Jody Holt is the principal advisor at Holt Wealth Management LLC in Borger, TX, holding Series 65 and Series 66 licenses with 11 years of industry experience. Before founding Holt Wealth Management, Holt worked for Kenai Investments, Inc. and maintains a longstanding role in outside sales and operations at Gerald's Office Products. Holt also serves as President of the Board for the Hutchinson County United Way, a local nonprofit organization. Holt Wealth Management offers discretionary portfolio management, written financial planning, and tax preparation services primarily to individual and high-net-worth clients. The firm employs a customized investment approach that incorporates technical and fundamental analysis, with portfolios including equities, mutual funds, ETFs, and publicly traded REITs.

Allen Tollett is a Series 66-credentialed advisor with GWN Securities Inc., where he has worked since 2010. He has 21 years of industry experience. Outside of his advisory role, he is involved in selling life insurance products, including Medicare supplement and Advantage plans, and markets prepaid legal services. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs and model portfolios on the Fidelity-supported FMAX platform.

Katie Lingor is a financial advisor with Edward Jones in Borger, Texas, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, she worked with the Borger Economic Development Corporation and held roles at several companies including Estacar LLC and Classic Coffee Service. She serves as Committee Chairman for the Frank Phillips College Development Corporation, where she provides oversight of fund management and assists with cash flow planning. 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 strategies supported by a nationwide network of more than 23,700 financial advisors.

Stephen Horst is a financial advisor with Ameriprise in Borger, TX, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he participates in church budget planning and allocation as a member of a local committee. Ameriprise offers a retirement-income planning service primarily for individuals with at least $1 million in investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Ryan Hill is a financial advisor at Edward Jones in Borger, TX, holding a Series 66 designation. He has prior experience at Traditions Wealth Advisors and Jagoe-Public Company, along with roles in transportation services and other industries. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets through a large network of advisors and branch offices.

Eric Schneck is a financial advisor with Edward Jones in Borger, Texas. He holds a Series 66 designation and has eight years of industry experience, including service as a Major and Staff Officer in the United States Air Force Reserve since 2018 and prior active duty in the Air Force from 2007 to 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum. The firm manages over $1 trillion in assets and offers a wide range of advisory programs and investment solutions through a nationwide network of advisors and branch offices.

Robert Mc Murtrey is a Series 66-licensed financial advisor with Edward Jones in Borger, TX, where he has worked since 2014. He has 11 years of industry experience. He is also the owner of the Edward Jones building in Borger, which he leases to the firm. 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 and operates a large network of financial advisors and branch offices across the United States.