Myra Slaybaugh is a financial advisor with Cambridge Investment Research Advisors, holding CFP® and ChFC® designations and over 20 years of industry experience. Her career includes positions at Lincoln Financial Securities Corporation and First Command Financial Services. Slaybaugh is a board member for RESCU, a role she has held since 2024. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through a broad network of financial professionals.

Meghan North is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Raymond James Financial. Prior to this role, she worked at the United States Census Bureau and has been involved with Moorea Media, LLC for over a decade. She also dedicates time as a client service associate with Warrior Investment Group. 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 offers tailored, non-discretionary planning and uses advanced analytical tools to help clients evaluate potential outcomes.

Paulina Barwise is a financial advisor with Morgan Stanley in Fort Worth, Texas, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Bank of America, Merrill Lynch, and Morgan Stanley Smith Barney. Outside of her advisory work, she is a partner in PL22 Asset Management LLC and is involved in sales and marketing at Autobahn Porsche. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, combining financial planning with access to investment strategies that include input from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers tailored planning services both directly and through corporate agreements.

Matthew Beavers is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. His prior roles include positions at Bank of America and Merrill. Based in Fort Worth, TX, he has been with Raymond James & Associates since 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Felker is a CFP®-certified financial advisor with Ameriprise, bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Felker oversees and manages his Ameriprise financial planning practice through his business, MF2 LLC, and also serves as a team member of LifeBranch Wealth Partners, an Ameriprise Financial Team Practice. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Roger Boone is a financial advisor with LPL Financial in Arlington, TX, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He worked at Waddell & Reed from 1995 to 2003 before joining Linsco/Private Ledger Corp. in 2003. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Carrie King is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 designation and 17 years of industry experience. She has been with Equitable Advisors since 2009, including its predecessor Axa Advisors. Outside of her advisory work, she contributes as a writer for Quarter Horse News and is the owner of Reyalight Enterprises, a non-investment related business. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party managers, offering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Rezso Spruch is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Interactive Brokers, and JPMorgan Chase Bank NA. He is based in Fort Worth, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm utilizes a centralized due diligence process and offers access to broader derivatives and commodities capabilities.

Timothy Bryson is a Senior Financial Advisor with Merrill Lynch Wealth Management in Midland, Texas. He has been in the financial services industry since 1986 and has over 40 years of experience as a financial advisor at Merrill Lynch. Timothy holds the designation of Personal Investment Advisor (PIA) and is a qualified Portfolio Manager. In his role, he provides traditional advice and guidance while also building and managing personalized strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. Some of these strategies are managed on a discretionary basis through the firm's Investment Advisory Program. Timothy follows a disciplined process that begins with understanding each client's specific needs, concerns, and priorities. He focuses on delivering customized strategies and portfolios tailored to clients' unique situations rather than employing a one-size-fits-all approach. His work often supports clients who aim to preserve wealth across generations, assisting them in passing their assets and values to future heirs. He earned his high school diploma from CMR High School. Throughout his career, Timothy emphasizes building relationships centered on clients' financial goals and priorities, aiming to provide thoughtful advice and guidance supported by the resources of Merrill Lynch and Bank of America.

John Gould III is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 20 years of experience in the financial services industry. He joined Merrill Lynch Wealth Management in 2008 and specializes in helping clients pursue their financial goals through personalized wealth management strategies. John assists clients in areas including college education planning, divorce transition planning, family wealth management, managing new wealth, portfolio management, sports and entertainment, and retirement income. His approach involves identifying and prioritizing clients' various objectives such as estate planning, investments, tax minimization, wealth transfer, and retirement income planning, and developing customized strategies based on their personal circumstances and priorities. John holds a Personal Investment Advisor (PIA) designation and possesses a Bachelor's Degree in Marketing and Finance from Baylor University and an MBA from Southern Methodist University. Residing in Dallas, Texas, John is actively involved in his community through First Baptist Church in Dallas. He enjoys spending time with his family and engaging in baseball, basketball, and football.

John Loyd is a financial advisor with LPL Financial in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, Loyd is involved in teaching, providing CFP instruction for Kaplan, offering CPE instruction for CPAs, and coaching volleyball. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary research and third-party subadvisors.

Nathan Makdessi is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. Before joining J.P. Morgan, he worked at Goldman Sachs and Jump Investors. Outside of finance, he assists his father’s civil engineering business by helping to implement AI solutions on weekends. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on written asset allocation advice, manager searches, and customized reporting. Their process combines quantitative and qualitative research and may include ESG considerations, serving clients with various portfolio support services.

Gary Locke is a CFP® and ChFC® with 11 years of industry experience. He is currently with Cetera, having joined in 2023, and previously worked with the Texas Rangers in 2023. Locke is also involved in insurance sales and serves as an investment adviser representative through his independent business activities. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various program structures and investment strategies.

Chris Hibbitts is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has worked with J.P. Morgan Securities since 2006, including prior roles at Chase Investment Services and Banc One Securities. Outside of finance, he is a professional bowler based in Keller, Texas. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative due diligence and may incorporate ESG eligibility criteria.

Donald Buescher is a financial advisor at UBS Financial Services in Ft. Worth, TX, holding a Series 63 designation with 38 years of industry experience. He has been with UBS since 1990. Outside of his advisory role, Buescher serves as a trustee for Meals on Wheels of Tarrant County, where he reviews investment policies. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a network of financial advisors.

Brett Ginn is a financial advisor with LPL Financial in Mansfield, TX, holding a Series 66 designation and 12 years of industry experience. He has been with LPL Financial since 2014 and operates Ginn Wealth Management as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Lauren Hebert is a financial advisor at Ameriprise in Colleyville, TX, holding a Series 66 designation with six years of industry experience. Her career includes roles at Ameriprise Financial Services Inc, Northwestern Mutual, L Brands and Associates, and Texas Christian University. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and supports a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Robert Driskell Jr. is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Theresa Montya is a ChFC®-designated financial advisor at Edward Jones with 26 years of industry experience. She has worked at Edward Jones since 2019 and previously held roles at the Catholic Diocese of Fort Worth and World Choice Securities, Inc. She co-owns a vacation rental property in Trinidad, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, supported by a large network of financial advisors and branch offices.

Courtney Plumbley is a financial advisor with Merrill in Fort Worth, TX, holding a Series 66 designation and eight years of industry experience. She has been with Merrill since 2017. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.