Jamal Gary

Johnathan Finley is a CFP® with 14 years of experience in financial advising. 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 provides financial planning, portfolio management, and retirement plan consulting to individual and employer clients. The firm uses fundamental analysis and primarily passive, asset-class-based portfolios, combining subscription-style ongoing planning with asset-based management for clients above a certain asset threshold.

Duncan Green is a financial advisor with Green & Deckert LLC in Lubbock, TX, holding Series 63 and Series 66 licenses and bringing 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 boards of the Lubbock Symphony Orchestra and Friends of Music of Texas Tech University. Green & Deckert LLC provides discretionary asset management to individuals and high-net-worth clients and offers retirement-plan consulting to plan sponsors, utilizing a long-term investment approach based on Modern Portfolio Theory and quantitative analysis. The firm integrates advisory, tax, and insurance services through its principals, who are licensed CPAs and insurance agents.

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.

Gregory Deckert is a CFP® with 13 years of experience in financial advising. He is a managing member of Green & Deckert LLC, where he has worked since 2019. Prior to this, he held roles at 1st Global Advisors, Inc., 1st Global Capital Corp, and West Texas Wealthcare Advisors, Inc. Deckert also operates a tax return preparation service. Green & Deckert LLC provides discretionary asset management to individual and high-net-worth clients and offers retirement plan consulting to plan sponsors. The firm’s investment approach emphasizes long-term diversification and uses quantitative analysis to construct portfolios primarily consisting of institutional mutual funds.

Brad Pruitt is a financial advisor at High Plains Investment Advisors, Inc. in Lubbock, TX, holding a Series 65 designation with 16 years of industry experience. He has been with Lubbock Financial Services, Inc. since 2009 and concurrently manages financial duties at Sunset International Bible Institute, overseeing accounting, budgeting, and financial reporting. High Plains Investment Advisors serves individuals, businesses, trusts, foundations, and charitable institutions, offering investment management and financial planning with a long-term approach based on Modern Portfolio Theory. The firm emphasizes strategic asset allocation using institutional and index mutual funds and ETFs, and provides participant education and advisory services for defined contribution retirement plans.

Michael Caffey is a financial advisor with Family Dynasty Advisors LLC in Lubbock, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Family Dynasty Advisors in 2018, he worked for PlainsCapital Bank Wealth Management for nine years. Outside of advising, he owns and manages a residential property remodel firm, MLD Construction LLC. Family Dynasty Advisors LLC provides discretionary portfolio management to individuals, high-net-worth families, and businesses, and serves as a subadviser to an unaffiliated registered investment company through the Tactical Advantage ETF. The firm employs a combination of active and passive strategies focused on managing volatility and uses technical, statistical, and macroeconomic inputs to guide portfolio allocation and rebalancing.