Heidi Noelle Wilson

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.

Catherine Kipling is a CFP® professional with 20 years of industry experience. She founded and has operated Kipling & Co. since 2015, serving clients from Hamilton, MT. Kipling & Co. is an independent, fee-only firm serving individual households and small businesses with financial planning and portfolio management focused on retirement, insurance, tax planning, and estate considerations. The firm emphasizes tailored advice through client conversations, minimal trading, and low-cost securities, and it does not accept commissions or sell investment products.

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.