Scott Douglas Covey

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 12 years of industry experience. He previously worked at Redwood Private Wealth LLC and Senior Income Solutions among other firms. Outside of advisory work, he operates as an insurance producer and tax advisor through his sole proprietorship and Oakwood Summit, LLC. Retirement and Investment Solutions, LLC serves individuals, high-net-worth clients, and employer retirement plans with discretionary and non-discretionary portfolio management, financial planning, and ERISA plan services. The firm employs a co-advisor model-based investment approach focused on long-term strategic asset allocation aligned with client objectives and risk tolerance.

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.

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.

Jose Aragon is a financial advisor at Petroglyph Wealth Management LLC in Rio Rancho, NM, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to founding Petroglyph Wealth in 2023, he spent 19 years at PineBridge Investments and took one year of retirement. He serves as a board member for New Mexico Eviction Prevention & Diversion, a nonprofit focused on reducing evictions and supporting housing stability. Petroglyph Wealth Management is a small independent firm serving individual investors, solo entrepreneurs, and small businesses with portfolio management and integrated financial planning. The firm manages discretionary accounts using investment methods such as modern portfolio theory and quantitative analysis, primarily employing ETFs along with options and margin strategies.

Saxon Knight is a CFP® and CFA® with 17 years of industry experience. He is a principal at SKG Capital Advisors, LLC in Albuquerque, NM, and has worked at Sklar Capital Advisors since 2017, as well as SSN Advisory Inc. and Securities Service Network since 2011. Knight is also licensed as an insurance agent offering long-term care products through a separate business. SKG Capital Advisors serves individuals, corporations, small businesses, and retirement plans by providing discretionary portfolio management, financial planning, and pension consulting. The firm emphasizes wrap-fee program delivery, combining customized wealth management and an automated ETF-based platform with features like automatic rebalancing and tax-loss harvesting.