Kevin Patterson is a Series 65-licensed financial advisor based in Amarillo, TX, and the sole principal of Patterson Strategic Equity LLC. He has experience managing discretionary asset portfolios and maintains outside employment as a firefighter, dedicating approximately one-third of his time to that role. Patterson Strategic Equity LLC is a newly formed SEC-registered investment adviser providing tailored asset management to individuals and high-net-worth clients. The firm’s approach emphasizes fundamental analysis and builds portfolios according to each client’s objectives, time horizon, and risk tolerance.

James Adams is a financial advisor at Adams Wealth Management in Amarillo, TX, with 15 years of industry experience. He has held his current role since 2014 and previously worked at Hilltop Securities Independent Network for two years. He holds the Series 66 designation. Adams Wealth Management is an independent advisory firm managing approximately $13.6 million across 29 client accounts. The firm offers discretionary portfolio management and comprehensive financial planning services to individual, including high-net-worth, and corporate clients. It uses a client-specific approach to portfolio construction and sponsors a wrap fee program that covers investment management and transaction costs under a single fee.

Charles Kitsman is the principal of Kitsman Investment Management in Amarillo, TX, with 44 years of industry experience. He holds a Series 63 designation and has previously worked at Purshe Kaplan Sterling Investments and Argentus Advisors. Outside of his advisory work, Kitsman owns a landscape photography business and serves as president of the board for a preschool serving low-income families. Kitsman Investment Management provides asset management and advisory services to individuals, trusts, estates, charitable organizations, and plan sponsors. The firm uses a combination of fundamental and technical analysis, offers both discretionary and non-discretionary portfolio management, and frequently advises pension and profit-sharing plans.

Bradley Clark is a financial advisor at Double Seven Wealth Group, LLC in Amarillo, TX, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Firstbank Southwest and Wells Fargo Advisors. Clark is also licensed as a General Lines Agent in Texas, allowing him to offer insurance products alongside investment services. Double Seven Wealth Group serves individuals, high-net-worth clients, and small businesses by providing discretionary investment management and financial consulting. The firm emphasizes client education through seminars and workshops and uses a combination of fundamental and technical analysis alongside modern portfolio theory to create tailored investment strategies.

Roger Remling is the sole advisor at Kenai Investments, Inc., an independent firm based in Borger, Texas. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. Remling has been with Kenai Investments since 2003. Kenai Investments serves individual and high-net-worth clients, providing asset management, financial planning, business succession and executive benefits consulting, tax preparation assistance, and estate-planning support. The firm employs a combined fundamental and technical investment approach, offering both discretionary and non-discretionary services, and conducts formal quarterly account reviews tailored through client questionnaires.

Derrick Caldwell is a financial advisor at Hoyl Wealth Management, LLC in Amarillo, TX, holding a Series 65 credential with one year of industry experience. He has prior experience at AIG and Bank of America. Outside of his advisory role, he serves as Chief Operating Officer and insurance agent at Hoyl Financial, LLC. Hoyl Wealth Management, LLC is an independent investment adviser serving individual and high-net-worth clients with investment advisory, financial planning, and managed account services. The firm employs a client-specific approach using asset allocation, technical analysis, and a mix of long- and short-term purchases, offering both discretionary and non-discretionary portfolio management.

Alex Fierro is a Series 65-licensed advisor with Toro Bravo Investment Advisors, LLC in Amarillo, TX. He is one of two advisors at the firm. Toro Bravo Investment Advisors serves individual and high-net-worth clients by providing portfolio management, pension consulting, and financial planning. The firm uses a varied investment approach combining charting, cyclical, fundamental, quantitative, technical, and modern portfolio theory methods, and employs strategies including long- and short-term trading, margin, and options.

Robert Rathbun is a financial advisor at Spring Capital Management with 44 years of industry experience. He holds a Series 63 designation and has held roles at Purshe Kaplan Sterling Investments and Argentus Advisors prior to joining Spring Capital in 2017. Rathbun is also a licensed insurance agent specializing in fixed insurance and annuities and serves on the advisory board for WTAMU College of Fine Arts and Humanities. Spring Capital Management provides discretionary investment management to individuals, high-net-worth clients, businesses, trusts, and estates primarily through its proprietary Spring Capital ADEPT wrap-fee program and referrals to third-party money managers. The firm manages approximately $223 million in assets for about 132 clients with a two-adviser team.

Kate Pacheco is a financial advisor at ASK Capital Investment Managers with a Series 65 designation and two years of industry experience. Prior to joining ASK Capital, she worked for the Amarillo Independent School District for 14 years. Outside of her advisory role, she serves as Vice President of HAAS Enterprises, a restaurant business. ASK Capital Investment Managers is a state-registered investment adviser that provides portfolio management and related advisory services primarily to individual and high-net-worth clients. The firm sponsors a wrap fee program and offers discretionary management, with approximately $98 million in discretionary assets under management.

Matthew Adams is a financial advisor with Money Methods, Inc. in Amarillo, TX, holding a Series 63 license and 27 years of industry experience. He has been with ACM Money Methods, doing business as Money Methods, since 1996 and serves as Vice President of the general partner. In addition to his advisory role, he is licensed in life and health insurance and dedicates part of his time to that area. Money Methods serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses by providing personalized financial planning and recommending third-party money managers. The firm focuses on planning and manager selection without discretionary portfolio management, drawing on fundamental analysis, modern portfolio theory, and long-term purchase strategies.

Richard Mcelreath is a financial advisor at Spring Capital Management with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Spring Capital Management since 2016, following ten years at Purshe Kaplan Sterling Investments and nine years at Argentus Advisors. Outside of his advisory role, Mcelreath serves as an investment committee member for Arvest Asset Management and manages operations for RJAE, LLC, a holding company unrelated to investment services. Spring Capital Management provides discretionary investment management to individuals, high-net-worth clients, businesses, trusts, and estates, primarily through its proprietary ADEPT wrap-fee program and referrals to third-party money managers. The firm manages over $200 million in assets with a two-adviser team and emphasizes portfolio oversight, regular reviews, and the use of outside money managers when appropriate.

Walter McNeer is a CFP® with 26 years of experience in the financial industry. He is currently with ASK Capital Investment Managers, where he has worked since 2017. His previous roles include positions at Purshe Kaplan Sterling Investments, Argentus Advisors, and Spring Capital Management. Outside of his advisory work, McNeer is the owner of ASK Farm, LLC, an agriculture business. ASK Capital Investment Managers is a state-registered adviser providing portfolio management and related services primarily to individual and high-net-worth clients. The firm sponsors its own wrap fee program and offers discretionary management along with access to third-party money managers.

Brady Schenk is a financial advisor at Blue Horizon Investments LLC with five years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Morgan Stanley and Carson Wealth. Outside of his advisory role, he owns a non-advisory publishing business, 305 Enterprises, LLC. Blue Horizon Investments LLC provides discretionary investment management, retirement-account advice, and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses a combination of fundamental and technical analysis to construct portfolios primarily with ETFs and low-cost mutual funds, and offers planning engagements on both an hourly or fixed-fee basis as well as asset-based advisory services.

Muhammad Subhani is a financial advisor at Toro Bravo Investment Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Crown Capital Securities, Lp, West Texas Investment Advisors, and Texas Tech University. Outside of his advisory role, he serves as a board member for Get Legit, a charity focused on helping people regain their driver’s licenses. Toro Bravo Investment Advisors, LLC provides portfolio management, pension consulting, and financial planning services to individual and high-net-worth clients. The firm manages approximately $32 million across 154 accounts, employing a combination of investment analysis methods and active trading tools, including options and margin, with regular portfolio reviews and the use of third-party sub-advisors when appropriate.

Lori Slaughter is a financial advisor at Millennial Wealth Management, LLC in Amarillo, TX, with six years of industry experience. She previously worked at Edward Jones for 31 years before joining her current firm. Millennial Wealth Management provides financial planning and portfolio management services to individual clients and employer-sponsored retirement plans, including ongoing consulting for plan sponsors. The firm’s investment approach centers on passive, asset-allocation portfolios using index mutual funds and ETFs, and it combines delegated outside-manager solutions with platform tools to manage held-away and workplace accounts.

Edward Hedgecoke is a financial advisor at Perennial Wealth Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, LLC and Purshe Kaplan Sterling Investments. Outside of advising, he has been involved in managing a rental property and an RV park through Canadian River Properties, LP since 2010. Perennial Wealth Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, and certain business entities. The firm serves both high-net-worth and non-HNW clients, using a strategic asset allocation framework and regularly publishing a newsletter series for educational market commentary.

Brian Moon is a financial advisor with Toro Bravo Investment Advisors, LLC in Amarillo, TX, holding Series 63 and Series 66 licenses with 25 years of industry experience. His prior roles include positions at Crown Capital Securities, SCF Investment Advisors, and SCF Securities. Outside of advising, he chairs the board of a charity organization focused on grant writing and fundraising and produces cooking videos on a YouTube channel. Toro Bravo Investment Advisors, LLC manages approximately $32 million across 154 accounts for individual and high-net-worth clients, offering portfolio management, pension consulting, and financial planning. The firm employs a range of investment analysis methods and active trading strategies, including the use of margin and options, while providing both discretionary and non-discretionary services.

Billy Clements is a financial advisor at Financial Security Services Group, Inc. in Amarillo, TX, holding Series 63 and Series 65 credentials with 39 years of industry experience. His prior roles include positions at Dominion Investor Services, Inc., Calton & Associates, Inc., and LPL, as well as over two decades as a self-employed advisor. Financial Security Services Group primarily serves individual and high-net-worth clients, offering discretionary portfolio management, variable annuity and life subaccount oversight, and comprehensive financial planning. The firm employs a combination of fundamental and technical analysis, including a proprietary market-timing signal, and incorporates third-party money managers and co-advisor model portfolios in its investment approach.

Kip Hutto is a financial advisor with Wealth Management of Kentucky, Inc. He holds Series 63 and Series 66 credentials and has 16 years of industry experience. His prior roles include positions at Principal Securities Inc, NYLife Securities LLC, and ownership of Hutto Financial Strategies. Outside of his advisory work, he is also an insurance agent specializing in life annuities, disability, long-term care, and health insurance. Wealth Management of Kentucky provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as select pension plans and small businesses. The firm employs a range of analytical approaches and investment strategies, including options and structured products, and typically manages client accounts on a discretionary basis.

Charlotte Adams is a financial advisor with Money Methods, Inc. in Amarillo, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Money Methods since 1985 and serves as CEO and president of ACM Money Methods Ltd. Outside of her advisory work, Adams is a volunteer board member of the High Plains Children's Home Endowment Foundation. Money Methods serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses by providing personalized financial planning and recommending third-party money managers. The firm emphasizes planning and manager selection without discretionary portfolio management, using fundamental analysis and modern portfolio theory in its advice.