Bryan Hegarty is the sole advisor at Hegarty Investment Logic, LLC, holding Series 63 and Series 65 licenses with 46 years of industry experience. He has led Hegarty Investment Logic since 2009 and also operates Hegarty Market Logic, LLC. Outside of his advisory work, he serves as secretary and board member of the Aztec Museum and teaches investment and retirement planning as adjunct faculty at San Juan College. Hegarty Investment Logic provides investment management, retirement planning, and advisory consulting to individuals, retirement plans, trusts, estates, charitable organizations, and other advisers. The firm employs an active, market-timing approach using fundamental and technical analysis with proprietary indicators to adjust portfolio allocations among equities, bonds, and cash-equivalent investments.

Richard Pecotte is a financial advisor at PFG Advisors with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at several firms including Securities America, OSAIC, and United Planners. Outside of his advisory work, he serves as president of Pinnacle Southwest Enterprises, a company that formerly owned Papa Murphy's Pizza franchises. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports a distributed network of approximately 104 advisors.

Jeffrey Groves is a financial advisor at Sequent Planning, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Groves Insurance Group, Inc. and Gottstein Management Group. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits with services including asset management, financial planning, and fiduciary retirement-plan consulting. The firm utilizes a risk-based, diversified investment approach delivered through a network of independent advisers.

James Sandbothe is a Certified Financial Planner (CFP®) with 27 years of industry experience. He has worked at Edward Jones for 25 years before joining &Partners, LLC in 2024. &Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and municipal advisory services, utilizing a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Kristy Howard is a financial advisor with Empower Advisory Group in Farmington, NM, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has held advisory roles at Advised Assets Groups, LLC and GWFS Equities, Inc. since 2019, and previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. Her current firm, Empower Advisory Group, provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms.

James Brown is a financial advisor at Edward Jones in Farmington, NM, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked nine years at Ziems Ford Corners, Inc. Outside of his advisory role, he is involved in managing real estate through his position as managing member of Zinc 1738, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Rhonda Murphy is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She previously worked at VOYA Financial Advisors and SJI Financial Services. Outside of her advisory role, she is a commissioned notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisors offering a range of financial planning and investment management services.

Heather Holmes is a financial advisor at Edward Jones with 11 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones and Morgan Stanley Private Bank, N.A. during her career. Edward Jones is a full-service wealth management firm serving over 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, supported by a network of more than 23,700 financial advisors nationwide.

Hussien Aspaas Montoya is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. His prior roles include positions at SagePoint Financial, Inc. and IronBridge Wealth Counsel, where he currently serves as a private wealth advisor. Outside of his advisory work, he is the owner of Arrowhead Wealth Solution, LLC. OSAIC serves a broad range of clients including individual investors, pension and profit-sharing plans, corporations, and charitable organizations through an extensive network of affiliated advisers. The firm utilizes a range of advisory platforms and tools, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers.

Megan Halvorson is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2015, including seven years with Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a focus on tailored financial planning supported by structured discovery and firm-approved tools.

Colby King is a financial advisor at Edward Jones with 22 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services LLC for a combined total of 12 years. Outside of his advisory role, he volunteers as a youth wrestling coach for children aged 5 to 13 in Aztec, New Mexico. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and supports a large nationwide network of financial advisors and branch offices.

Trice Smith is a Series 66-licensed financial advisor with one year of industry experience, currently with Merrill in Farmington, NM. Prior to Merrill, Smith worked at Bank of America, N.A., and has experience with organizations including Sequoia Football Club, It's Alive Kombucha, and Lost Coast Gardeners. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ronald Dalley is a financial advisor with OSAIC in Farmington, NM, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Merrill, and SagePoint Financial before joining OSAIC. Outside of his advisory work, he is a board member of the nonprofit First Tee Four Corners and a part-owner of a company providing prosthetic and bracing devices. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services, financial planning, managed accounts, and access to third-party money managers, using various tools and strategies to construct portfolios across multiple asset classes.

Jessica Sharer is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses. She has experience at Wells Fargo Bank dating back to 2009 and has worked in roles outside the financial sector, including at Webb Toyota and Three Rivers Estates Senior Living. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research from Wells Fargo Investment Institute alongside third-party analytics to guide its investment approach.

Kathleen Hogan is a CFP®-designated financial advisor with 11 years of industry experience, currently practicing at Edward Jones in Farmington, NM since 2015. She holds the Series 66 credential and has spent her entire advisory career with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Angela Brandt is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2010. 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 managed solutions, separately managed accounts, and affiliated mutual funds.

Matthew Symonds is a financial advisor with Raymond James Financial, holding a Series 66 designation and 27 years of industry experience. He has been with Raymond James since 2005 and is the president and sole owner of Skylarker's Inc, a nonprofit organization. Symonds also operates a small farm in New Mexico focused on alfalfa and mixed grass hay production. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary investment consulting using analytical tools and supports municipal and public finance through unique advisory affiliations.

Amber Heckler is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and previously worked at First Financial Credit Union from 2013 to 2017. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Brian Turner is a financial advisor with Morgan Stanley in Farmington, NM, holding a Series 66 designation and 14 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2012 and 2015, respectively. Outside of his advisory role, Turner serves on the advisory board for Camille’s, a retail business in Farmington, New Mexico. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and research.

Jeanine Kelly is a financial advisor with Morgan Stanley in Farmington, New Mexico, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2016 and Morgan Stanley Smith Barney LLC since 2015. Kelly serves on several local boards, including as 1st Vice President (Programs) of the Four Corners Federated Republican Women and city councilor for Farmington. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Courtney Hancock is a financial advisor at Edward Jones in Farmington, NM, holding the Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, Hancock worked at East By Southwest for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Rory Conner is a Series 66 licensed financial advisor with four years of industry experience, currently with LPL Enterprise LLC since 2025. He previously worked at Merrill from 2019 to 2024 and has a background as a business owner at Kickapoo Creek Winery for ten years. In addition to his advisory role, Conner owns Conner Capital Investments LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes a model-driven investment approach, offering financial planning, access to third-party asset managers, and insurance products through affiliated entities.

John Gaines is a financial advisor at Edward Jones in Farmington, NM, holding a Series 66 designation with one year of industry experience. Prior to his advisory role, he served for 19 years with the City of Farmington Police Department. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Cheryl Burgmaier is a CFP® with six years of industry experience, currently serving as a financial advisor at OSAIC. She has held roles with Future Wise Financial Planning, LLC and is an owner and managing member of several private businesses including Hindley Burgmaier Group, LLC and Burgmaier & Associates, Inc. Outside of advisory work, she manages accounting and financial reporting activities for multiple LLCs unrelated to investment management. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated advisory, brokerage, and financial planning services supported by analytical tools, third-party managers, and various managed account solutions.

Billy Hays II is a financial advisor with Edward Jones in Farmington, NM, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with Edward Jones since 2009 and concurrently holds roles at Prosperity Bank and Uvest Financial Services Group, Inc. since 2008. 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 provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dennis Gross is a financial advisor with Edward Jones in Farmington, NM, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large nationwide network of financial advisors and branch offices.

Cole Stoneman is a CFP® with 17 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. He previously worked at Lincoln Financial Advisors for nine years and SagePoint Financial, Inc. for one year. Stoneman also provides investment and retirement advice through IronBridge Wealth Counsel, an affiliated private wealth advisory LLC. OSAIC Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage and advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes, supporting both discretionary and non-discretionary account management.