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 with Seasons Wealth Services LLC in Albuquerque, NM. He holds a Series 65 designation and has experience in tax preparation and business consulting through his roles at Boehm & Bacon CPAs LLC and Seasons Accounting Services LLC, both since 2002, as well as prior work at Sunray Gaming of NM LLC. Seasons Wealth Services provides discretionary portfolio management and comprehensive financial and business planning to individuals, high-net-worth clients, and business owners. The firm employs a passive, index-oriented investment approach based on Modern Portfolio Theory, emphasizing diversified, tax-efficient, low-cost mutual funds and ETFs.

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 principal of Educated Wallet LLC in Albuquerque, NM, holding Series 63 and Series 65 licenses with 11 years of industry experience. His background includes roles at Kinetic Investment Management, First Heartland, Jukai Investments, and New York Life. He also serves as president of Educated Wallet, an online financial education platform. Educated Wallet serves individual investors, including some high-net-worth clients, providing portfolio management through a sub-advisory arrangement as well as standalone financial planning and consulting. The firm emphasizes investor education through subscription courses and workshops alongside its investment services.

Kyle Lynch is a financial advisor at Steve Lynch Wealth Management in Albuquerque, NM, holding Series 63 and Series 65 licenses with eight years of industry experience. He has been with Steve Lynch Wealth Management since 2019 and also serves as a captain in the Army National Guard. Steve Lynch Wealth Management provides personalized financial planning and investment management to individuals, trusts, retirement plans, charitable organizations, and small businesses. The firm employs a strategic asset-allocation, core-and-satellite approach emphasizing passive index funds and ETFs, with portfolios managed non-discretionarily and regular client consultations.

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.

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 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™.

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.

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 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.

Stephen Lynch is a financial advisor at Steve Lynch Wealth Management in Albuquerque, NM, holding CFP® and Series 63 designations with 40 years of industry experience. He has been associated with his own firm since 1995 and is also an author, having written a book since 2021. Steve Lynch Wealth Management provides personalized financial planning and investment management to individuals, trusts, retirement plans, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach emphasizing passive index funds and ETFs, managing assets on a non-discretionary basis with quarterly or more frequent client reviews.

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, holding a Series 65 designation with four years of industry experience. He has worked at TruePath Financial Planning since 2021 and has concurrently served at Menaul School since 2007. TruePath Financial Planning provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as 401(k) management services for businesses. The firm employs a long-term asset allocation strategy using a range of investment vehicles and offers customizable risk options, with accounts reviewed at least annually.

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.

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.

John Cloak is a financial advisor with Cloak Advisors in Albuquerque, NM, holding a Series 63 designation and 40 years of industry experience. His prior work includes roles at Interactive Brokers LLC and Mutual Securities Inc, alongside founding Cloak & Company Investment Advisors, LLC. He is also a silent partner in First Street Properties, LLC. Cloak Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients as well as profit-sharing plans, overseeing approximately $25.5 million in assets. The firm employs a fundamental analysis approach focused on long-only, equally weighted equity and balanced portfolios, with accounts reviewed quarterly.