Montford Lee Turley

Dawna Carr Frenkel is a financial advisor at Ameriprise with 37 years of industry experience. She has been with Ameriprise and its affiliate since 2005 and holds a Series 63 designation. Outside of advisory work, she is involved with Techni-Center Partners, a commercial real estate ownership venture. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning through a centralized team in collaboration with advisors.

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.

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.

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.