CFP®-certified financial advisors working with founders and business owners 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.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

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.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together 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 strategies for individuals, high-net-worth clients, and institutional investors.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

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.

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.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.