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.

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.

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.

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.

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.

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.

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.

Barbara Baie is a financial advisor at K&S Wealth Advisors, LLC in Lubbock, TX, with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Kuykendall & Schneider, Inc. since 2011. 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.

Nickolas Widen is a financial advisor at AIM Advisory Group, LLC in Lubbock, Texas, holding a Series 65 credential. He operates as the sole advisor of the independent firm. AIM Advisory Group provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory to construct diversified strategies across multiple asset classes, reviewing accounts at least monthly.

Brendan King is a financial advisor at K&S Wealth Advisors, LLC in Lubbock, TX, with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Kuykendall & Schneider, Inc. since 2013, following three years at Legacy Reserves, LP. 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.

Eric McDonald is a CFA® charterholder with 20 years of industry experience. He is based in Lubbock, TX, and has worked at Islay Capital Management, LLC since 2005. McDonald is a principal of McDonald Capital Management, a firm with two advisors managing approximately $306 million. McDonald Capital Management serves individuals, pensions, trusts, charitable organizations, and pooled investment vehicles, offering discretionary portfolio management, financial planning, and consulting services. The firm combines quantitative model-driven strategies with fundamental and technical analysis, manages both pooled funds and separately managed accounts, and employs performance-based fees for accredited investors in its private funds.

Timothy Mack is a financial advisor at High Plains Investment Advisors, Inc. with 22 years of industry experience. He holds a Series 63 designation and has worked at Bolinger, Segars, Gilbert & Moss since 2004 and Lubbock Financial Services, Inc. since 1998. Outside of advisory work, he provides accounting and tax services under an exclusive contract with a local CPA firm. High Plains Investment Advisors offers investment management and financial planning services to individuals, businesses, trusts, foundations, and charitable institutions. The firm’s approach is long-term and based on Modern Portfolio Theory, utilizing strategic asset allocation with institutional and index mutual funds and ETFs, along with participant education and advisory services for defined contribution retirement plans.

Jamie White is a financial advisor at K&S Wealth Advisors, LLC with five years of industry experience. He holds the Series 66 designation and has worked previously at the Texas Department of Banking and Peoples Bank. White has been with Kuykendall & Schneider, Inc. since 2020. 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 employs multiple analysis techniques and generally pursues long-term investment strategies while adjusting for market conditions.

Blake Flint is a financial advisor with Amicus Financial Advisors, LLC in Lubbock, TX. He holds a Series 65 designation and has three years of industry experience. Prior to joining Amicus in 2022, he worked at City Bank Wealth Management and City Bank. He also has experience outside finance, having operated Mighty Wash and worked at Texas Tech University. Amicus Financial Advisors provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a multi-cap, multi-style investment approach that integrates active and passive vehicles, managing portfolios on a discretionary basis with quarterly reviews and rebalancing aligned with individualized Investment Policy Statements.

Joseph Asrat is a financial advisor at Amicus Financial Advisors, LLC in Lubbock, TX, holding a Series 65 designation with one year of industry experience. He has been with Amicus Financial Advisors since 2024. Amicus Financial Advisors, LLC provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a multi-cap, multi-style investment approach combining active and passive vehicles and manages portfolios on a discretionary basis according to individualized Investment Policy Statements.

Hatley Harrell is a financial advisor at Crescent Advisor Group, Inc. with 23 years of industry experience. He holds the Series 66 designation and previously worked for Lowell and Company for 17 years. Outside of his advisory role, he is involved in farm and land management through Harrell Farms Ltd and related entities. Crescent Advisor Group, Inc. provides financial planning and portfolio management services to a diverse client base, including individuals, families, institutions, and non-profits. The firm employs a combined technical and fundamental investment approach and manages both traditional and alternative assets through a network of affiliated business lines.