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.

Cara Hendricks is a financial advisor at Ameriprise with seven years of industry experience. She previously worked at Edward Jones for six years and at LynnSeed Design for five years. Hendricks also serves as a financial advisor for Happy State Bank through the Duel program. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports, supported by a centralized consulting team and algorithmic automation.

Brant Brister is a financial advisor at Raymond James Financial based in Amarillo, TX, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at GuideStone Capital Management, Prothro, Wilhelmi & Company PLLC, and Hodges Capital Management. He is also associated with Amarillo National Bank Investment Services as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting with an emphasis on risk profiling, analytical modeling, and supports municipal and public-finance work through unique affiliations.

Rene Butcher is a CFP®-designated financial advisor with Edward Jones in Amarillo, TX, having nine years of experience at the firm and eight years in the industry overall. Prior to joining Edward Jones, he worked at ZYNia Business Solutions. Outside of his advisory role, Butcher serves on the boards of Amarillo Children's House and Upward 4 Kids, organizations focused on foster care and assisting families with school lunch expenses, respectively, and he is involved in fitness and motivational ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including managed accounts, tax-efficient strategies, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Jacob Wood is a financial advisor with OSAIC based in Amarillo, TX. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. Wood has been associated with Royal Alliance Associates, Inc. since 2008 and operates Wood Financial, where he provides term life insurance and variable annuity products. He is also a general partner in a family-run coffee shop partnership. OSAIC serves a diverse client base including individual, high-net-worth, and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools, risk assessment, and managed-account solutions to create portfolios with a range of investment products tailored to client needs.

Charles Cunningham is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at OSAIC since 2024. He has also been involved with Navigation Financial Group of Amarillo, Odyssey One Source, and Securities America over the course of his career. Outside of advisory roles, he is active as an insurance agent specializing in annuities and term life insurance. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisors and multiple platforms. The firm offers integrated brokerage and advisory services, utilizes firm-provided portfolio construction tools, and supports a range of investment strategies with both discretionary and non-discretionary account management options.

Steve Sterling is a financial advisor with LPL Financial in Amarillo, TX, holding a Series 63 designation and 32 years of industry experience. He previously worked at Investment Centers Of America, Inc. for 23 years before joining LPL Financial in 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing both discretionary and non-discretionary strategies.

Regan Welch is a financial advisor at Edward Jones in Amarillo, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, Welch worked in the Amarillo Independent School District and at West Texas A&M. Outside of advising, Welch co-owns a vending services business that operates machines at medical offices. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of household and corporate types. The firm offers a variety of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Johanna Guzman is a financial advisor with Merrill in Amarillo, TX, holding a Series 66 designation and three years of industry experience. She has been with Merrill for 14 years, beginning her career there in 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sara Williams is a financial advisor at Edward Jones in Amarillo, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2021, she worked in logistics roles at Coastline Transport, Inc., BNSF Logistics, and J.B. Hunt Transport Services, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Jon Burnett is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. His career includes roles at Raymond James Financial Services, Happy State Bank, and Citigroup Global Markets. He also owns and manages client accounts and business operations at Burnett Financial Services and Jon Burnett Financial Services LLC in Amarillo, Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutional clients through a network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

William Welch is a financial advisor with Ameriprise in Amarillo, TX, holding a Series 66 designation and five years of industry experience. He has been with Ameriprise since 2019 and has prior experience at Vantage Marketing and Brigham Young University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

Stephen Wood is a financial advisor with OSAIC in Amarillo, TX, holding a Series 63 credential and over 45 years of industry experience. He has been affiliated with OSAIC since 1989 and owns Wood Financial, where he writes general fixed insurance annuities and life insurance. Wood is also a partner in a general partnership that manages leased commercial properties. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios comprising various asset classes, supporting both discretionary and non-discretionary management.

Gary Moore is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career at Merrill in 2004 after graduating from Wabash College. Gary works alongside his team to serve clients, their families, and their businesses, focusing on providing personalized financial service. His expertise includes assisting clients with asset management, long-term planning, succession, and wealth transfer. Gary holds the Personal Investment Advisor (PIA) designation. He is actively involved in the Amarillo community and serves on the boards of the Children's Learning Centers and the Second Chance Foundation. He and his family are members of their local church and engage in various community activities.

Jeffery Whelchel is a financial advisor at OSAIC with five years of industry experience. He holds the Series 66 designation and has worked with OSAIC and Wood Financial since 2021. Prior to his financial advisory roles, he spent over 20 years as a physician, including ownership of a hormone consultation practice and serving as medical director at a functional medicine clinic. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services supported by advanced asset-allocation tools and multiple third-party platforms.

Katie Schwartz is a financial advisor at Edward Jones in Amarillo, TX, holding a Series 66 designation with 14 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Madison Johnston is a financial advisor at Morgan Stanley in Amarillo, TX, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining Morgan Stanley, Madison worked at The Local Wedge and Edward Jones, and has a background that includes roles outside finance. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients with a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Dana Curtis is a financial advisor at Edward Jones in Amarillo, TX, holding the CFP®, ChFC®, and Series 66 designations with eight years of industry experience. Prior to joining Edward Jones in 2018, Curtis worked at Inventiv Health from 2014 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

April Bates is a financial advisor with LPL Financial in Amarillo, Texas. She holds a Series 65 designation and has one year of industry experience. Prior to joining LPL Financial, she worked at Coldwell Banker for four years and held positions in other industries including manufacturing and brewing. She is also involved with Squishy Faces LLC, a business entity maintained for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and a broad range of non-advisory financial services.

Stephen Martinez is a financial advisor with Edward Jones in Amarillo, TX, holding Series 63 and Series 66 credentials and 13 years of industry experience. Prior to joining Edward Jones in 2021, he worked for Bank of America and Merrill from 2016 to 2021. He serves as a board member of the Amarillo Area Estate Planning Council, participating in membership recruitment and event planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.