Debbie Smith is a financial advisor at Merrill with 30 years of industry experience and has been with the firm since 1981. She holds Series 63 and Series 66 licenses. Merrill, along 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 investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Austin Smith is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 13 years of industry experience, having previously worked at Kestra Financial, Inc. and LPL Financial. Outside of his advisory work, he is also active as a football official. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.

Meredith Fielder is a financial advisor at Edward Jones with a Series 66 designation and over 17 years of industry experience, including tenure at AIG from 2007 to 2024. She joined Edward Jones in 2025 after a brief period outside the industry. Meredith is based in Amarillo, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Catherine Wilson is a CFP®-designated financial advisor with 41 years of industry experience, currently with Cetera. She has worked with Cetera and its affiliated entities since 2013 and operates her own business, C.S. Wilson & Associates, since 1985. Outside of advisory services, she also performs notary public duties and serves as a financial professional for Education Credit Union, where she assists with client referrals. Cetera Investment Advisers LLC serves individual investors, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management options, financial planning, and consulting services.

John Polley is a financial advisor at Morgan Stanley in Amarillo, TX, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and proprietary tools to develop tailored client plans.

Brock Sherwood is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones and Beach Body. He is also an agency partner at D3 Insurance Group, focusing on property and casualty insurance. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm employs a range of third-party advisory models and provides ERISA fiduciary services without sponsoring its own wrap fee program.

Sharon Doggett is a financial advisor with Thrivent Investment Management in Amarillo, TX, holding a Series 66 designation and nine years of industry experience. She has been with Thrivent since 2017. Doggett serves as Secretary of Sand Spur Lake, Inc., a private lake community, where she manages meeting minutes and supports board operations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority and combines planning with managed-account programs under a consolidated billing option.

Gregory Huntley is a Series 66 licensed financial advisor with Edward Jones, based in Amarillo, TX. He has 13 years of industry experience and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Robert Juba is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been assisting clients since 1999. He provides personalized portfolio management and individual securities recommendations, focusing on family wealth management strategies, legacy planning, and tax minimization. He is also a qualified Portfolio Manager who manages strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies, sometimes on a discretionary basis. Additionally, he concentrates on retirement plans. Mr. Juba holds a Bachelor of Arts degree from the University of Texas at Austin and a Master of Public Administration degree from Texas Tech University. In 2003, he earned the Certified Investment Management Analyst® (CIMA®) designation, awarded by the Investments & Wealth Institute™ in conjunction with The Wharton School at the University of Pennsylvania. He also holds the Personal Investment Advisor (PIA) designation. Prior to joining Merrill Lynch, he worked for the City of Amarillo and the Amarillo Economic Development Corporation during the 1990s. Outside of his professional work, Robert Juba spends time with his wife, Amy, and their two grown children. His personal interests include traveling, working out, watching various sports such as baseball, football, and soccer, and attending concerts, especially classic rock bands. He is involved in community service through organizations including Meals on Wheels of Amarillo. He has served as a former director for the TX Business Hall of Fame and Texas Lyceum.

Jason Velky is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his financial services career in 2002 and focuses on helping individuals and families preserve and grow their wealth through personalized strategies. Jason takes time to understand clients’ goals, aligning financial plans with their specific time horizons and risk profiles. He guides clients through an evolving wealth management process, adapting to changes in their lives and market conditions to maintain alignment with objectives. Jason graduated from the University of Colorado in 2002 with a Bachelor's degree in Economics. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His client focus areas include college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and retirement income. He is active in his community and currently serves on the St. Andrew's Episcopal School board. He has previously served multiple terms on the boards of High Plains Food Bank, Opportunity School, and Amarillo College Foundation. Jason enjoys spending time with his wife Maggie and their two children, Grace and Griffin, as well as engaging in boating, fishing, football, golfing, hunting, music, skiing, tennis, and traveling.

Victor Glenn is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes long tenures at Avantax Advisory Services and Avantax Investment Services, along with operating his own CPA practice since 1989. Outside of his advisory role, he serves as treasurer for the Amarillo South Rotary Club and is also a musician and artist. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers across various program structures.

Douglas White is a financial advisor with Raymond James Financial in Amarillo, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Raymond James Financial and its affiliated entities since 2001 and also serves as Vice President at Amarillo National Bank. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and provides a range of advisory programs along with specialized municipal and retirement plan consulting services.

Margala Reinbold is a financial advisor at Merrill with Series 63 and Series 65 licenses and 41 years of industry experience. She has been with Merrill since 1986. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Eldon Wingo is a Series 66–licensed financial advisor with Edward Jones in Amarillo, TX, where he has worked since 2014, totaling 11 years of industry experience. His background includes partnership in a ranch property business, for which he manages upkeep responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services, supported by a nationwide network of over 23,700 advisors.

Joseph Peterson Jr. is a financial advisor with Edward Jones in Amarillo, TX, holding CFP®, ChFC®, and Series 66 designations and bringing 12 years of industry experience. He has been with Edward Jones since 2013. Peterson serves as the Treasurer and Finance Committee Chair on the board of the West Texas A&M University Foundation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kristian Ormson is a financial advisor with Edward Jones in Amarillo, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2020, he worked for seven years at Ormson Hearing Healthcare. Outside of his financial advisory role, he is a clinical audiologist specializing in cochlear implant mapping for adults and children. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm operates through a large nationwide network of financial advisors and offers affiliated capabilities such as a trust company and proprietary mutual funds.

William Schwartz is a financial advisor with Edward Jones in Amarillo, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Edward Jones since 1994. Outside of financial advising, he is involved in agriculture as an owner and partner in cattle breeding and grazing businesses, and holds a limited partnership in oil and gas ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices across the country.

Whitney Brantley is a CFP®-certified financial advisor with Edward Jones in Amarillo, TX, bringing seven years of industry experience. Prior to joining Edward Jones in 2018, Whitney worked for ISN Software Company for two years. Outside of finance, Whitney owns Plush N' Stuff LLC, an event services business specializing in stuffed animal parties. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Larry Bailey is a financial advisor with LPL Financial based in Amarillo, TX. He holds a Series 66 designation and has 25 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Bank of America and Merrill Lynch. Outside of advising, he is involved with Balakebail INC, a non-investment business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and various investment management programs, supported by a large network of investment adviser representatives.

Michael Seymour is a financial advisor with OSAIC based in Amarillo, TX, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Securities America Advisors, Morgan Stanley, and Morgan Stanley Private Bank. In addition to advisory work, Seymour is involved in insurance sales, serving as an agent and owner within several insurance groups. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charities through a large network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and risk-based portfolio construction with access to various third-party managed account solutions.