Robert Mc Murtrey

Jody Holt is a financial advisor at Holt Wealth Management LLC in Borger, TX, with 10 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Kenai Investments, Inc. for six years. Outside of advising, Holt is president of the board for Hutchinson County United Way, a local nonprofit organization. Holt Wealth Management provides discretionary portfolio management, financial planning, and tax preparation services to individual and high-net-worth clients. The firm customizes recommendations using a combination of technical and fundamental analysis and manages portfolios that may include equities, mutual funds, ETFs, and publicly traded REITs.

Allen Tollett is a Series 66-credentialed advisor with GWN Securities Inc., where he has worked since 2010. He has 21 years of industry experience. Outside of his advisory role, he is involved in selling life insurance products, including Medicare supplement and Advantage plans, and markets prepaid legal services. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs and model portfolios on the Fidelity-supported FMAX platform.

Stephen Horst is a financial advisor with Ameriprise in Borger, TX, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he participates in church budget planning and allocation as a member of a local committee. Ameriprise offers a retirement-income planning service primarily for individuals with at least $1 million in investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.