Seasoned, college savings (529s, UTMA, etc.) financial advisors in Albuquerque, NM

Liatriz Levy is a financial advisor at Concurrent Investment Advisors, LLC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Bank of America, Merrill Lynch, and The Hamilton Group. Outside of her advisory role, Levy is involved with Agri-Equine LLC, an enterprise under development focused on clinics and hands-on learning opportunities. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

Leah Schwarz is a CFP® and holds a Series 66 license with 16 years of industry experience. She is currently with Steward Partners Investment Advisory, LLC, where she has worked since 2022. Prior to this, she was with Raymond James & Associates from 2018 to 2022 and Edward Jones from 2010 to 2018. Outside of her advisory role, she is involved in property management, including serving as a director of a rental real estate business. Steward Partners Investment Advisory, LLC is an SEC-registered RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of advisory and portfolio management services, including discretionary and non-discretionary management, utilizing both proprietary and third-party strategies.

Cheryl Knight is a financial advisor at LPL Enterprise with 14 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 66 licenses. Her prior roles include positions at TIAA, the University of New Mexico, and Waddell & Reed. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Victor Ortega is a financial advisor with Empower Advisory Group in Albuquerque, NM, holding Series 63 and Series 66 designations and 15 years of industry experience. His previous work includes a decade at Fidelity Brokerage Services LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Joshua Richards is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds a Series 66 designation and has previously worked in hospitality, education, real estate, and remodeling services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a broad range of topics, with an option to combine planning and managed-account services under a consolidated billing program called WealthPlan.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Richard Brandi is a financial advisor with Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank ssb since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and research from its Schwab Center for Financial Research.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

Justin Scicluna is a financial advisor at Edward Jones in Prairie Village, KS, holding the CFP®, ChFC®, and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of over 23,700 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.