Nickolas Widen is a financial advisor with AIM Advisory Group, LLC, holding a Series 65 designation and new to the industry with one year of experience. His background includes service in the United States Air Force and roles in family and protective services as well as real estate. 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 range of analytical methods and investment strategies across multiple asset classes, tailoring client accounts based on documented goals and risk tolerance.

Eric McDonald is a CFA® charterholder with 21 years of industry experience, currently serving at McDonald Capital Management in Lubbock, TX. He previously worked at Islay Capital Management, LLC. McDonald Capital Management provides discretionary portfolio management, financial planning, and consulting services to individual and institutional clients, including high net worth individuals and retirement plans. The firm employs a combined fundamental, technical, and quantitative investment approach and manages private pooled investment vehicles with performance-based fee structures for accredited investors.

Lana Weant is a financial advisor at Vines Capital Management, LLC with three years of industry experience. She holds the Series 65 designation and has held roles at Woodmen Life and American Income Life, among others, prior to joining Vines Capital Management. Vines Capital Management provides discretionary portfolio management, financial planning, and pension consulting services to individuals, pension and profit-sharing plans, business entities, and charitable organizations. The firm manages accounts using model portfolios across a range of risk profiles and employs methods such as fundamental analysis and Modern Portfolio Theory.

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.

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.

Stephen Christopher is a financial advisor at Lonestar Registered Investment Advisors, LLC with 11 years of industry experience. He holds a Series 65 designation and has been affiliated with Lifeguard Advisors and Lifeguard Financial in investment and insurance services for over a decade. Christopher spends a majority of his professional time providing insurance services through Lonestar Wealth Management. Lonestar Registered Investment Advisors, LLC offers financial planning and retirement-plan advisory services to individuals, high-net-worth clients, and institutional plan sponsors. The firm acts primarily as a co-advisor to third-party money managers, assisting clients with investment model selection while delegating portfolio management and trade execution to those managers.

Joseph Asrat is a financial advisor with Amicus Financial Advisors, LLC in Lubbock, TX, holding a Series 65 designation and two years of industry experience. He has worked at Amicus Financial Advisors since 2024. Amicus Financial Advisors provides comprehensive financial planning, retirement and tax planning, trust and estate planning, insurance and 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 blending active and passive strategies, supported by tools such as mean-variance optimization and Monte Carlo analysis.

Steven Temple is a financial advisor with Lonestar Registered Investment Advisors, LLC in Lubbock, TX, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at College Planning Advisors, Pinnacle Investment Advisors (formerly Temple Wealth Management), and Temple Financial Solutions. Temple is also a licensed independent insurance agent specializing in fixed insurance products. Lonestar Registered Investment Advisors, LLC offers financial planning and retirement-plan advisory services to individuals, high-net-worth clients, and institutional plan sponsors. The firm operates primarily as a co-advisor to third-party money managers, providing model selection assistance and comprehensive financial plans while delegating portfolio management and trade execution.

Jaxon Burnett is an advisor with Lonestar Registered Investment Advisors, LLC in Lubbock, TX. He holds a Series 65 credential and began his professional career in the financial industry in 2026 after ten years as a full-time student. Burnett has been with Lonestar Registered Investment Advisors and its affiliated firm Lonestar Wealth Management since 2026. Lonestar Registered Investment Advisors, LLC provides financial planning and retirement-plan advisory services to individuals, high-net-worth clients, and institutional plan sponsors. The firm primarily operates as a co-advisor to third-party money managers, focusing on model selection and client education while delegating portfolio management and trade execution.

Mark Groom is a financial advisor with The Viable Group, Inc. in Lubbock, TX. He holds a Series 65 credential and has 10 years of industry experience. Prior to joining The Viable Group in 2025, he has worked with M&M Wealth Management LLC dba Lonestar Wealth Management since 2020 and Lonestar Registered Investment Advisors, LLC since 2016. Outside of advisory work, Groom owns and operates an insurance agency, providing insurance services in Lubbock. The Viable Group, Inc. offers personalized financial planning and discretionary investment management to individuals, trusts, estates, and charitable organizations, serving both retail and high-net-worth clients. The firm employs a combination of fundamental, technical, and cyclical analysis to guide security selection and conducts regular portfolio reviews, often with discretionary trading authority.

Christian Caraveo is an advisor at Lonestar Registered Investment Advisors, LLC with Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at New York Life Insurance Co and Nylife Securities LLC. He is also involved in insurance sales and services through Lonestar Wealth Management in Lubbock, TX. Lonestar Registered Investment Advisors, LLC provides financial planning and retirement-plan advisory services to individuals, high-net-worth clients, and institutional plan sponsors. The firm operates primarily as a co-advisor to third-party money managers, focusing on model selection and comprehensive financial planning while delegating portfolio management and trade execution.

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.

Matthew Peck is a financial advisor with Amicus Financial Advisors, LLC in Lubbock, TX, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has been with Amicus since 2010 and is involved in several investment-related businesses focused on real estate investments. 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 blending active and passive vehicles, managing approximately $511 million on a discretionary basis.

Joshua Ortiz is a financial advisor at Amicus Financial Advisors, LLC in Lubbock, TX, holding the ChFC® designation and a Series 65 license with six years of industry experience. Prior to his financial advisory career, he served as a detective with the Lubbock Police Department for 22 years and currently works with the Texas Health and Human Services. Amicus Financial Advisors provides comprehensive financial planning and investment advisory services to individuals, trusts, charitable organizations, and corporations, employing a multi-cap, multi-style investment approach that combines active and passive management tools tailored to each client’s Investment Policy Statement.

Sondra Ziegler is a financial advisor at William Joseph Capital Management, Inc. with seven years of industry experience. She holds a Series 65 designation and has worked at William Joseph Capital Management since 2018. In addition to her advisory role, she serves as Executive Director of Nathan Ziegler & Associates, an estate planning law firm in Lubbock, TX, where she oversees day-to-day operations. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers wealth management services combining financial planning and portfolio management, utilizing customized portfolio construction and third-party sub-advisors accessed through the AssetMark platform.

Bryan Sauceda is a CFP® professional with seven years of industry experience, currently serving at Amicus Financial Advisors, LLC since 2019. He previously worked at Advisers Investment Management, Inc. and PFG Advisors and spent a year in full-time education prior to his advisory career. Amicus Financial Advisors, LLC offers comprehensive financial planning and investment advisory services to individuals, trusts, charitable organizations, and corporate clients. The firm employs a multi-cap, multi-style investment approach combining active and passive strategies, supported by tools such as mean-variance optimization and Monte Carlo analysis.

Daniel Wheeler is a financial advisor with The Viable Group, Inc. in Lubbock, TX. He holds a Series 65 designation and has been in the industry since 2024, including prior roles at JRBT and Lonestar Wealth Management. Outside of his advisory work, Daniel is also an insurance agent affiliated with Lonestar Wealth Management. The Viable Group, Inc. provides personalized financial planning and discretionary investment management to individuals, trusts, estates, and charitable organizations, serving both non-high-net-worth and high-net-worth clients. The firm manages portfolios using client-specific objectives and a combination of fundamental, technical, and cyclical investment analysis.

Levi Blackmon is a financial advisor at The Viable Group, Inc. in Lubbock, TX, holding Series 65 and Series 63 licenses with five years of industry experience. His prior work includes roles at New York Life Insurance Co and NYLIFE Securities LLC. He is also active as an insurance agent with Lonestar Wealth Management. The Viable Group, Inc. offers personalized financial planning and discretionary investment management to individuals, trusts, estates, and charitable organizations, serving both retail and high-net-worth clients. The firm employs a combination of fundamental, technical, and cyclical analysis in security selection and conducts regular portfolio reviews, often with discretionary trading authority.

Evan Smith is a CFP® with four years of industry experience, currently serving as a financial advisor at Amicus Financial Advisors, LLC since 2020. Prior to joining Amicus, he worked at PFG Advisors, LLP, West Texas Filters, and United Supermarkets. 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 uses a multi-cap, multi-style investment approach that blends active and passive vehicles, managing accounts on a discretionary basis with individualized Investment Policy Statements.

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.