Myra Slaybaugh is a CFP® and ChFC® with 20 years of experience in financial services. She currently works at Cambridge Investment Research Advisors and has held prior roles at Lincoln Financial Securities Corporation and First Command Financial Services. Outside of her advisory work, she serves as a board member for RESCU. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals who tailor strategies to client goals using a range of portfolio management approaches.

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, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 2003 and was previously with Waddell & Reed from 1995 to 2003. Boone is also involved with Texas Private Wealth Advisors, an investment-related business associated with his LPL activities. 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 portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Travis Beck is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He has built his career at Fidelity Investments, where he previously worked as a Planning Consultant from 2020 to 2021, a Relationship Manager in 2020, a Workplace Planning Consultant from 2018 to 2020, and a Financial Representative from 2017 to 2018. He focuses on creating and maintaining personalized financial plans tailored to meet the unique needs of his clients. Travis emphasizes understanding what matters most to each individual and partners with clients throughout their financial journeys with a commitment to integrity. Outside of his professional work, Travis enjoys activities such as baseball, football, kayaking, spending time at the lake, running, and traveling.

Rezso Spruch is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and has worked with firms including Interactive Brokers and Merrill. He has been with various J.P. Morgan entities since 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers a range of products through its affiliation with the broader J.P. Morgan organization.

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 at Merrill Lynch Wealth Management, serving clients since March 1986 in Midland, Texas. With over 30 years of experience, he holds the position of Managing Director and Personal Investment Advisor (PIA). Tim specializes in portfolio management, providing customized investment strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment options. He follows a disciplined process focused on understanding each client's unique financial needs and goals. His approach emphasizes client-centered relationships and tailored advice aimed at maintaining and transferring wealth across generations. Timothy earned his high school diploma from CMR High School. His professional work at Merrill Lynch Wealth Management integrates the firm's investment insights and banking services from Bank of America to help clients pursue their financial objectives.

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 at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan, he worked at Goldman Sachs and Jump Investors. Outside of finance, he assists with implementing AI technologies at Quantum Geotechnical, a civil engineering firm owned by his family. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

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 been with J.P. Morgan Securities since 2006, including a concurrent role at JPMorgan Chase Bank, N.A. since 2017. Outside of his advisory work, he is a professional bowler. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

Rosemina Hudani is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her career includes roles at Cetera and American Airlines Federal Credit Union. She is affiliated with Flagship Financial Group, a DBA for her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by technology tools and a broad array of financial products.