Tucker Lee

Mark Gilliland is the founder and principal of Gilliland Investment Management, Inc. in Canyon, TX, holding a Series 65 designation with 22 years of industry experience. He is also a certified public accountant (CPA) and owner of Gilliland & Co., PC, a CPA firm. Gilliland has been managing his investment advisory firm since 2015 and operating his accounting practice since 2013. Gilliland Investment Management provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, corporations, non-profit organizations, and retirement plans. The firm emphasizes diversified asset allocation and manages equities and fixed income using a combination of ETFs, mutual funds, and individual securities, serving a broader range of clients than typical for a solo independent advisor.

Jay Graham is a financial advisor with Acrylic Financial, Inc. He holds Series 63 and Series 65 licenses and has nine 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 an agent and owner of Retirement Security Advisors, where he focuses on life insurance and annuities. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, other advisers, corporations, and pooled investment vehicles, managing approximately $58.4 million in discretionary assets. The firm uses a combination of asset-allocation frameworks, momentum models, fundamental and technical analysis, and modern portfolio theory, offering both discretionary and non-discretionary management options.

Rusty Roush is a financial advisor with Archer Investment Corporation in Amarillo, TX, holding a Series 66 designation and 25 years of industry experience. His career includes roles at 1st Global Insurance Services and ownership of Rusty Roush CPA PC, where he managed tax, audit, and bookkeeping services. Outside of his advisory work, he leads Cloud 9 Services LLC, a bookkeeping and payroll firm, and is involved in the sale of health supplement products. Archer Investment Corporation provides advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million through separately managed accounts and proprietary mutual funds. The firm offers both discretionary management and model-based strategies, focusing on diversified portfolios constructed after comprehensive financial assessments.

Jamie Carroll is a financial advisor with CWM, LLC in Amarillo, TX, holding the CFP® designation and Series 63 and 66 licenses. He has 20 years of industry experience, with prior roles at Cetera Advisor Networks, Pinnacle Financial Group, and LPL Financial. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.

Philip Vann is a CFP® professional with four years of industry experience, currently serving as a financial advisor at CWM, LLC in Amarillo, TX. He has previously worked with 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 serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors, offering services such as asset management, financial planning, retirement plan consulting, and variable insurance sub-account management. The firm utilizes a combination of in-house and third-party investment models and emphasizes a structured advisory process supported by institutional custodians.

John Sims is a financial advisor at CWM, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Hilltop Securities and PRI Operating LLC. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors, offering services such as asset management, financial planning, retirement plan consulting, and sub-advisory services. The firm employs a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.