Roy Butler II is a financial advisor at Principal Financial Services with a Series 66 designation and one year of experience at Principal Securities, Inc. and Principal Life Insurance Company. His prior work includes roles at Baylor University, the University of Texas Medical Branch, and involvement in entrepreneurial ventures such as Black Bear Roofing & Renovations LLC. He has also been associated with the Anna Cheri Foundation since 2017. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Branden Mann is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Investment Centers of America, Inc. and First Command. Outside of his advisory work, he is a commissioned notary public. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by in-house research and model portfolios, with flexible solutions tailored to client needs.

Noah Dansby is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices, managing approximately $1.01 trillion in assets under management.

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.

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.

Eric Cromwell is a CFP® and holds a Series 66 license with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, all operating under a fiduciary standard.

John Stovall is a financial advisor at Cetera with 39 years of industry experience. He holds the PFS™ and Series 63 designations and has a background that includes ownership and management of several accounting and fiduciary-related businesses. Outside of his advisory role, he serves as treasurer for the Irving Police Foundation, the Lake Whitney Board of Tourism, and Rotary International Bosque County. Cetera Investment Advisers serves a diverse client base, including individual, high-net-worth, institutional, and retirement-plan clients, through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts with firm-sponsored model portfolios and third-party managed options.

Daniel Cazac is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2014, serving in roles including Financial Consultant and Portfolio Specialist. Prior to joining Fidelity, Daniel was Vice President, Financial Consultant at Charles Schwab from 2012 to 2014 and served as President of Texas Made Wealth, LLC from 2016 to 2021. Daniel has experience in multi-generational wealth planning, philanthropic planning, and wealth management. He has worked extensively with families to visualize and implement plans addressing long-term objectives such as retirement, funding college education, and wealth accumulation. He holds insurance licenses in Arkansas and California. Outside of his professional work, Daniel enjoys beach activities, family time, and parenthood.

Misti Callaway is a financial advisor at Edward Jones with 17 years of industry experience. She holds Series 63 and Series 66 licenses. Callaway has spent her entire career with Edward Jones, beginning in 2004 and continuing through the present. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.