Johnny Moore is a financial advisor with OSAIC based in Amarillo, TX, holding the Series 66 designation and 27 years of industry experience. His background includes roles at Navigation Financial Group of Amarillo LLC and Securities America Advisors, Inc., among others. Moore serves as a board member of the Ronald McDonald House of Amarillo and manages a family LLC investing in oil and gas working interests and residential real estate development. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services utilizing firm-provided tools for portfolio construction, with access to multiple investment vehicles and third-party money managers.

Abigail Coffee is a financial advisor with LPL Financial based in Amarillo, TX. She holds a Series 66 designation and has experience working at Veritas Legacy Wealth, Bank of New York Mellon, and in the Office of the President. Prior to her advising career, she was involved with Purpose Coffee Company and Frontier Fuel Co. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supported by advisor-facing technology tools.

John Goen is a CFP®-certified financial advisor with Edward Jones, based in Amarillo, TX. He has 21 years of industry experience and has been with Edward Jones since 2004. 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, operating under a fiduciary standard.

Kendall Boaz is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Snelgrooes & Co, and West Texas A&M University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the country.

James Anderson is a financial advisor at Edward Jones in Amarillo, TX, holding the CFP® and Series 66 designations with 10 years of industry experience. He has been with Edward Jones since 2015. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Thompson is a financial advisor with LPL Financial in Amarillo, TX, holding a Series 63 designation and 42 years of industry experience. He previously worked at Morgan Stanley DW Inc. for 17 years and Chase Investment Services Corp. for 2 years before joining LPL Financial in 2007. Outside of finance, he works as a freelance voice-over talent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions, offering a wide range of advisory and brokerage services supported by extensive research and operational tools.

Marwan Touma is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has served since 2007. He works closely with a team to create personalized wealth management strategies that align with each client's specific goals and needs. His expertise includes family wealth management strategies, personal retirement planning, portfolio management services, and retirement income planning. Marwan coordinates with clients' attorneys, tax professionals, and insurance experts to provide comprehensive and highly personalized financial services. Marwan holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc. In addition, he has earned the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He possesses a Master's Degree from West Texas A and M University and a Bachelor's Degree from Holy Spirit University. He is proficient in English, French, and Arabic. Active in his community, Marwan participates in philanthropic events and enjoys social activities with family, friends, and clients. His personal interests include biking, football, music, racquetball, soccer, spending time with family, and table tennis.

Madison Plumley is a financial advisor at Raymond James Financial with a Series 66 designation and four years of industry experience. Prior to joining Raymond James in 2026, Madison worked at LPL Financial for five years and has experience in the education sector with Amarillo ISD and Borger ISD. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm employs analytical tools and risk profiling to deliver tailored, non-discretionary planning and supports institutional consulting and portfolio management across a large advisor network.

Hondo Schaeffer is a financial advisor with Edward Jones in Amarillo, TX, holding Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Edward Jones, he worked at NYLIFE Securities LLC and New York Life Insurance Co. Outside of finance, he has served for ten years with the Texas High School Basketball Officials Association. 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 network of financial advisors and branch offices.

Meredith Cobb is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, she held positions at Viterra USA and Gavilon Grain and spent time at Oklahoma State University in roles related to agricultural economics. She serves as a board member for Junior Achievement in Amarillo, Texas. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Zachary Haydon is a financial advisor with Edward Jones in Amarillo, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked in farming and ranching, including ownership and operation of Haydon Ranch, where he managed activities such as cattle trading and horse breeding. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, supported by a large network of financial advisors and branch offices nationwide.

Sean York is a financial advisor with Morgan Stanley in Amarillo, TX, holding Series 63 and Series 65 registrations and possessing 39 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Joshua Backus is a financial advisor at Ameriprise in Amarillo, TX, holding a Series 66 designation with five years of industry experience. He has been with Ameriprise since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Scott Dickerson is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Securities America Advisors, Inc. and in his own advisory practice since 2003. Outside of advising, he is involved in identity theft protection services, recommending vetted providers to clients, and owns an LLC related to investments in oil and gas interests and hard assets. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of advisers and platforms. The firm employs a variety of portfolio construction tools and offers integrated brokerage and advisory services, including access to third-party money managers and managed account solutions.

Breeann Adams is the Senior Resident Director and Wealth Management Advisor at Merrill. She began her career with A.G. Edwards in 2000 after earning a Bachelor of Science degree from West Texas A&M University. In 2008, she obtained the CERTIFIED FINANCIAL PLANNER® certification after completing a rigorous training program. Breeann joined Merrill in 2009, where she serves clients leveraging the extensive products and services of Merrill and the banking capabilities of Bank of America. Her areas of expertise include multi-generational estate planning, education planning, and retirement planning. Breeann's client focus extends to family wealth management strategies, legacy planning, managing new wealth, philanthropic planning, portfolio management services, socially responsible and values-based investing, women and wealth, and retirement income. This broad focus reflects her commitment to addressing the financial needs of diverse clients. Breeann has a history of community involvement, having served on several boards across the Texas Panhandle. Her previous roles include membership on the Amarillo Children's Home Board of Trustees, the Make A Wish Board of Trustees, and the Opportunity School Board of Trustees. She is passionate about serving underprivileged children and children in need. Outside of her professional work, Breeann enjoys basketball, cooking, horseback riding, interior decorating, spending time with her family, and traveling.

Jamie Laird is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and its Private Bank division. Outside of his advisory role, he has received ongoing commissions from a prior involvement as a distributor with Young Living Essential Oils. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and fiduciary advisory services. The firm manages over $1 trillion in assets and supports a large national network of financial advisors and branch offices.

Kimberly Kjerstad is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. She holds the Series 65 and Series 63 designations and has been affiliated with MassMutual and its related entities since 2016. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, employing firm-approved software tools to support collaborative, annual planning relationships.

Regina Dinga is a financial advisor with Morgan Stanley in Amarillo, Texas, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a broad range of advisory services to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Haley Miller is a financial advisor with Raymond James Financial, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at LPL Financial and involvement with Ben Konis Art. Outside of finance, she is involved in training performance horses through a family agricultural business. 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, and institutions. The firm employs tailored non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jimmie Golden is a financial advisor with LPL Financial in Amarillo, TX, holding Series 63 and Series 65 licenses and over 34 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Merrill. Outside of his advisory work, he owns a 75% interest in a patent for a steam turbine and serves in a government-related role at Rick Husband Amarillo International Airport. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.