Seasoned financial advisors in Alamogordo, NM

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.

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.

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.

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.

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.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor with LPL Financial based in Houston, TX. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group, Inc. for 20 years and Raymond James Financial Services, Inc. for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, integrating proprietary research and third-party strategies.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.