Bryan Hegarty

Richard Pecotte is a financial advisor at PFG Advisors with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at several firms including Securities America, OSAIC, and United Planners. Outside of his advisory work, he serves as president of Pinnacle Southwest Enterprises, a company that formerly owned Papa Murphy's Pizza franchises. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports a distributed network of approximately 104 advisors.

Jeffrey Groves is a financial advisor with Sequent Planning, LLC, holding a Series 65 designation and with over a decade of experience in financial services. His prior roles include positions at Gottstein Management Group and Groves Insurance Group, Inc., as well as experience in automotive repair management. Sequent Planning, LLC is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and retirement plan sponsors. The firm manages approximately $394.7 million in assets and offers ETF-based strategic investment models, comprehensive and limited-scope financial planning, and retirement plan consulting services.

James Sandbothe is a CFP® professional with 26 years of industry experience. He has worked at Edward Jones for 25 years before joining &Partners in 2024. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers a wide range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining proprietary and third-party strategy models with both discretionary and non-discretionary management.

Kristy Howard is a financial advisor with Empower Advisory Group in Farmington, NM, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has held advisory roles at Advised Assets Groups, LLC and GWFS Equities, Inc. since 2019, and previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. Her current firm, Empower Advisory Group, provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms.

James Brown is a financial advisor at Edward Jones in Farmington, NM, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked nine years at Ziems Ford Corners, Inc. Outside of his advisory role, he is involved in managing real estate through his position as managing member of Zinc 1738, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Rhonda Murphy is a financial advisor with LPL Financial in Farmington, NM, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked at LPL Financial since 2021 and previously spent seven years at VOYA Financial Advisors and 17 years at SJI Financial Services, Inc. Outside of her advisory role, she is a commissioned notary public. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by in-house research and a broad network of investment adviser representatives.