Steven Sherrill Cox

James Adams is a financial advisor at Adams Wealth Management with 15 years of industry experience. He holds a Series 66 designation and previously worked at Merrill from 2011 to 2014 before founding his own firm. Adams Wealth Management is an independent advisory firm serving individual and corporate clients, including high-net-worth individuals. The firm offers discretionary portfolio management and comprehensive financial planning using a client-specific approach that incorporates fundamental, technical, cyclical, and charting analysis. A distinguishing feature of the firm is its wrap fee program, which combines investment management and transaction costs under a single fee.

Charles Kitsman is the sole advisor at Kitsman Investment Management in Amarillo, Texas, with 45 years of industry experience. He holds a Series 63 designation and has previously worked at Purshe Kaplan Sterling Investments and Argentus Advisors. Outside of his financial advisory work, Kitsman owns a landscape photography business and serves as president of the board of trustees for a preschool serving low-income families. Kitsman Investment Management provides asset management and retirement-plan advisory services to individuals, trusts, estates, and corporate pension and profit-sharing plans. The firm employs a combination of fundamental and technical analysis with a focus on longer-term purchase strategies and offers ERISA 3(21) non-discretionary fiduciary services for retirement plans.

Bradley Clark is a financial advisor with Double Seven Wealth Group, LLC in Amarillo, TX, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at Firstbank Southwest, Wells Fargo Clearing, and Merrill. Clark also holds a General Lines Agent insurance license in Texas and may offer insurance products through an independent insurance agency. Double Seven Wealth Group provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses. The firm manages tailored portfolios using various methods and offers educational seminars and workshops to clients and prospective clients.

Roger Remling is the sole advisor at Kenai Investments, Inc., an independent firm based in Borger, Texas. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. Remling has been with Kenai Investments since 2003. Kenai Investments serves individual and high-net-worth clients, providing asset management, financial planning, business succession and executive benefits consulting, tax preparation assistance, and estate-planning support. The firm employs a combined fundamental and technical investment approach, offering both discretionary and non-discretionary services, and conducts formal quarterly account reviews tailored through client questionnaires.

Derrick Caldwell is a Series 65-licensed financial advisor with Hoyl Wealth Management, LLC in Amarillo, TX, bringing two years of industry experience. His prior roles include positions at AIG and Bank of America, and he also serves as Chief Operating Officer and insurance agent at Hoyl Financial, LLC. Outside of his advisory work, he owns Cornerstone Capital Advisors, an LLC structured for receiving commission payments from Hoyl Wealth Management. Hoyl Wealth Management is an independent, state-registered investment adviser providing portfolio management, financial planning, and managed account services to individuals and high-net-worth clients. The firm employs strategies tailored to clients’ goals and risk tolerance, using asset allocation, technical analysis, and both long- and short-term purchases, with an emphasis on preserving purchasing power over time.

Alex Fierro is a financial advisor at Toro Bravo Investment Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Toro Bravo, Fierro held positions at Elite Logistics, the Worldwide Organization of Jehovah's Witnesses, and Walmart. Toro Bravo Investment Advisors serves individual and high-net-worth clients by providing portfolio management, pension consulting, and financial planning. The firm uses a variety of analytical approaches and employs both long- and short-term trading strategies, including leverage and options, while maintaining individualized investment policy statements and discretionary portfolio management.