Steven Bunt

Ian Tomlinson is a financial advisor with First Choice Financial Planning, LLC in Alamogordo, New Mexico. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Tomlinson has been with First Choice Financial Planning since 2017 and previously conducted due diligence for the firm. Outside of financial advising, he is the owner and instructor at Centerfire Firearms Training, LLC, providing concealed handgun carry instruction in New Mexico. First Choice Financial Planning is an independent, solo-advisor firm serving individual and high-net-worth clients. The firm develops client-specific investment plans using various analytical approaches and typically manages accounts on a discretionary basis with a long-term orientation that can include active strategies and higher-risk instruments when suitable.

Charles Sours is a financial advisor with Ally Invest Advisors, holding a Series 66 license and five years of industry experience. Prior to joining Ally Invest Advisors in 2021, he worked at First Command in various roles from 2019 to 2021 and has experience with other companies including PreCheck. Outside of his advisory work, he owns and operates an e-commerce business called Land of Enchantment Deals. Ally Invest Advisors serves a broad retail client base, including individual and high-net-worth investors, providing discretionary portfolio management through automated and advisor-led services. The firm utilizes model portfolios based on Modern Portfolio Theory, incorporating ETFs and automated rebalancing, and operates at scale with a strong emphasis on digital processes and transparency.

Jason Dunn is a financial advisor at First Command Advisory Services with four years of industry experience. He holds a Series 66 designation and has worked exclusively within entities affiliated with First Command since 2021. First Command serves a diverse client base including individual, high-net-worth, corporate, and charitable clients through a multi-service platform offering financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm focuses on advisor-led planning relationships and provides structured, face-to-face financial coaching through its Tailored Professional Services engagement and discretionary Asset Management Solutions program.

Remick Ham is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 24 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Investment Centers of America. Outside of advising, he owns a non-investment-related business in Tularosa, NM. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings.

Marc Joyner is a financial advisor with Osaic who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been with Osaic since 2000 and serves as an elder and officer at Desert Hills Church of Christ. Additionally, he is a board member of the White Sands Rotary Club and provides notary services to clients on a voluntary basis. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and investment programs utilizing advanced planning and portfolio management tools, supporting thousands of advisors and managing approximately $200 billion in assets.