John Russell is a CFP® with 41 years of industry experience, currently serving as an advisor at The Advisors Group. He has held roles at The Advisors Group since 1978, including through its related entities, and previously worked at Signal Securities, Inc. Outside of advising, he is president of a tax preparation business and serves as treasurer for a local homeowners association. The Advisors Group provides personalized financial planning and discretionary investment management to individuals, trusts, estates, and small businesses, including a substantial high-net-worth clientele. The firm employs a client-specific process using risk assessments and written investment policy statements, managing portfolios through a strategic allocation of passive and active funds primarily via ETFs, mutual funds, individual equities, and fixed income.

Shelby Russell is a CFP® with 13 years of industry experience, currently serving as a financial advisor at The Advisors Group in Lubbock, TX. She has held the Certified Divorce Financial Analyst (CDFA) designation since 2019 and has worked at The Advisors Group and Signal Securities, Inc. Her other business activities include acting as an independent insurance agent. The Advisors Group provides personalized financial planning and discretionary investment management to individuals, trusts, estates, and small businesses, including a substantial high-net-worth clientele. The firm uses a client-specific process with risk assessment and written investment policy statements, managing portfolios through a strategic allocation approach combining passive and active funds.