Taylor Graves is a CFP®-certified financial advisor with 17 years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL in 2025, he worked at Edward Jones for 14 years and held roles at Raymond James Financial Services and other firms. He is also involved with Panhandle Investment Group LLC and Longstreet Wealth Management. 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 financial planning and investment management services supported by extensive resources and technology.

Quinn Tavious Hall Taylor is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has worked at Merrill since 2022, as well as at Bank of America, N.A. since 2025. Taylor serves on the board of Heal the City, a nonprofit providing free medical care to uninsured individuals in the Amarillo community. 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 institutional investors.

Ryan Hall is a financial advisor with Edward Jones in Amarillo, TX, holding Series 63 and Series 66 credentials and having 13 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, Hall is the vice president of Maple Leaf Cattle Co, a cattle business in Amarillo. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Zane Zybach is a financial advisor at OSAIC with seven years of industry experience. He holds the Series 66 designation and has worked at Royal Alliance since 2018. In addition to his advisory role, Zybach is involved with Zybach Ranch, a business he has operated since 2008. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of advisors, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.

Kyle Vest is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Edward Jones in Amarillo, TX. He previously operated Kykelvest LLC from 2017 to 2021 and has two prior Edward Jones tenures totaling over 18 years. Vest holds additional securities licenses including Series 63 and Series 66. 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 with a large nationwide network of advisors and offers a range of advisory strategies, including discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.

Andrew Holt is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 66 licenses. He has 22 years of industry experience, including 16 years at Navigation Financial Group of Canyon and Securities America. Holt is also involved in insurance sales through Bison Wealth Strategies. 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 services and investment platforms, utilizing model portfolios, third-party subadvisors, and customized strategies.

Tucker Lee is a financial professional affiliated with Cetera, holding a Series 66 designation and bringing three years of industry experience. He has worked with Cetera and related entities since 2022 and previously held roles at Happy State Bank and FirstBank Southwest. Lee serves as a trustee for the Walter B. Palmer Foundation, a nonprofit organization connected to the Phi Delta Theta fraternity, where he participates in board decisions on financing fraternity housing. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers across various program structures.

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.