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Walker S

Series 63, Series 65

Ruidoso, NM

Stonebridge Capital Management NW, LLC

Walker Sandlin is a financial advisor at Stonebridge Capital Management NW, LLC with 21 years of industry experience. He has been with Stonebridge since 2008. Sandlin holds Series 63 and Series 65 designations. Stonebridge Capital Management NW, LLC provides discretionary portfolio management and investment supervisory services primarily to individuals, high net worth clients, and charitable institutions. The firm customizes investment allocations using a three-part framework of Core, Alpha, and Alternatives strategies, emphasizing professional judgment and discretionary trading authority.

Active portfolio management Passive / index investing Options & derivatives strategies
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Michael A

Series 63, Series 65

Alto, NM

Cetera

Michael Anderson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 1999. In addition to his advisory role, he owns and operates a CPA firm as a sole proprietor. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and consulting services, managing over $256 billion in assets across more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Amanda B

CFP®, ChFC®, Series 66

Ruidoso, NM

Edward Jones

Amanda Barleen is a financial advisor with Edward Jones in Ruidoso, NM, holding CFP®, ChFC®, and Series 66 designations. She has nine 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 offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Julia M

Series 66

Ruidoso, NM

Edward Jones

Julia Massey is a Series 66-licensed financial advisor with Edward Jones in Ruidoso, New Mexico, and has 16 years of industry experience, all with Edward Jones since 2010. She owns a rental property used by her grandson and his wife until they can purchase it in their name. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jo Anna L

Series 66

Ruidoso, NM

Edward Jones

Jo Anna Lindsey is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at The Coca-Cola Company, Eurpac Inc, and Integration International-Nutricia. 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 solutions supported by a large nationwide network of advisors and branch offices.

Business ownership considerations Family Business Business succession planning General estate planning guidance Founder/Business Owner Professional Athlete Intergenerational Families
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Eric E

CFP®, ChFC®, Series 66

Ruidoso, NM

Edward Jones

Eric Eggleston is a CFP® and ChFC® affiliated with Edward Jones, where he has worked since 2018. He has seven years of industry experience, including five years at Club Car, LLC prior to joining Edward Jones. Eggleston is also involved in the golf community as a golf professional and serves as Vice President of the Ruidoso Junior Golf Association. Additionally, he has held leadership roles in the Ruidoso Rotary Club, including President. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment options, supported by a nationwide network of over 23,000 financial advisors.

Retirement income strategy Early retirement planning Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
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Brian S

CFP®, Series 63, Series 66

Alto, NM

Wells Fargo Advisors

Brian Stokes is a CFP®-credentialed financial advisor with 43 years of industry experience, currently with Wells Fargo Advisors since 2021. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is involved in managing family trusts and holds ownership interests in several oil royalties, some of which he actively oversees. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by proprietary research and tools, with a focus on tailored recommendations delivered through financial advisors.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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