Michael Cratty is a financial advisor with Cratty & Swanson Advisors L.L.C. in Las Cruces, NM, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked with Cratty & Swanson Advisors since 2016 and also serves as president and insurance agent at Cratty & Swanson Insurance Services LLC since 2010. Cratty & Swanson Advisors provides hourly financial planning and consulting, hosts free educational seminars, and facilitates client relationships with third-party money managers without managing assets directly. The firm uses fundamental, technical, and cyclical analysis in its planning process and offers insurance products through its affiliated brokerage business.

Danen Coalson is a CFP® professional with 22 years of industry experience. He has been principal at Coalson Financial Services, LLC since 2008 and previously worked at Essential Financial Planning, Inc., Thornburg Investment Management Inc., and Universal Advisory Services Inc. Outside the advisory business, he has personal ownership of a medical practice. Coalson Financial Services, LLC provides customized financial planning and investment advisory services primarily to individuals who are retired or nearing retirement. The firm operates mainly on a non-discretionary basis, focusing on retirement and distribution planning, portfolio construction using mutual funds, ETFs, and select individual securities, and managing employer-sponsored retirement plan assets.

Jolie Tixier is a financial advisor at Westwind Capital in Las Cruces, NM, holding a Series 65 designation with two years of industry experience. She previously worked at Spence Asset Management and spent ten years with the New Mexico State University Foundation. Westwind Capital manages approximately $796 million for a diverse client base, including individuals, high-net-worth clients, trusts, and institutional accounts, offering discretionary asset management and financial planning through its FOCUS Program. The firm employs a disciplined, long-term investment approach across multiple strategies and actively manages pooled vehicles and institutional mandates.

Scott Lieberwirth is a CFP® and holds a Series 65 license, with five years of industry experience. He has worked at Westwind Capital since 2022 and previously spent four years at Spence Asset Management. Before his financial advisory career, he was affiliated with the University of Texas at El Paso for nine years. Westwind Capital is a registered investment adviser managing approximately $796 million for individuals, high-net-worth clients, trusts, retirement and pension plans, and other institutional clients. The firm employs a disciplined, long-term investment approach across multiple strategies, including equity, income, balanced, ETF, and customized options, with active management of pooled vehicles and institutional mandates.

Samantha Chavarria is a financial advisor at Marshall Investment Management, LLC with three years of industry experience. She holds the Series 66 designation and has worked concurrently with Marshall Investment Management, LPL Financial, and Cavill and Company since 2022. Prior to her advisory career, she held positions at Western Heritage Bank and has longstanding employment with Ruby Tuesday. Marshall Investment Management serves individuals, high net worth clients, foundations, retirement plan sponsors, trusts, and estates by providing discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services. The firm manages its own Advisor Managed Portfolios (AMP) Wrap Program, which absorbs transaction costs and offers tailored portfolios across a diverse range of asset classes.

Patrick Grooms is a CFP®, CFA®, and Series 66-licensed advisor with 16 years of industry experience. He joined Westwind Capital in 2024 after eight years at Spence Asset Management. Based in Las Cruces, NM, he is part of a five-advisor team. Westwind Capital serves individuals, trusts, retirement plans, and pension plans through discretionary asset management and financial planning. The firm employs a disciplined investment process across five strategies, including stock and income management, ETFs, and customized options, serving both individual and institutional clients.

Eric Walton is a financial advisor at Westwind Capital with 22 years of industry experience. He holds a Series 66 designation and previously spent 21 years at Spence Asset Management. Outside of his advisory role, he is a partner in several real estate holding companies where he manages property-related duties. Westwind Capital manages approximately $796 million for individuals, high-net-worth clients, trusts, retirement and pension plans, and institutional clients. The firm offers discretionary asset management through its FOCUS Program, combining equity, income, balanced, ETF, and customized options strategies using quantitative and qualitative principles.

William Byford is a financial advisor with Ascentis Independent Advisors, LLC in Las Cruces, NM. He holds Series 63 and Series 65 credentials and has 24 years of industry experience. Prior to joining Ascentis, he worked at Golden State Equity Partners, LLC and Carter Bain Wealth Management. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm provides asset management, comprehensive portfolio management, financial planning, and consulting services, employing a mix of public and private securities and utilizing discretionary management through model portfolios and sub-advisory arrangements.

Christian Williams is a financial advisor at Summit Financial, LLC with four years of industry experience. He holds the Series 65 designation and previously worked at Crow Financial Advisors and Crow Financial Advisor. In addition to his advisory role, Williams owns Williams Insurance, where he offers life insurance products. Summit Financial, LLC is an SEC-registered multi-team advisory firm with over $26 billion in assets under management and more than 200 advisors. The firm provides investment advisory, portfolio management, financial planning, and retirement plan advisory services, operating both discretionary and consultative platforms tailored to client needs.

David Hill is a financial advisor with Independent Financial Group, LLC in Las Cruces, NM, holding Series 63 and Series 66 licenses and more than 28 years of industry experience. He previously worked at LPL Financial and Edward Jones before joining Independent Financial Group in 2017. Outside of his advisory role, Hill is involved in farming through ownership of Rio Grande Pecan, LLC, and operates several marketing DBAs for his advisory services. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth clients, and institutional plan sponsors. The firm uses a combination of strategic asset allocation, multi-manager portfolios, and both passive and active investment strategies tailored to client risk profiles.

Michael Mravetz is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including Personal Capital and USAA in various financial planning and investment roles. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm offers integrated services linked to Empower’s administrative platforms, emphasizing long-term portfolio returns and client savings rates over short-term forecasts.

Jazmyn Campos is a financial advisor with Eagle Strategies (NY Life) based in Las Cruces, NM, holding Series 63 and Series 65 licenses and six years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Bank before joining Eagle Strategies and affiliated New York Life entities. Campos also acts as an insurance broker, selling non-registered products with various carriers. Eagle Strategies serves a diverse client base including individuals, institutional sponsors, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types and manages the majority of its assets on a non-discretionary basis.

Midhat Quadri is a CFA® charterholder with Series 66 and Series 65 licenses and seven years of industry experience. He currently works at Concurrent Investment Advisors, LLC and also operates Quadri Investment Management. His prior roles include positions at Spire Investment Partners, First American Bank, and Merrill. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.

Jose Zavala is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and two years of industry experience. He has worked at Primerica Financial Services and PFS Investments Inc., among other roles. Zavala also receives compensation through sales and referrals related to home security, automation, and loan products for affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors and select corporate and charitable clients. The firm employs model-based strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Robert Johnson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 24 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services. Johnson also owns Hadley Ave Investment, LLC, a real estate rental business. 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 a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Farrah Walter is a financial advisor at Edward Jones in Las Cruces, NM, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Brent Lambert is a financial advisor with Morgan Stanley in Las Cruces, NM, holding Series 63 and Series 65 credentials and having 25 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009. In addition to his advisory role, he works part-time as a statistician for New Mexico State University, maintaining statistics for football and men's basketball games. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Amy Wildman is a financial advisor with Morgan Stanley in Las Cruces, NM, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and has been associated with Citigroup Global Markets since 1996. Outside of her advisory role, she owns and operates a business selling beauty products. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with customized financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Steven De Krey is a financial advisor at Edward Jones in Las Cruces, NM, holding a Series 66 designation with one year of industry experience. Prior to his current role, he served six years in the U.S. Army and worked in the food service industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions backed by a large national network of advisors and branch offices.

Margaret O'Kelley is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and U.S. Bancorp Investments, Inc. Prior to her current role, she spent ten years with Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients through a network of financial advisors. The firm provides a broad range of planning services tailored to clients who meet certain net-worth thresholds.