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.

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.

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.

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.

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.

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.

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.

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® with nine years of industry experience, currently serving as a financial advisor at Hanseatic Management Services Inc since 2012. She holds a Series 65 license and is based in Albuquerque, NM. Outside of her advisory role, she operates ABQSportfishing, a small outdoor recreation business. 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 construction and serves a variety of clients including other RIAs through sub-advisory and model provisioning arrangements.

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.

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.

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.