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.

Braden Schaffner is a financial advisor with Ashton Thomas Private Wealth in Midland, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Fluent Financial, Private Client Services, and Wells Fargo Advisors Financial Network. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, and retirement plans, offering discretionary portfolio management, financial planning, and family office services. The firm employs a range of investment strategies and operates the Amplify Platform, providing back-office support and access to various program managers and model portfolios.

Oguzhan Topcu is a financial advisor at Ashton Thomas Private Wealth with credentials including Series 63 and Series 65 licenses. He has one year of experience and previously held positions at the University of Texas - Permian Basin. Ashton Thomas Private Wealth offers investment advisory and wealth management services to a diverse client base, utilizing a platform model that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through its Amplify Platform. The firm employs various investment strategies and emphasizes the use of sub-advisers for fixed-income management.

Jacob Milam is a financial advisor at Gateway Wealth Partners, LLC with five years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at LPL Financial, NetSuite, Oracle Corporation, and Vector Marketing. Milam operates within Gateway Wealth Partners, an independent investment advisory firm. Gateway Wealth Partners serves individuals, corporations, and retirement plans by providing financial planning, consulting, wealth management, and retirement plan consulting services. The firm typically allocates client assets among low-cost, diversified mutual funds and ETFs, supplemented by individual securities and independent managers, using both fundamental and technical analysis.

Craig Campbell is a financial advisor at Ashton Thomas Private Wealth with Series 63 and Series 65 credentials and 47 years of industry experience. Prior to joining Ashton Thomas in 2024, he worked for Wells Fargo Advisors Financial Network LLC for 14 years. He serves on the investment committee of the Midland Memorial Foundation Board of Governors and manages family assets including limited partnerships focused on oil, gas, and real estate investments. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm offers discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, utilizing a range of investment strategies and maintaining formal affiliations with broker-dealer, tax advisory, and insurance entities.

James Vasquez is an investment advisor at Mutual of Omaha Investor Services, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, James worked at Halliburton Energy Services and has experience as an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans. The firm offers a range of managed account programs and financial planning services, working primarily through a platform relationship with Envestnet and custodial services from Pershing.

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.

Marcel Campos is a financial advisor at Ashton Thomas Private Wealth with 12 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors Financial Network for 11 years. Outside of his advisory role, he owns and operates Campos Family Properties, LLC, which manages real estate and related services. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm offers discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, utilizing a range of investment strategies and platforms.

William Sparks is a financial advisor with Financial Gravity Family Office Services, LLC, holding Series 63 and Series 65 licenses and bringing four years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments and 49 Wealth Management. Outside of advising, he is involved with Financial Gravity Enhanced Markets, LLC, where he dedicates a portion of his time to insurance-related activities. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment management, pension consulting, and educational seminars to high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes portfolio construction using fundamental, technical, and cyclical analysis and frequently employs third-party sub-advisors to implement client strategies.

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.

Jesus Hirohito Yamaguchi Esquivel is a financial advisor with Ashton Thomas Private Wealth in Midland, TX, holding a Series 66 designation and 10 years of industry experience. He previously worked at Wells Fargo Advisors for nine years before joining Ashton Thomas in 2024. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm offers discretionary portfolio management, financial planning, family office services, and fiduciary consulting, utilizing a range of investment strategies and proprietary platforms.

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.

Stefan Pereira Faria is a CFP® professional with four years of industry experience, currently affiliated with Ashton Thomas Private Wealth. He previously worked at Wells Fargo Advisors and spent several years at the University of Texas of the Permian Basin. Outside of his advisory role, he holds a 50% ownership in MSP Family1 LLC, a family business involved in an Amazon e-commerce store. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to a diverse range of clients, including individuals, trusts, business entities, and institutional accounts. The firm employs a multi-manager approach, utilizing mutual funds, ETFs, sub-advisers, and alternative strategies, alongside access to third-party managers via its Amplify Platform.

Laurie Belew is a CFP® professional with 16 years of industry experience, currently serving at Cerity Partners LLC since 2022. Prior to joining Cerity, she worked at FJY Financial from 2006 to 2022. Outside of her advisory role, she is involved as secretary for family-run businesses engaged in farming, oil royalties, and various investments. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets. The firm serves a diverse client base including individuals, families, institutions, and corporations, offering customized portfolio management with a focus on diversified asset allocation and access to alternative and private-market investments.

Aaron Curry is a CFP® with 12 years of industry experience currently serving at Cerity Partners LLC. His prior roles include positions at Private Wealth Asset Management, Peoples Bank, The Huntington Investment Company, Citizens Bank, and KEYBANK. He is based in Midland, TX. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, business entities, and institutional investors. The firm offers a range of services such as portfolio management, financial planning, tax planning, and access to alternative and private-market investments, utilizing tailored asset allocation and proprietary quantitative screening in its investment approach.

Grace Dewees is a CFP® affiliated with Cerity Partners LLC in Midland, TX. She has been with Cerity Partners since 2023 and has prior work experience in various customer service and resource-oriented roles. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screens to build client programs, and offers a range of services from portfolio management to retirement plan consulting and access to private-market investments.

Bobbie Bostick is a financial advisor at &Partners with 12 years of industry experience. She held previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she participates in seasonal holiday decorating and hangar cleaning activities in Midland, TX. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and consulting services using a blend of fundamental, technical, and quantitative strategies supported by both proprietary and third-party portfolio options.