CFP®-certified financial advisors in Las Cruces, NM

Farrah Walter is a financial advisor at Edward Jones in Las Cruces, NM, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Anders Engbretson is a financial advisor with MD Financial Advisors / Vestment Financial in Las Cruces, NM. He holds a Series 65 designation and has two years of industry experience. Prior to joining MD Financial Advisors / Vestment Financial in 2023, he worked at North Oaks Financial Group and has experience in education and municipal roles. MD Financial Advisors / Vestment Financial provides financial planning, customized investment advisory and discretionary portfolio management, and retirement plan services to individuals, trusts, estates, and institutional plan sponsors. The firm manages approximately $246 million in discretionary assets and employs a long-term, asset-allocation-driven investment approach that emphasizes diversification, rebalancing, and tax strategies using low-cost mutual funds and ETFs.

John Frye is a financial advisor with Osaic, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Signator Investors and work as an independent insurance agent. He is also an author currently writing about caregiving experiences related to dementia. Osaic Wealth, Inc. serves a broad client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios, offering integrated brokerage, advisory services, and access to third-party money managers.

Michael Mravetz is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including Personal Capital and USAA in various financial planning and investment roles. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm offers integrated services linked to Empower’s administrative platforms, emphasizing long-term portfolio returns and client savings rates over short-term forecasts.

Neal Bitsie is a financial advisor with Wells Fargo Clearing in Las Cruces, NM. He holds Series 63 and Series 65 licenses and has been with Wells Fargo since 2025. Prior to his current role, he worked briefly at Lowe's and was involved with the New Mexico State University Foundation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

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 with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

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 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.