Vinod Mehta is a financial advisor with Eagle Strategies (New York Life), holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with New York Life since 2002. Outside of his advisory role, he is a shareholder in NYLARC Holding Company, Inc., which reinsures life insurance policies he writes with New York Life. 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 delivers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis.

Joseph Kopczynski is a Series 63 licensed financial advisor with 23 years of industry experience. He has worked at Allworth Financial, L.P. since 2022 and previously spent 18 years at Uasnm, Inc. D/B/A Uas Wealth Advisors. He is based in Albuquerque, NM. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, including core-satellite, pure-index, and options-based models, and utilizes technology to manage held-away retirement accounts.

Sara Arnold is a financial advisor with Commonwealth Financial Network in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Winslow Wood & Associates, LLC and Invest Financial Corporation. Outside of advisory work, she operates a tax preparation service. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services, including discretionary model portfolios and personalized investment strategies. The firm provides operations, trading, technology, compliance, and practice-management support while allowing advisors discretion in constructing client portfolios.

Mikki Burdine is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and four years of industry experience. She 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 assets and employs a diversified investment process blending passive and active strategies overseen by an internal Investment Committee.

Scott Floersheim is a CFP® and PFS™ credentialed advisor with 20 years of industry experience. He currently works at Savant Wealth Management and previously spent 20 years at Meridian Wealth Advisors as well as operating his own accounting firm, Scott Floersheim, Ltd., where he is a CPA. Outside of his advisory role, he dedicates time weekly to managing his accounting practice. Savant Wealth Management serves a diverse client base, including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm offers comprehensive wealth management and financial planning services, combining evidence-based asset allocation with actively managed investment strategies supported by affiliated accounting, legal, and trust services.

Sherri Harris is a financial advisor with Commonwealth Financial Network in Albuquerque, NM, holding a Series 66 designation and 12 years of industry experience. She has worked at Commonwealth since 2017 and previously spent 10 years at Invest Financial Corp. and 19 years at Winslow Wood & Associates, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, compliance, and operational support, allowing advisors discretion in portfolio construction alongside access to proprietary model portfolios and a range of investment solutions.

Angelo Valdez is a financial advisor at Eagle Strategies (NY Life) based in Albuquerque, NM, with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has been associated with New York Life insurance and NYLife Securities since 2013. Valdez joined Eagle Strategies LLC in 2026. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services with an emphasis on tailoring recommendations to client objectives, primarily managing assets on a non-discretionary basis.

Eduardo Saenz Cano is a financial advisor with Kestra Advisory, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Edward Jones, Rinchem, Albuquerque Public Schools, and Apple. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as plan design, compliance testing, fiduciary consulting, and employee education, managing approximately $79.8 billion in assets with a focus that includes large institutional investors like sovereign wealth funds.

Marco Guevara is a financial advisor at PNC Wealth Management with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PNC Investments and JPMorgan Securities, LLC, among other firms. Guevara is based in Albuquerque, NM. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm’s approach uses algorithm-driven risk assessments and invests via approved model strategies managed by PNC or third parties.

Spencer Porter is a financial advisor with TLG Advisors, Inc. based in Albuquerque, NM, holding Series 63 and Series 66 licenses with four years of industry experience. He has previously worked at Fidelity Brokerage Services, LLC. Outside of his advisory role, he owns Benefits With Apex, an insurance sales business. TLG Advisors, Inc. serves a wide range of clients including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, offering both sub-advised portfolios and a direct-to-consumer digital program called Starlight Portfolios.

Paul Lium is a financial advisor with VOYA Financial Advisors, Inc. in Albuquerque, NM, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has previously worked at Nationwide Investment Services Corporation and has been with Voya since 2019. Outside of his advisory work, he serves as an assistant coach for youth lacrosse. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors and high-net-worth individuals. The firm offers a variety of financial planning and portfolio management services through multiple program structures, primarily providing non-discretionary recommendations.

Blake Jordan is a financial advisor with Transamerica Financial Advisors in Albuquerque, NM, holding Series 63 and Series 65 registrations and bringing 24 years of industry experience. He has been affiliated with Transamerica Financial Advisors since 2012. Outside of his advisory role, Jordan is an artist and serves in various volunteer capacities including financial education instructor and support roles with rescue and fire service organizations. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations through a combination of advisory and broker-dealer services. The firm offers proprietary and third-party model portfolios, with discretionary and non-discretionary program options, and supports plan clients through affiliated retirement and recordkeeping entities.

Enjoli Mendoza is a financial advisor at Commonwealth Financial Network with 11 years of industry experience. She holds a Series 66 designation and has worked at Winslow Wood & Associates, LLC and INVEST Financial Corp. Mendoza is a co-owner of Winslow Wood & Associates, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment solutions and supports affiliated advisors with operations, technology, compliance, and practice management.

Sol Rascon is a financial advisor with Eagle Strategies (NY Life) in Albuquerque, NM, holding a Series 66 designation and one year of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life, Syndicus Financial LLC, and experience in construction and education sectors. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages most assets on a non-discretionary basis.

Ingrid Roosild is a financial advisor with NewEdge Advisors in Albuquerque, NM, holding a Series 66 designation and bringing 25 years of industry experience. She has worked with NewEdge Advisors since 2021 and concurrently with Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation since 2014. Outside of her advisory roles, she is involved in a collaborative divorce financial coaching practice and manages the Kivi Insurance Group LLC, where she oversees staff and new product sales. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of services, including portfolio management and financial planning, and employs multiple program structures with an emphasis on centralized due diligence and technology-supported investment solutions.

Victor Ortega is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked for Fidelity Brokerage Services LLC for ten years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Douglas Lindsey is a CFP® with 13 years of experience in the financial industry. He is currently an advisor at Farther and previously worked at The H Group, Inc. and MGM, LLC. Outside of his advisory work, he teaches classes on Social Security, Medicare, cybersecurity, and tax planning at the Osher Lifelong Learning Institute at the University of New Mexico. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

David Michalk is a ChFC® credentialed advisor with 22 years of industry experience, currently affiliated with Osaic Advisory Services, LLC. He has worked at Waterway Wealth Management, L.L.C. since 2013 and Triad Hybrid Solutions since 2024. Outside of his advisory roles, he serves as president of the Alta Vista Town Home Owner Association, director of the Folds of Honor New Mexico Chapter nonprofit, and vice president of the New Mexico Lutheran Association. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and public entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, delivering advisory services through multiple program models with custody primarily arranged through Schwab and Fidelity.

Larry Brown is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2017. He has prior experience at INVEST Financial Corp and operates Rob Brown LLC. His outside activities include managing an investment-related business under Rob Brown LLC called Invest for Life. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, offering a variety of advisory programs and services. The firm provides operations, technology, investment management, and compliance support while allowing advisors discretion in portfolio construction and access to proprietary model portfolios.

Shawn Feliciano is a financial advisor with First Command Advisory Services in Albuquerque, NM, holding Series 63 and Series 66 licenses and with 14 years of industry experience. He has worked at firms including BBVA Securities and AXA Advisors and serves as an advocate for people with multiple sclerosis through his involvement with Iconquer MS, Ride. 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 using model portfolios managed by an internal Investment Management Team and Wealth Portfolio Managers.