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.

Carson Greathouse is a financial advisor at CWM, LLC with a Series 65 license and two years of industry experience. His prior work includes roles at Pantera Energy, Happy State Bank, Mesilla Valley Transportation, Bank of Commerce, and West Texas A&M University. CWM 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, sub-advisory services, and variable insurance sub-account management, utilizing a combination of in-house models, third-party sub-advisors, and technology partners to manage discretionary portfolios.

Justin Ehle is a CFP® professional with 15 years of experience, currently serving at CWM, LLC since 2019. His prior experience includes roles at Carson Wealth, Cetera Advisor Networks, and Northwestern Mutual in various capacities from 2007 to 2019. Outside of advising, he owns Jhand Consulting, LLC, an insurance commission business. 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.

Cole David is a financial advisor at CWM, LLC with five years of industry experience. He holds a Series 65 designation and has been with CWM since 2019. Prior to joining CWM, he worked at Texas Christian University from 2015 to 2019. In addition to his advisory role, he is also licensed as an insurance agent, selling life, disability, annuities, and long-term care insurance. CWM 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.

Jesse Murphy is a CFP® professional with 42 years of experience in the financial services industry. He is currently with CWM, LLC and Carson Wealth, and has previously worked at firms including Cadaret, Grant & Co., Inc. and LPL Financial, LLC. In addition to his advisory work, he holds a license 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 asset management, financial planning, retirement plan consulting, sub-advisory services, and variable insurance sub-account management. The firm employs discretionary portfolio management through an Investment Committee and combines in-house models, third-party sub-advisors, and technology partners to deliver its services.

Adam Bonner is a CFP® professional with 10 years of experience in financial advising. He has worked at Independent Financial Group, LLC since 2019, following previous roles at LPL Financial and United Capital Financial Advisers, LLC. Bonner is also an officer and director of Amarillo Wealth Management, LLC, a DBA name used for marketing purposes. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of investment adviser representatives and provides access to multiple advisory programs and third-party asset managers.

Laura Hamilton is a financial advisor with Equity Services, Inc. She holds Series 63 and Series 65 licenses and has been active in the financial services industry since 2012 through her own firm, L Hamilton Financial Group, LLC. Hamilton serves as president of L Hamilton Financial Group and is involved in financial marketing and planning activities associated with that business. Equity Services, Inc. (doing business as EFA) provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm offers investment management through a combination of proprietary and third-party platforms, utilizing client profile questionnaires to tailor asset-allocation models and supports both discretionary and non-discretionary trading strategies.

Jeffrey Maynard is a financial advisor with CWM, LLC in Amarillo, TX, holding Series 63 and Series 65 credentials and over 23 years of industry experience. His career includes roles at Cetera, Carson Wealth, LPL Financial, and Pinnacle Financial Group. He is also an insurance agent selling life, disability, and long-term care products. CWM 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.

Nolan David is a Series 65-licensed financial advisor with six years of industry experience, currently with CWM, LLC in Amarillo, TX. His prior experience includes roles at Carson Wealth, Pinnacle Financial Group, Cetera Advisor Networks, and LPL Financial. In addition to financial advising, he is also an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM 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 discretionary portfolio management supported by in-house models, third-party sub-advisors, and technology partners.

Nathan Murphy is a CFP® with 23 years of industry experience, currently serving as a financial advisor at CWM, LLC. His prior experience includes roles at Carson Wealth, Cetera Wealth Services, LPL Financial, Happy State Bank, Murphy Financial Advisors, Inc., and Cadaret, Grant & Co., Inc. Outside of his advisory work, he is involved in selling life, health, disability, annuities, and long-term care insurance. CWM 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, sub-advisory services, and variable insurance sub-account management, utilizing a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.

Holly Mc Glasson is a financial advisor at Mariner Wealth with a Series 65 designation and two years of industry experience. She previously worked at Wells Fargo Bank for several years before joining Mariner Wealth. Mariner Wealth is a large wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of services including investment management, financial planning, retirement plan consulting, tax services, and family-office style administration, utilizing both active and passive investment strategies.

Jessica Hunnicutt is a financial advisor at CWM, LLC with 15 years of industry experience. She holds the Series 66 designation and has previously worked at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and Farmers Insurance. Outside of her advisory role, she is the owner of Hunnicutt Enterprises, LLC, which operates an Airbnb business. 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, employing a combination of in-house models, third-party sub-advisors, and technology partners to deliver its investment solutions.

H Sturgeon is a financial advisor with CWM, LLC in Amarillo, TX, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining CWM in 2020, H Sturgeon worked at Carson Wealth, Equitable Advisors, Axa Advisors, and Prosperity Bank. They also have a background with Texas A&M University from 2015 to 2019. CWM 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 discretionary portfolio management through an Investment Committee and a combination of in-house models, third-party sub-advisors, and technology partners.

Michael David is a financial advisor at CWM, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Carson Wealth, Cetera Advisor Networks, LPL Financial, and Pinnacle Financial Group. Outside of his advisory role, he serves as a board member for the Kids, Inc Foundation, a nonprofit organization. CWM 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 mix of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.

Jacob Wood is a financial advisor with OSAIC based in Amarillo, TX, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with Royal Alliance Associates, Inc. since 2008 and is involved in a family partnership that owns a coffee shop, contributing as a general partner. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.