Peter Rappmund

Thomas Schwab is a CFP® professional with 18 years of industry experience. He has operated T.C. Schwab Financial Planning, LLC since 2007 as a solo practitioner based in Santa Fe, NM. T.C. Schwab Financial Planning, LLC offers hourly, fee-only financial planning and investment advice to individuals, families, trusts, estates, and small businesses. The firm emphasizes long-term asset allocation, global diversification, and low-cost funds, providing strategies for self-directed clients or those working with third-party money managers without managing assets directly.

Michael Grodsky is the sole advisor at Aquarius Financial in Santa Fe, NM, holding a Series 66 designation with 18 years of industry experience. He has led Aquarius Financial since 2011 and also operates an independent insurance brokerage, Aquarius Insurance Services, dedicating a significant portion of his time to insurance activities. Additionally, he holds a limited partnership interest in Kaleidospace, LLC, which promotes independent musicians, artists, and game developers. Aquarius Financial is an independent, fee-only advisory firm serving individual and family clients with a fundamental, long-term investment approach focused on asset allocation and diversification. The firm provides non-discretionary advice and uses third-party platforms and custodians for execution and reporting.

Keith Anderson is the sole advisor at Keith Kelvin Anderson, an independent firm based in Santa Fe, NM. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Anderson has operated his firm since 1999. Keith Kelvin Anderson provides investment advisory and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $55 million on a primarily non-discretionary basis, combining long-term asset allocation with fundamental and technical analysis, and involves clients directly in all investment decisions.

Edmond Haggar is the sole advisor at Eddie Haggar Capital Management, Inc. in Santa Fe, NM, holding a Series 65 designation with 21 years of industry experience. He has been with Eddie Haggar Capital Management since 1998. Eddie Haggar Capital Management provides discretionary portfolio management to individuals, high-net-worth clients, foundations, trusts, and endowments. The firm focuses on relatively concentrated, all-long equity portfolios emphasizing companies with high return on equity, low debt, and strong revenue growth, while employing option writing as a risk-management tool and occasionally allocating to fixed income and alternative products.

Robert Millstein is the sole advisor at Millstein Advisors, LLC in Santa Fe, NM, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has worked at Millstein Advisors since 2009, with a period of self-employment from 2011 to 2024. Millstein Advisors, LLC provides discretionary investment management and consulting primarily to individual clients and trusts with portfolios typically ranging from $100,000 to $3 million. The firm employs the 7Twelve® asset-allocation framework, tailoring portfolios to client goals and risk tolerance, and distinguishes itself through the active use of derivatives and options-based strategies within separately managed accounts.

Mariah Sacoman is a Certified Financial Planner® with 15 years of industry experience. She is the sole advisor at HighRocks Wealth, LLC, where she has worked since 2018. Prior to that, she spent two years at LongView Asset Management LLC. Outside of her advisory work, she maintains her insurance license for continuing education and client insurance analyses. HighRocks Wealth, LLC provides fee-only wealth management and financial planning services to individuals, trusts, estates, charitable organizations, small businesses, and pension/profit-sharing plans. The firm follows a fiduciary standard and an investment approach based on Modern Portfolio Theory and Efficient Market philosophy, emphasizing diversified allocations and regular rebalancing.