The Advisors Group

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.

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.