Kaitlin Barnes is a financial advisor at Creative Planning with five years of industry experience. She holds a Series 65 designation and has worked previously at Fisher Investments and Edward Jones. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a centralized investment infrastructure and a range of supplemental portfolio management techniques.

Justin Ehle is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at CWM, LLC. He has previously worked at Northwestern Mutual in various capacities from 2007 to 2019 and has been with Carson Wealth and Cetera Advisor Networks since 2019. Outside of advisory work, he owns JHAND Consulting, LLC and sells life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, sub-advisory, and retirement-plan services using discretionary management and model portfolios supported by an in-house investment committee.

Michael Hall is a financial advisor with CWM, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with CWM since 2024 and also owns Lighthouse Tax Services and Shane Hall Financial, where he provides fixed annuities, life insurance, long-term care insurance, and tax preparation services. Hall serves as a board member for Ascension Academy, advising on operating decisions. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and combines multiple investment strategies with tools for customization and retirement-plan services.

Michael Arp is a financial advisor at Kestra Advisory with 23 years of industry experience. He holds a Series 66 designation and has been with Kestra Advisory since 2016. Arp also acts as proprietor of Brookdale Investments, a registered representative entity operating under Kestra Investment Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers fiduciary consulting, plan design, compliance testing, and employee education, serving large institutional investors alongside individual accounts.

Cole David is a Series 65 licensed advisor with CWM, LLC in Amarillo, TX, where he has worked since 2019. He has six years of industry experience and previously worked at Texas Christian University. He is also licensed as an insurance agent and sells life, disability, annuities, and long-term care insurance. 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 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, utilizing a discretionary investment approach that combines model portfolios and third-party sub-advisors.

Jesse Murphy is a CFP®-designated financial advisor with 43 years of industry experience, currently affiliated with CWM, LLC. His prior roles include positions at Carson Wealth, Cetera Wealth Services, LPL Financial, Happy State Bank, Cadaret, Grant & Co., Inc., and his own firm, Murphy Financial Advisors, Inc. Outside of advisory work, he is an insurance agent selling life, health, 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 network of over 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools. CWM offers a range of services including portfolio management, financial planning, retirement-plan services, and sub-advisory options.

Adam Bonner is a CFP® professional with 11 years of experience in financial advisory. He has worked at Independent Financial Group, LLC since 2019, following roles at LPL Financial and United Capital Financial Advisers, LLC. Outside his advisory work, he holds officer and director positions related to farming lease operations and trust management in Iowa. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm combines strategic asset allocation and multi-manager portfolios through a mix of passive and active investments, offering a range of financial planning and portfolio management services.

Laura Hamilton is a financial advisor at Equity Services, Inc. with Series 63 and Series 65 credentials. She has been in the financial industry since 2012 and is also principal of L Hamilton Financial Group, LLC, which she uses for marketing and related business activities. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, trusts, and retirement plans. The firm employs multiple advisory platforms and engages third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

Michael Miller is a CFP® with 34 years of industry experience, currently serving as an advisor at GWN Securities Inc. since 2005. He also has a longstanding role at West Texas State University beginning in 1990. Outside of his advisory work, Miller sells annuities, long-term care, and life insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers for individual and business clients. The firm manages approximately $3.65 billion across more than 37,000 accounts and provides a range of managed-account programs and model portfolios with diverse investment approaches.

Jeffrey Maynard is a financial advisor at CWM, LLC with 23 years of industry experience and holds Series 63 and Series 65 licenses. He has worked at firms including Cetera, Carson Wealth, LPL Financial, and Pinnacle Financial Group. Maynard is also an insurance agent selling life, disability, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Nolan David is a financial advisor with CWM, LLC, holding a Series 65 designation and six years of industry experience. His prior roles include positions at Carson Wealth, Pinnacle Financial Group, Cetera Advisor Networks LLC, and LPL Financial. In addition to advising, he is licensed as an insurance agent, selling life, health, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, sub-advisory, and retirement plan services, employing discretionary management using model portfolios overseen by an in-house Investment Committee.

Texanna Stallwitz is a financial advisor at CWM, LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at PlanMember Securities Corporation and Shane Hall Financial. In addition to her advisory role, she provides administrative support as a licensed sales assistant at Shane Hall Financial. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages discretionary accounts using model portfolios supported by an in-house Investment Committee and offers a range of portfolio management, financial planning, and retirement-plan services.

Nathan Murphy is a CFP® professional with 23 years of experience, currently serving as an advisor at CWM, LLC and Carson Wealth. His prior roles include positions at Cetera Wealth Services, LPL Financial, Happy State Bank, Murphy Financial Advisors, and Cadaret, Grant & Co. Outside of financial advising, he is involved in insurance sales and manages several real estate ventures. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, employing a discretionary investment approach that integrates fundamental and technical analysis, third-party sub-advisors, and customization tools.

Noah Quintanilla is a financial advisor with Eagle Strategies (NY Life) based in Amarillo, TX. He holds the Series 63 and Series 66 licenses and has three years of industry experience. Prior to his current role, he worked at Woodforest National Bank and Bankers Life. Noah also has experience in education, having been affiliated with West Texas A&M University since 2020. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailoring recommendations to client objectives and plan sponsor criteria, managing a large portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Holly Mc Glasson is a CFP® and Series 65 licensed financial advisor with three years of industry experience. She is currently with Mariner Wealth Advisors in Amarillo, TX, having joined the firm in 2021 after working at Wells Fargo Bank. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, providing comprehensive investment management, financial planning, and retirement consulting. The firm offers customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax, accounting, and family office services.

Jessica Hunnicutt is a financial advisor at CWM, LLC with 16 years of industry experience. She holds the Series 66 designation and has worked at firms including Northwestern Mutual and Farmers Insurance. Outside of advising, she owns Hunnicutt Enterprises, LLC, an Airbnb business. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a large network of partner offices and advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and offers a range of financial planning, portfolio management, and retirement-plan services.

H Sturgeon is a financial advisor with CWM, LLC, holding Series 63 and Series 65 designations and six years of industry experience. Prior to joining CWM, Sturgeon worked at Carson Wealth, Equitable Advisors, Axa Advisors, Prosperity Bank, and Texas A&M University. 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 portfolio management, financial planning, sub-advisory services, and retirement-plan programs, typically managing accounts on a discretionary basis using model portfolios governed by an in-house Investment Committee.

Michael David is a financial advisor at CWM, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Carson Wealth, Cetera Advisor Networks, LPL Financial, and Pinnacle Financial Group. Outside of advising, he is a board member of Kids, Inc Foundation and is involved in several aviation partnerships. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm employs discretionary management using model portfolios governed by an internal Investment Committee, combining fundamental and technical analysis along with third-party sub-advisors and customization tools.

Steven Cox is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 1998, he has worked closely with a diverse clientele including successful business owners, oil and gas executives, retirees, and members of the medical community across multiple states. Steven and The Filsouf Cox Wealth Management Group focus on family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Steven holds the CERTIFIED FINANCIAL PLANNER™ designation and has earned the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Wayland Baptist University. His approach to investment management includes discretionary portfolio management with custom strategies, model portfolios, and third-party solutions, emphasizing disciplined practices aimed at growing assets, taking profits, preserving gains, and repeating this cycle. A lifelong resident of Amarillo, Steven is actively involved in his community, serving on the board of Transformation Park and several local charities. Outside of his professional work, he enjoys golfing, music, spending time with his family, and has personal interests that include playing guitar, officiating marriage ceremonies, motorcycle riding, and reading.

Bradley Stepp is a financial advisor with MassMutual Investors Services in Amarillo, TX, holding Series 63 and Series 65 designations and 22 years of industry experience. He has been with MML Investor Service and MassMutual since 2003. In addition to his advisory role, he is also an agent for life, health, disability income, and supplemental insurance products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as ongoing annual engagements using firm-approved tools to analyze goals and deliver written recommendations without discretionary authority.