Leticia Mendoza is a financial advisor with LPL Financial in Albuquerque, NM, holding Series 63 and Series 66 credentials and eight years of industry experience. Prior to joining LPL Financial in 2025, she worked at OSAIC, SII, and Mark J. Napolin & Associates, Inc. She is also a commissioned notary public in Albuquerque. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced technology tools.

Michael Nuanez is a financial advisor at Edward Jones with a Series 66 designation and one year of experience. Prior to joining Edward Jones, he worked in healthcare roles including hospice case manager at Compassus Hospice and various positions at medical centers in New Mexico. He is also a PTO board member at a charter school in Rio Rancho, assisting with fundraising efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

Cameron Dunn is a financial advisor with Raymond James Financial in Albuquerque, NM, holding a Series 66 designation and beginning his advisory career in 2026. Prior to entering the financial industry, he served eight years in the United States Navy. Outside of finance, he is involved with Hops & Dough Taproom. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools and risk profiling to provide tailored, non-discretionary advice and supports municipal and public finance work through a unique municipal advisor affiliation.

Keith Jordan is a financial advisor with Mass Mutual Investors Services in Albuquerque, NM. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Jordan has been with MML Investors Services and Mass Mutual Life Insurance Company since 2016. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager options and conducts educational seminars.

Kenneth Fanning is a financial advisor with Cetera who holds a Series 66 credential and has 22 years of industry experience. He has been with Cetera Wealth Services since 2013 and currently works at Cetera. Outside of advising, he is involved in sales and service of fixed life insurance and operates Fanning Financial LLC, a financial services business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that includes access to affiliated and third-party managers and various program structures.

Antavius Greathouse is a financial advisor with LPL Financial in Albuquerque, NM, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Morgan Stanley and Voya Financial Advisors. Outside of his advisory work, he is a board member of the New Mexico Black Leadership Council and involved with Mockingbird Fashion House. 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 institutional platforms, supported by technology tools for research and operations.

Dustin Soflin is a financial advisor with Mass Mutual Investors Services in Albuquerque, NM, holding Series 63 and Series 65 credentials and having nine years of industry experience. He has been with MML Investors Services, LLC and Mass Mutual Life Insurance Company since 2016. In addition to his advisory work, he serves as secretary for the Albuquerque Youth Symphony Program. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including educational seminars and event-driven planning such as estate settlement and divorce planning.

Angela Ipock is a financial advisor with Raymond James Financial, holding a Series 66 designation and 19 years of industry experience. She previously worked at Merrill Lynch and UBS Financial Services before joining Raymond James in 2018. Ipock is also associated with Baker Wealth Planning Group in a support role. 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, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Anthony Allbright is a financial advisor with LPL Financial in Albuquerque, NM, holding the CFP® and ChFC® designations and with 32 years of industry experience. His prior work includes roles at Nusenda Credit Union, CUSO Financial Services, and Ameriprise Financial Services. He serves on the board of St. Mary’s Episcopal Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kenneth Johnston is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Kelley Tredwin is a Series 66-licensed financial advisor with LPL Financial, based in Albuquerque, NM, and has four years of industry experience. Prior to joining LPL Financial and Altalune Wealth Advisors in 2021, she worked at Edward Jones from 2013 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors and utilizes various portfolio strategies supported by research and technology.

Sabrina Autry is a Series 66-licensed financial advisor with three years of industry experience, currently affiliated with Cetera. She has held roles at multiple firms within the Cetera network since 2016 and also serves as an operations manager at Morada Wealth Partners. Outside of financial advising, she is involved in real estate construction as an operations associate with Stonebridge Construction & Design. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with options ranging from model portfolios to bespoke investment strategies.

Matthew Jones is a financial professional at Cetera with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group. He is also involved with Fanning Financial LLC, where he provides financial planning, investment options, and retirement planning services. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Tina Garcia is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked in real estate with several firms including Elysium Realty Group and Red Fox Realty. She has also been self-employed since 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering advisory programs with a range of investment strategies and managing over $1 trillion in assets. The firm maintains a large nationwide network of advisors and branch offices, providing both discretionary and non-discretionary investment solutions under a fiduciary standard.

Lucien Daigle is a Series 66 licensed financial advisor with Edward Jones in Albuquerque, NM, bringing two years of industry experience. Prior to joining Edward Jones, he worked at Coordinated Financial Group and Agent Pipeline. Outside of financial services, he owns and operates Pinnacle Agency LLC, a digital marketing business, and performs as a vocalist for the Church of the Good Shepherd United Church of Christ. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of investment advisory programs and maintaining a large network of advisors and branch offices.

Craig Landers is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 licenses and 38 years of industry experience. He has been with Ameriprise since 2007, including its Financial Services, Inc. and Financial Services, LLC entities, and previously worked at Householder Group, Estate & Retirement Specialists. Landers assists in operating a tax practice outside of his advisory role. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through a centralized service team that provides written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Cynthia Sisneros is a financial advisor with Primerica Advisors in Albuquerque, NM, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. Her background includes roles with Bernalillo County and the New Mexico Secretary of State, along with long-term positions at PFS Investments Inc. and Primerica Financial Services. She also has experience with the U.S. Postal Service. Primerica Advisors serves primarily individual investors and offers a wrap-fee asset management program that relies on model-driven strategies managed by third-party asset managers, supported by custody and trade execution services from Pershing and an overlay manager from BNY Mellon Advisors.

Phillip Perkins is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has been with Edward Jones for 36 years since 1990, based in Rio Rancho, NM. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Nelson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He worked at Wells Fargo Clearing from 2016 to 2022 before joining Wells Fargo Advisors in 2022. Nelson is also the sole owner of Nelson and Nelson Investments, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers specialized planning in areas such as retirement, education, risk, wealth transfer, and business-owner transitions, utilizing proprietary research and tools to develop tailored recommendations.

Frank Pitchford is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors, Inc. and NetChannel, Inc. Outside of his advisory role, he is an independent insurance agent for various companies. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a broad range of strategies supported by advisor-focused technology.