Brian Sacks is a financial advisor with Oppenheimer, holding a Series 66 designation and six years of industry experience. He has been with Oppenheimer since 2019 and previously worked at Baylor University from 2015 to 2019. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of programs, including asset management, consulting, and retirement services, with both discretionary and non-discretionary advisory options.

Jenny Lancaster is a Series 66 licensed financial advisor with LPL Financial, based in Taos, NM, and has eight years of industry experience. She has worked at LPL Financial since 2018 and concurrently at Peoples Bank since 2014. Outside of her advisory role, she is a market partner with Monat, a direct sales company. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and technological tools, while managing over $819 billion in discretionary assets through a large network of financial professionals.

Jeffrey Mason is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Raymond James & Associates since 2006. Outside of advising, he is the owner of Brechnitz Group LLC, a business entity created for his RJ Select Office. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, and charitable organizations. The firm offers financial planning and consulting services with a variety of portfolio management styles supported by extensive in-house research and affiliated sub-advisers.

Patrick Nicholson is a financial advisor at Edward Jones in El Prado, NM, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Plan Ahead, the Village of Taos Ski Valley, and the City of Espanola. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Paul Sands is a Series 66-licensed financial advisor with Edward Jones in El Prado, New Mexico, where he has worked since 2014. He has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Rebecca Roh is a Series 66–credentialed financial advisor with seven years of experience at Edward Jones in Taos, NM. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Scott Mc Adams is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. His prior work includes roles at Hillcrest Bank and Peoples Bank, where he spent sixteen years. Mc Adams serves on the board of The Harwood Museum of Art and is involved in multiple community organizations in Taos, New Mexico, including the Taos Community Foundation grant committee and the Holy Cross Hospital advisory committee. Cambridge Investment Research Advisors is a large SEC-registered firm that serves individuals, pension and profit-sharing plans, charitable organizations, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of discretionary and non-discretionary portfolio management solutions.

Davin Schuler is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and Uvest Financial Services Group. Schuler operates the Davin Schuler Investment Group, Inc., an entity maintained for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.