Robert Hays is a CFP® with 13 years of industry experience and is affiliated with Raymond James Financial Services Advisors, Inc. in Dallas, TX. He has been with Raymond James since 2014. Outside of his advisory role, he is a partner in an agricultural and property management business in Texas. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm focuses on non-discretionary planning tailored to client goals and supports a broad network of advisors with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory Programs.

Jon Weinstein is a CFP® with 54 years of industry experience, currently advising at Cetera since 2023. He has worked at Cetera Wealth Services, LLC since 2013 and has operated Jon Weinstein Associates in affiliation with CFM for over three decades. Outside of advisory work, he serves as a FINRA arbitrator, participates on Louisiana State University's professional advisory council, and holds volunteer board and advisory roles with nonprofit organizations in Dallas. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers a multi-manager platform allowing advisors to implement a variety of portfolio management strategies through affiliated and third-party managers, supporting both discretionary and non-discretionary accounts.

Katherine Husman is a financial advisor at J.P. Morgan Securities in Dallas, TX, with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2014. Outside of her advisory role, she is an investor in Lucky & Good Consulting, LLC, a family asset protection entity focused on minimizing tax liability. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation process and centralized due diligence. The firm offers these services on a non-discretionary basis, combining advanced modeling with an ESG eligibility framework in its recommendations.

Timothy Peach is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is based in Dallas, Texas. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, incorporating firm-approved tools and research to support client strategies.

Caroline Fogarty is a CFP®-certified financial advisor with Charles Schwab and Co., Inc., based in McKinney, TX, with four years of industry experience. Before joining Schwab, she worked at Keva Juice for three years. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by centralized custody and operational infrastructure.

Douglas Bielefeld is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has a background that includes eight years at Wells Fargo Advisors prior to joining Raymond James in 2017. Outside of his advisory role, he is the owner of Updog Investments, LLC and serves as Managing Director of Synergy Wealth Advisors, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and employs analytical tools to guide client decisions, while also supporting municipal and public finance through a unique affiliated municipal advisor.

Timothy Wilson is a CFP® professional with 25 years of industry experience, currently affiliated with Raymond James Financial in Allen, TX. His career includes long tenures at LPL Financial and the American National Bank of Texas. He is also president of Logsdon Wilson Wealth Advisors LLC, a support company he owns. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports its clients through advisory programs, with specialized services in municipal and public finance.

John Mc Vicker is a financial advisor at Merrill with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes positions at Bank of America, NYLIFE Securities LLC, and New York Life Insurance Company. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gavyn Wehe is a financial advisor with Ameriprise in Richardson, TX, holding Series 65 and Series 63 credentials and two years of industry experience. Prior to joining Ameriprise in 2025, he worked at Robinhood Markets, Charles Schwab & Co., Inc., and Lockheed Martin, among other roles. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement planning and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Phillip Hearn is a financial advisor with Equitable Advisors, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2007 and previously worked with Axa Advisors, LLC. Outside of his advisory role, he is involved in various churches through teaching and supply preaching. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management via third-party programs. The firm employs a hybrid referral and implementation model, utilizing multiple third-party asset managers and offering both advisory and brokerage channels.

Kirbi Stellano is a financial advisor at Merrill in Allen, TX, holding a Series 66 credential with eight years of industry experience. She has worked at both Merrill and Bank of America since 2008. Stellano serves as a successor trustee for a family trust. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and various organizations, supported by internal and third-party portfolio management teams.

Armando Flores is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America, N.A. since 2022 and a brief employment at Whataburger in 2016. Outside of his advisory role, he participates in Amazon Flex, delivering packages. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Timothy Dierkes is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2011. His business activities include the sale of non-variable insurance products such as fixed annuities through multiple providers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and proprietary research.

Cody Slawson is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has been with Equitable Advisors since 2015, including time at its predecessor, Axa Advisors. Equitable Advisors serves a diverse client base that includes individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating mainly through program sponsors and endorsed turnkey asset management platforms.

Verda Johns is a financial advisor with Edward Jones in Princeton, TX, holding a Series 66 designation and 10 years of industry experience, all with Edward Jones since 2016. Outside of advising, she is involved in bookkeeping for a real estate business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with discretionary and non-discretionary investment strategies, offering a wide range of advisory services supported by a large network of advisors and branch offices.

Danny Blevins is a financial advisor with Ameriprise, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as President and Chairman of the board for The Road Adventure, a nonprofit organization. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice, supported by a centralized consulting team.

Scott Mckay is a CFP® professional with 25 years of industry experience, currently serving as an advisor at LPL Financial since 2019. Prior to joining LPL, he worked at Securities America Advisors and Securities America Inc. from 2015 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios and research from multiple sources.

Kerry Torres is a financial advisor at Morgan Stanley with 17 years at the firm and holds a Series 66 designation. Based in Dallas, TX, Torres has two years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers various advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques to support client decisions.

Heather Hackworth is a financial advisor with Edward Jones in Allen, TX, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 1999. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, affiliated mutual funds, and tax-efficient services, and operates under a fiduciary standard.

Timothy Waswick is a financial advisor with Primerica Advisors in Allen, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes roles in construction and general contracting, alongside ongoing ownership of service-related businesses such as Aspen Tree Service and Lyle Services, LLC. He is also involved in small business ownership outside the financial sector. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities while offering a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.