Aaron Bly is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Amicus Financial Advisors, LLC in Lubbock, TX. He has one year of industry experience and has previously worked at J Ferg Pros and PFG Advisors. Outside of finance, he has experience with 4ore! Golf, where he worked for four years. 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 manages approximately $511 million on a discretionary basis and employs a multi-cap, multi-style investment approach combining active and passive vehicles tailored to each client's Investment Policy Statement.

Taylor Reasoner is a CFP® professional with one year of industry experience, currently serving as an advisor at EQ Wealth Advisors in Lubbock, TX. Prior to joining EQ Wealth Advisors, Taylor worked at Texas Tech University and held roles in mortgage and administrative consulting. Outside of financial advising, Taylor has provided administrative support consulting for Oberkampf Supply. EQ Wealth Advisors offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, foundations, and employer-sponsored plans. The firm employs an active, tactical investment approach that incorporates a mix of ETFs, mutual funds, equities, fixed income, and alternative investments, with a focus on tax-aware strategies and broad financial planning, including tax preparation services.

Brit Inman Swanson is a financial advisor at Amicus Financial Advisors, LLC with seven years of industry experience. She holds a Series 65 designation and has been with Amicus in its various forms since 2007. Outside of her advisory role, Swanson is a lawyer and also serves as a partner in a cotton farming operation and as Vice President of a Texas-based corporation focused on agricultural business. Amicus Financial Advisors, LLC provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, charitable organizations, and corporations. The firm employs a multi-cap, multi-style investment approach, managing portfolios on a discretionary basis with a blend of active and passive vehicles tailored through individualized Investment Policy Statements.

Redina Franklin is a financial advisor at Innovative Advisory Group with 27 years of industry experience. She holds Series 63, 65, and 66 licenses and has previously worked at Amicus Financial Advisors, Park Avenue Securities, and Guardian Life Insurance. Outside of her advisory role, Franklin has been involved with Mary Kay Cosmetics for over two decades and is also a licensed independent insurance producer in Texas. Innovative Advisory Group serves individuals, trusts, estates, corporations, and employer-sponsored plan participants with investment management and financial planning. The firm employs a multi-strategy portfolio management approach and offers specialized services including retirement plan consulting and family-office style engagements.

George Allen is a CFP® and holds a Series 65 license, currently serving at Amicus Financial Advisors, LLC with one year of industry experience. His prior roles include positions at Evensky & Katz / Foldes Wealth Management, SFMG Wealth Advisors, Buckingham Strategic Wealth, and Redwood Wealth Development Group. He also worked at Texas Tech University for three years before entering the advisory field. Amicus Financial Advisors, LLC provides comprehensive financial planning, retirement and tax planning, non-legal trust and estate planning, insurance planning, settlement planning, and investment advisory services to individuals, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a multi-cap, multi-style, multi-manager investment approach combining active and passive strategies, supported by tools such as mean-variance optimization and Monte Carlo analysis to guide portfolio allocations and rebalancing.

David Tombs is a CFP®, CFA®, and Series 65 credentialed advisor with 10 years of industry experience. He has been with Amicus Financial Advisors, LLC since 2015. 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 blending active and passive vehicles and manages portfolios based on individualized Investment Policy Statements.

Ladonna Scott is a CFP®-designated financial advisor with 39 years of industry experience, currently with Wealth Watch Advisors, Inc. since 2019. Her prior roles include positions at Sagepoint Financial, INC. and AFLAC Insurance, and she also owns Scott Financial Services, where she operates as an insurance agent. Wealth Watch Advisors serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, corporations, and other registered investment advisers. The firm combines quantitative, qualitative, and technical methods in its investment approach, utilizing third-party model managers and offering access to approved alternative private placements for eligible investors.

Joel Suarez is a financial advisor at Mariner Independent with 26 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior experience includes roles at Monarch Private Wealth and VOYA Financial Advisors. In addition to his advisory work, Suarez is an independent insurance agent specializing in fixed insurance products such as annuities and life insurance. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers both model portfolios and discretionary management through independent Investment Adviser Representatives and integrates institutional and retirement plan resources to support its clients.

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.

John Salter is a CFP® professional with 18 years of industry experience. He has been with Evensky & Katz/Foldes Wealth Management since 2014 and previously worked at Texas Tech University from 2005 to 2024. Outside of financial advising, he is co-owner and president of Salter Precision Machining, a manufacturing company in Katy, Texas. Evensky & Katz/Foldes Wealth Management is a fee-only, fiduciary wealth management firm serving high-net-worth clients, including individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm employs an equity core-and-satellite investment approach with a focus on low-cost index and ETF cores combined with select active and alternative strategies, guided by a written Investment Policy Statement.

Kaylyn Adams is a CFP® professional with seven years of industry experience, currently serving as an advisor at Evensky & Katz/Foldes Wealth Management. She has been with the firm since 2017 and is based in Lubbock, Texas. Evensky & Katz/Foldes Wealth Management is a fee-only, fiduciary firm advising high-net-worth individuals, families, trusts, and retirement plans. The firm uses a comprehensive planning process and an equity core-and-satellite portfolio approach that emphasizes low-cost index and ETF cores alongside select active and alternative investments.

Wade Cross is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 credentials and eight years of industry experience. His career includes roles at Cambridge Investment Research, OSAIC, Cetera, and Intuitive Solutions Insurance and Wealth Strategies, where he is also an owner involved in trading activities. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, third-party manager selection, and retirement consulting, utilizing model asset allocations and discretionary or non-discretionary manager relationships.

Wilfred Carter is a financial advisor with Prospera Financial Services, Inc. in Lubbock, TX, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked at Prospera since 2005, following prior roles at Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. Outside of his advisory work, he is the sole owner of WC Deo Volente Enterprise, Inc. 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 business entities, offering financial planning, portfolio management, and access to multiple advisory programs including those sponsored by PFS and third-party platforms.

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.

Christopher Lane is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He previously worked at Bank of America, N.A. and Merrill for 14 years. Lane also manages a private label financial advisory business, Lane Wealth Management, based in Lubbock, TX. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, and corporations through a network of independent investment adviser representatives. The firm offers customized, long-term portfolio management and financial planning, utilizing a range of investment vehicles and occasionally involving third-party money managers or wrap programs.

Kenneth Barry is a financial advisor at Sunbelt Securities, Inc. in Lubbock, TX, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with Sunbelt Securities since 2009. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients through a network of 68 investment advisor representatives, managing approximately $2.0 billion across several thousand client relationships. The firm offers portfolio management primarily through a rep-directed wrap program, written financial planning, and referrals to third-party money managers.

Elva Abril Espinoza Jimenez is a ChFC® at Robertson Stephens with two years of industry experience. She previously worked at Knowledge Empowering You and BBVA, and has been affiliated with Texas Tech University in various capacities since 2020. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans, managing over $8.7 billion in assets. The firm offers discretionary and non-discretionary portfolio management, consulting, and planning services, utilizing a diverse investment toolkit and oversight by an investment committee.

Anne Bednarz is a CFP® professional with 12 years of industry experience, currently working at Evensky & Katz/Foldes Wealth Management since 2014. She is based in Lubbock, TX. Evensky & Katz/Foldes Wealth Management is a fee-only, fiduciary firm serving high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm provides comprehensive financial planning and discretionary portfolio management, employing an equity core-and-satellite investment approach focused on low-cost index and ETF cores combined with select active and alternative allocations.

Timothy Troyer is a financial advisor with Bankers Life Advisory Services, Inc. based in Lubbock, TX. He holds a Series 66 designation and has two years of industry experience. Troyer has also been an insurance agent with Bankers Life & Casualty, Inc. since 2015, licensed to sell Medicare supplement and various insurance products. He owns an entity that manages his insurance-related business activities. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

Carter Burns is a financial advisor at Empower Advisory Group with four years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and Empower Retirement. His background also includes roles outside of finance, such as positions at Pine Cove Christian Camps and Twisted Root Burger Co. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, using an integrated service model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing through point-in-time financial plans and optional managed account solutions.