Top ESG / Sustainable investing financial advisors in Artesia, NM

Samuel Hagelstein is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and previously worked at First American Bank for six years. Outside of his advisory role, he assists with cattle ranching operations in Roswell and Artesia, New Mexico. 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 under management through a nationwide network of advisors and branch offices, offering a range of advisory programs and affiliated investment products.

Jack Brannan is a financial advisor at Creative Financial Designs, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lincoln Investment and Capital Analysts Incorporated. Outside of his advisory role, he owns and manages Brannan Financial Group, a financial services and fixed insurance sales business. Creative Financial Designs serves individual clients, charitable organizations, corporate clients, and employer retirement plans with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers strategies from passive ETFs to tactically managed portfolios, including a suite of Biblical Responsible Investing options.

Robert Wachter is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2017. Prior to that, he worked at Central Valley Electric Coop., Inc. from 2012 to 2018 and was involved with the Artesia Chamber of Commerce for four years. In addition to his advisory role, he participates in sales of home security and automation products as well as loan product referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, featuring model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, providing portfolio management primarily for retail clients rather than institutional pension or profit-sharing plans.

Nathan Sebesta is a CFP® and ChFC® affiliated with Eagle Strategies (NY Life) and has 10 years of industry experience. He has held roles at multiple financial services firms, including Access Benefit Services, Access Wealth Strategies, and NYlife Securities LLC. Outside of his advisory work, he is involved in family-related land and oil royalty management through private LLCs. Eagle Strategies serves a diverse client base with financial planning, investment management, and retirement-plan advisory services. The firm provides customized advice through various program types, emphasizing non-discretionary asset management and fiduciary responsibilities to both individual and institutional clients.

Jarrod Moreau is a financial advisor with Kestra Advisory, holding a Series 66 designation and bringing 24 years of industry experience. His prior work includes roles at Lincoln Investment, Capital Analysts Inc, and Osaic FA, Inc. Outside of financial services, Moreau serves as a city councilman for Artesia, New Mexico, and is chairman of the Artesia Special Hospital District board. Kestra Advisory Services provides investment advisory and retirement-plan consulting for a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers fiduciary consulting, plan design, and investment advice supported by due diligence, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

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.

Matthew Mc Bride is a CFA® charterholder and Series 65 licensee with three years of industry experience. He has worked at One Day In July LLC since 2023 and previously held positions at the University of Vermont and Saint Michael's College. Outside of financial advising, he is involved in a self storage business focusing on facility valuation and market research. One Day In July LLC provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and pension plans. The firm employs an asset-allocation approach centered on passive, low-cost ETFs, supplemented by periodic rebalancing and limited short-term trades, and offers an optional environmental investing strategy.

Stephen Harris is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2023, he worked for Fiba Basketball and East Stroudsburg University. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and provides sub-advisory and retirement plan services.

Kayla Wheeler is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 credentials and one year of industry experience. She has worked at Primerica Advisors since 2024 and has prior experience with Spectrum Brands and Lakeside Foods. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.