Andrew Elliot Holt

Mark Gilliland is the founder and principal of Gilliland Investment Management, Inc. in Canyon, TX, holding a Series 65 designation with 22 years of industry experience. He is also a certified public accountant (CPA) and owner of Gilliland & Co., PC, a CPA firm. Gilliland has been managing his investment advisory firm since 2015 and operating his accounting practice since 2013. Gilliland Investment Management provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, corporations, non-profit organizations, and retirement plans. The firm emphasizes diversified asset allocation and manages equities and fixed income using a combination of ETFs, mutual funds, and individual securities, serving a broader range of clients than typical for a solo independent advisor.

Jay Graham is a financial advisor with Acrylic Financial, Inc. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to joining Acrylic Financial in 2023, he worked at Foundations Investment Advisors and Horter Investment Management. In addition to his advisory work, he is an agent and owner of Retirement Security Advisors, where he focuses on life insurance and annuities. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, other advisers, corporations, and pooled investment vehicles, managing approximately $58.4 million in discretionary assets. The firm uses a combination of asset-allocation frameworks, momentum models, fundamental and technical analysis, and modern portfolio theory, offering both discretionary and non-discretionary management options.

Rusty Roush is a financial advisor with Archer Investment Corporation in Amarillo, TX, holding a Series 66 designation and over 26 years of industry experience. Prior to joining Archer in 2018, he worked at 1st Global Insurance Services and 1st Global Advisors, among other roles. He is also the CEO of Rusty Roush CPA PC and runs Wealth Insight Network, where he is the sole licensed advisor. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors. The firm offers a range of advisory services from comprehensive financial planning to model portfolios, managing most assets on a discretionary basis with diversified allocations across multiple asset classes.

Jamie Carroll is a CFP® professional with 21 years of industry experience, currently affiliated with CWM, LLC in Amarillo, TX. He has worked at Cetera Advisor Networks, Pinnacle Financial Group, and LPL Financial over his career. Carroll also holds licenses as a Series 63 and Series 66 representative and is involved in fixed insurance sales, including life, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of over 600 advisors. The firm provides portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis with model portfolios supported by an in-house Investment Committee and various customization tools.

Kross Blackwell is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. Prior to joining Mariner, he worked at First United Bank Texas and was a full-time student for nine years. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds through investment management, financial planning, and retirement plan consulting. The firm offers customized portfolios managed by an Investment Committee and internal teams, with access to third-party managers and a range of investment strategies, as well as integrated tax and accounting services and administrative family office capabilities.

Philip Vann is a CFP® affiliated with CWM, LLC, with four years of industry experience. He has previously worked at Carson Wealth and Carson Wealth Management Group. In addition to his advisory role, he is licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving a diverse range of clients, including individuals, high-net-worth families, foundations, and institutions. The firm employs a discretionary investment approach that integrates model portfolios, third-party sub-advisors, and customization tools, with a strong focus on retirement-plan services and fiduciary processes.