Shawn Kiehne is a financial advisor with Kiehne Wealth & Retirement, LLC in Los Lunas, NM, holding a Series 65 designation and 11 years of industry experience. He has been affiliated with his current firm since 2016 and also has experience at Brookstone Capital Management and 401K Pros, LLC. Outside of finance, he is involved in music as a singer and performs locally with his band. Kiehne Wealth & Retirement, LLC is an independent advisory firm providing discretionary asset management, retirement planning, and rollover advice primarily to individual and high-net-worth clients. The firm manages approximately $5.5 million for around 106 clients, employing a blend of fundamental and technical analysis with tactical asset allocation to deliver personalized portfolio management and financial planning.

Andrew Spears is a financial advisor with Raymond James Financial in Los Lunas, NM, holding a Series 66 designation and 12 years of industry experience. Prior to joining Raymond James in 2023, he worked at Edward Jones for nine years. Spears also serves with Albuquerque Public Schools and has a longstanding career in the United States Army. Outside of advising, he owns an online travel website. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, offering tailored, non-discretionary advice that incorporates risk profiling and analytical modeling. The firm supports a large advisor network and offers specialized programs including municipal and public-finance services.

Grady Henson is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked at Clearwater Exteriors, Ursa Prime, Piranha Brands, and The Home Depot. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Marissa Ortega is a financial advisor at Fidelity with Series 63 and Series 66 licenses and seven years of industry experience. She has been with Fidelity Investments since 2017, including her current role since 2025. Prior to joining Fidelity, she worked at Total Eye Care for one year. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.