Large-firm advisors focused on divorced in New Mexico

Syedmuhammad Ali is a financial advisor with HSBC Securities (USA) Inc. in New Hyde Park, NY, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Citigroup, Merrill, Bank of America, and People's United Bank. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through both client-directed and discretionary investment solutions. The firm uses a multi-profile investment process combining strategic and tactical asset allocation with ongoing fund due diligence, serving a broad client base with diverse managed portfolios.

James Mccullough is a financial advisor with LPL Financial in Albuquerque, NM, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked with Waddell & Reed, Inc. and various insurance carriers through W&R Insurance Agencies since 2012. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm provides a variety of investment delivery options supported by an in-house research team and a broad platform combining advisory and non-advisory products.

Lane Swisher is a CFP® with 32 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. in Oklahoma City. He has been with LaSalle St. Securities in various roles since 2014. Beyond his advisory work, he serves as co-trustee for family trusts benefiting multiple relatives. LaSalle St. Investment Advisors serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies, combining active and passive approaches across multiple asset classes, and manages substantially more assets under non-discretionary authority than discretionary.

Donald Stonecipher is a financial advisor at Primerica Advisors with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with Primerica Advisors since 1999. Stonecipher is also involved with Aristoboulos Racing, LLC, a non-investment-related venture. Primerica Advisors serves a broad retail client base, offering both brokerage and fee-based advisory services along with financial planning and retirement-plan consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports various account-level services, including lending solutions and donor-advised funds.

Deborah Oneil is a financial advisor with M Holdings Securities, Inc., holding Series 63 and Series 65 credentials and 30 years of industry experience. She has worked at Equitable Advisors and AXA Advisors, LLC for over two decades before joining AEM Partners, LLC and Assured Equity Management Corporation in 2022. In addition to her advisory roles, she serves as Vice President and Director of AEM Business Services Corp., providing legal counsel and strategic oversight, and acts as a partner at AEM Partners LLC, offering financial and investment advice to business owners and individuals. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, retirement plan, and other clients through a nationwide network of Investment Advisor Representatives and Member Firms. The firm offers a range of advisory services including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, sub-advisory services, and insurance-contract advisory services.

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife and MetLife Securities. Outside of her advisory role, she is an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software and tools to analyze client goals and deliver written financial recommendations.

John Brown is a Series 65 licensed advisor with 25 years of industry experience. He has worked at Exencial Wealth Advisors since 2017 and previously spent 19 years at Bush O'donnell Investment Advisors. Outside of his advisory work, he serves as chairman of GJ Liquidation Company, a former supplier of railroad crossties. Exencial Wealth Advisors manages approximately $5.3 billion in assets and serves over 3,100 clients through a team of 50 advisors. The firm offers wealth management, financial planning, and fiduciary services to individuals and institutions, using model-based asset allocation and a variety of investment strategies including option-based approaches.

James Oldham is a financial advisor at Edward Jones in Honolulu, HI, holding a Series 66 designation with six years of industry experience. He previously worked at New Hope Windward for seven years before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Angela Linder is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the Palmer Linder Group in Metro Detroit. The team focuses on coordinating the financial affairs of multi-generational, high net worth families, retirees, corporate executives, and business owners. Together, they aim to simplify and clarify clients' financial lives by employing a team approach and providing education to help clients make informed decisions. Angela's work includes assisting clients not only with wealth accumulation and preservation but also with legacy planning and other complex financial needs. Angela has over 16 years of experience in the financial services industry, joining Merrill in 2007. She specializes in serving high net worth families and business owners with areas of focus including college education planning, divorce transition planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, special needs planning strategies, women and wealth, and sports & entertainment. She earned the Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning Institutes Corp. in 2014, and holds an Associates in Business from Henry Ford College. Active in her community, Angela volunteers for organizations such as the Dearborn Rotary Club and In Place of War, a global organization using creativity for positive change in conflict-affected areas. She is also involved with the Downriver Community Band, Tec-Troit Electronic Music Festival, and professional groups including In Place of War, USA, and Tec-Troit. Angela's approach emphasizes understanding clients' life priorities to create personalized financial plans designed around their goals and aspirations.

Cynthia Menker is a CFP® with 24 years of industry experience, currently serving at Contour Financial since 2001. She holds a Series 65 license and is based in Orland Park, IL. Contour Financial serves individual households focusing on retirement planning and investment management for clients who are not high-net-worth. The firm emphasizes diversified portfolios using mutual funds and ETFs, combines investment oversight with comprehensive financial planning services, and operates as a fee-only fiduciary under the NAPFA code.

Jeffrey Park is a financial advisor with Merrill, holding a Series 66 credential and seven years of industry experience. He has worked at Merrill in multiple capacities since 2011, with brief stints at JPMorgan Chase Bank and J.P. Morgan Securities in 2022. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm employs a range of program strategies and manager-constructed portfolios, with oversight from its CIO and platform management, and leverages its affiliation with Bank of America to support trading, lending, and capital markets activities.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

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.

Wesley Pool is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at JPMorgan Securities LLC for seven years and has entrepreneurial experience with #TagMeBro LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s advisory process includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Willie Myles is a financial advisor at Equitable Advisors with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Equitable Advisors since 2016, previously affiliated with Axa Advisors. Outside of his advisory role, he serves as co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit organization. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.