Gary Van Bakel is a financial advisor with Ameriprise in Amarillo, TX, holding a Series 63 designation and bringing 41 years of industry experience. He previously worked at Edward Jones from 2009 to 2021 before joining Ameriprise in 2021. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Julio Tudon is a Series 66 credentialed financial advisor at J.P. Morgan Securities with 18 years of industry experience. He worked at Merrill Lynch for 10 years before joining J.P. Morgan Securities in 2017. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Jason Hudson is a financial advisor with Edward Jones in Amarillo, TX, holding a Series 66 designation and 11 years of industry experience. He has worked at Edward Jones since 2014. Outside of his advisory role, he is involved in sales activities on Fiverr.com. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, and manages approximately $1.01 trillion in assets with a large network of advisors and branch offices across the country.

Jeffrey Chado is a financial advisor with OSAIC based in Amarillo, Texas, holding a Series 66 designation and 13 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc for over a decade before joining OSAIC. Outside of his advisory role, he owns and operates agricultural and oil and gas ventures, including a farm and ranch and an exploration business. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that include a range of investment products.

Brenda Davis is a financial advisor with Raymond James Financial Services, holding a Series 66 designation and 17 years of industry experience. She has worked at Amarillo National Bank since 2012, providing investment services as part of her role there, and has been affiliated with Raymond James Financial Services since 2010. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm employs a tailored, analytical approach to investment consulting and supports both advisory programs and institutional portfolio management across a large network of advisors.

Jesse Miller is a financial advisor with Raymond James Financial in Amarillo, TX, holding Series 63 and Series 66 licenses and possessing 40 years of industry experience. He previously worked at LPL Financial for nine years and Wells Fargo Advisors for five years. Outside of his advisory role, Miller is involved in a family ranch business. Raymond James Financial Services Advisors, Inc. serves a broad client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary financial planning and investment consulting, using analytical tools and risk profiling to support client goals.

Dwaina Six is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Ameriprise since 2024. Prior to this, she worked at Edward Jones for 12 years. Outside of her advisory role, she serves on the Board of Directors for Aten Ministries, Inc. and co-speaks with her husband at Christian marriage conferences. She also volunteers as a financial coach with the Baptist General Convention of Texas, providing budgeting and debt reduction counseling to pastors seeking grants. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering customized, tax-smart withdrawal strategies through a centralized consulting team. The firm combines research-driven modeling and automated recommendations with advisor collaboration to provide comprehensive retirement planning.

David Barrow is a Series 66 credentialed financial advisor with Edward Jones in Amarillo, TX, where he has worked since 2010. He has 15 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Paula Cornelius is a Senior Financial Advisor at Merrill Lynch Wealth Management. She focuses on providing personalized wealth management strategies designed to help clients pursue their long-term financial goals. Paula emphasizes developing flexible strategies that account for changing market conditions and leverages the resources of Merrill and Bank of America to support her clients’ diverse needs. With professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), Paula brings expertise in retirement planning and investment advisory services. She holds a High School Diploma from Tascosa High School in Amarillo, TX. In addition to her professional work, Paula is actively involved in community service, volunteering with local organizations. She follows the Merrill tradition of community participation and integrates this commitment into her role as a financial advisor.

Charles Smith Jr. is a financial advisor with Cambridge Investment Research Advisors and holds the Series 63 and Series 65 designations. He has 34 years of industry experience, including prior roles at Kestra Financial, Inc., and LPL Financial, LLC. Outside of his advisory work, Smith owns Genesis Financial Group, a trade name entity based in Amarillo, TX, and serves as a board member for a local homeowners association. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing a range of portfolio management options across various custody and platform arrangements.

Shawn Haworth is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. His career includes roles at Cetera Wealth Services and Voya Financial Advisors, and he has managed his own business, The Haworth Company, since 2007. Outside of advising, he is involved in freelance acting and modeling. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services, operating a multi-manager platform that provides advisors flexibility in investment strategies across discretionary and non-discretionary programs.

Douglas Allen is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes nine years with LPL Financial and five years with Wells Fargo Advisors prior to joining Raymond James Financial. He also serves in a fiduciary capacity for family trusts. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual investors, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports its clients through various advisory programs and institutional consulting services.

Jeffrey Stewart is a Financial Advisor at Merrill Lynch Wealth Management based in Amarillo, TX. He utilizes Merrill's wealth planning approach to assist clients in identifying and pursuing their financial goals. Jeffrey focuses on guiding clients through complex financial situations, including retirement income planning, educational funding, legacy planning, portfolio management, small business strategies, tax minimization, and supporting women and wealth. His approach involves working closely with clients and their families to develop personalized plans aligned with their risk tolerance, time horizon, and liquidity needs. Jeffrey holds a Bachelor's Degree from the University of Colorado Colorado Springs and has professional designation as a Personal Investment Advisor (PIA). He applies his expertise to help clients understand the planning process and market operations, aiming to create financial strategies designed to grow and preserve wealth. Jeffrey emphasizes the importance of support during various life stages and is committed to providing consistent guidance to his clients. Outside of his professional work, Jeffrey lives with his wife Stacey and shares a passion for outdoor activities. They enjoy hiking, biking, camping, cooking, golfing, skiing, and traveling together.

Marcus Bellar is a financial advisor at Edward Jones in Amarillo, TX, holding a Series 66 designation. He has one year of experience in the financial industry, having previously worked for the Amarillo Independent School District and the Dumas Independent School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Larry Laughter is a Senior Consultant at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1995, bringing extensive experience from over a decade as a Certified Public Accountant in both public accounting and private industry. Larry's work focuses on developing financial strategies tailored to clients' risk tolerance, time horizon, liquidity needs, investment goals, and associated costs. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Personal Investment Advisor (PIA) credential. Larry earned a Bachelor of Business Administration degree in accounting from West Texas State University in December 1982. His approach to wealth management is consultative and objective, utilizing Merrill Lynch's resources to assist clients in exploring various financial strategies. Originally from Clayton, New Mexico, Larry is an avid golfer and has contributed to his community by serving on several non-profit boards in Amarillo. He spends his personal time fishing, golfing, hunting, and with his family, including his wife Janet and their two grown children.

Khoury Maldonado is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones in Amarillo, TX. Prior to joining Edward Jones in 2016, he was involved with Maldonado Lawn Service, a family landscaping business, where he assisted on weekends and evenings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard with an extensive national network of financial advisors and branch offices.

John Clemens is a financial advisor with Raymond James Financial in Amarillo, TX, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with Raymond James Financial since 2009 and has held roles at Amarillo National Bank since 2001. Clemens is an officer and stockbroker at Amarillo National Bank Investment Services and is involved with Flagship Capital Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs for municipal finance and SIMPLE IRA employer consulting.

Sunny Strickland is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at firms including Voya Financial Advisors and Palo Duro Financial Group, where he is a part owner. Outside of advisory work, he is an independent insurance agent and serves as a notary public providing document notarization services to clients. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of investment management and consulting services across multiple program structures, including discretionary and non-discretionary portfolio management and access to third-party managers.

Gregory Farber is a financial advisor with Ameriprise in Amarillo, TX, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he is writing a book titled "The Letter of Final Wishes," which offers guidance on preparing a personal letter to assist loved ones with end-of-life arrangements. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to create tailored, written recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Daniel Houk is a financial advisor with LPL Financial in Amarillo, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at LPL Financial since 2012 and previously served with Raymond James Financial Services Advisors and Happy State Bank. Outside of his advisory role, he is an associate and senior registered sales associate at Burnett Financial Services. 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 a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a broad platform of strategic investment options and operational tools.