Kristine Marcum

Miguel Angel Gomez Garcia (Miguel Gomez), CFP®, EA was born in Mexico City and has lived in El Paso, Texas since 2007. Miguel Gomez founded Sophronia with his partners in 2024 after 14 years as an advisor at one of El Paso's largest wealth management firms. Today, with over 16 years of experience, Miguel enjoys serving a clientele of (mainly) Latino professionals and business owners through sensible and prudent wealth management. Miguel enjoys weight-lifting and reading non-fiction books, as well as traveling and hiking with his wife and children. Miguel has a growing collection of pre-1900 books and also enjoys baking and building LEGO sets.

Emmanuel Molina is a Financial Solutions Advisor (FSA) at Merrill Lynch Wealth Management. In his role, he focuses on working with clients to develop personalized investment strategies that align with their financial goals and priorities. He also provides access to banking and lending services through Bank of America. Emmanuel holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his high school diploma from Montwood High School. His approach centers on understanding what matters most to clients and their families to help them pursue their financial objectives.

Dwayne Cates is a Senior Financial Advisor at Merrill Lynch Wealth Management. He brings over 25 years of experience in the financial services industry, having started his career with Merrill Lynch in 1999. His professional background includes roles in operations, client services, and compliance across several firms including optionsXpress and Wells Fargo Investments. In 2008, he joined the Marcum Team, combining his expertise in compliance and customer service to support his clients. Dwayne's areas of expertise encompass corporate benefit programs such as equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans. He assists corporate executives in integrating these benefits into comprehensive, long-term financial strategies. Dwayne holds several FINRA registrations, including Series 7, Series 66, and Series 24, and has earned the Personal Investment Advisor (PIA) designation. He completed his high school education at Andress High School. In addition to his professional pursuits, Dwayne is engaged in community service and values participating in local organizations. He emphasizes building strong, accessible relationships with clients to support them and their families in making important financial decisions.

Jesus Castellanos is an International Wealth Advisor at Merrill Lynch Wealth Management, where he has served since 1996. Over his tenure, Jesus has held various roles that have shaped his expertise in supporting affluent U.S.-domiciled and international clients. His experience encompasses working with institutional clients, ultra-high-net-worth families, central banks, insurance companies, corporations, and government entities, particularly throughout Latin America. As a qualified Portfolio Manager, Jesus manages discretionary Personalized and Defined Strategies that may include individual securities, Merrill Lynch model portfolios, and third-party investment approaches. Jesus holds several professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor of Business Administration in Finance and Economics from Texas Tech University, followed by a Master of Business Administration and a Master of Public Administration from The University of Texas at El Paso. Bilingual in Spanish and English, he collaborates with colleagues to navigate the evolving global investment landscape and specializes in areas such as family wealth management, international wealth management, philanthropic planning, and socially responsible investing. In addition to his professional commitments, Jesus is involved with organizations including the El Paso Estate Planning Council, Financial Planning Association, and Rio Grande Economics Association. He participates in community initiatives such as the El Paso Chamber of Commerce LEP Class 37 and serves as a Better Money Habits Champion, promoting financial literacy locally. Outside of work, Jesus enjoys outdoor activities like hiking, biking, running, swimming, and woodworking with his wife Anabel and their four children.