Penny Kelley

John Funk is a financial advisor at Quest Investment Portfolio Management, Limited in Roswell, NM, with 23 years of industry experience. He holds a Series 65 credential and has been with Quest Investment Portfolio Management since 1995. The firm provides discretionary and non-discretionary portfolio management primarily to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, and estates, managing approximately $21.2 million. The investment approach emphasizes manager-driven selection of no-load mutual funds and ETFs, focusing on large- and mid-cap exposure, lower volatility relative to the S&P 500, and fixed-income allocations.

Charles Murphy II is a financial advisor at Moors & Cabot, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Moors & Cabot since 2016, following a long tenure at Merrill. Outside of his advisory work, he operates a part-time sole proprietorship focused on buying, restoring, and selling cars as a hobby. Moors & Cabot provides investment advisory services to individual and high-net-worth investors, corporations, pension plans, trusts, and charitable organizations. The firm employs a variety of analytic approaches and offers both discretionary and non-discretionary portfolio management, along with fee-based financial planning and consulting.

Steven Du Charme is a CFP® professional with four years of industry experience, currently affiliated with PFG Advisors in Roswell, NM. His prior experience includes roles at United Planners, OSAIC, Securities America, and Equitable Advisors. Outside of his advisory work, he serves as Treasurer for the Republican Party of Chaves County. PFG Advisors offers 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 implementing exposure through index-based ETFs with periodic rebalancing.

Damon Graham is a financial advisor with Eagle Strategies (NY Life) in Roswell, NM, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been affiliated with New York Life Insurance Company since 2010 and Nylife Securities LLC since 2011. In addition to his advisory role, he works as an insurance broker for non-registered insurance products. Eagle Strategies serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, managing approximately $25.4 billion in regulatory assets as of December 2024.

Tammie De Los Santos is a Series 66 licensed financial advisor with Edward Jones, based in Roswell, NM. She has two years of industry experience, including one year in her current role and six years previously at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary funds, supported by a large network of financial advisors and branch offices nationwide.

Erica Robey is a Series 66-licensed financial advisor with Merrill, where she has worked since 2023. Her prior experience includes roles at the Roswell Homeless Coalition and various medical groups. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm integrates investment management with Bank of America's broader financial platforms and emphasizes managed account and manager-selection capabilities.