Samuel Pak

John Souther is the principal advisor at Souther Capital Management L.L.C. in Wichita Falls, TX, with 12 years of industry experience. He holds a Series 65 designation and has held executive and board roles outside of his advisory practice, including serving as Executive Director of Digital Strategy at Carrier Corporation and as a Director on the Board and Audit Committee of International Battery Metals. Souther Capital Management advises individual and high-net-worth clients, providing discretionary portfolio management and financial planning services. The firm’s investment process is based on an Investment Policy Statement tailored to client goals and employs various strategies, including long and short trading, margin, and option strategies.

Gary Silverman is a CFP® with 13 years of industry experience and has been with Personal Money Planning, LLC since 1995. He holds a Series 63 license and is based in Wichita Falls, TX. Personal Money Planning serves individual and high-net-worth clients, as well as trusts, estates, and small business owners. The firm provides fee-only financial planning, discretionary portfolio management, and hourly consulting, combining equity-focused mutual funds and ETFs with tactical hedging strategies informed by third-party econometric analysis.

Michelle Kuehner is a financial advisor at Personal Money Planning, LLC with 11 years of industry experience. She holds the Series 65 designation and has been with Personal Money Planning since 2005. Personal Money Planning serves individual and high-net-worth clients, as well as trusts, estates, and small business owners. The firm offers fee-only financial planning, discretionary portfolio management, and hourly consulting, combining equity-focused mutual funds and ETFs with a growth model that can be hedged using options strategies and short-term fixed-income funds.

Gloria Bohannon is a financial advisor at Mercantile Investment Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Mercantile Advisors I, LLC since 2012. Mercantile Investment Advisors provides discretionary investment management to individuals, including high-net-worth households, and institutional clients. The firm uses a combination of fundamental and technical analysis to tailor portfolios across various account types, managing accounts on a discretionary basis with regular reviews and periodic written communications to clients.

Jessica Hatcher is a financial advisor at Mercantile Investment Advisors with a Series 65 designation and two years of industry experience. Prior to her current role, she worked at Herbert R. Smith & Company and held positions in construction and media companies. Mercantile Investment Advisors provides discretionary investment management to individuals, including high-net-worth households, and institutional clients. The firm uses a mix of fundamental and technical analysis to tailor portfolios across various account types, managing accounts on a discretionary basis with regular documented reviews.

Brittany Schultz is a financial advisor at Personal Money Planning, LLC with three years of industry experience. She holds a Series 65 designation and has been with Personal Money Planning since 2019. Prior to her advisory career, she was a homemaker and military spouse for six years. Personal Money Planning serves individual and high-net-worth clients, as well as trusts, estates, and small business owners. The firm provides fee-only financial planning, discretionary portfolio management, and hourly consulting, combining equity-focused mutual funds and ETFs with options strategies and fixed-income funds, supported by third-party econometric analysis.