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 with Seasons Wealth Services LLC in Albuquerque, NM. He holds a Series 65 designation and has experience in tax preparation and business consulting through his roles at Boehm & Bacon CPAs LLC and Seasons Accounting Services LLC, both since 2002, as well as prior work at Sunray Gaming of NM LLC. Seasons Wealth Services provides discretionary portfolio management and comprehensive financial and business planning to individuals, high-net-worth clients, and business owners. The firm employs a passive, index-oriented investment approach based on Modern Portfolio Theory, emphasizing diversified, tax-efficient, low-cost mutual funds and ETFs.

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 principal of Educated Wallet LLC in Albuquerque, NM, holding Series 63 and Series 65 licenses with 11 years of industry experience. His background includes roles at Kinetic Investment Management, First Heartland, Jukai Investments, and New York Life. He also serves as president of Educated Wallet, an online financial education platform. Educated Wallet serves individual investors, including some high-net-worth clients, providing portfolio management through a sub-advisory arrangement as well as standalone financial planning and consulting. The firm emphasizes investor education through subscription courses and workshops alongside its investment services.