Charlotte Ann Adams

Kevin Patterson is the sole advisor and principal of Patterson Strategic Equity LLC, an independent investment advisory firm. He holds a Series 65 designation and has one year of experience in the financial industry. Outside of his advisory role, he works as a firefighter with the Amarillo Fire Department. Patterson Strategic Equity LLC provides discretionary asset management services to individuals and high-net-worth clients, focusing on fundamental analysis and tailored investment strategies. The firm emphasizes individualized portfolio management and operates on a discretionary basis using Charles Schwab as custodian.

James Adams is a financial advisor at Adams Wealth Management in Amarillo, TX, with 15 years of industry experience. He has held his current role since 2014 and previously worked at Hilltop Securities Independent Network for two years. He holds the Series 66 designation. Adams Wealth Management is an independent advisory firm managing approximately $13.6 million across 29 client accounts. The firm offers discretionary portfolio management and comprehensive financial planning services to individual, including high-net-worth, and corporate clients. It uses a client-specific approach to portfolio construction and sponsors a wrap fee program that covers investment management and transaction costs under a single fee.

Charles Kitsman is the sole advisor at Kitsman Investment Management in Amarillo, Texas, with 45 years of industry experience. He holds a Series 63 designation and has previously worked at Purshe Kaplan Sterling Investments and Argentus Advisors. Outside of his financial advisory work, Kitsman owns a landscape photography business and serves as president of the board of trustees for a preschool serving low-income families. Kitsman Investment Management provides asset management and retirement-plan advisory services to individuals, trusts, estates, and corporate pension and profit-sharing plans. The firm employs a combination of fundamental and technical analysis with a focus on longer-term purchase strategies and offers ERISA 3(21) non-discretionary fiduciary services for retirement plans.

Bradley Clark is a financial advisor at Double Seven Wealth Group, LLC in Amarillo, TX, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Firstbank Southwest and Wells Fargo Advisors. Clark is also licensed as a General Lines Agent in Texas, allowing him to offer insurance products alongside investment services. Double Seven Wealth Group serves individuals, high-net-worth clients, and small businesses by providing discretionary investment management and financial consulting. The firm emphasizes client education through seminars and workshops and uses a combination of fundamental and technical analysis alongside modern portfolio theory to create tailored investment strategies.

Roger Remling is the sole advisor at Kenai Investments, Inc., an independent firm based in Borger, Texas. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. Remling has been with Kenai Investments since 2003. Kenai Investments serves individual and high-net-worth clients, providing asset management, financial planning, business succession and executive benefits consulting, tax preparation assistance, and estate-planning support. The firm employs a combined fundamental and technical investment approach, offering both discretionary and non-discretionary services, and conducts formal quarterly account reviews tailored through client questionnaires.

Derrick Caldwell is a financial advisor at Hoyl Wealth Management, LLC in Amarillo, TX, holding a Series 65 credential with one year of industry experience. He has prior experience at AIG and Bank of America. Outside of his advisory role, he serves as Chief Operating Officer and insurance agent at Hoyl Financial, LLC. Hoyl Wealth Management, LLC is an independent investment adviser serving individual and high-net-worth clients with investment advisory, financial planning, and managed account services. The firm employs a client-specific approach using asset allocation, technical analysis, and a mix of long- and short-term purchases, offering both discretionary and non-discretionary portfolio management.