Christine Annie Buckley

George Offutt is principal of GQO Investment Advisors, Inc., an independent firm, and holds the PFS™ designation along with Series 63 and Series 65 licenses. He has 32 years of experience in the financial industry with a background that includes founding and leading multiple family partnerships and a private 501(c)(3) foundation. Offutt also provides trust and trustee services and operates a CPA practice focusing on tax compliance and reporting. GQO Investment Advisors offers discretionary investment management and financial consultation to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a tailored investment process with a preference for globally diversified portfolios and combines long-term and more active strategies, conducting regular account reviews to align with client goals.

Robert Rogers is a financial advisor at Rogers Capital Advisors, LLC, with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Rogers Capital Advisors since 2015. Outside of his advisory role, he is a limited partner in several non-investment-related businesses, including an oil field supply company, a bio/pharma development firm, and a concrete company. Rogers Capital Advisors serves individual and high-net-worth clients, as well as a range of institutional clients such as corporate pension plans, charitable organizations, and small businesses. The firm manages assets primarily on a discretionary basis, employing a combination of fundamental, technical, and cyclical analysis, and offers comprehensive financial planning and consulting services.

Preston Rosamond is a financial advisor with The Rosamond Financial Group Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at his current firm since 2017 and was previously with Summit Financial Group, Inc. and Summit Brokerage Services, Inc. from 2009 to 2018. In addition to advisory work, he manages operating and administrative functions for his family office and provides organizational and financial process advice to businesses through RFG Family Office, LLC. The Rosamond Financial Group serves individuals, charitable organizations, and business entities by providing portfolio management, financial planning, and coaching. The firm uses Investment Policy Statements to guide asset allocation and employs both long- and short-term trading strategies with a broad range of investment vehicles.

Will Rogers is a CFP® with 20 years of industry experience and has been with Rogers Capital Advisors, LLC since 2015. The firm is a small advisory practice based in Horseshoe Bay, TX, with two advisors and approximately $3.6 million in assets under management as of year-end 2024. Outside of his advisory role, Rogers holds a license to sell non-variable insurance. Rogers Capital Advisors provides investment management and fee-based financial planning services to individual, high-net-worth, and a range of institutional clients. The firm manages assets primarily on a discretionary basis, employing a combination of fundamental, technical, and cyclical analysis to construct and monitor portfolios.

Randall Smith is a financial advisor at Dominion Portfolio Management, Inc. with 28 years of industry experience. He holds a Series 66 designation and has been with Dominion Portfolio Management since 2011, previously working at Dominion Investor Services, Inc. and currently involved in ranching operations at Circle R Ranch. Dominion Portfolio Management serves individual and high-net-worth clients as well as businesses, providing fee-based portfolio management through customized strategies that incorporate fundamental, technical, and economic analysis across a range of asset classes. The firm offers both discretionary and non-discretionary services and is affiliated with Calton & Associates, Inc. and other related entities.

Terry Lester is a financial advisor with MDX Wealth Management in Spicewood, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with MDX Wealth Management since 2012. Lester serves as a trustee for the Carol Lester Irrevocable Trust and is a board member of His Joshua House, a nonprofit organization. MDX Wealth Management serves individual clients, including high-net-worth households, as well as trusts, foundations, corporations, and retirement plans. The firm provides wealth management and portfolio management services using a fundamental research process that combines top-down and bottom-up analysis across multiple asset classes.