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.

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.

Cecilia Ward is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Outside of her advisory role, she serves as a general partner in the Borderland Business Association, a networking organization based in El Paso, TX. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Janeth Valenzuela is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017, previously employed by Southwest University and Bank of America. Outside of her advisory role, she is a beneficiary of a family business, Yahweh F.P.M LLC, established for spouse-related purposes. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Robert Sesich is a CFP® with 24 years of industry experience. He has worked at Lincoln Financial Advisors and Lincoln National Life Insurance Company since 2002 before joining OSAIC in 2025. In addition to his advisory role, he is licensed to offer a range of insurance products including life, disability, long-term care, and fixed indexed annuities. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated financial advisers. The firm employs a variety of asset-allocation tools and investment platforms to construct portfolios incorporating multiple asset classes and offers both discretionary and non-discretionary account management options.

Debra Hastings is a financial advisor at LPL Financial with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones and GECU. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by sophisticated research tools and a broad array of non-advisory financial services.

Richard Lucker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors. Outside of his advisory role, he oversees a family corn roasting business in El Paso, Texas. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Annette Gobel is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. She has worked at Avantax Investment Services, 1st Global Advisors, and Weatherley Butterworth Macias & Graves. In addition to her advisory role, Ms. Gobel owns and operates a CPA firm that provides tax and accounting services to business and individual clients. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies.

Danny Delacruz is a financial advisor with Wells Fargo Clearing in El Paso, TX, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC and Wells Fargo Bank, NA. Outside of his advisory role, Delacruz owns a business involved in buying and selling cars. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.