Stephen Martinez

Jody Holt is a financial advisor at Holt Wealth Management LLC in Borger, TX, with 10 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Kenai Investments, Inc. for six years. Outside of advising, Holt is president of the board for Hutchinson County United Way, a local nonprofit organization. Holt Wealth Management provides discretionary portfolio management, financial planning, and tax preparation services to individual and high-net-worth clients. The firm customizes recommendations using a combination of technical and fundamental analysis and manages portfolios that may include equities, mutual funds, ETFs, and publicly traded REITs.

Allen Tollett is a Series 66-credentialed advisor with GWN Securities Inc., where he has worked since 2010. He has 21 years of industry experience. Outside of his advisory role, he is involved in selling life insurance products, including Medicare supplement and Advantage plans, and markets prepaid legal services. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs and model portfolios on the Fidelity-supported FMAX platform.

Katie Lingor is a financial advisor with Edward Jones in Borger, Texas, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, she worked with the Borger Economic Development Corporation and held roles at several companies including Estacar LLC and Classic Coffee Service. She serves as Committee Chairman for the Frank Phillips College Development Corporation, where she provides oversight of fund management and assists with cash flow planning. Edward Jones is a full‑service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Stephen Horst is a financial advisor with Ameriprise in Borger, TX, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he participates in church budget planning and allocation as a member of a local committee. Ameriprise offers a retirement-income planning service primarily for individuals with at least $1 million in investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Ryan Hill is a financial advisor at Edward Jones in Borger, TX, holding a Series 66 designation. He has prior experience at Traditions Wealth Advisors and Jagoe-Public Company, along with roles in transportation services and other industries. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets through a large network of advisors and branch offices.

Eric Schneck is a financial advisor at Edward Jones in Borger, TX, holding a Series 66 designation with seven years of industry experience. He has served with Edward Jones since 2018 and concurrently holds a position as a Major and staff officer in the United States Air Force Reserve. Prior to his reserve service, he was in the United States Air Force from 2007 to 2018. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm offers a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.