Dawna Elayne Carr Frenkel

Daniel Hall is a financial advisor at Stifel with 26 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Hall serves on the boards of Legacy Christian Academy and The Foundation of Southeast Texas, participating in educational oversight and nonprofit investment committee activities. Stifel provides brokerage and investment advisory services to a diverse client base including individuals, institutions, charitable organizations, and municipal entities. The firm employs a proprietary methodology developed by its Investment Strategy Group to deliver asset allocation and financial planning analyses.

Stuart Romal is a financial advisor at Mass Mutual Investors Services with Series 63 and Series 65 licenses and 39 years of industry experience. He has worked with MML Investors Services, Inc. since 1990 and MassMutual since 1989. Outside of his advisory role, he is the owner of Grandpa Roscoe's Greenhouse LLC, a nursery and greenhouse business. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-driven planning and offers specialized programs such as divorce planning and event-driven estate and employer-sponsored planning.

Kenneth Mills is a Series 66 certified financial advisor with Edward Jones, where he has worked since 2010, bringing 15 years of industry experience. He is based in Clifton, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated financial services supported by a large nationwide network of advisors and branch offices.

Montford Turley is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill. Outside of his advisory role, Turley manages Hidden Water Ranch, LLC, a ranch property business in Texas. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

John Stovall is a financial advisor at Cetera with 40 years of industry experience. He holds the PFS™ and Series 63 designations and has prior experience with Avantax Advisory Services and several fiduciary and accounting roles. Stovall is also active as a trustee for multiple irrevocable trusts and serves as treasurer for local organizations including the Irving Police Foundation and Rotary International Bosque County. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and retirement services, supporting a nationwide network of over 10,000 advisors and managing more than $256 billion in assets.