Top financial advisors working with retirees in Carlsbad, NM

Bradley Cole is a CFP® professional with four years of industry experience, currently serving at BCO Wealth Management, LLC. His prior roles include positions at The Vanguard Group, Inc. and Lincoln Investment. Outside of his advisory work, he serves as a board member for the Carlsbad Chamber of Commerce and Carlsbad Prep Academy. BCO Wealth Management provides portfolio management, pension consulting, and financial planning for individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, managing approximately $300 million across more than 500 client relationships. The firm customizes investment policies for clients and employs fundamental analysis, modern portfolio theory, and quantitative methods, utilizing tools such as long-term trading, direct indexing, and third-party adviser selection.

Justin Mc Geath is a financial advisor with Edward Jones in Carlsbad, NM. He holds a Series 66 designation and has 20 years of industry experience, all of which has been with Edward Jones since 2006. Outside of his advisory role, he is involved with Foley Farms. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products, managing approximately $1.01 trillion in assets under management.

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.

Joann Trevino is a financial advisor at Iron Oak Capital Management with four years of industry experience. She holds a Series 66 designation and has prior work history with Morgan Stanley Smith Barney LLC, CVS, Century Bank, and Albertson's Market Pharmacy. Outside of advising, she serves as a Temporary Director of Advancement at Southeast New Mexico College, where she is involved in donor fund tracking and recordkeeping. Iron Oak Capital Management provides portfolio management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis within various investment strategies and emphasizes a comprehensive, individualized approach tailored to each client’s goals and risk tolerance.

William Irving is a CFP® with 13 years of industry experience, currently serving as a financial advisor at LPL Financial since 2013. He holds the Series 66 designation and is based in Carlsbad, NM. Beyond his advisory role, Irving serves on the Board of Trustees for Carlsbad Medical Center, a community advisory position. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, and institutions. The firm provides a range of advisory programs and financial planning services supported by proprietary and third-party research, offering both discretionary and non-discretionary portfolio management.

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.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.