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 an advisor at The Advisors Group. He has held roles at The Advisors Group since 1978, including through its related entities, and previously worked at Signal Securities, Inc. Outside of advising, he is president of a tax preparation business 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, including a substantial high-net-worth clientele. The firm employs a client-specific process using risk assessments and written investment policy statements, managing portfolios through a strategic allocation of passive and active funds primarily via ETFs, mutual funds, individual equities, and fixed income.

Duncan Green is a financial advisor with Green & Deckert LLC, holding Series 63 and Series 66 licenses and over 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 board of the Lubbock Symphony Orchestra and Friends of Music of Texas Tech University. Green & Deckert LLC provides discretionary asset management and retirement-plan consulting for individual, high-net-worth, and institutional clients. The firm emphasizes a long-term investment approach based on Modern Portfolio Theory, employing institutional access to Dimensional Fund Advisors mutual funds and utilizing third-party operations support.

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.

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.

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® with 13 years of industry experience, currently serving as a financial advisor at The Advisors Group in Lubbock, TX. She has held the Certified Divorce Financial Analyst (CDFA) designation since 2019 and has worked at The Advisors Group and Signal Securities, Inc. Her other business activities include acting as an independent insurance agent. The Advisors Group provides personalized financial planning and discretionary investment management to individuals, trusts, estates, and small businesses, including a substantial high-net-worth clientele. The firm uses a client-specific process with risk assessment and written investment policy statements, managing portfolios through a strategic allocation approach combining passive and active funds.

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.

Eric McDonald is a CFA® charterholder with 21 years of industry experience, currently serving at McDonald Capital Management in Lubbock, TX. He previously worked at Islay Capital Management, LLC. McDonald Capital Management provides discretionary portfolio management, financial planning, and consulting services to individual and institutional clients, including high net worth individuals and retirement plans. The firm employs a combined fundamental, technical, and quantitative investment approach and manages private pooled investment vehicles with performance-based fee structures for accredited investors.

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.

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.

Taylor Reasoner is a CFP® professional with one year of industry experience, currently serving as an advisor at EQ Wealth Advisors in Lubbock, TX. Prior to joining EQ Wealth Advisors, Taylor worked at Texas Tech University and held roles in mortgage and administrative consulting. Outside of financial advising, Taylor has provided administrative support consulting for Oberkampf Supply. EQ Wealth Advisors offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, foundations, and employer-sponsored plans. The firm employs an active, tactical investment approach that incorporates a mix of ETFs, mutual funds, equities, fixed income, and alternative investments, with a focus on tax-aware strategies and broad financial planning, including tax preparation services.

Redina Franklin is a financial advisor at Innovative Advisory Group with 27 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked with firms such as Amicus Financial Advisors and Park Avenue Securities. In addition to her advisory role, she has been involved with Mary Kay Cosmetics for over two decades. Innovative Advisory Group serves individuals, trusts, estates, corporations, and employer-sponsored plan participants, offering discretionary asset management and comprehensive financial planning. The firm employs a range of investment strategies and provides specialized services including plan platform reviews and family-office style engagements.

Eric Caswell is a financial advisor with Kingsview Wealth Management, LLC, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He worked at Edward Jones from 2001 to 2023 before joining Kingsview Partners LLC and Kingsview Wealth Management LLC in 2023. Outside of his advisory role, Caswell serves as a board member for Brownfield Farmers Cooperative and is involved in family farming operations and livestock partnerships in Texas. Kingsview Wealth Management is a multi-advisor SEC-registered firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm provides financial planning, wealth management, and asset management through both in-house and third-party strategies, including model portfolios and access to alternative investments.

Ladonna Scott is a CFP®-designated financial advisor with 39 years of industry experience, currently with Wealth Watch Advisors, Inc. since 2019. Her prior roles include positions at Sagepoint Financial, INC. and AFLAC Insurance, and she also owns Scott Financial Services, where she operates as an insurance agent. Wealth Watch Advisors serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, corporations, and other registered investment advisers. The firm combines quantitative, qualitative, and technical methods in its investment approach, utilizing third-party model managers and offering access to approved alternative private placements for eligible investors.

Preston Tharp is a Series 66-licensed financial advisor with six years of industry experience. He is currently with The AmeriFlex Group and has worked previously at Cambridge Investment Research, OSAIC, Cetera, CETERA Advisor Networks LLC, Wall3 Financial, and Peoples Bank of Texas. Outside of his advisory role, he is an independent insurance agent with Intuitive Solutions Insurance and Wealth Strategies, LLC. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.