Kevin Patterson is the sole advisor and principal of Patterson Strategic Equity LLC, an independent investment advisory firm. He holds a Series 65 designation and has one year of experience in the financial industry. Outside of his advisory role, he works as a firefighter with the Amarillo Fire Department. Patterson Strategic Equity LLC provides discretionary asset management services to individuals and high-net-worth clients, focusing on fundamental analysis and tailored investment strategies. The firm emphasizes individualized portfolio management and operates on a discretionary basis using Charles Schwab as custodian.

James Adams is a financial advisor at Adams Wealth Management in Amarillo, TX, with 15 years of industry experience. He has held his current role since 2014 and previously worked at Hilltop Securities Independent Network for two years. He holds the Series 66 designation. Adams Wealth Management is an independent advisory firm managing approximately $13.6 million across 29 client accounts. The firm offers discretionary portfolio management and comprehensive financial planning services to individual, including high-net-worth, and corporate clients. It uses a client-specific approach to portfolio construction and sponsors a wrap fee program that covers investment management and transaction costs under a single fee.

Charles Kitsman is the sole advisor at Kitsman Investment Management in Amarillo, Texas, with 45 years of industry experience. He holds a Series 63 designation and has previously worked at Purshe Kaplan Sterling Investments and Argentus Advisors. Outside of his financial advisory work, Kitsman owns a landscape photography business and serves as president of the board of trustees for a preschool serving low-income families. Kitsman Investment Management provides asset management and retirement-plan advisory services to individuals, trusts, estates, and corporate pension and profit-sharing plans. The firm employs a combination of fundamental and technical analysis with a focus on longer-term purchase strategies and offers ERISA 3(21) non-discretionary fiduciary services for retirement plans.

Bradley Clark is a financial advisor at Double Seven Wealth Group, LLC in Amarillo, TX, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Firstbank Southwest and Wells Fargo Advisors. Clark is also licensed as a General Lines Agent in Texas, allowing him to offer insurance products alongside investment services. Double Seven Wealth Group serves individuals, high-net-worth clients, and small businesses by providing discretionary investment management and financial consulting. The firm emphasizes client education through seminars and workshops and uses a combination of fundamental and technical analysis alongside modern portfolio theory to create tailored investment strategies.

Roger Remling is the sole advisor at Kenai Investments, Inc., an independent firm based in Borger, Texas. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. Remling has been with Kenai Investments since 2003. Kenai Investments serves individual and high-net-worth clients, providing asset management, financial planning, business succession and executive benefits consulting, tax preparation assistance, and estate-planning support. The firm employs a combined fundamental and technical investment approach, offering both discretionary and non-discretionary services, and conducts formal quarterly account reviews tailored through client questionnaires.

Derrick Caldwell is a financial advisor at Hoyl Wealth Management, LLC in Amarillo, TX, holding a Series 65 credential with one year of industry experience. He has prior experience at AIG and Bank of America. Outside of his advisory role, he serves as Chief Operating Officer and insurance agent at Hoyl Financial, LLC. Hoyl Wealth Management, LLC is an independent investment adviser serving individual and high-net-worth clients with investment advisory, financial planning, and managed account services. The firm employs a client-specific approach using asset allocation, technical analysis, and a mix of long- and short-term purchases, offering both discretionary and non-discretionary portfolio management.

Alex Fierro is a financial advisor at Toro Bravo Investment Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Toro Bravo, Fierro held positions at Elite Logistics, the Worldwide Organization of Jehovah's Witnesses, and Walmart. Toro Bravo Investment Advisors serves individual and high-net-worth clients by providing portfolio management, pension consulting, and financial planning. The firm uses a variety of analytical approaches and employs both long- and short-term trading strategies, including leverage and options, while maintaining individualized investment policy statements and discretionary portfolio management.

Robert Rathbun is a financial advisor at Spring Capital Management with 44 years of industry experience. He holds a Series 63 designation and has held roles at Purshe Kaplan Sterling Investments and Argentus Advisors prior to joining Spring Capital in 2017. Rathbun is also a licensed insurance agent specializing in fixed insurance and annuities and serves on the advisory board for WTAMU College of Fine Arts and Humanities. Spring Capital Management provides discretionary investment management to individuals, high-net-worth clients, businesses, trusts, and estates primarily through its proprietary Spring Capital ADEPT wrap-fee program and referrals to third-party money managers. The firm manages approximately $223 million in assets for about 132 clients with a two-adviser team.

Kate Pacheco is a financial advisor at ASK Capital Investment Managers in Amarillo, TX, holding a Series 65 designation with two years of industry experience. Prior to joining ASK Capital, she worked for the Amarillo Independent School District for 14 years. Outside of her advisory role, she is vice president of HAAS Enterprises, a restaurant business. ASK Capital Investment Managers serves individual and high net worth clients, offering discretionary portfolio management through its ASK Wrap Fee Program. The firm manages approximately $110.4 million in discretionary assets and does not require a minimum account balance.

Matthew Adams is a financial advisor with Money Methods, Inc. in Amarillo, TX, holding a Series 63 license and 27 years of industry experience. He has been with ACM Money Methods, doing business as Money Methods, since 1996 and serves as Vice President of the general partner. In addition to his advisory role, he is licensed in life and health insurance and dedicates part of his time to that area. Money Methods serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses by providing personalized financial planning and recommending third-party money managers. The firm focuses on planning and manager selection without discretionary portfolio management, drawing on fundamental analysis, modern portfolio theory, and long-term purchase strategies.

Richard Mcelreath is a financial advisor at Spring Capital Management with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Spring Capital Management since 2016, following ten years at Purshe Kaplan Sterling Investments and nine years at Argentus Advisors. Outside of his advisory role, Mcelreath serves as an investment committee member for Arvest Asset Management and manages operations for RJAE, LLC, a holding company unrelated to investment services. Spring Capital Management provides discretionary investment management to individuals, high-net-worth clients, businesses, trusts, and estates, primarily through its proprietary ADEPT wrap-fee program and referrals to third-party money managers. The firm manages over $200 million in assets with a two-adviser team and emphasizes portfolio oversight, regular reviews, and the use of outside money managers when appropriate.

Walter Mcneer is a CFP® professional with 26 years of experience in the financial industry. He is currently with ASK Capital Investment Managers, where he has worked since 2017, and has prior experience with Spring Capital Management, Purshe Kaplan Sterling Investments, and Argentus Advisors. Outside of his advisory role, Mcneer owns and operates ASK Farm, LLC, an agricultural business. ASK Capital Investment Managers serves individual and high net worth clients through its ASK Wrap Fee Program, offering discretionary portfolio management without a minimum account balance. The firm acts as an ERISA fiduciary and maintains regular client account reviews, distinguishing itself by sponsoring its own wrap fee program.

Brady Schenk is a financial advisor with Blue Horizon Investments LLC in Amarillo, TX, holding Series 66, 65, and 63 licenses and six years of industry experience. Prior to joining Blue Horizon Investments, he worked at Morgan Stanley and Carson Wealth among other firms. He is also the owner of a non-advisory publishing business, 305 Enterprises, LLC. Blue Horizon Investments LLC provides discretionary investment management, retirement-account advice, and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm constructs portfolios primarily using ETFs and low-cost mutual funds, combining fundamental and technical analysis with a generally long-term investment strategy while offering flexible planning engagements on an hourly or fixed-fee basis.

Muhammad Subhani is a financial advisor at Toro Bravo Investment Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Crown Capital Securities, Lp, West Texas Investment Advisors, and Texas Tech University. Outside of his advisory role, he serves as a board member for Get Legit, a charity focused on helping people regain their driver’s licenses. Toro Bravo Investment Advisors, LLC provides portfolio management, pension consulting, and financial planning services to individual and high-net-worth clients. The firm manages approximately $32 million across 154 accounts, employing a combination of investment analysis methods and active trading tools, including options and margin, with regular portfolio reviews and the use of third-party sub-advisors when appropriate.

Lori Slaughter is a financial advisor with Millennial Wealth Management, LLC and holds a Series 66 designation. She has six years of industry experience, including a 31-year tenure at Edward Jones prior to joining her current firm. Millennial Wealth Management provides portfolio management and financial planning services to individual clients and employer retirement plans. The firm employs a passive, low-cost investment approach using diversified portfolios of index funds and ETFs, alongside third-party money managers, and offers comprehensive financial planning and employee benefit consulting.

Edward Hedgecoke is a financial advisor at Perennial Wealth Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Ameriprise and Purshe Kaplan Sterling Investments. Hedgecoke is also involved in real estate through Canadian River Properties, LP. Perennial Wealth Advisors, LLC provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, and business entities. The firm uses strategic asset allocation based on Modern Portfolio Theory, focusing on ETFs, mutual funds, and liquid alternative investments, and offers both project-based and ongoing planning alongside portfolio management.

Brian Moon is a financial advisor at Toro Bravo Investment Advisors, LLC with 26 years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at Crown Capital Securities, L.P., SCF Investment Advisors, Inc., and Scf Securities, Inc. Outside of his advisory role, he serves as chairman of the board for a charity organization, contributes to grant writing and fundraising efforts, and produces cooking videos for a YouTube channel. Toro Bravo Investment Advisors serves individual and high-net-worth clients, providing portfolio management, pension consulting, and financial planning. The firm uses a variety of analytical approaches and strategies, including derivative and margin trading, and operates co-advisory arrangements to support client assets.

Billy Clements is a financial advisor at Financial Security Services Group, Inc. with 39 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at several firms including Calton & Associates, Dominion Portfolio Management, Dominion Investor Services, and Titan Securities. Financial Security Services Group, Inc. serves individual and high-net-worth clients, managing approximately $83.4 million across 323 client relationships. The firm provides discretionary asset management, financial planning, and client workshops, employing a combination of fundamental and technical analysis alongside proprietary market-timing strategies.

Kip Hutto is a financial advisor at Wealth Management of Kentucky, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Principal Securities Inc, Principal Life Insurance Company, and New York Life Insurance Company. He is also the owner and president of Hutto Financial Strategies. Wealth Management of Kentucky, Inc. provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, pension plans, and small businesses. The firm utilizes a range of analytical methods and trading strategies, including options and derivatives, and offers customized investment solutions documented in individualized Investment Policy Statements.

Charlotte Adams is a financial advisor with Money Methods, Inc. in Amarillo, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Money Methods since 1985 and serves as CEO and president of ACM Money Methods Ltd. Outside of her advisory work, Adams is a volunteer board member of the High Plains Children's Home Endowment Foundation. Money Methods serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses by providing personalized financial planning and recommending third-party money managers. The firm emphasizes planning and manager selection without discretionary portfolio management, using fundamental analysis and modern portfolio theory in its advice.