Johnathan Finley is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds a Series 65 license with 15 years of industry experience. He is the owner of Open Door Financial Advisors in Lubbock, TX, where he has worked since 2021. His prior experience includes roles at Origin Financial, Mercer Global Advisors, and Kanaly Trust. Open Door Financial Advisors is an independent, state-registered firm serving individual clients, including high-net-worth individuals, and employer plan sponsors. The firm offers financial planning, tailored portfolio management, and retirement plan consulting, focusing on passively constructed portfolios with discretionary account management.

Colton Davis is a financial advisor with SageFolio Advisors in Lubbock, TX, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to founding SageFolio Advisors, he worked at firms including Guardian Life Insurance Company, Park Avenue Securities, and New York Life. He serves as an advisory board member for the City of Lubbock, helping oversee appointments and public outreach for city boards and commissions. SageFolio Advisors provides investment advisory and financial-planning services to individuals, high-net-worth individuals, and business owners, offering both ongoing portfolio management and one-time financial plans. The firm’s approach is individualized and long-term, incorporating cash-flow analysis, risk management, and asset allocation to align with each client’s goals, with engagement options ranging from fixed and hourly to asset-based billing.

Duncan Green is a financial advisor with Green & Deckert LLC in Lubbock, TX, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His career includes roles at Avantax Advisory Services, 1st Global Advisors, and Fillingim, Gardiner, Green & McNair. He serves on the boards of the Lubbock Symphony Orchestra and Friends of Music of Texas Tech University. Green & Deckert LLC provides discretionary asset management to individuals and high-net-worth clients and offers retirement-plan consulting to plan sponsors, utilizing a long-term investment approach based on Modern Portfolio Theory and quantitative analysis. The firm integrates advisory, tax, and insurance services through its principals, who are licensed CPAs and insurance agents.

Justin Price is a CFP® professional with 12 years of industry experience, serving as the sole advisor at AIM Advisory Group, LLC since 2013. He holds Series 63 and Series 65 licenses and is a licensed insurance agent in Texas, Georgia, and Indiana, authorized to sell life, medical, long-term care insurance, and annuities. AIM Advisory Group provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities, managing approximately $18.4 million in discretionary assets. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, offering both long-term and short-term trading strategies, including options, while tailoring client risk tolerance through documented Investment Policy Statements.

Gregory Deckert is a CFP® with 13 years of experience in financial advising. He is a managing member of Green & Deckert LLC, where he has worked since 2019. Prior to this, he held roles at 1st Global Advisors, Inc., 1st Global Capital Corp, and West Texas Wealthcare Advisors, Inc. Deckert also operates a tax return preparation service. Green & Deckert LLC provides discretionary asset management to individual and high-net-worth clients and offers retirement plan consulting to plan sponsors. The firm’s investment approach emphasizes long-term diversification and uses quantitative analysis to construct portfolios primarily consisting of institutional mutual funds.

Brad Pruitt is a financial advisor at High Plains Investment Advisors, Inc. in Lubbock, TX, holding a Series 65 designation with 16 years of industry experience. He has been with Lubbock Financial Services, Inc. since 2009 and concurrently manages financial duties at Sunset International Bible Institute, overseeing accounting, budgeting, and financial reporting. High Plains Investment Advisors serves individuals, businesses, trusts, foundations, and charitable institutions, offering investment management and financial planning with a long-term approach based on Modern Portfolio Theory. The firm emphasizes strategic asset allocation using institutional and index mutual funds and ETFs, and provides participant education and advisory services for defined contribution retirement plans.

Michael Caffey is a financial advisor with Family Dynasty Advisors LLC in Lubbock, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Family Dynasty Advisors in 2018, he worked for PlainsCapital Bank Wealth Management for nine years. Outside of advising, he owns and manages a residential property remodel firm, MLD Construction LLC. Family Dynasty Advisors LLC provides discretionary portfolio management to individuals, high-net-worth families, and businesses, and serves as a subadviser to an unaffiliated registered investment company through the Tactical Advantage ETF. The firm employs a combination of active and passive strategies focused on managing volatility and uses technical, statistical, and macroeconomic inputs to guide portfolio allocation and rebalancing.

Charles Snyder is a financial advisor at Alpha Capital LLC in Lubbock, TX, with 12 years of industry experience. He holds a Series 66 designation and has previously worked with LPL Financial, Eagle Strategies, and New York Life. Outside of his advisory role, he owns Dark Puppet LLC and Twisted Pixels Photography, and is involved in an oil and gas company, KAE Energy, LLC. Alpha Capital LLC provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, asset-allocation driven investment approach and offers discretionary and non-discretionary portfolio management along with retirement plan advisory services.

Miles Hornak is President of K&S Wealth Advisors, LLC and Kuykendall & Schneider, Inc. He holds Series 63 and Series 66 licenses and has 38 years of industry experience. He has been with Kuykendall & Schneider since 1987 and founded K&S Wealth Advisors in 2018, where he supervises all firm activities and makes investment recommendations. K&S Wealth Advisors provides discretionary portfolio management and fee-based financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses multiple analysis techniques and generally pursues long-term investment strategies while adjusting for market conditions.

Mandi Applegate is a financial advisor at Family Dynasty Advisors LLC in Lubbock, TX, holding a Series 65 designation with four years of industry experience. Her prior work history includes roles at Concord Medical Group, Nylife Securities LLC, ALPH Capital Strategies, and Kuykendall & Schneider Inc. Family Dynasty Advisors LLC provides discretionary portfolio management to individuals, high-net-worth families, businesses, and investment companies. The firm employs a mix of active and passive strategies, using technical and statistical analytics alongside macroeconomic inputs, and serves as a subadviser to the Tactical Advantage ETF, which forms the largest holding in most client portfolios.

Nickolas Widen is a financial advisor with AIM Advisory Group, LLC, holding a Series 65 designation and new to the industry with one year of experience. His background includes service in the United States Air Force and roles in family and protective services as well as real estate. AIM Advisory Group provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses a range of analytical methods and investment strategies across multiple asset classes, tailoring client accounts based on documented goals and risk tolerance.

Lana Weant is a financial advisor at Vines Capital Management, LLC with three years of industry experience. She holds the Series 65 designation and has held roles at Woodmen Life and American Income Life, among others, prior to joining Vines Capital Management. Vines Capital Management provides discretionary portfolio management, financial planning, and pension consulting services to individuals, pension and profit-sharing plans, business entities, and charitable organizations. The firm manages accounts using model portfolios across a range of risk profiles and employs methods such as fundamental analysis and Modern Portfolio Theory.

Timothy Mack is a financial advisor at High Plains Investment Advisors, Inc. with 22 years of industry experience. He holds a Series 63 designation and has worked at Bolinger, Segars, Gilbert & Moss since 2004 and Lubbock Financial Services, Inc. since 1998. Outside of advisory work, he provides accounting and tax services under an exclusive contract with a local CPA firm. High Plains Investment Advisors offers investment management and financial planning services to individuals, businesses, trusts, foundations, and charitable institutions. The firm’s approach is long-term and based on Modern Portfolio Theory, utilizing strategic asset allocation with institutional and index mutual funds and ETFs, along with participant education and advisory services for defined contribution retirement plans.

Blake Flint is a financial advisor with Amicus Financial Advisors, LLC in Lubbock, TX. He holds a Series 65 designation and has three years of industry experience. Prior to joining Amicus in 2022, he worked at City Bank Wealth Management and City Bank. He also has experience outside finance, having operated Mighty Wash and worked at Texas Tech University. Amicus Financial Advisors provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a multi-cap, multi-style investment approach that integrates active and passive vehicles, managing portfolios on a discretionary basis with quarterly reviews and rebalancing aligned with individualized Investment Policy Statements.

Joseph Asrat is a financial advisor with Amicus Financial Advisors, LLC in Lubbock, TX, holding a Series 65 designation and two years of industry experience. He has worked at Amicus Financial Advisors since 2024. Amicus Financial Advisors provides comprehensive financial planning, retirement and tax planning, trust and estate planning, insurance and settlement planning, and investment advisory services to individuals, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a multi-cap, multi-style, multi-manager investment approach blending active and passive strategies, supported by tools such as mean-variance optimization and Monte Carlo analysis.

Hatley Harrell is a financial advisor at Crescent Advisor Group, Inc. with 23 years of industry experience. He holds the Series 66 designation and previously worked for Lowell and Company for 17 years. Outside of his advisory role, he is involved in farm and land management through Harrell Farms Ltd and related entities. Crescent Advisor Group, Inc. provides financial planning and portfolio management services to a diverse client base, including individuals, families, institutions, and non-profits. The firm employs a combined technical and fundamental investment approach and manages both traditional and alternative assets through a network of affiliated business lines.

Matthew Peck is a financial advisor with Amicus Financial Advisors, LLC in Lubbock, TX, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has been with Amicus since 2010 and is involved in several investment-related businesses focused on real estate investments. Amicus Financial Advisors provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a multi-cap, multi-style investment approach blending active and passive vehicles, managing approximately $511 million on a discretionary basis.

Joshua Ortiz is a financial advisor at Amicus Financial Advisors, LLC in Lubbock, TX, holding the ChFC® designation and a Series 65 license with six years of industry experience. Prior to his financial advisory career, he served as a detective with the Lubbock Police Department for 22 years and currently works with the Texas Health and Human Services. Amicus Financial Advisors provides comprehensive financial planning and investment advisory services to individuals, trusts, charitable organizations, and corporations, employing a multi-cap, multi-style investment approach that combines active and passive management tools tailored to each client’s Investment Policy Statement.

Bryan Sauceda is a CFP® professional with seven years of industry experience, currently serving at Amicus Financial Advisors, LLC since 2019. He previously worked at Advisers Investment Management, Inc. and PFG Advisors and spent a year in full-time education prior to his advisory career. Amicus Financial Advisors, LLC offers comprehensive financial planning and investment advisory services to individuals, trusts, charitable organizations, and corporate clients. The firm employs a multi-cap, multi-style investment approach combining active and passive strategies, supported by tools such as mean-variance optimization and Monte Carlo analysis.

Evan Smith is a CFP® with four years of industry experience, currently serving as a financial advisor at Amicus Financial Advisors, LLC since 2020. Prior to joining Amicus, he worked at PFG Advisors, LLP, West Texas Filters, and United Supermarkets. Amicus Financial Advisors, LLC provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm uses a multi-cap, multi-style investment approach that blends active and passive vehicles, managing accounts on a discretionary basis with individualized Investment Policy Statements.