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Ian T

Series 63, Series 65

Alamogordo, NM

First Choice Financial Planning, LLC

Ian Tomlinson is a financial advisor with First Choice Financial Planning, LLC in Alamogordo, New Mexico. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Tomlinson has been with First Choice Financial Planning since 2017 and previously conducted due diligence for the firm. Outside of financial advising, he is the owner and instructor at Centerfire Firearms Training, LLC, providing concealed handgun carry instruction in New Mexico. First Choice Financial Planning is an independent, solo-advisor firm serving individual and high-net-worth clients. The firm develops client-specific investment plans using various analytical approaches and typically manages accounts on a discretionary basis with a long-term orientation that can include active strategies and higher-risk instruments when suitable.

Active portfolio management Options & derivatives strategies
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Charles S

Series 66

Alamogordo, NM

Ally invest Advisors

Charles Sours is a financial advisor with Ally Invest Advisors, holding a Series 66 designation and six years of industry experience. Prior to joining Ally Invest Advisors in 2021, he worked at First Command and NM Rehab. Outside of finance, he owns and operates Land of Enchantment Deals, an online inventory sales business. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions, offering ETF-based Robo Portfolios and personalized financial advice supported by a third-party asset management platform.

ESG / Sustainable investing Tax-loss harvesting Income planning Retirement income strategy
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Angel M

Series 63, Series 65

Alamogordo, NM

First Command Advisory Services

Angel Munoz is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses. He has one year of experience in financial services, following 13 years of service in the United States Air Force. Munoz has worked with various First Command entities since 2025. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that use model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Jason D

Series 66

Alamogordo, NM

First Command Advisory Services

Jason Dunn is a financial advisor at First Command Advisory Services with four years of industry experience. He holds a Series 66 designation and has worked exclusively within the First Command network since 2021, including roles at First Command Insurance Services and First Command Brokerage Services. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and a variety of wrap-fee asset management programs utilizing model portfolios and third-party managers selected by a centralized Investment Management Team.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Steven B

Series 66

Alamogordo, NM

Edward Jones

Steven Bunt is a financial advisor at Edward Jones in Alamogordo, NM, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he owns and operates a photography business specializing in landscape photos. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated services through a large national network of financial advisors and branch offices.

Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Candace M

Series 66

Alamogordo, NM

Edward Jones

Candace Muncy is a financial advisor at Edward Jones in Alamogordo, NM, holding a Series 66 designation with three years of industry experience. She has worked at Edward Jones since 2017, including a gap year between 2016 and 2017. Outside of her advisory role, she is a shareholder in an RV park and a manufacturing business in Alamogordo. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment options and advisory services, managing over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner
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Remick H

Series 63, Series 66

Alamogordo, NM

LPL Financial

Remick Ham is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior firms include Cambridge Investment Research and Investment Centers of America. Outside of his advisory role, he is a business owner in Tularosa, NM. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Keith F

Series 66

Alamogordo, NM

Edward Jones

Keith Farmer is a financial advisor at Edward Jones in Alamogordo, NM, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he served in the U.S. Air Force from 2016 to 2025, including a period of retirement in 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of financial advisors and branch offices.

Wealth management Founder/Business Owner Military & Veterans Educators, Teachers, and Academics Religious/faith focused
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Marc J

Series 63, Series 65

Alamogordo, NM

OSAIC

Marc Joyner is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with OSAIC since 2000 and serves as an elder and board member at Desert Hills Church of Christ. Additionally, he is a director of the White Sands Rotary Club and provides notary services primarily to his clients. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios and provides access to third-party money managers and multiple advisory platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Bob M

Series 66

Alamogordo, NM

Edward Jones

Bob Money is a Series 66 licensed financial advisor with Edward Jones in Alamogordo, NM, where he has worked since 2008. He has 17 years of industry experience. Outside of his advisory role, he serves as a football coach for Alamogordo Public Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supporting a large nationwide network of financial advisors.

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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Kris H

ChFC®, Series 66

Alamogordo, NM

Edward Jones

Kris Holt is a financial advisor at Edward Jones in Alamogordo, NM, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked for Otero Federal Credit Union for nine years. Outside of his advisory role, Holt has managed rental property ownership activity. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory and investment solutions supported by a nationwide network of more than 23,000 advisors.

Retirement income strategy General retirement planning Retirement withdrawal strategies Business ownership considerations Founder/Business Owner
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Megan W

CFP®, Series 66

Alamogordo, NM

Edward Jones

Megan Wade is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Alamogordo, NM. She has three years of industry experience, all with Edward Jones. 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer Inheritance planning Military & Veterans Women Professionals
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Tamra B

Series 65

Alamogordo, NM

LPL Financial

Tamra Burling is a Series 65 licensed financial advisor with LPL Financial and has one year of industry experience. She previously worked at Otero Federal Credit Union for 26 years before joining Legacy Financial Partners and LPL Financial. Burling is also involved with Legacy Financial Partners as a DBA for her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions, offering a range of financial planning and asset management solutions supported by various model portfolios and third-party strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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