Joel Nance is a CFP® professional with 19 years of industry experience, currently serving as an advisor at TruePath Financial Planning since 2007. He holds Series 63 and Series 65 licenses and operates out of Albuquerque, NM. TruePath Financial Planning offers financial planning and portfolio management primarily for individual and high-net-worth clients, as well as 401(k) management services for businesses. The firm uses a long-term asset allocation strategy with a range of investment vehicles and allows clients to customize risk levels and exclude specific investments.

Troy Williamson is a financial advisor at TruePath Financial Planning in Albuquerque, NM, with five years of industry experience and a Series 65 credential. He has worked at TruePath Financial Planning since 2021 and has also been employed at Menaul School since 2007. TruePath Financial Planning offers investment management and financial planning services primarily to individual and high-net-worth clients, as well as 401(k) management for businesses. The firm uses a long-term asset-allocation strategy with diversified portfolios and also provides seasonal tax-preparation services.

Randall Loemker is a CFP® with 17 years of experience in financial advising, currently with TruePath Financial Planning in Albuquerque, NM. He has worked at Percheron Consulting, LLC and CWM, LLC, and spent over a decade at Lane Brothers Investment Counsel. TruePath Financial Planning serves individual and high-net-worth clients with investment management and financial planning, offering 401(k) management and seasonal tax-preparation services. The firm uses a long-term asset-allocation strategy with diversified portfolios, typically managing accounts on a discretionary basis and allowing clients to set risk preferences or impose investment restrictions.