Susan Smith is a CFP® with 23 years of industry experience. She has been with Bonner & Smith, LLC since 2007. The firm primarily serves individual investors, including high-net-worth clients, as well as retirement accounts and trusts, offering fee-only financial planning and discretionary portfolio management. Bonner & Smith operates as a fiduciary and uses actively managed model portfolios focused on mutual funds and ETFs, employing a mix of charting, fundamental, and technical analysis with attention to tax considerations and long time horizons.

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.

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.

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.

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.

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.

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.

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.

Rolando Rodriguez is a financial advisor at Lonestar Registered Investment Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with NYLIFE Securities LLC, American United Life, and OneAmerica Securities. Outside of his advisory role, he serves as the Parish Council President for Our Lady of Grace and is a referee for the Texas Association of High School Officials. Lonestar Registered Investment Advisors, LLC provides financial planning and retirement-plan advisory services to individuals, high-net-worth clients, and institutional plan sponsors, primarily acting as a co-advisor to third-party money managers. The firm offers comprehensive financial plans, periodic account reviews, and employs fundamental, technical, and cyclical analysis in its processes.

Evan Elzenberger is a financial advisor at Lonestar Registered Investment Advisors, LLC in Lubbock, TX. He holds a Series 65 credential and has experience in the drilling industry prior to joining the firm. Lonestar Registered Investment Advisors provides financial planning and retirement-plan advisory services to individuals, high-net-worth clients, and institutional plan sponsors. The firm primarily acts as a co-advisor to third-party money managers, assisting with investment model selection while delegating portfolio management and trade execution.

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.

Zachary Scott is a financial advisor at Lonestar Registered Investment Advisors, LLC with Series 65 registration and one year of industry experience. Prior to joining Lonestar, he worked at Northwestern Mutual for one year and was a full-time student for eight years. 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 mainly as a co-advisor to third-party money managers, assisting with investment model selection while delegating portfolio management and trade execution.

Eric Caswell is a financial advisor at Kingsview Wealth Management, LLC with 24 years of industry experience. He previously worked at Edward Jones for 22 years before joining Kingsview in 2023. Outside of his advisory role, Caswell serves as a board member of Brownfield Farmers Cooperative and is involved in several agricultural ventures, including a family farming operation and a cattle business. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves 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 advisor-led planning combined with model-based and separately managed strategies.

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.

Preston Tharp is a Series 66-licensed financial advisor with six years of industry experience. He is currently with The AmeriFlex Group and has worked previously at Cambridge Investment Research, OSAIC, Cetera, CETERA Advisor Networks LLC, Wall3 Financial, and Peoples Bank of Texas. Outside of his advisory role, he is an independent insurance agent with Intuitive Solutions Insurance and Wealth Strategies, LLC. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Dennis Wall is a ChFC® credentialed financial advisor with 42 years of industry experience. He is currently with The AmeriFlex Group and has previously worked at Cambridge Investment Research, OSAIC, and Cetera. Outside of advising, he serves as a volunteer committee member for the First Christian Church in Lubbock, TX. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Tyson Meil is a financial advisor at The AmeriFlex Group with two years of industry experience and a Series 66 designation. Prior to joining AmeriFlex, he worked with Osaic and Cambridge Investment Research. In addition to his advisory role, Meil serves as a police officer for Brownfield Independent School District, where he is responsible for campus security and enforcing district policies. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies via model asset allocations and manager relationships.