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.

Matthew Angel is a CFP®-certified financial advisor with 10 years of industry experience. He is the principal and sole advisor at Angel Legacy Advisors, LLC, having previously worked at USAA for 15 years. Angel Legacy Advisors provides investment management and fiduciary retirement-plan advisory services to plan sponsors, businesses, and individual clients. The firm emphasizes fundamental analysis with a long-term approach, using diversified mutual funds, ETFs, and select individual securities, and it offers pension consulting, third-party manager oversight, and standalone financial planning services.

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.

John Russell is a CFP® with 41 years of industry experience, currently serving as president of Strategy, Inc. dba The Advisors Group since 2017. His career includes long-term tenure with The Advisors Group dating back to 1978 and experience at Signal Securities, Inc. Outside of financial advising, he manages tax preparation services for financial clients and serves as treasurer for a local homeowners association. The Advisors Group provides personalized financial planning and discretionary investment management to individuals, trusts, estates, and small businesses, serving both individual and high-net-worth clients. The firm manages approximately $142 million for around 192 clients, implementing portfolios through a mix of ETFs, mutual funds, individual equities, and fixed income, supported by customized Investment Policy Statements and Riskalyze risk assessments.

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.

Daniel Robles is a financial advisor with Vision Wealth Advisors LLC in Lubbock, TX, holding a Series 66 license and 18 years of industry experience. He has been with Vision Wealth Advisors since its founding in 2011. Vision Wealth Advisors provides discretionary portfolio management and investment supervisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs both fundamental and technical analysis and utilizes a range of strategies, including long-term investing, active trading, short sales, margin transactions, and options writing.

Raymond Bonner is a CFP® professional with 19 years of industry experience, serving as an advisor at Bonner & Smith, LLC since 2007. He works from Lubbock, TX, as part of a three-advisor team. Bonner & Smith primarily serves individual investors, including high-net-worth clients, as well as retirement accounts and trusts, offering fee-only financial planning and discretionary portfolio management. The firm operates as a fiduciary with actively managed model portfolios and a specialization in serving employees in the oil and gas industry.

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.

Jeffrey Mercer is a financial advisor at McDonald Capital Management with 20 years of industry experience. He holds a Series 65 designation and has been with Islay Capital Management, LLC since 2005. McDonald Capital Management provides discretionary portfolio management, financial planning, and consulting services to individual and institutional clients, including high net worth individuals, retirement plans, and trusts. The firm employs a combination of fundamental, technical, and quantitative analysis, offering tailored investment recommendations across various asset classes and managing private pooled investment vehicles with performance-based fee structures.

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.

Gustavo Chavez is a financial advisor with Alpha Capital LLC in Lubbock, TX, holding a Series 66 designation and one year of industry experience. His prior roles include positions at LPL Financial LLC, Spire Outsourcing, and Sig Dansby & Associates. Chavez is involved with Alpha Capital Strategies LLC, a business related to his advisory work. Alpha Capital LLC manages approximately $67.8 million for about 130 clients, offering discretionary and non-discretionary portfolio management along with financial planning and consulting services. The firm serves a diverse client base and employs a long-term, asset-allocation driven investment process that includes mutual funds, ETFs, equities, fixed income, and third-party portfolio managers, with ongoing monitoring and rebalancing.

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.

Shelby Russell is a CFP®-certified financial advisor with 13 years of industry experience, currently practicing at The Advisors Group in Lubbock, TX. She has served as a Certified Divorce Financial Analyst since 2019 and holds a Series 63 license. Prior to her current role, she worked at Signal Securities, Inc. and has been affiliated with The Advisors Group in various capacities since 2007. Outside of advising, she is a licensed independent insurance agent. The Advisors Group provides personalized financial planning and discretionary investment management to individuals, trusts, estates, and small businesses, serving both individual and high-net-worth clients. The firm manages approximately $142 million across about 192 clients and employs a mix of ETFs, mutual funds, individual equities, and fixed income within customized investment strategies.

Tyler Sturdivant is a financial advisor at McDonald Capital Management with nine years of industry experience. He holds a Series 65 designation and has worked at McDonald Capital Management since 2016. Prior to his advisory career, he spent ten years in full-time education. McDonald Capital Management provides discretionary portfolio management, financial planning, and consulting to individual and institutional clients, including high net worth individuals, retirement plans, and trusts. The firm uses a combination of fundamental, technical, and quantitative analysis to tailor recommendations across various asset classes and also manages private pooled investment vehicles with performance-based fee structures.

Rusti Pitts is a financial advisor at Bonner & Smith, LLC in Lubbock, TX, holding a Series 65 designation with three years of industry experience. She has been with Bonner & Smith since 2008. Outside of advising, she is involved in tax preparation and accounting services. Bonner & Smith primarily serves individual investors, including high-net-worth clients, retirement accounts, and trusts, offering fee-only financial planning and discretionary portfolio management. The firm focuses on actively managed model portfolios using mutual funds and ETFs, with attention to tax considerations and long-term strategies, and caters notably to employees in the oil and gas industry.

Susan Smith is a CFP® with 23 years of industry experience. She has been with Bonner & Smith, LLC since 2007. The firm primarily serves individual investors, including high-net-worth clients, as well as retirement accounts and trusts, offering fee-only financial planning and discretionary portfolio management. Bonner & Smith operates as a fiduciary and uses actively managed model portfolios focused on mutual funds and ETFs, employing a mix of charting, fundamental, and technical analysis with attention to tax considerations and long time horizons.