Top financial advisors working with self-employed clients in Los Alamos, NM

Nancy Quartey is a financial advisor with Raymond James Financial in Los Alamos, NM, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Macy's, SoCal Real Estate Group, and the US Embassy in Paris. She also serves as a Client Relationship Manager at Wiemann Wealth. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools and supports a wide network of advisors and advisory firms.

Douglas Mowrer is a financial advisor at Edward Jones in Los Alamos, NM, holding a Series 66 credential with 13 years of industry experience. His prior work includes roles at Bank of America, Merrill Lynch Pierce Fenner & Smith Inc, and Wells Fargo. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Ben Bouman is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. He has been associated with Cetera Advisors LLC since 2013 and joined Cetera's institutional firm in 2024. Outside of his advisory role, Bouman serves as an officer and backup bartender for the Benevolent and Protective Order of Elks, a nonprofit charitable fraternal organization, and works as a snowboard instructor at Pajarito Mountain Ski Area. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers, supported by a nationwide network of over 10,000 advisors.

Kristy Wade is a financial advisor with Raymond James & Associates, Inc. in Los Alamos, NM, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. She has worked at Raymond James & Associates since 2013, with a two-year tenure at Keel Point LLC in between. Outside of her advisory role, she is a partner and owner of Megiddo Solutions LLC, a government contracting business where she assists with financial reporting and bookkeeping. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and government entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a wide range of portfolio management styles and affiliated research resources.

Solo Women Finances Laura Lynch, CFP® supports solo women as they integrate financial security with their personal values. Laura understands that financial decisions are about more than money. She helps women feel confident by serving as a thinking partner empowering their best life - whether in a van, tiny home, co-housing or right-sized space. Coast Financial Independence Laura Lynch, CFP® guides clients through the process of downsizing to create financial independence. She provides flat-fee limited-scope planning customized around the specifics of gap / travel income, career transition, tiny home finances and debt-free goals. Laura knows the deep change of being mortgage-free and offers a custom roadmap for this lifestyle. Tiny House Retirement Laura Lynch, CFP® helps retirees, already within the tiny home movement, achieve their specific planning goals. She includes (optional) investment management in a flat planning fee. She offers three values-aligned themes to choose from: traditional, structured and impact. Laura helps those intentionally leaving a smaller footprint, make a bigger impact. The Tiny House Adviser LLC, Laura’s firm, is a fee-only fiduciary financial planning firm guiding others on the path to financial freedom through alternative and tiny living.

Kristin Manna is a financial advisor at Guardian Life with one year of industry experience. She holds a Series 66 designation and has worked previously at Consolidated Planning Holdings, Inc. and Charleston County School District. Outside of her advisory role, she is an author and publisher of books including The Basketball Coach's Notebook and works as a math tutor for high school students. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.

Geoffrey Tomes is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 credential and 26 years of industry experience. He has worked at Noyes Advisors LLC for 11 years and David A Noyes & Company for 26 years. His other business activities include involvement in fixed life and health insurance and fixed annuities. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services employing various analytical approaches and maintains distinctive features such as negotiated performance-based fees for large institutional clients and affiliations with specialized asset management firms.

Ryan Vollweiler is a CFP® professional with 22 years of industry experience. He is currently with Schwab Wealth Advisory Inc., having worked there since 2021, and has been affiliated with Charles Schwab & Co., Inc. since 2017. His prior experience includes roles at VOYA Financial Advisors, Cetera Advisors LLC, Equitable Advisors, and Valic Financial Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses proprietary asset-allocation models and internal research tools to tailor recommendations to client goals and risk tolerance, while trades are executed only with client authorization.

Jonathan Levatino is a financial advisor at LPL Enterprise with Series 66 credentials and four years of industry experience. He has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he maintains part-time employment as a rideshare driver for Uber and DoorDash. LPL Enterprise serves individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers a range of services including financial planning, access to third-party asset managers, and participation in wrap programs.

Rachel Gentz is a financial advisor at Verity Asset Management with six years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Menna Wealth Planning Group and The Leaders Group DBA Simplicity Investments. In addition to her advisory roles, she is president and owner of Rachel A Menna Advisors Inc. Verity Asset Management is an SEC-registered investment adviser that provides discretionary portfolio management, retirement-plan advisory, and financial planning to individual, corporate, institutional clients, and other advisers. The firm uses a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party models under fiduciary standards.