Tanya Mc Cann is a financial advisor at Horizons Financial Planning in Midland, TX, with 43 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services and Investment Professionals, Inc. Horizons Financial Planning serves individuals, including high net worth clients, as well as corporate and charitable organizations, providing asset management and financial planning services. The firm employs both fundamental and technical analysis, primarily focusing on long-term strategies while incorporating client-specific restrictions and utilizing options and other derivatives in some managed accounts.

Cade Jones is a financial advisor at Eight 31 Financial, LLC in Midland, TX, holding a Series 65 designation with seven years of industry experience. He previously worked at Syntal Capital Partners for six years and has a background that includes a role at UDawg Graphics. Eight 31 Financial advises primarily high-net-worth individuals and institutional clients, managing approximately $494 million in assets across 66 client relationships. The firm offers tailored, goal-based portfolios with discretionary authority, combining various investment vehicles and third-party platforms, and sponsors affiliated private funds while operating its own wrap fee program.

Karen Mcintyre is a ChFC® credentialed financial advisor with 44 years of industry experience, currently with Uniting Wealth Partners since 2024. She previously worked at Raymond James Financial and Raymond James Financial Services Inc. for over two decades. In addition to her advisory role, she is a licensed insurance agent involved in insurance sales and implementation. Uniting Wealth Partners provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a diversified investment approach using low-cost mutual funds and ETFs, supplemented by individual securities and alternative investments, with a long-term orientation.

Dane Crunk is a CFP® with 25 years of experience in the financial services industry. He is currently with Eight 31 Financial, LLC, where he has worked since 2023, following an 11-year tenure at Syntal Capital Partners, LLC. Outside of his advisory role, he serves as chairman of the board for Smith Industries, an energy service company, and is involved in managing various family investment entities focused on private equity, oil and gas, real estate, and manufacturing. Eight 31 Financial, LLC advises high-net-worth individuals and institutional clients, managing approximately $494 million in assets across 66 client relationships. The firm offers customized, goal-based portfolios with discretionary authority, combining third-party managers, mutual funds, ETFs, individual securities, and private fund allocations, and operates a firm-sponsored wrap fee program.

Michelle Acton is a financial advisor at Private Wealth Asset Management with three years of industry experience. She holds a Series 65 designation and previously worked at Wells Fargo Bank, NA for 36 years. Private Wealth Asset Management serves individuals, family offices, trusts, estates, philanthropic organizations, business entities, and retirement plans. The firm manages approximately $1.85 billion in discretionary assets using a strategic asset allocation approach supported by quantitative, fundamental, and technical analysis, and offers specialized services including oil and gas holdings management, real estate asset management, and business transition planning.

Bryan Jarman is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Private Wealth Asset Management since 2022. His prior experience includes nine years at Wells Fargo Bank and one year at Wells Fargo Clearing Services. Outside of his advisory role, he is a partner in an oil and gas mineral interests investment group and operates a short-term rental property. Private Wealth Asset Management provides advisory services to individuals, family offices, trusts, estates, and nonprofit organizations, offering both discretionary and non-discretionary investment management. The firm manages approximately $1.85 billion in assets and employs a strategic asset allocation approach supplemented by tactical adjustments, combining quantitative, fundamental, and technical analyses.

Gayle Fincher is a financial advisor at Private Wealth Asset Management with a Series 65 credential and two years of industry experience. Prior to joining Private Wealth Asset Management in 2022, Fincher worked for Wells Fargo Bank, NA for 31 years. Private Wealth Asset Management provides advisory services to individuals, family offices, trusts, estates, philanthropic and non-profit organizations, business entities, and retirement plans. The firm manages approximately $1.85 billion in discretionary assets, emphasizing strategic asset allocation supported by quantitative, fundamental, and technical analysis, alongside offering specialized services such as oil and gas holdings management and business transition planning.

Derek Robinett is a CFA® and PFS™ credentialed advisor with 12 years of industry experience. He currently works at Amicus Financial Advisors, LLC and previously held roles at Cambridge Investment Research Advisors, Inc. and Basin Wealth Management, LLC. Outside of his advisory work, he serves as a business administrator and assistant treasurer at Fannin Terrace Baptist Church and provides tax preparation, tax planning, and small business advisory services through his own firm, Derek Robinett PLLC. Amicus Financial Advisors, LLC offers comprehensive financial planning, retirement and tax planning, trust and estate services, insurance planning, settlement planning, and investment management to individuals, trusts, charitable organizations, and institutions. The firm employs a multi-cap, multi-style, multi-manager investment approach that integrates active and passive strategies, using quantitative tools to establish asset allocations and guide rebalancing.

Raquel Padilla is a financial advisor with Eight 31 Financial, LLC, holding a Series 66 designation and 17 years of industry experience. She previously worked at Purshe Kaplan Sterling Investments and Syntal Capital Partners. Eight 31 Financial, LLC serves primarily high-net-worth individuals and manages approximately $532 million in assets across separately managed accounts, wrap-fee programs, and private investment funds. The firm sponsors multiple private funds and combines allocations to third-party managers, mutual funds, ETFs, and selective private funds with discretionary portfolio management.

Stephen Hurt is a financial advisor at Uniting Wealth Partners with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James Financial and Raymond James Financial Services for a combined 25 years. Outside of advising, he owns Odemoco, LLC, a payroll facilitation business, and is a licensed insurance agent involved in insurance sales and implementation. Uniting Wealth Partners offers wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm’s portfolios typically include low-cost, diversified mutual funds and ETFs, with additional options such as individual stocks, bonds, and alternative investments, employing various analytical approaches and long-term strategies.

Giovani Rodriquez Martinez is a financial advisor with Private Wealth Asset Management in Midland, TX. He holds a Series 65 designation and has been with the firm since 2026. His prior experience includes roles at the University of Texas Permian Basin and Texas Tech University, as well as positions at BDO Puerto Rico and GAOS PSC Accounting Firm. Private Wealth Asset Management serves individuals, family offices, trusts, estates, nonprofit organizations, and retirement plans. The firm combines quantitative, fundamental, technical, and economic analysis in its investment process and provides discretionary portfolio management along with access to private placements and alternative investments.

Dee Carter is a ChFC® credentialed financial advisor with 10 years of experience at Sound Income Strategies, LLC and over 25 years in the industry. He has worked at Carter-Stearns Financial since 2025 and owns Carter Financial Group, where he sells fixed and index annuities, life, and long-term care insurance. Carter is also an educator at Scranton Academy for Financial Education and serves as chairman of the local John Burch Society business chapter. Additionally, he is a member of the Midland Downtown Lion’s Club. Sound Income Strategies is a fee-based investment adviser serving individual, corporate, pension, and retirement plan clients through asset management, financial planning, and advisory services. The firm emphasizes fixed-income and income-oriented strategies, active portfolio management, and allocates assets to third-party managers while also acting as a sub-advisor to exchange-traded funds.

Jacob Milam is a financial advisor with Gateway Wealth Partners, LLC, holding Series 65 and Series 63 credentials and five years of industry experience. His prior roles include positions at LPL Financial, NetSuite, Oracle Corporation, and Vector Marketing. He is also involved with Winter Magnolia L.L.C., a business entity used for tax and investment purposes. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, wealth management, and retirement plan consulting, typically using diversified mutual funds and ETFs alongside individual securities and independent managers.

James Vasquez is a financial advisor at Mutual of Omaha Investor Services, Inc. with five years of industry experience. He holds the Series 65 and Series 63 designations and previously worked at Halliburton Energy Services and Chick-fil-A. Outside of investment advisory, he is also licensed as an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individual and institutional clients, offering various managed account programs and retirement plan consulting primarily through a platform relationship with Envestnet. The firm operates within the Mutual of Omaha group alongside broker-dealer and insurance businesses, administering multiple investment solutions and model portfolios.

Troy Chesnut is a CFP® with 38 years of experience in financial advisory roles. He is currently with LaSalle St. Investment Advisors, L.L.C., where he has worked since 2022. Prior to that, he spent over three decades with Avantax Advisory Services and its affiliated entities. Outside of his advisory work, Chesnut holds board and leadership roles with several nonprofit organizations, including American Wheelchair Mission, Vrdur Foundation, and Jerry Lewis Comedy Classics Corp., and is involved with Orizon Research LLC, a health formulation research company. LaSalle St. Investment Advisors serves individuals, trusts, pension plans, charitable organizations, and small businesses with personalized, fee-based financial planning and investment supervisory services. The firm offers both non-discretionary and discretionary programs featuring a diversified asset mix and third-party manager oversight.

Melanie Milam is a financial advisor at Gateway Wealth Partners, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at LPL Financial and National Planning Corporation. In addition to her advisory role, she is a Certified Public Accountant and owns a tax preparation and accounting practice. Gateway Wealth Partners is a registered investment adviser providing financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation with a focus on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers.

Dylan Hale is a financial advisor at Prospera Financial Services, Inc. with 14 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors for eight years before joining Prospera in 2020. Outside of his advisory work, he co-owns Level Wealth Management, an investment-related venture based in Odessa, Texas, with his spouse. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to various advisory platforms and programs.

Joel Milam is an investment advisor representative with Gateway Wealth Partners, LLC and a registered representative with LPL Financial. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Milam has worked at Gateway Wealth Partners since 2023 and was previously with Gateway Financial Partners and LPL Financial. Outside of financial advising, he is a commissioned Texas notary public. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans with financial planning, consulting, and wealth management services. The firm allocates client assets primarily among low-cost, diversified mutual funds and ETFs, supplemented by individual securities and independent managers, and manages both discretionary and non-discretionary portfolios.

Andrew Stearns is a financial advisor at Sound Income Strategies, LLC with a Series 65 designation and one year of industry experience. His prior work history includes roles at Carter-Stearns Financial and several companies in the energy and supply sectors. Sound Income Strategies is a fee-based investment adviser serving individuals, corporations, pension clients, registered advisors, and retirement plans through asset management, financial planning, ERISA plan services, and sub-advisory arrangements. The firm emphasizes fixed-income and income-oriented strategies, active portfolio management, and allocates assets to third-party managers when appropriate.

Whitney Brady is a financial advisor with Planmember Securities Corporation in Odessa, TX, holding a Series 63 license and 27 years of industry experience. She has been involved with Financial Fitness Strategies and Irm Distributors, Inc., and has worked as a self-insurance agent since 1991. Brady also serves as an agent for Financial Fitness, providing services related to investments, life, health, supplemental benefits, and fixed annuities. PlanMember Securities Corporation offers retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios ranging from conservative to aggressive, along with providing educational and support services to plan sponsors and participants.