Charles Knapp Randall

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.

Larry Blades is a financial advisor with Retirement Solutions in Rio Rancho, NM, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior work includes roles at Redwood Private Wealth LLC, Redwood Tax Specialists, and Senior Income Solutions. He also operates as a licensed insurance producer and tax advisor through Oakwood Summit, LLC. Retirement Solutions is an independent, single-advisor registered investment adviser focusing on discretionary and non-discretionary asset management, financial planning, and ERISA retirement-plan services for individuals, high-net-worth clients, and pension and profit-sharing plans. The firm emphasizes long-term, strategic asset allocation with periodic rebalancing and retirement income planning, and it maintains a co-advisor relationship with Gradient Investments, LLC for portfolio management and related services.

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.

Shawn Loddy is the sole advisor at SML Advisory in Rio Rancho, New Mexico, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has operated SML Advisory since 2015 and concurrently maintains a life and health insurance practice as a sole proprietor since 2002. Outside of financial advising, Loddy works part-time as a technician for Breakout AV. SML Advisory provides comprehensive investment management services to individuals, high-net-worth clients, business entities, and retirement plans. The firm employs fundamental, technical, and cyclical analysis in its investment process and offers both discretionary and non-discretionary portfolio management, including ERISA plan services and qualified plan consulting.

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.