Deana Lehman is a financial advisor with Western Wealth Management LLC, holding Series 63 and Series 66 credentials and 20 years of industry experience. She previously worked at LPL Financial, LLC, Northwestern Mutual Investment Management, and Brian R Cunningham. Western Wealth Management LLC serves a broad client base including individuals, charitable and corporate entities, and pension plan sponsors through comprehensive portfolio management, financial planning, and institutional investment management. The firm operates as a decentralized network of advisors, offering a range of investment strategies and access to multiple advisory programs.

Richard Wood is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and 18 years of industry experience. His career includes positions at Fidelity Investments and Robinhood Financial before joining Empower in 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as retail brokerage clients. The firm’s approach integrates financial planning with recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Maria Wood is a financial advisor at Sanctuary Advisors, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at firms including Robinhood Financial, LLC and TIAA-CREF Individual & Institutional Services, LLC. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm supports more than 400 independent adviser representatives and offers a range of portfolio management solutions along with retirement plan consulting and fiduciary services.

Daniel Saylor is a financial advisor with AE Wealth Management, LLC and holds a Series 66 designation. He has four years of industry experience and has previously worked with firms including Fidelity Brokerage Services LLC, New York Life Insurance Company, and MDRN Capital, LLC. He is also involved in insurance sales through MDRN Insurance LLC. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, utilizing discretionary model portfolios and a combination of fundamental, technical, and cyclical investment strategies. The firm manages approximately $49.8 billion for over 127,000 clients across more than 400 advisors, emphasizing standardized model and platform services.

Bruce Reed is a financial advisor with Raymond James Financial who holds Series 63 and Series 66 designations and has 48 years of industry experience. He has been with Raymond James Financial Services since 2010. Outside of his advisory role, he is the owner of Reed Financial Services, a non-investment-related support company based in Las Cruces, NM. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, pension plans, corporations, and institutional investors. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through an affiliated municipal advisor.