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.

Justin Adams is a financial advisor with Ameriprise based in Amarillo, TX, holding a Series 66 designation and 20 years of industry experience. He has worked at Ameriprise since 2019 and previously held roles at RSMB LLC and Raymond James Financial Services Advisors Inc. He serves on the Board of Directors for Brayden's Gift, a nonprofit organization. Ameriprise offers retirement-income planning services targeting clients with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Scott Shuman is a Series 66–licensed financial advisor at Edward Jones in Canyon, TX, with one year of experience in the industry. Prior to joining Edward Jones, he worked for eight years at Prosperity Bank and six years at Best Buy. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Chris Gilbert is a financial advisor with OSAIC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Securities America Advisors and Edward Jones. Outside of his advisory work, he serves as a board member and Vice President of the Coors Ranch Rodeo, assisting with event planning and community engagement, and owns a business that restores and sells cowboy hats. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage and advisory services with a range of investment solutions supported by advanced portfolio construction tools.

Dena Rattan Pool is a financial advisor with Ameriprise in Amarillo, TX, holding a Series 66 designation and 18 years of industry experience. Her career includes roles at RSMB, LLC and Raymond James Financial Services Advisors Inc. She is also an ambassador for Plexus Worldwide, involved in the sale of vitamins and supplements on a limited basis. Ameriprise offers retirement-income planning services focused on clients with substantial investable assets, combining research and modeling techniques to provide tailored, tax-efficient income strategies. The firm delivers these services through a centralized consulting team that partners with financial advisors to produce detailed Recommendation Reports.

Garrett Eggleston is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Sage Oil Vac and Amarillo College. Outside of finance, he was involved with Cojo Music LLC for four years. 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 strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Kirk Haworth is a financial advisor with Cetera, holding the ChFC® designation and Series 63 license, and has 43 years of industry experience. He has worked with firms including VOYA Financial Advisors and has been involved with The Haworth Company since 1985. Outside of financial advising, he participates in acting for movies, TV, plays, and church productions. Cetera Investment Advisers LLC is a large, SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Daniel Richburg is a financial advisor with Edward Jones in Amarillo, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is involved in agricultural activities, managing an Angus cow-calf operation and participating in a family farming partnership. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 advisors.

Collin Hall is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to his career in finance, he spent ten years working full-time in education. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Summer Rudder is a financial advisor with LPL Financial in Amarillo, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She previously worked at Merrill from 1997 to 2023. Rudder is also a commissioned notary in the state of Texas. 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, asset management programs, and institutional platforms, supported by a large network of investment adviser representatives.

Lona Hill is a financial advisor at Edward Jones in Amarillo, TX, holding a Series 66 designation with 12 years of experience at the firm. She has been with Edward Jones since 2014. 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 wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Zachary Hopkins is a financial advisor with Ameriprise in Amarillo, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at AMS Retail Solutions and Rothwell Landscaping. 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.

Larry Lee is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, and has 39 years of industry experience. He has held roles at Cetera Wealth Services, VOYA Financial Advisors, and operates his own firm, Lee Financial Group. Outside of advisory work, he is involved in grassland management through Triple Lee Enterprises LLC. Cetera Investment Advisers LLC is a large SEC-registered adviser serving individual, corporate, and institutional clients through a broad network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform that includes affiliated and third-party managers with flexible program structures.

Ben Pierce is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Level Four Advisory Services for eight years and Edward Jones for one year. Outside of his advisory role, Pierce operates a family farm in New Mexico. 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 large network of investment adviser representatives.