Catherine Adele Kipling

Susan Kroger is a CFP®-credentialed financial advisor with 23 years of industry experience. She has worked at Intentional Finance, LLC since 2017 and previously spent 14 years at Waddell & Reed, Inc. Outside of her advisory role, she is involved with the Rotary Club of Albuquerque and the ABQ Chapter of the Executive Women's Golf Association. Intentional Finance provides investment advisory and financial planning services primarily to individual clients and a smaller number of institutional clients, including retirement plans and pension funds. The firm offers customized portfolio construction using a range of asset classes and employs multiple asset allocation strategies tailored to client objectives and risk tolerances.

Bradley Boehm is a financial advisor at Seasons Wealth Services LLC in Albuquerque, NM, holding a Series 65 designation with one year of industry experience. He has a background in accounting and business consulting, with ongoing roles at Boehm & Bacon CPAs LLC and Seasons Accounting Services LLC since 2002, and prior experience at Sunray Gaming of NM LLC from 2004 to 2020. He also provides tax preparation and business consulting services alongside his advisory work. Seasons Wealth Services LLC manages pooled vehicles and institutional mandates while offering portfolio management, financial planning, and investment consultation. The firm employs a passive, index-oriented investment approach based on Modern Portfolio Theory, emphasizing diversification, tax efficiency, and low-cost vehicles, and combines advisory services with affiliated accounting and consulting under shared management.

Justin Grinstead is the principal advisor at Grinstead Wealth Management in Albuquerque, NM, with 13 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Charles Schwab and Charles Schwab Bank for over a decade. Grinstead Wealth Management serves individual and high-net-worth clients through continuous investment management and project-based financial planning, focusing on asset allocation using a combination of passive and active strategies. The firm emphasizes the selection and monitoring of third-party Outside Managers and offers financial planning billed on an hourly-derived basis.

David Drucker is the principal of Sunset Financial Management, an independent advisory practice based in Albuquerque, NM. He holds the CFP® designation and Series 65 license, with 21 years of industry experience. Drucker has led Sunset Financial Management since 1997. Outside of his advisory work, he serves as editor of Virtual Office News and is a principal at Practice Merger Consultants. Sunset Financial Management is a solo, fee-only firm serving a small number of high-net-worth clients, including individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm focuses on asset-allocation strategies and a diversified, long-term investment approach, providing quarterly reviews and reports alongside annual plan evaluations.

Adam Tafoya is the founder and president of Educated Wallet LLC, an independent registered investment adviser based in Albuquerque, NM. He holds Series 63 and Series 65 licenses and has 11 years of industry experience with prior roles at firms including Kinetic Investment Management and New York Life. Tafoya also develops financial education content through an online platform associated with his firm. Educated Wallet provides asset management through a sub-advisory relationship with AE Wealth Management, serving individual and high-net-worth clients. The firm offers tailored, typically non-discretionary investment advice alongside financial planning and subscription-based educational courses and workshops.

Kyle Lynch is a financial advisor at Steve Lynch Wealth Management in Albuquerque, NM, holding Series 63 and Series 65 designations with eight years of industry experience. He has worked at Steve Lynch Wealth Management since 2019 and is also a captain in the Army National Guard, a role he has held since 2009. Steve Lynch Wealth Management provides personalized financial planning and investment management to individuals, trusts, retirement plans, charitable organizations, and small businesses, using a strategic asset-allocation approach that emphasizes passive index funds and ETFs as the core of its portfolios. The firm manages assets primarily on a non-discretionary basis and serves both individual and high-net-worth clients.