Kathleen Williams Price is a financial advisor with Independent Wealth Network, Inc. She holds Series 63 and Series 66 licenses and has 31 years of industry experience. Her prior roles include positions at McDermott Investment Services, Brokers International Financial Services, and Lowell And Company Inc. Outside of her advisory work, she teaches water aerobics and is involved in Medicare supplement plan sales. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and access to third-party managers and model portfolios, tailoring strategies to client goals through various investment approaches including fundamental and technical analysis.

Charles Morgan is a financial advisor at Independent Wealth Network, Inc. in Lubbock, TX, holding a Series 66 designation with 17 years of industry experience. His prior roles include positions at Lowell Asset Management and various Lowell-affiliated firms from 2007 to 2018. Outside of his advisory work, Morgan is a partner at Archer Financial Partners, an independent insurance agency, and is involved with the Boy Scouts of America South Plains Council. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension plans, estates, charitable organizations, and corporations. The firm employs tailored investment strategies using fundamental and technical analysis, third-party managers, and model portfolios, with ongoing portfolio monitoring and client reviews.