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.

Kyle Lynch is a financial advisor at Steve Lynch Wealth Management in Albuquerque, NM, holding Series 63 and Series 65 designations with eight years of industry experience. He has worked at Steve Lynch Wealth Management since 2019 and is also a captain in the Army National Guard, a role he has held since 2009. Steve Lynch Wealth Management provides personalized financial planning and investment management to individuals, trusts, retirement plans, charitable organizations, and small businesses, using a strategic asset-allocation approach that emphasizes passive index funds and ETFs as the core of its portfolios. The firm manages assets primarily on a non-discretionary basis and serves both individual and high-net-worth clients.

Saxon Knight is a CFP® and CFA® with 17 years of industry experience, currently serving at SKG Capital Advisors, LLC in Albuquerque, NM. He has worked at Sklar Capital Advisors since 2017 and has prior experience at Securities Service Network, SSN Advisory Inc., and Mass Mutual Investors Services. Knight is also licensed as an insurance agent offering long-term care products. SKG Capital Advisors primarily serves individual and high-net-worth clients, as well as corporations and small businesses, providing discretionary portfolio management through a wrap fee program. The firm employs a combination of fundamental, technical, and asset-allocation analysis to tailor portfolios and offers both traditional managed accounts and an ETF-based automated option through Schwab’s Institutional Intelligent Portfolios™ platform.

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.

Nicholas Gordon is a CFP® with 14 years of industry experience, currently advising at SKG Capital Advisors, LLC in Albuquerque, NM. He has worked previously at Sklar Capital Advisors, Bold Financial Group, and National Planning Corporation. In addition to his advisory role, he is licensed as an insurance agent offering long-term care products. SKG Capital Advisors primarily serves individual and high-net-worth clients, as well as corporations and small businesses, providing discretionary portfolio management through a wrap fee program. The firm integrates financial planning and pension consulting with tailored investment strategies using fundamental, technical, and asset-allocation analysis.

Christopher Prien is a financial advisor with WaterRock Wealth Management in Albuquerque, NM, holding Series 63 and Series 66 credentials and 30 years of industry experience. He is also the CEO of Prien Insurance Solutions, LLC, where he oversees fixed, fixed indexed annuities, life insurance, and disability insurance sales. Prien has been involved with WaterRock since 2018 and has prior experience at Questar Capital Corporation and Alpha Solutions Management. WaterRock Wealth Management provides discretionary investment management and financial planning services to individuals and high-net-worth clients, managing approximately $153.7 million in assets. The firm emphasizes customized, long-term portfolios primarily using low-cost mutual funds and ETFs and employs a combination of fundamental, technical, cyclical, and charting analyses in portfolio construction.

Margaret Carter is a financial professional at Altus Wealth Management, LLC in Albuquerque, NM, with 12 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Thrivent Financial and Arete Wealth Management. Altus Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth families, corporations, trusts, charitable organizations, and retirement plans. The firm employs diversified, strategic asset-allocation portfolios and offers retirement-plan consulting alongside educational seminars and oversight of third-party managers.

Majdah Dphrepaulezz is a financial advisor at Altus Wealth Management, LLC with 26 years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at Cetera and Cetera Wealth Services, LLC. Outside of advisory services, she is an insurance agent specializing in life, disability, and long-term care insurance, and provides financial coaching for widows and divorcees. Altus Wealth Management offers discretionary investment management, financial planning, and consulting services to individuals, families, corporations, trusts, and retirement plans. The firm emphasizes diversified, strategic asset allocation and combines portfolio management with written financial plans and periodic reviews.

Brian Stangel is a financial advisor at Hanseatic Management Services Inc. with 14 years of industry experience. He holds the Series 65 designation and has been with Hanseatic Management Services for over 30 years, including both recent and earlier tenures. Hanseatic Management Services provides investment management, model portfolios, investment advice, and financial planning to individual, high-net-worth, and institutional clients. The firm uses a proprietary quantitative investment process to guide portfolio decisions and serves as a sub-advisor and model provider to other registered investment advisory firms.

Peter Lehrman is a CFP® and CFA® with 21 years of industry experience. He has been with Sandia Wealth Management, LLC since 2012 and previously worked at UAS Wealth Advisors, Raymond James Financial, and John Moore & Associates Inc. Sandia Wealth Management provides individualized portfolio management and financial planning services to individuals, including high-net-worth clients, trusts, estates, and retirement plans. The firm’s investment philosophy emphasizes value, safety, and quality with a focus on risk control, employing fundamental, technical, and quantitative analysis across diverse securities.

Stephen Lynch is a CFP® with 40 years of experience in the financial services industry. He is the owner and president of Steve Lynch Wealth Management in Albuquerque, NM, where he has worked since 1995. In addition to his advisory work, Lynch is the author of a book published in 2021. Steve Lynch Wealth Management provides personalized financial planning and investment management to individuals, trusts, retirement plans, charitable organizations, and small businesses. The firm utilizes a strategic asset-allocation, core-and-satellite approach with an emphasis on passive index funds and ETFs, offering non-discretionary portfolio management with regular client consultations.

Gifford Davis is a financial advisor at WaterRock Wealth Management in Albuquerque, NM, holding a Series 65 credential with two years of industry experience. He previously worked at US Bank for nine years before joining WaterRock and Prien Asset Management. WaterRock Wealth Management serves individual and high-net-worth clients by providing discretionary investment management, financial planning, and basic estate-planning services. The firm constructs customized, primarily long-term portfolios using low-cost mutual funds and ETFs, with an emphasis on tax-aware asset location and opportunistic rebalancing.

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.

Connor Greenwood is a financial advisor at Hanseatic Management Services Inc. He holds Series 63 and Series 65 designations and has three 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, high-net-worth, and institutional clients. The firm uses a proprietary quantitative process to guide portfolio construction and is notable for its role as a sub-advisor and model provider to other registered investment advisors.

Lee Munson is a CFP® and CFA® with 23 years of industry experience. He has been with Portfolio Wealth Advisors since 2008, serving as the sole advisor at the firm. Portfolio Wealth Advisors provides discretionary portfolio management and investment advisory services to a diverse client base, including individuals, family offices, pension plans, trusts, and charitable organizations. The firm employs both fundamental and technical analysis, primarily using exchange-traded funds, and operates a wrap-fee program through Schwab’s institutional platform.