Roy Douglas Butler II

Branden Mann is a financial advisor with LPL Financial in Hillsboro, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at LPL Financial since 2017, following roles at Investment Centers of America and First Command. Outside of his advisory role, Mann is a licensed notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a range of strategies.

Noah Dansby is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. The firm serves more than four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.

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.

Craig Montgomery is a financial advisor at Edward Jones with 22 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Montgomery has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Eric Cromwell is a CFP® professional with 20 years of industry experience, all of which has been with Edward Jones since 2006. He holds a Series 66 license and is based in Hillsboro, TX. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm provides a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets.

Daniel Cazac is Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2024. He has been with Fidelity since 2014, serving as a Financial Consultant from 2021 to 2024 and previously as a Portfolio Specialist from 2014 to 2015. Prior to joining Fidelity, Daniel was Vice President, Financial Consultant at Charles Schwab from 2012 to 2014 and President at Texas Made Wealth, LLC from 2016 to 2021. Daniel specializes in multi-generational wealth planning, helping families visualize their financial goals and implement plans for objectives including retirement, funding college education, and wealth accumulation. He is licensed to provide insurance in Arkansas and California. Outside of his professional work, Daniel enjoys activities such as beach outings, family activities, fishing, parenthood, and traveling.