Shawn Montague is a CFP® professional with 14 years of industry experience, currently serving at Charles Schwab in Dallas, TX. His previous experience includes roles at USAA Investment Management Company and USAA Financial Planning Services. Charles Schwab & Co., Inc. serves primarily 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 a multi-asset model portfolio approach supported by Schwab Center for Financial Research due diligence.

Charles Tran is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked at NYLIFE Securities LLC and New York Life Insurance Company from 2007 to 2017 before joining Thrivent in 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm supports combining planning with managed-account programs via a consolidated billing option called WealthPlan, while keeping these services separate.

Aleah Powell is a Series 66 licensed financial advisor with Edward Jones, based in Royse City, TX. She has one year of experience in the financial industry, joining Edward Jones in 2024 after previous roles in the medical supplies sector. Outside of advisory work, she is involved with Fork Paradise LLC, an RV park business in Yantis, TX. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors. The firm manages over $1 trillion in assets through a nationwide network of advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Shea Majure is a financial advisor at Morgan Stanley with eight years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Majure serves on the board of the Higgins Branchini Shooting Foundation, a nonprofit focused on economic assistance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Randy Siebert is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various capacities within Fidelity and its affiliated entities since 2000. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs, and maintains a distinctive role as a commodity pool operator and fund advisor among large institutional peers.

Rebecca Hern is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 66 licenses and 19 years of industry experience. Her prior experience includes roles at Wedbush Securities, Bank of America, Merrill, WesBanco Securities, PNC Bank and Investments, UBS Financial Services, and Fifth Third Securities. She also serves as an executor of a family estate. 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 portfolios, third-party asset management, and institutional platforms.

Patrick Barker is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2007. He helps clients understand strategies that align with their individual goals through the financial planning process. Prior to his current position, Patrick held several roles at Fidelity Investments, including Financial Planning Consultant (2005-2007), Senior Financial Specialist (2003-2005), Fixed Income Specialist (2001-2003), and Full Trader (1999-2001). He holds an Arkansas Insurance License.

Jerry Ingram is a financial advisor with Raymond James Financial in Dallas, TX, holding Series 63, 65, and 66 licenses and 22 years of industry experience. His prior roles include positions at LPL Financial and Elite Financial Management. He is also employed as an associate at Alicorn Investment Management, providing client support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm employs non-discretionary planning and consulting tailored to client goals and supports a broad advisor network with specialized municipal and public finance services.

Hannah Tobben is a Planning Consultant who partners with clients to develop personalized strategies aimed at growing and protecting their wealth over time. She focuses on understanding each client's financial goals and priorities to deliver long-term strategies aligned with their objectives. Hannah's professional experience includes roles as an Investment Consultant and Financial Representative at Fidelity Investments between 2023 and 2026. Outside of her professional work, Hannah has interests in fitness, Pilates, yoga, outdoor adventures, food, and social events with friends.

Marcus Patterson is a financial advisor at J.P. Morgan Securities in Dallas, TX, with nine years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporates ESG considerations, and offers broader derivatives and commodities capabilities.

Allison Tarpley is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in McKinney, Texas. She has been serving clients in the financial advisory field since 1999, leading her own practice within the Merrill Lynch office. Allison and her team focus on delivering wealth management planning, investment advice, and personalized service to clients, prioritizing integrity, hard work, and a client-centered approach. She graduated with a degree in Business Administration from Austin College in Sherman, TX, in 1999 and later earned the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. Allison's professional credentials further include Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Her expertise encompasses comprehensive financial planning, including education planning, retirement, estate, philanthropic, and socially responsible investing strategies. Outside of her professional role, Allison is involved in her local church community. She enjoys spending time with her husband, Mark, and their two children. Family activities often include supporting their children's sports and enjoying time at their lake house.

Mark Stevanovic is a financial advisor with Robert W. Baird & Co. Inc. in Southlake, TX, holding a Series 66 designation and 28 years of industry experience. He has been with Robert W. Baird since 2012. Stevanovic serves as a board member on Dallas Afterschool’s Investment and Finance Committee. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, with a range of traditional and non-traditional investment strategies.

Jeremy Salmon is a financial advisor with Primerica Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been associated with PFS Investments Inc since 2008 and Primerica Financial Services since 2007. Salmon is also involved in the sale of investment-related products and receives non-investment compensation for loan product sales and referrals of home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets through a model-driven investment approach supported by third-party asset managers and custodial services.

Dustin Moheit is a CFA® charterholder with seven years of experience in the financial industry, currently serving at Morgan Stanley in Dallas, TX. His work history includes positions at Williams Capital Management and Cheldan Capital Management, L.L.C. Outside of advisory roles, he has been involved with Cheldan Homes L.P., indicating experience beyond traditional investment management. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and corporate financial planning services.

Christopher Rivera 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 in 2025, he worked at Spectrum Financial Group and Randolph Federal Credit Union, among other positions. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Brooke Bailey is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and seven years of industry experience. She previously worked at Merrill and Wells Fargo in various capacities before joining Schwab in 2025. Charles Schwab & Co., Inc. serves a large client base, primarily 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 offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and alternative investment options.

Gigi Lavergne is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She previously worked at SagePoint Financial for 11 years and Wealth Advisory Counsel for 16 years. Outside of her advisory role, she is involved in tax preparation through her own firm, S&G Tax Associates, and manages insurance and retirement planning activities as owner of TRI Planning. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services that range from comprehensive financial planning to retirement plan consulting. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, supporting a variety of managed and advisory strategies.

Mark Goode IV is a financial advisor with Edward Jones in Dallas, TX, holding a Series 66 designation and seven years of industry experience. He previously worked at Stanley Korshak and JCPenney. Goode serves as Alumni Board President of The Episcopal School of Dallas, where he helps organize alumni activities. 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 nationwide network of advisors and branch offices.

Scott McMurdie is a CFP® professional with 27 years of industry experience, currently with OSAIC since 2023. He previously worked at FSC Securities Corporation for 18 years and Osaic FA, Inc. for four years. Outside of his advisory role, McMurdie serves on the boards of the Garland ISD Education Foundation and the City of Sachse Economic Development Corporation, and he provides notary services and insurance procurement assistance as a sole proprietor. OSAIC Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform that includes comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by technology tools, while its scale and complex affiliate network mark its presence in the industry.

Maddock May is a CFP® with three years of industry experience, currently serving as an advisor at LPL Financial. Prior to joining LPL, May worked at Moss, Luse & Womble, LLC for five years and has academic experience with Abilene Christian University. May is also involved with North Texas Wealth Management, an entity related to 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 financial planning and portfolio management services using various strategies and third-party resources, supported by extensive operational tools and a broad non-advisory financial services platform.