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.

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.

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.

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.