Gabriel Mc Mennamy is a financial advisor at Soulence Wealth Management with four years of industry experience. He holds a Series 65 designation and has worked at several firms, including CoreCap Advisors and Cambridge Investment Research Advisors. Outside of his advisory role, he is a partner in Rare Research and Development, a company focused on decorative lighting using UVGI technology. Soulence Wealth Management II provides investment management and integrated financial planning services for individual clients. The firm employs tailored strategies based on client objectives, using custom-traded accounts, third-party model portfolios, and alternative investments when appropriate.

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.

Teresa Roop is a financial advisor at TCP Asset Management, LLC in Amarillo, TX, with six years of industry experience. She holds the Series 63 and Series 65 credentials. Her previous work includes roles at Dale Buckner, Inc., United Planners Financial Services, and AIG. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans, providing portfolio management, financial planning, pension consulting, and estate-planning referrals through a digital platform. The firm manages accounts on a discretionary basis and offers a fixed-income SMA strategy, utilizing multiple sub-advisers and model providers across an 11-office footprint with a 25-advisor team.

John Boyd is a financial advisor at Dominion Portfolio Management, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dominion Portfolio Management since 2011, as well as at affiliated firms including Dominion Investor Services and Calton & Associates. Outside of his advisory role, Boyd holds a minority ownership interest in an indoor shooting range in Amarillo, TX. Dominion Portfolio Management serves individual and high-net-worth clients and businesses, providing fee-based portfolio management with strategies tailored to client goals, time horizons, and risk tolerance. The firm employs a combination of fundamental, technical, and economic analysis across various asset classes and offers both discretionary and non-discretionary services.

Dale Buckner is a CFP® with 38 years of industry experience, currently serving at TCP Asset Management, LLC. His career includes long-standing roles with Dale Buckner, Inc. and United Planners Financial Services. Outside of financial advising, he is the owner and author of the non-investment related venture Make Money, Think Rich and operates Dale Buckner, Gardener, a small business growing and selling plants. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans through portfolio management, financial planning, and pension consulting. The firm employs a discretionary management approach tailored to clients’ goals and uses multiple sub-advisers and platforms, managing over $1 billion in assets across 11 offices with a 25-advisor team.

Bradley Doyle is a financial advisor with Intrua Financial in Amarillo, TX, holding a Series 66 designation and 17 years of industry experience. He has worked at several firms, including LPL Financial and Cetera Advisor Networks, before joining Intrua Financial in 2021. Doyle also owns a separate business entity for tax and investment purposes. Intrua Financial provides investment advisory and portfolio management, comprehensive financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized asset allocations and offers both discretionary and non-discretionary management.

Craig Sullivan is a financial advisor at Triad Wealth Partners, LLC with 17 years of industry experience. He holds a Series 65 credential and has worked at multiple firms including Sullivan Wealth Partners, Visionary Wealth Management, and Fusion Capital Management. Outside of advisory roles, he is involved in ranch management as the owner of Cinco Paso Ranch. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers and their clients. The firm employs a model-driven investment process focused on strategic asset allocation and offers sub-advisory management, tax-efficient model portfolios, and operational support for RIAs.

Hunter Wright is a financial advisor at Triad Wealth Partners, LLC in Amarillo, TX, holding Series 66 and Series 63 licenses with three years of industry experience. His prior work includes roles at Sullivan Financial Partners, Solutions 4 Wealth, and Fidelity Investments. Triad Wealth Partners serves individual and institutional clients through a combination of an independent Investment Adviser Representative network and a Turnkey Asset Management Platform, offering discretionary portfolio management, model portfolios, and financial planning services. The firm’s investment approach involves strategic asset allocation supported by proprietary and third-party models, with a business model that integrates independent advisors and TAMP services.

Kent Bowen is a CFP® with 26 years of industry experience, currently serving at Kingsview Wealth Management, LLC. He previously worked at Edward Jones for 24 years before joining Kingsview in 2023. Outside of his advisory role, he is an instructor at Amarillo College. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving a diverse client base including individuals, high-net-worth clients, and institutions. The firm offers wealth management, financial planning, and asset management services through advisor-led planning combined with model-based and separately managed strategies.

Trevin Bowen is a financial advisor at Kingsview Wealth Management, LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for six years. Prior to his advisory career, he was involved with N & B Homes for two years. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through a combination of advisor-led strategies and model-based portfolios, including proprietary ETFs and third-party managers.

Ashby Dawson is a CFP® with 18 years of industry experience, currently serving at Kingsview Wealth Management, LLC. He previously worked at Edward Jones for 16 years. Outside of his advisory role, he is involved in a photography services business and manages some real estate activities in Amarillo, TX. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a wide range of investment instruments and access to alternative investments.

Rusty Roush is a financial advisor with Archer Investment Corporation in Amarillo, TX, holding a Series 66 designation and over 26 years of industry experience. Prior to joining Archer in 2018, he worked at 1st Global Insurance Services and 1st Global Advisors, among other roles. He is also the CEO of Rusty Roush CPA PC and runs Wealth Insight Network, where he is the sole licensed advisor. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors. The firm offers a range of advisory services from comprehensive financial planning to model portfolios, managing most assets on a discretionary basis with diversified allocations across multiple asset classes.

Erin Palmer is a financial advisor at CX Institutional, LLC with four years of industry experience. She holds Series 66 and Series 65 licenses and has previously worked at FirstBank Southwest and Edward Jones. Palmer also operated BE Chic, LLC, a retail business, from 2019 to 2023. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach using fundamental, quantitative, and technical analysis across various asset classes and offers technology solutions for consolidated reporting and tax-efficient asset location.

Garrett Robinson is a financial advisor at Hilltop Securities Inc. holding a Series 66 designation with one year of industry experience. Prior to joining Hilltop Securities, he worked at AGTEXAS Farm Credit Services for nine years and held positions at Friona Industries and West Texas A&M University. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, and retirement-plan consulting. The firm combines custody, banking, and market-making capabilities with an open-architecture platform that includes third-party and firm-sponsored investment strategies.

Jamie Carroll is a CFP® professional with 21 years of industry experience, currently affiliated with CWM, LLC in Amarillo, TX. He has worked at Cetera Advisor Networks, Pinnacle Financial Group, and LPL Financial over his career. Carroll also holds licenses as a Series 63 and Series 66 representative and is involved in fixed insurance sales, including life, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of over 600 advisors. The firm provides portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis with model portfolios supported by an in-house Investment Committee and various customization tools.

Kross Blackwell is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. Prior to joining Mariner, he worked at First United Bank Texas and was a full-time student for nine years. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds through investment management, financial planning, and retirement plan consulting. The firm offers customized portfolios managed by an Investment Committee and internal teams, with access to third-party managers and a range of investment strategies, as well as integrated tax and accounting services and administrative family office capabilities.

Philip Vann is a CFP® affiliated with CWM, LLC, with four years of industry experience. He has previously worked at 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 is an SEC-registered investment adviser serving a diverse range of clients, including individuals, high-net-worth families, foundations, and institutions. The firm employs a discretionary investment approach that integrates model portfolios, third-party sub-advisors, and customization tools, with a strong focus on retirement-plan services and fiduciary processes.

Chance Trafton is a Series 66-credentialed advisor with Kestra Advisory, bringing 15 years of industry experience. He has been with Kestra Advisory since 2016 and has prior experience with AXA Advisors. Outside of his advisory work, he serves as Events Chair for the Stewards of the Wild Texas Parks and Wildlife Foundation and holds a future board position at St. Andrews Episcopal School, where he will participate on the finance committee. Kestra Advisory Services provides investment advisory and retirement plan consulting to both institutional and individual clients, offering comprehensive services that include fiduciary consulting, plan design, and pooled plan solutions. The firm manages approximately $79.8 billion in assets and serves a wide range of clients, including sovereign wealth funds.

John Sims is a Series 65 licensed financial advisor with CWM, LLC, based in Amarillo, TX. He has one year of industry experience and has held roles at Carson Wealth and Hilltop Securities. Prior to his advisory career, he worked seven years at PRI Operating LLC. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through over 600 advisors. The firm emphasizes discretionary portfolio management using model portfolios overseen by an in-house Investment Committee and offers a range of services such as financial planning, sub-advisory, and specialized retirement-plan solutions.

Carson Greathouse is a financial advisor with CWM, LLC, holding a Series 65 designation and three years of industry experience. He has worked at Carson Wealth, Pantera Energy, Happy State Bank, and other firms, with roles spanning finance and transportation sectors. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers a range of portfolio management and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios overseen by an in-house Investment Committee.