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 at Retirement Solutions with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Redwood Private Wealth LLC and Senior Income Solutions. Outside of his advisory role, he operates Oakwood Summit, LLC, providing tax advice and insurance services. Retirement and Investment Solutions offers discretionary and non-discretionary asset management, financial planning, and ERISA plan services to individuals and retirement plans. The firm employs client-specific strategies using fundamental and technical analysis and collaborates with Gradient Investments, LLC to provide model portfolios and advisory services.

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.

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.

Scott Floersheim is a CFP® and PFS™ credentialed advisor with 19 years of experience at Meridian Wealth Advisors, LLC and over 35 years as owner of Scott Floersheim, Ltd., an accounting firm. He has served as the sole advisor at Meridian Wealth Advisors since 2006. Outside of his advisory role, he dedicates time weekly to managing his accounting practice. Meridian Wealth Advisors, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, corporations, and trusts. The firm employs a long-term, consultative asset allocation strategy emphasizing passive mutual funds and ETFs, managing approximately $145 million across 257 accounts with a focus on non-discretionary management.

Jose Aragon is a financial advisor at Petroglyph Wealth Management with two years of industry experience. He previously worked for PineBridge Investments for 19 years before retiring in 2022 and returning to advisory work in 2023. Aragon serves as a board member of New Mexico Eviction Prevention & Diversion, an organization focused on reducing evictions and supporting housing stability. Petroglyph Wealth Management is an independent, single-advisor firm providing portfolio management and financial planning to individual and high-net-worth clients. The firm manages approximately $7.75 million across a small client base and employs a mix of investment strategies including ETFs, mutual funds, equities, fixed income, and options trading.

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.

Nicholas Gordon is a financial advisor at SKG Capital Advisors, LLC in Albuquerque, NM, holding CFP® and Series 66 designations with 13 years of industry experience. He has previously worked at Bold Financial Group and National Planning Corporation. Outside of his advisory role, he is also an insurance agent offering long-term care products. 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 and combines customized wealth management with an automated ETF-based platform through Schwab Performance Technologies’ Institutional Intelligent Portfolios™.

Brian Stangel is a financial advisor at Hanseatic Management Services Inc. in Albuquerque, NM, holding a Series 65 designation with 13 years of industry experience. He has been with Hanseatic Management Services since 1995, including the firm's current structure since 2023. Hanseatic Management Services provides investment management, model portfolios, financial planning, and advisory services to individuals, family offices, small businesses, and institutional clients. The firm uses a proprietary quantitative process to construct diversified, dynamically managed portfolios and also serves other registered investment advisers through sub-advisory arrangements.

Peter Lehrman is a CFP® and CFA® with 20 years of experience in the financial industry. He is the sole advisor at Sandia Wealth Management, LLC, where he has worked since 2012. Sandia Wealth Management offers discretionary and non-discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, and estates. The firm emphasizes value, safety, and quality with a focus on risk control, using fundamental, technical, and quantitative analysis across a broad range of securities.

Connor Greenwood is a financial advisor at Hanseatic Management Services Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Hanseatic, he worked at J. P. Morgan Securities LLC and JPMorgan Chase Bank N. A. from 2022 to 2024. Hanseatic Management Services provides investment management, model portfolios, investment advice, and financial planning to individual clients, family offices, small businesses, and institutional clients. The firm uses a proprietary quantitative process to construct diversified, dynamically managed portfolios and serves other advisers through sub-advisory and model portfolio services.

Richard Jackson is a CFP® professional with 14 years of industry experience, currently affiliated with Jackson & Associates, Inc. He has worked at Jackson & Associates since 2011 and also has a role at First Heartland Capital Inc. Beyond his advisory work, he is involved with Western Assurance Agency, where he serves as an agent and broker for fixed insurance products including fixed annuities, life insurance, long-term care, and disability income insurance. Jackson & Associates serves individuals, small businesses, trusts, and estates with discretionary portfolio management, financial planning, and retirement plan advisory services. The firm focuses on broadly diversified, long-term portfolios and provides fiduciary services and retirement-plan support, including vendor analysis and participant education.

Paul offers dedicated financial planning and investment consulting services. He works closely with individuals and families, employing a holistic approach that integrates wealth management with essential tax and estate planning. For institutions and Native American tribes, Paul serves as an investment consultant, providing assistance with investment policy creation, asset allocation strategies, retirement plan fiduciary oversight, and investment provider reviews. His role encompasses research, analysis, portfolio management, client service, and educational seminars. Paul holds the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designations. He has also earned the Accredited Investment Fiduciary Analyst® (AIFA®) designation through Fi360, signifying expertise in evaluating how well investment fiduciaries meet their duties according to defined standards of care. He is a member of the CFA Institute and the CFA Society of New Mexico. Paul is also committed to his community. He is a lifetime member and 2019 graduate of Leadership New Mexico and a 2016 graduate of Leadership Albuquerque. He has previously served as Board Chair for the UNM Anderson School of Business Foundation and Finance Chair for The Full Life Foundation. Currently, Paul contributes to the Greater Albuquerque Chamber of Commerce as a board member and Chair of the Education Committee. He also serves on the board of Excellent Schools New Mexico and is an investment subcommittee member for the Presbyterian Healthcare Services board.

Amy Stangel is a CFP® and holds a Series 65 license with nine years of industry experience. She has been with Hanseatic Management Services Inc since 2012. Outside of her advisory role, she is the sole proprietor of ABQSportfishing, an outdoor recreation business in Albuquerque, NM. Hanseatic Management Services provides investment management, model portfolios, investment advice, and financial planning to individual clients, family offices, small businesses, and institutional clients. The firm uses a proprietary quantitative process to construct diversified, dynamically managed portfolios and serves other investment advisers through sub-advisory and model provider arrangements.

Christopher Boren is a CFP® professional with six years of experience at Jackson & Associates, Inc. He also operates Abadie & Boren Ltd. Co., providing tax preparation services for individuals, trusts, and businesses. His prior experience includes roles at Evensky & Katz, Texas Tech University, Sandia National Labs, and New Mexico State University. Jackson & Associates serves individuals, small businesses, trusts, and estates with discretionary portfolio management, financial planning, and retirement plan advisory services. The firm emphasizes broadly diversified, long-term portfolios primarily using ETFs, mutual funds, stocks, and bonds, and offers fiduciary services along with retirement-plan support.

Bernadine Sanchez is a Series 65-licensed financial advisor with eight years of industry experience. She has worked at REDW Wealth and its predecessor firm from 2015 to 2024, Compound Planning from 2024 to 2025, and joined Madrid Wealth Management in 2025. Madrid Wealth Management is a fee-only registered investment adviser with a four-advisor team managing approximately $212 million for about 128 clients. The firm serves individual and high-net-worth clients, offering wealth and investment management, financial planning, retirement plan consulting, and education services, supported by an affiliation with an accounting firm for integrated tax advisory.

Ronald Sklar is a financial advisor with SKG Capital Advisors, LLC in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at SSN Advisory Inc and Securities Service Network from 2009 to 2017. Outside of advisory services, he operates an insurance agency offering long-term care insurance, life insurance, and fixed annuities. SKG Capital Advisors serves individuals, including high-net-worth clients, corporations, small businesses, and retirement plans by providing discretionary portfolio management, financial planning, and pension consulting. The firm emphasizes a wrap-fee program delivery with an automated ETF-based investment platform and also offers pension-plan services and insurance solutions through licensed personnel.

Michele Haguewood is a financial advisor at Jackson & Associates, Inc. in Albuquerque, NM, holding a Series 65 designation. She has been with the firm since 2018 and was self-employed from 2008 to 2018. Michele has no prior industry experience before joining Jackson & Associates. Jackson & Associates serves individuals, small businesses, trusts, and estates by providing discretionary portfolio management, financial planning, and retirement plan advisory services. The firm focuses on broadly diversified, long-term investment strategies using ETFs, mutual funds, stocks, and bonds, and offers ERISA fiduciary services along with third-party money manager oversight.

Shawn Watts is a financial advisor at Zia Capital Investments LLC with three years of industry experience. He holds a Series 66 designation and previously served 16 years in the United States Marine Corps before transitioning to financial services roles at Mutual of Omaha and Modern Financial Asset Management. Outside of advising, Mr. Watts works as an independent insurance agent, real estate broker, and mortgage loan officer. Zia Capital Investments LLC provides discretionary portfolio management and financial planning primarily for individual clients, focusing on retirement income, tax and estate planning, and wealth accumulation. The firm employs a modern portfolio theory-based investment approach, combining passive core allocations with tactical active adjustments, and serves both retail and institutional clients.