Jason Fisk is a financial advisor with Ameriprise, holding a Series 63 designation and 33 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Shannon Hill is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 65 credentials and having 26 years of industry experience. She has been with Merrill since 2000. Outside of her advisory role, she is a managing member and general partner of Rolling Hill Solutions LLC, a consulting and trucking company operated by her spouse. 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 plans, corporations, and charitable organizations.

Brittney De Luca is a financial advisor with J.P. Morgan Securities in Ft. Worth, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Her career includes roles at JPMorgan Chase Bank, N.A., Principal Financial Services, and LPL Financial. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Charles Reddell is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He worked at UBS Financial Services from 2009 to 2019 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2019. He serves as a board member for the American Heart Association, participating in fundraising activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Drew Duncan is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 registrations and one year of industry experience. He has been with Wells Fargo Bank since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm leverages research and analytics to offer both brokerage and advisory solutions, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Mischelle Copeland is a financial advisor with Wells Fargo Clearing in Fort Worth, TX. She holds Series 63 and Series 65 credentials and has 38 years of industry experience, including prior roles at J.P. Morgan Securities Inc. and Banc One Securities Corporation. Outside of her advisory work, she co-owns a gas lease that generates royalties from mineral rights beneath her primary residence. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by extensive research and analytics.

Alisa Davis is a financial advisor at RBC Capital Markets based in Fort Worth, TX, holding Series 63 and Series 65 designations with 19 years of industry experience. She has been with RBC Capital Markets since 2012. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, corporate, and charitable clients, offering a range of advisory programs that include portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ risk profiles and utilizes a combination of in-house and third-party investment managers and model providers.

Quinton Kimball is a financial advisor with Ameriprise in Arlington, TX, holding a Series 66 designation and 11 years of industry experience. He has worked at Ameriprise since 2022 and previously held roles at Actum Wealth Advisors LLC, GENEOS WEALTH MANAGEMENT Inc, and Advanced Financial Planning. Kimball also owns and manages Actum Wealth Advisors, where he provides financial advice focused on retirement planning and investment management. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to develop personalized Recommendation Reports delivered in partnership with its financial advisors.

Nicholas Porter is a financial advisor at Merrill in Fort Worth, TX, holding Series 63 and Series 66 credentials with four years of industry experience. His prior work history includes roles at Bank of America, TD Ameritrade, and BBVA USA. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Angie Wohlhaefer is a financial advisor at Cetera with a Series 66 credential and five years of industry experience. She has worked extensively with Wilshire Consultants, Inc. since 2019 and has been affiliated with various Cetera entities since 2024. Wohlhaefer has also provided accounting and tax preparation support through her role at Wilshire Consultants. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management options and operates a multi-manager platform with access to a range of investment strategies and third-party managers.

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.

Jerl Mc Casland is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His background includes roles at Bank of America, Merrill, and United Texas Credit Union, as well as several years working in education. Outside of finance, he works as a bartender at Wizards Sports Cafe. 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 a range of model-based and discretionary investment strategies for individuals, institutions, and nonprofit organizations.

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.