John Lord is a financial advisor with Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 66 licenses and 13 years of industry experience. His career includes multiple tenures at Wells Fargo Clearing and Wells Fargo Advisors, with a brief period of self-employment. Outside of his advisory role, he has a 50% ownership interest in a rental property in Roxbury, MA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Matthew Milner is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing financial planning, investment strategy, and wealth preservation services, emphasizing building genuine relationships by understanding clients’ values and goals. His approach includes offering ongoing clarity, guidance, and support through every stage of a client's financial journey. Matthew's experience includes analytical roles within technology and real estate organizations, which contribute to his disciplined yet personal approach. His expertise covers areas such as education planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, small business strategies, and tax minimization. He holds a Bachelor's Degree from Southern Methodist University Cox School of Business and is a Personal Investment Advisor (PIA). Matthew is also affiliated with the professional organization Alpha Kappa Psi and is involved in community organizations including the Alzheimer's Association, Children's Medical Center of Dallas, and Jewish Family Services.

Wendy Messmann is a financial advisor with Merrill in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has been with Merrill since 2003. Outside of her advisory role, Messmann serves as a board member of The Junior League of Dallas and has participated as a co-chair for its Milestone Luncheon fundraiser. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Matthew Hyde is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 credential with three years of industry experience. His prior work includes positions at Family Powersports and Texas Tech University. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

Shane Rooney is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Shake Smart and Aflac, as well as experience during his time at Southern Methodist University. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, brokerage services, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Selena Williams is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and 19 years of industry experience. She has worked at J.P. Morgan Securities since 2017, with prior positions at Oklahoma State Bank and Wells Fargo Private Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework in its recommendations.

Samuel Hodges is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services. Hodges’s background also includes a role at Baylor University. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Kimberly Turner is a Series 66-licensed financial advisor with Morgan Stanley in Dallas, TX, where she has worked since 2019. She has nine years of industry experience, with prior roles at Tiffany & Co., Prime Capital Investment Advisors, and Cambridge Investment Research. Outside of finance, she has seasonal experience working in customer service and merchandising at Neiman Marcus during the holiday season. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning, utilizing structured discovery processes and firm-approved planning tools.

Kenneth Mc Kelroy is a CFP® professional with 21 years of experience, currently serving as a financial advisor at Edward Jones since 2004. He is based in Rockwall, TX, and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is associated with FPAH Holdings, a rental property business related to Four Paws Animal Hospital in Rowlett, TX. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors.

Shermicker Galloway is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Before joining Cetera in 2023, he worked at JP Morgan Securities, LLC for five years and held roles at Capital One Investing, Elite Financial Management, and LPL Financial. Outside of his advisory work, he operates a photography business specializing in portrait, landscape, and event photography. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Caroline Horan is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan Securities, she held roles at JPMorgan Chase Bank, Charles Schwab & Co, and Tarrant Management, LLC. Outside of finance, she has experience working in the restaurant industry and small business operations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to inform its recommendations.

Catherine Carter is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has previously worked at Bank of America, Texas Capital Bank, and Aberdeen Group. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Hendrick is a financial advisor with LPL Financial in Dallas, TX. He holds Series 63 and Series 66 designations and has eight years of industry experience. Prior to joining LPL Financial in 2024, he was self-employed for four years and has been associated with Milbern Ray & Company LLP since 2015. Outside of advising, he is the owner of Kyle Hendrick Ranch, where he raises cattle. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and services, including financial planning, retirement plan consulting, and model portfolio management, supported by research and technology-driven approaches.

David Feldner is a financial advisor at Edward Jones in Dallas, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he was the owner of The Feldner Group LLC, a health insurance brokerage, and has over a decade of experience with nonprofit organizations including Kids Across America and Cru/Campus Crusade for Christ. Through his previous business, he assisted approximately 50 Medicare and ACA clients during the 2024 annual enrollment period. 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 and investment solutions, supported by a large national network of financial advisors and branch offices.

Kelly Bolton is a Senior Financial Advisor and the founder of Bolton and Associates Wealth Management with Merrill. She holds the Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) designations. Kelly is a Managing Director with extensive expertise in investment and asset management, working to help families, businesses, and foundations achieve financial well-being while preserving and growing their wealth. Her practice is committed to providing attentive and consistent care to clients with simplicity and transparency. Kelly graduated from the University of Alabama System with a bachelor's degree. Throughout her career, she has received various recognitions, including the David Brady Award from Merrill in 2002. She has been named to Forbes' "Best-In-State Wealth Advisor" list from 2018 through 2026 and has been recognized on Forbes' "Top Women Wealth Advisors Best-in-State" list from 2022 through 2026. Additionally, Bolton and Associates has been awarded Forbes' "Best-in-State Wealth Management Team" list from 2023 through 2026. Kelly is also a recipient of SHOOK Research and Working Mother magazine's "Top Wealth Advisor Moms" list for several years. Outside of her professional responsibilities, Kelly is involved in her community through organizations such as the Community Foundation of Memphis, March of Dimes, Poplar Pike Arts Foundation, and Regional One Medical Center.

Wendy Adkins is a Series 66-licensed financial advisor with Edward Jones in Rockwall, TX, where she has worked since 2011. She has 12 years of industry experience. Outside of her advisory role, she serves as president and secretary of a construction company run by her husband, contributing administrative support on weekends. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs. The firm manages approximately $1.01 trillion in assets and has a large national network of financial advisors and branch offices.

Brett Maikowski is a financial professional at Cetera with nine years of industry experience. He holds a Series 66 designation and has been associated with Cetera and related entities since 2017. Outside of his advisory role, Maikowski serves as president of the Downtown Rockwall Association, a nonprofit organization focused on supporting and promoting downtown Rockwall. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a nationwide network of over 10,000 advisors, managing more than $256 billion in assets.

Christopher Craig is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized investment strategies that align with their unique financial goals. His areas of focus include college education planning, family wealth management strategies, personal retirement planning, and tax minimization. Mr. Craig holds a Bachelor's Degree from the University of Oklahoma and has earned the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He provides ongoing advice to clients, adapting their portfolios as their situations change to help them pursue their financial objectives. Outside of his professional work, Christopher Craig is involved with the Juvenile Diabetes Research Foundation (JDRF) in Oklahoma. His personal interests include cooking, football, golfing, pickleball, spending time with his family, and watching movies.

Deonna Osborn is a financial advisor with LPL Financial in Garland, TX, holding Series 63 and Series 65 licenses and 22 years of industry experience. Her career includes roles at Cetera, Summit Brokerage Services, and managing Fulfer and Associates, Inc., where she has also been involved in tax preparation and accounting services. Additionally, she owns a business named Writing the Dream. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutional clients. The firm offers a wide range of advisory programs and financial planning services, utilizing model portfolios, research, and various portfolio management technologies.

Cole Cammack is a financial advisor at RBC Capital Markets in Dallas, TX, holding a Series 66 designation with less than one year of industry experience. His previous roles include positions at City National Bank, Lifeblue, Inc, and CrateBind, LLC. Outside of his advisory work, he is the sole proprietor of CGC Creative, a business focused on client communications and project management. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients from individual investors to institutions and offers various advisory programs tailored to clients’ risk profiles. The firm employs a combination of in-house and third-party managers to implement diversified investment strategies with options for tax management and responsible investing.