Johnathan Finley is a CFP® with 14 years of experience in financial advising. He is the owner of Open Door Financial Advisors in Lubbock, TX, where he has worked since 2021. His prior experience includes roles at Origin Financial, Mercer Global Advisors, and Kanaly Trust. Open Door Financial Advisors provides financial planning, portfolio management, and retirement plan consulting to individual and employer clients. The firm uses fundamental analysis and primarily passive, asset-class-based portfolios, combining subscription-style ongoing planning with asset-based management for clients above a certain asset threshold.

Matthew Angel is a CFP®-certified financial advisor with 10 years of industry experience. He is the principal and sole advisor at Angel Legacy Advisors, LLC, having previously worked at USAA for 15 years. Angel Legacy Advisors provides investment management and fiduciary retirement-plan advisory services to plan sponsors, businesses, and individual clients. The firm emphasizes fundamental analysis with a long-term approach, using diversified mutual funds, ETFs, and select individual securities, and it offers pension consulting, third-party manager oversight, and standalone financial planning services.

John Russell is a CFP® with 41 years of industry experience, currently serving as president of Strategy, Inc. dba The Advisors Group since 2017. His career includes long-term tenure with The Advisors Group dating back to 1978 and experience at Signal Securities, Inc. Outside of financial advising, he manages tax preparation services for financial clients 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, serving both individual and high-net-worth clients. The firm manages approximately $142 million for around 192 clients, implementing portfolios through a mix of ETFs, mutual funds, individual equities, and fixed income, supported by customized Investment Policy Statements and Riskalyze risk assessments.

Duncan Green is a financial advisor with Green & Deckert LLC in Lubbock, TX, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His career includes roles at Avantax Advisory Services, 1st Global Advisors, and Fillingim, Gardiner, Green & McNair. He serves on the boards of the Lubbock Symphony Orchestra and Friends of Music of Texas Tech University. Green & Deckert LLC provides discretionary asset management to individuals and high-net-worth clients and offers retirement-plan consulting to plan sponsors, utilizing a long-term investment approach based on Modern Portfolio Theory and quantitative analysis. The firm integrates advisory, tax, and insurance services through its principals, who are licensed CPAs and insurance agents.

Justin Price is a CFP® professional with 12 years of industry experience, serving as the sole advisor at AIM Advisory Group, LLC since 2013. He holds Series 63 and Series 65 licenses and is a licensed insurance agent in Texas, Georgia, and Indiana, authorized to sell life, medical, long-term care insurance, and annuities. AIM Advisory Group provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities, managing approximately $18.4 million in discretionary assets. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, offering both long-term and short-term trading strategies, including options, while tailoring client risk tolerance through documented Investment Policy Statements.

Daniel Robles is a financial advisor at Vision Wealth Advisors LLC in Lubbock, TX, holding a Series 66 designation with 17 years of industry experience. He has been with Vision Wealth Advisors since 2011. Vision Wealth Advisors provides discretionary portfolio management and advisory services to individuals, pension and profit-sharing plans, and business entities. The firm employs both fundamental and technical analysis, using a mix of long-term and short-term trading strategies to manage approximately $9.07 million across about 192 client accounts, with all assets managed in-house and clients required to use its recommended custodian.

Raymond Bonner is a CFP® professional with 19 years of industry experience, serving as an advisor at Bonner & Smith, LLC since 2007. He works from Lubbock, TX, as part of a three-advisor team. Bonner & Smith primarily serves individual investors, including high-net-worth clients, as well as retirement accounts and trusts, offering fee-only financial planning and discretionary portfolio management. The firm operates as a fiduciary with actively managed model portfolios and a specialization in serving employees in the oil and gas industry.

Stephen Christopher is a financial advisor with Lifeguard Advisors LLC in Mentor, OH. He holds a Series 65 designation and has 10 years of industry experience. Prior to his current role, he has been associated with Lifeguard Financial and Lonestar Registered Investment Advisors. In addition to advising, he is a licensed insurance agent and spends a significant portion of his time in insurance services. Lifeguard Advisors provides discretionary portfolio management focused on variable annuity and variable life subaccounts, primarily serving individual and high-net-worth clients. The firm maintains a very small client roster and often recommends third-party managers while overseeing their performance and managing related disclosures.

Gregory Deckert is a CFP® with 13 years of experience in financial advising. He is a managing member of Green & Deckert LLC, where he has worked since 2019. Prior to this, he held roles at 1st Global Advisors, Inc., 1st Global Capital Corp, and West Texas Wealthcare Advisors, Inc. Deckert also operates a tax return preparation service. Green & Deckert LLC provides discretionary asset management to individual and high-net-worth clients and offers retirement plan consulting to plan sponsors. The firm’s investment approach emphasizes long-term diversification and uses quantitative analysis to construct portfolios primarily consisting of institutional mutual funds.

Brad Pruitt is a financial advisor at High Plains Investment Advisors, Inc. in Lubbock, TX, holding a Series 65 designation with 16 years of industry experience. He has been with Lubbock Financial Services, Inc. since 2009 and concurrently manages financial duties at Sunset International Bible Institute, overseeing accounting, budgeting, and financial reporting. High Plains Investment Advisors serves individuals, businesses, trusts, foundations, and charitable institutions, offering investment management and financial planning with a long-term approach based on Modern Portfolio Theory. The firm emphasizes strategic asset allocation using institutional and index mutual funds and ETFs, and provides participant education and advisory services for defined contribution retirement plans.

Steven Temple is a financial advisor with Lonestar Registered Investment Advisors, PLLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with several firms, including College Planning Advisors, LLC and Pinnacle Investment Advisors, LLC (formerly Temple Wealth Management, LLC), where he serves as Managing Member. In addition to advisory roles, he is a licensed independent insurance agent selling fixed insurance products. Lonestar Registered Investment Advisors, PLLC serves individuals, pension and profit-sharing plans, trusts, estates, and business entities with approximately $250.7 million in assets under management. The firm provides financial planning and consulting while facilitating investment management through third-party money managers, using an investment policy statement and risk-tolerance assessment to select model portfolios and coordinate client reviews.

Michael Caffey is a financial advisor with Family Dynasty Advisors LLC in Lubbock, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Family Dynasty Advisors in 2018, he worked for PlainsCapital Bank Wealth Management for nine years. Outside of advising, he owns and manages a residential property remodel firm, MLD Construction LLC. Family Dynasty Advisors LLC provides discretionary portfolio management to individuals, high-net-worth families, and businesses, and serves as a subadviser to an unaffiliated registered investment company through the Tactical Advantage ETF. The firm employs a combination of active and passive strategies focused on managing volatility and uses technical, statistical, and macroeconomic inputs to guide portfolio allocation and rebalancing.

Jeffrey Mercer is a financial advisor at McDonald Capital Management with 19 years of industry experience. He holds a Series 65 designation and has worked at Islay Capital Management, LLC since 2005. McDonald Capital Management is an SEC-registered investment adviser managing approximately $306 million with two advisors. The firm serves individuals, pensions, trusts, charitable organizations, and pooled investment vehicles, employing a blend of quantitative model-driven strategies with fundamental and technical analysis to provide discretionary portfolio management, financial planning, and consulting services.

Christian Caraveo is a financial advisor with Lonestar Registered Investment Advisors, PLLC in San Antonio, TX, holding Series 63 and Series 65 designations and three years of industry experience. His prior work includes roles at Nylife Securities LLC and New York Life Insurance Co. He is also involved in insurance sales and services through Lonestar Wealth Management. Lonestar Registered Investment Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and business entities with approximately $250.7 million in assets under management. The firm offers financial planning and consulting, coordinating with third-party money managers who implement investment strategies and custody assets.

Charles Snyder is a financial advisor at Alpha Capital LLC in Lubbock, TX, with 12 years of industry experience. He holds a Series 66 designation and has previously worked with LPL Financial, Eagle Strategies, and New York Life. Outside of his advisory role, he owns Dark Puppet LLC and Twisted Pixels Photography, and is involved in an oil and gas company, KAE Energy, LLC. Alpha Capital LLC provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, asset-allocation driven investment approach and offers discretionary and non-discretionary portfolio management along with retirement plan advisory services.

Miles Hornak is President of K&S Wealth Advisors, LLC and Kuykendall & Schneider, Inc. He holds Series 63 and Series 66 licenses and has 38 years of industry experience. He has been with Kuykendall & Schneider since 1987 and founded K&S Wealth Advisors in 2018, where he supervises all firm activities and makes investment recommendations. K&S Wealth Advisors provides discretionary portfolio management and fee-based financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses multiple analysis techniques and generally pursues long-term investment strategies while adjusting for market conditions.

Gustavo Chavez is a financial advisor at Alpha Capital LLC in Lubbock, TX, holding a Series 66 designation with one year of industry experience. His prior work includes roles at LPL Financial LLC, Spire Outsourcing, and Sig Dansby & Associates. Alpha Capital LLC provides investment advisory, financial planning, and consulting services to a diverse client base, utilizing a long-term, asset-allocation driven investment approach tailored to individual risk tolerance and time horizon.

Mandi Applegate is a Series 65-licensed financial advisor with Family Dynasty Advisors LLC in Lubbock, TX, where she has worked since 2021. She has three years of industry experience, including prior roles at Concord Medical Group, Nylife Securities LLC, ALPH Capital Strategies, and Kuykendall & Schneider Inc. Family Dynasty Advisors LLC provides discretionary portfolio management to individuals, high-net-worth families, and businesses, and serves as a subadviser to an unaffiliated registered investment company through the Tactical Advantage ETF. The firm employs a mix of active and passive strategies with an emphasis on volatility management and uses technical, statistical, and macroeconomic analysis to guide allocations and rebalancing.

Shelby Russell is a CFP®-certified financial advisor with 13 years of industry experience, currently practicing at The Advisors Group in Lubbock, TX. She has served as a Certified Divorce Financial Analyst since 2019 and holds a Series 63 license. Prior to her current role, she worked at Signal Securities, Inc. and has been affiliated with The Advisors Group in various capacities since 2007. Outside of advising, she is a licensed independent insurance agent. The Advisors Group provides personalized financial planning and discretionary investment management to individuals, trusts, estates, and small businesses, serving both individual and high-net-worth clients. The firm manages approximately $142 million across about 192 clients and employs a mix of ETFs, mutual funds, individual equities, and fixed income within customized investment strategies.

Tyler Sturdivant is a financial advisor at McDonald Capital Management in Lubbock, TX, holding a Series 65 designation with eight years of industry experience. He has worked at McDonald Capital Management since 2016 and previously spent a year at Parkhill, Smith and Cooper. Prior to his financial advisory career, he worked full-time in education for ten years. McDonald Capital Management is an SEC-registered investment adviser managing approximately $306 million for individuals, pensions, trusts, charitable organizations, and pooled investment vehicles. The firm employs quantitative, fundamental, and technical strategies, offering discretionary portfolio management and financial planning, and sponsors private pooled funds alongside separately managed accounts.