Thornburg Investment Management is a privately-owned global investment firm that offers a range of multi-strategy solutions for institutions and financial advisors. A recognized leader in fixed income, equity, and alternatives investing, the firm oversees mutual funds, institutional accounts, separate accounts for high-net-worth investors, and UCITS funds for non-U.S. investors. Thornburg was founded in 1982 and is headquartered in Santa Fe, New Mexico. Social Media Guidelines: https://www.thornburg.com/legal/social-media

• Comprehensive financial planning, securities analysis, account reconciliation, tax analysis.• PROJECT: Managed the design and installation of a database to integrate CRM, planning, and accounting.o Increased financial planning efficiency 30%.• OPERATIONS: Supervised procedures for workflow, business planning & development, and marketing.o Designed and led a training program for junior advisors and planning assistants.Registered FINRA Series 7, 66, Insurance

Northwestern Mutual is here for what’s most important—helping families and businesses achieve financial security for over 160 years. Through a distinctive big-picture approach, including both insurance and investments, we’re helping people navigate life and guide them to their goals today, and in the days to come. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. With $265.0 billion in assets, $28.1 billion in revenues, and more than $1.8 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.5 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $125 billion of client assets as a part of its wealth management company and investment services. We are strong supporters of our financial workforce nationwide as well as our home office professionals in Milwaukee, WI. We’re continuing to grow, and we believe diversity makes us stronger as we help shape the future of financial security. Help us get to know you by applying for open positions here: https://jobs.northwesternmutual.com/ Financial representatives and interns are independent contractors and not employees of Northwestern Mutual. https://www.northwesternmutual.com/social-media-guidelines

Hanseatic is in the business of providing fee-only investment advice by way of investment management in separately managed account format as well as financial planning services. Depending upon each client's unique circumstances, objectives, and preferences, we tailor our investment advisory services to the individual needs of our clients. At Hanseatic, we provide services to a wide range of clients: pension and profit sharing plans, state and municipal governments, insurance companies, corporations, small businesses, and private individuals. Hanseatic utilizes our proprietary, quantitative investment analytics to offer our clients a highly disciplined, repeatable, and robust approach to investing. We know that when our clients entrust their capital to us - including their retirement savings - they seek assurance that our investment strategies are as sound and as robust as our operating acumen. Hanseatic and our predecessor firm have been operating in the Albuquerque community for over 40 years. Hanseatic offers a wide range of products and services. Institutional clients seek out our domestic and international equity strategies in which we actively manage investments as well as the risk associated with the portfolio. Private clients seek out our institutional quality products as well as strategies designed to produce income while limiting risk, volatility and preserving capital. Private clients also seek out our financial planning services in terms of cash flow management, debt management, investment analysis and planning, educational planning, sabbatical planning, and 401k plan consultation and/or retirement planning. Hanseatic is unique in the financial services industry as well as the Albuquerque community. We are proud to offer our products and services to meet the needs of our discerning clients. Management: Russell T. Sanderson - CEO Harry "Ed"​ Meihaus - CIO Brian R. Stangel - Deputy CIO Amy M. Stangel - CCO Sara E. Mongerson - Head of Marketing

Lee Munson, founder, Portfolio Wealth Advisors Lee’s reputation as a change agent in the financial investment industry began twenty years ago on Wall Street. From growing into one of Wall Street’s leading traders to working with investment firms such as Charles Schwab, Lee saw a great need for a model that focused on the investor’s needs. He formed Portfolio in 2008 with a simple mission: Serve the investor. Offering frequent analysis on networks such as Fox Business, CNBC, CNN, and Fox News, Lee’s frequently rattles the cages of those preferring a less user-friendly wealth management model. Lee’s book, Rigged Money, Beating Wall Street At Its Own Game underscores his commitment to make wealth investment a less stressful experience.

First Title is a full service national title agency offering a broad range of solutions for the real estate services sector. Our proprietary software, FirstVision, allows title services to be completed quickly and with minimal delays, guaranteeing a smooth process from start to finish. Call us at 866.484.8537 for a consultation today! Learn more about our services here: http://www.firsttitleservices.com/index.php/services/overview/

MEC, together with Maxus, formed Wavemaker. Head over to our Wavemaker Global LinkedIn page for more info and the most recent job postings. https://wavemakerglobal.com/

"Climb the mountains and get their good tidings.” -John Muir Many of our clients are in transition. Whether the transition is born out of good fortune, tragedy, or somewhere in between, it is disruptive. Whether it came out of nowhere or was anticipated, it can be confusing. And almost always during periods of transition, there are periods of anxiety and vulnerability. Those emotions can have a real impact on the quality of decisions you may need to make. Sudden Wealth – whether inherited, the result of an IPO, lottery winnings, or perhaps a lawsuit settled in your favor – is, for most people, a game changer. If you’re overwhelmed or unprepared for the decisions that come with it, we can help. Business Succession Planning, equitable distribution of value of a family business and the most tax-efficient strategies to do so – If you are that person, we can help. Loss of a job – how long can you afford to be unemployed? If the possibility of a layoff is looming in your future, how much cash should you keep in reserve to tide you over? If you are asking yourself these questions, we can help. Death of a family member – it can be very difficult to keep track of everything when you’re grieving. If it’s up to you to tie up the loose ends and handle the distribution of assets, we can help. Divorce may have left you with financial freedom but uncertainty over where to begin. We can help. Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and a registered investment adviser. Cetera is under separate ownership from any other named entity. Address of record: 6100 Uptown Blvd. NE, Ste. 610A, Albuquerque, NM 87110

Waterway Wealth Management is a full service RIA based in The Woodlands, Texas. We specialized in fee only financial planning and investment management for individuals and families. Our goal is to maintain a strong relationship with our clients over a long period of time to insure they reach their goals and objectives.

TACTICAL SECURITY SOLUTIONS LLC is a security and investigations company based out of PO BOX 3393, HOBBS, New Mexico, United States.

As a Certified Financial Planner™, I lead a team of two associates that help people solve their financial problems. Solutions can include managing investments and providing life, long-term care and health insurance.

At Engage Retirement, we believe in helping individuals and families take an active role in their retirement plan. Whether you are just beginning to accumulate assets or are living in retirement, we can help you plan for your goals and develop risk-focused strategies to help you maximize your assets during your retirement years. Retirement is one of the most exciting and monumental life transitions, and we want to make sure you have all the pieces in place to build your retirement puzzle. When we build plans for our clients, we don’t just focus on the numbers. We focus on your goals, aspirations, and what matters most to you. Retirement is a time to enjoy the ones you love, do things you’ve always dreamed of, and make the most of your Golden Years. Let us help you get there. Securities offered through J.W. Cole Financial Inc. (JWC) member FINRA (www.finra.org) /SIPC (www.sipc.org). Advisory services offered through J.W. Cole Advisors Inc. (JWCA). Engage Retirement and JWC/JWCA are not affiliated. Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. All information is based on material believed to be true but not guaranteed and is subject to change. Additionally, the Advisor does not verify the content of and is not responsible for the opinions of any other users’ posts on their social media site, all opinions are those of the Advisor and do not necessarily reflect those of J.W. Cole Financial, Inc. or J.W. Cole Advisors, Inc.