Mark Edward Gilliland

Jay Graham is a financial advisor with Acrylic Financial, Inc. in Amarillo, TX, holding Series 63 and Series 65 credentials and bringing 10 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 owner and agent at Retirement Security Advisors, where he specializes in life insurance and annuities. Acrylic Financial provides portfolio management and financial planning services to individuals, corporations, and pooled investment vehicles. The firm uses a mix of asset allocation, fundamental and technical analysis, and modern portfolio theory, offering both discretionary and non-discretionary management alongside financial planning.

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.

John Sims is a Series 65 licensed financial advisor with CWM, LLC, based in Amarillo, TX. He has one year of industry experience and has held roles at Carson Wealth and Hilltop Securities. Prior to his advisory career, he worked seven years at PRI Operating LLC. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through over 600 advisors. The firm emphasizes discretionary portfolio management using model portfolios overseen by an in-house Investment Committee and offers a range of services such as financial planning, sub-advisory, and specialized retirement-plan solutions.