Charles Garrett Morgan

Johnathan Finley is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds a Series 65 license with 15 years of industry experience. He is the owner of Open Door Financial Advisors in Lubbock, TX, where he has worked since 2021. His prior experience includes roles at Origin Financial, Mercer Global Advisors, and Kanaly Trust. Open Door Financial Advisors is an independent, state-registered firm serving individual clients, including high-net-worth individuals, and employer plan sponsors. The firm offers financial planning, tailored portfolio management, and retirement plan consulting, focusing on passively constructed portfolios with discretionary account management.

Matthew Angel is a CFP®-certified financial advisor with 10 years of industry experience. He is the principal and sole advisor at Angel Legacy Advisors, LLC, having previously worked at USAA for 15 years. Angel Legacy Advisors provides investment management and fiduciary retirement-plan advisory services to plan sponsors, businesses, and individual clients. The firm emphasizes fundamental analysis with a long-term approach, using diversified mutual funds, ETFs, and select individual securities, and it offers pension consulting, third-party manager oversight, and standalone financial planning services.

Colton Davis is a financial advisor with SageFolio Advisors in Lubbock, TX, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to founding SageFolio Advisors, he worked at firms including Guardian Life Insurance Company, Park Avenue Securities, and New York Life. He serves as an advisory board member for the City of Lubbock, helping oversee appointments and public outreach for city boards and commissions. SageFolio Advisors provides investment advisory and financial-planning services to individuals, high-net-worth individuals, and business owners, offering both ongoing portfolio management and one-time financial plans. The firm’s approach is individualized and long-term, incorporating cash-flow analysis, risk management, and asset allocation to align with each client’s goals, with engagement options ranging from fixed and hourly to asset-based billing.

John Russell is a CFP® with 41 years of industry experience, currently serving as an advisor at The Advisors Group. He has held roles at The Advisors Group since 1978, including through its related entities, and previously worked at Signal Securities, Inc. Outside of advising, he is president of a tax preparation business and serves as treasurer for a local homeowners association. The Advisors Group provides personalized financial planning and discretionary investment management to individuals, trusts, estates, and small businesses, including a substantial high-net-worth clientele. The firm employs a client-specific process using risk assessments and written investment policy statements, managing portfolios through a strategic allocation of passive and active funds primarily via ETFs, mutual funds, individual equities, and fixed income.

Duncan Green is a financial advisor with Green & Deckert LLC, holding Series 63 and Series 66 licenses and over 31 years of industry experience. His career includes roles at Avantax Advisory Services, 1st Global Advisors, and Fillingim, Gardiner, Green & Mcnair. He serves on the board of the Lubbock Symphony Orchestra and Friends of Music of Texas Tech University. Green & Deckert LLC provides discretionary asset management and retirement-plan consulting for individual, high-net-worth, and institutional clients. The firm emphasizes a long-term investment approach based on Modern Portfolio Theory, employing institutional access to Dimensional Fund Advisors mutual funds and utilizing third-party operations support.

Justin Price is a CFP® professional with 12 years of industry experience, serving as the sole advisor at AIM Advisory Group, LLC since 2013. He holds Series 63 and Series 65 licenses and is a licensed insurance agent in Texas, Georgia, and Indiana, authorized to sell life, medical, long-term care insurance, and annuities. AIM Advisory Group provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities, managing approximately $18.4 million in discretionary assets. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, offering both long-term and short-term trading strategies, including options, while tailoring client risk tolerance through documented Investment Policy Statements.