services.

Austin Wegener is a financial advisor with Edward Jones in El Paso, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked in various roles including at Premier Roofing Company and Xoikos Interactive Business Systems. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Corina Otero Edinger is a Series 66 licensed financial advisor with Edward Jones in El Paso, TX, where she has worked since 2015. She has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Joaquin Padilla Carlos is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and Bank of America. Outside of his advisory role, he has been involved with Maguey Azul LLC and Blue Magic Water and Ice LLC. J.P. Morgan Securities provides institutional consulting services to clients such as 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. The firm combines large institutional advisory operations with additional brokerage and investment management capabilities.