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 bringing 12 years of industry experience. His prior work includes roles at Redwood Private Wealth LLC, Redwood Tax Specialists, and Senior Income Solutions. He also operates as a licensed insurance producer and tax advisor through Oakwood Summit, LLC. Retirement Solutions is an independent, single-advisor registered investment adviser focusing on discretionary and non-discretionary asset management, financial planning, and ERISA retirement-plan services for individuals, high-net-worth clients, and pension and profit-sharing plans. The firm emphasizes long-term, strategic asset allocation with periodic rebalancing and retirement income planning, and it maintains a co-advisor relationship with Gradient Investments, LLC for portfolio management and related services.

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 with three years of industry experience. He held a long tenure at PineBridge Investments from 2003 to 2022 and was retired for one year before founding his current firm 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 advisory firm serving individual investors, solo entrepreneurs, and small businesses with portfolio management and financial planning. The firm employs a variety of investment strategies including modern portfolio theory and options trading, primarily using ETFs, and manages approximately $10.4 million in discretionary assets.

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.

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.

Bernadine Sanchez is a financial advisor at Madrid Wealth Management with nine years of industry experience. She holds a Series 65 designation and has previously worked at REDW Wealth, Compound Planning, and Madrid Wealth Management. Madrid Wealth Management provides wealth management, financial planning, retirement plan consulting, and tax advisory services to individuals, employer plan sponsors, charitable organizations, and institutional clients. The firm uses a personalized investment approach combining passive and active strategies, and it is affiliated with an accounting firm to offer integrated tax and financial services.

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.

Ann Shubert is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Equita Financial Network, Inc. She has worked in various roles including at Waddell & Reed, Inc. and within insurance and financial firms such as Intentional Insurance, LLC and Intentional Finance, LLC. Equita Financial Network, Inc. is an SEC-registered advisory firm that provides comprehensive financial planning and investment management to individual and high-net-worth clients. The firm emphasizes market efficiency and strategic asset allocation, offering discretionary management and a network model that supports investment adviser representatives under independent DBAs.

Bryan Giron is a financial advisor with REDW Wealth LLC in Albuquerque, NM, holding a Series 65 designation and 12 years of industry experience. He previously worked at Better Money Decisions from 2015 to 2023 before joining REDW Wealth LLC in 2024. REDW Wealth LLC provides personalized financial planning, investment advisory, and wealth management services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, Native American tribes, and government entities. The firm emphasizes strategic asset allocation with tactical adjustments, primarily using exchange-traded funds and no-load mutual funds, and operates as a fee-based advisor with coordinated tax and advisory services through its affiliation with a CPA firm.

Jason Mullins is a financial advisor at DAI Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SCF Investment Advisors, Inc. and FSC Securities Corporation. Mullins serves on the board of Triumph Centre @ Bethel and is a financial education instructor with The Society for Financial Awareness. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm utilizes multiple custodial platforms and third-party managers to tailor portfolios according to client objectives and offers ERISA fiduciary and non-fiduciary retirement plan services.

Brenton Fewox is a financial advisor at Atlas Capital Management Corp with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Atlas since 2019. Outside of his advisory role, he serves as a bishop at The Church of Jesus Christ of Latter Day Saints, providing counseling and welfare care to members. Atlas Capital Management Corp offers discretionary portfolio management and non-discretionary consulting to individuals, families, trusts, estates, and family businesses through proprietary asset-management programs. The firm manages thousands of client accounts using an active, macro-oriented investment process driven by proprietary indicators and a suite of specialized strategies.

When I was 18, I joined the military. My service in the Air Force for five years provided me with what I’d call an unfair advantage for my work later in the financial industry. My experiences living abroad first in Dhahran, Saudi Arabia during a 1995 Desert Storm tour, then in Fusa, Japan, 1996-1999, both helped me understand life and financial planning, along with the value of a hard-earned dollar. I grew up over there, and my values are strongly rooted in the same ones belonging to my parents, both educators, but also firmly molded by my service to our country and through military discipline. As military, we were tested and challenged, and we persevered in taxing and uncomfortable conditions because we always had a plan. Living in the middle of Fort Bragg, North Carolina, our unit worked directly with the 82nd Airborne Division, specializing in parachute assault operations. As a journeyman, my responsibility was to maintain and ensure the safety of the Hercules C-130, an aircraft known to fly into the eye of a hurricane. While the 82nd stood ready to respond to crisis contingencies anywhere in the world within 18 hours, our job was to make sure they arrived at their destination. We relied heavily on formal flight, maintenance and safety plans. These experiences helped inform my subsequent financial planning career through my appreciation for a well-designed, communicated, and formally written plan. My time in the military also exposed me to certain sources of waste that to me, was not logical. My fellow soldiers were buying clothes as if they were in college. I could not understand why someone needed five pairs of new pants when, on five out of seven days, we were required to wear our military uniform. “No seas codo Jose,” my friend Mike, who was half Puerto Rican, would tell me (slang for “don’t be cheap”). This was also the case with music. My friends all loved to purchase countless CD’s from their favorite musical artists. I was not conditioned to spend money that way. Instead, I used a cassette player and recorded Saturday morning radio on KANW, 89.1, when I visited New Mexico. This was the music I grew up with and what I loved. While living abroad, no amount of clothes, CD’s or stuff could fill my heart like the oldest FM Radio station in New Mexico playing on my “Walkman” portable cassette player. While living in Japan and being single, and I had some down time and I became bored. When I say “bored,” I am reminded of my dad's response to me whenever I told him I felt that way. He would say, “Ok, let's get to work,” and in Japan, that is what I did. I found out about an opportunity to work at a club as a bar-back. Within six months, I was promoted to bartender, then lead bartender. Some nights I would pocket over $100 in tips! I also was being paid $10 per hour which was not bad back then. As a sidenote, I was bartending the night I turned 21, while my friends back home were taking birthday trips to Vegas to celebrate their 21st birthdays. I feel that I earned and saved money while having fun. I believe that money is more of a tool than a luxury, and what my Puerto Rican friend Mike didn’t know is that much of my money was going to purchase the one thing that isn’t manufactured any more except in Hawaii...I wanted land! If Mike had asked me back then, “Why are you working so hard, Jose?” my answer was clear. I always wanted to buy my own piece of land, perhaps many acres in the beautiful New Mexico landscape. While this was my goal as a child, it turned out to be a rather poor investment from a monetary standpoint, yet I was enriched by the experience and education. From that point in my 20s, I understood the discipline and dedication it took to achieve any milestone. One of my jobs after the military, while I was in graduate school, was selling life insurance. After a year, I realized that this was not for me. While I value the importance of insurance, I despised the promotion of products through unscrupulous sales tactics. This was my first indication that financial planning was broken. I worked directly for a legend in the industry who took me under his wing. I learned a lot from him, most of which I did not like. While I won awards and trips, I hated the fractured process. The financial services industry and its legends focus its sales force on selling their product, not on the process or maintenance of financial planning. Since that day, I have been focused on financial planning - the process and fiduciary responsibilities that come with it. I might add that I achieved my certification as a financial planner through arduous work since I’m challenged with dyslexia, but that has never stopped me. Before serving in the military, I grew up in a small community and was raised by a village of less than 200 individuals and two great parents who recently celebrated 52 years of marriage. They had four children of their own, and I am the youngest. My parents were challenged with the loss of my brother when “God zapped him up.” He was the second oldest, and at age 16, was struck by lightning on a baseball field while doing what he loved, playing sports with his friends. I was only 13 at the time. This introduced thoughts about life insurance that impacted me later in my professional life. Through this experience, I learned that catastrophe can happen in an instant. Also, a seed was planted that grew into my interest in risk mitigation planning. While growing up in Glorieta, New Mexico, I worked a few jobs including being a gas station attendant and in yard maintenance for an affluent family in Santa Fe. Presently, when I am not working, I enjoy spending time with my wife Jasmin who is a residential realtor and a loving mother to our three children. We struggled to have kids, with over seven miscarriages which included molar, ectopic, and several with no heartbeats. The eighth tenacious pregnancy led to our first born, a perfect baby girl. We chose to have a home water birth and it was successful. The positive momentum did not stop there. We became doubly blessed with a different type of pregnancy, a twin birth with healthy boys. I love my wife so much for enduring the challenges of motherhood. Jasmin is my biggest fan and my best friend, and she is beyond brave! Before she married me, she completed over 200 jumps from perfectly working planes, including an occasional C-130 and hot air balloons. Now that the twins are walking, life often means going out on adventure with our five fedoras hats on and our two adopted, four-legged kids Sol, Bella and Duke. We are dog lovers and have a soft spot for rescues. Our close friends have referred to us as the Fedorable Five, now with our dogs we are the “Fedorables.” Whenever I can find a little bit of free time, I love to fly fish and get out in nature. I make time weekly for riding my mountain bike despite my hatred for pesky goat thorns that ruin my best tires. If my clients were to talk about me behind my back, I would guess they would say I’m a really nice guy who listens carefully. I’m patient and persistent and I ask a lot of questions, some that made people cry in a good way. They might mention that I’m detailed but I keep things simple. They also look forward to my family newsletter. Any new client who walks in the door can expect to share the identical experience. Read Jose's blog here: https://josevsanchez.com/free-resources

Dorine Sanchez is a CFP® professional with 20 years of experience in financial advising. She has been with REDW Wealth LLC since 2015, including its predecessor firm, and holds a Series 65 license. REDW Wealth LLC offers personalized financial planning, investment advisory, and wealth management services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and government entities. The firm emphasizes strategic asset allocation using primarily exchange-traded funds and no-load mutual funds, operating as a fee-based advisor and providing coordinated tax and advisory services through its affiliation with a certified public accounting firm.

James Karberg is a CFP® and holds the Series 66 designation, with 24 years of experience in the financial services industry. He is currently with REDW Wealth LLC and has held prior roles at firms including Avantax Advisory Services and 1st Global Capital. He also engages in the sale and servicing of fixed index annuities as part of his professional activities. REDW Wealth LLC offers financial planning, investment advisory, and wealth management services to a diverse client base including individuals, pension plans, trusts, and Native American tribes. The firm emphasizes strategic asset allocation with tactical adjustments, primarily using exchange-traded funds and no-load mutual funds, and is a wholly owned subsidiary of REDW LLC, a certified public accounting firm.

Roman Sandoval is a financial advisor with REDW Wealth LLC in Albuquerque, NM, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. His prior work includes roles at BBVA Securities Inc., BBVA USA, BBVA Insurance Agency, Inc., New York Life Insurance Company, and NYLife Securities LLC. REDW Wealth LLC provides financial planning, investment advisory, and wealth management services to a diverse client base including individuals, pension plans, trusts, charitable organizations, small businesses, Native American tribes, and government entities. The firm emphasizes discretionary asset management with strategic asset allocation and tactical adjustments, primarily using ETFs and no-load mutual funds, and benefits from its affiliation with a certified public accounting firm for integrated tax and advisory services.

Amy Fox is an advisor at Zanetti Financial, LLC in Albuquerque, NM. She holds a Series 65 designation and has been with the firm since 2023. Prior to joining Zanetti Financial, she was a stay-at-home mom for over two decades. Zanetti Financial serves individuals, high-net-worth clients, trusts, and retirement-plan trustees by providing investment supervisory services, portfolio management, and advice on non-securities matters. The firm follows a value-oriented investment approach focused on company fundamentals and incorporates an inflation-protection program using energy, commodities, fixed income, and ETFs.

Matthew Kindley is a Series 65-licensed financial advisor with SJHL Financial Group in Rio Rancho, NM. He has one year of industry experience and has held prior roles at several firms including Cornerstone University and Nagel CPA's, LLC. SJHL Financial Group offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and small businesses. The firm focuses on customized, goal-based portfolios using low-cost, diversified mutual funds and ETFs, employing a long-term investment strategy supported by fundamental analysis.

Susan Morrison is a CFP® professional with 22 years of experience in financial advising. She joined AAN Wealth Advisors LLC in 2023 after seven years at Ameriprise. In addition to her advisory role, she operates a law practice focused on estate planning and manages her financial planning business through an S-corporation. AAN Wealth Advisors LLC serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and investment companies by providing investment advisory services, financial planning, and project consulting. The firm utilizes model portfolios managed by an unaffiliated subadvisor and operates a multi-office structure with registrations in multiple states.