Don Saulic is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Hightower Advisors since 2015. He is also the owner of King Crown Capital Corporation, where he provides business and executive strategy planning and consulting services. Additionally, he is involved in insurance sales. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm offers a multi-manager investment approach utilizing affiliated and third-party managers, with solutions that incorporate mutual funds, ETFs, alternative investments, and custom indexing.

Peter I. Myers is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at RBC Capital Markets, Raymond James & Associates, and UBS Financial Services. Based in Dallas, TX, he joined Rockefeller in 2025. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, operating also as a registered broker-dealer that provides securities transactions, variable insurance products, and investment banking services.

Kenneth Mcclanahan is a CFP® and ChFC® with 18 years of industry experience, currently serving at Corient in Dallas, TX. His career includes 15 years at RGT Wealth Advisors, LLC prior to joining Corient and its related entities. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining internal strategies with third-party managers and employs advanced risk management tools and alternative investment options.

Greg Gentry serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. He works with investors to prepare and maintain financial plans tailored to their individual planning goals and needs. Greg's professional experience at Fidelity Investments began in 2013, progressing through roles including Investor Center Account Executive, Account Executive, and Financial Consultant. He holds an Arkansas Insurance License, supporting his work in financial consulting. Further details about his education, credentials, personal interests, or community involvement are not provided.

Parker Eaton is a Financial Consultant at Fidelity Investments, where he has worked since 2018 in various roles including Investment Consultant, Planning Consultant, Relationship Manager, Business Development Consultant, and Client Experience Representative. He specializes in comprehensive financial planning aimed at helping clients build, preserve, and transition wealth. Parker focuses on understanding the financial and personal goals of his clients and their families to develop tailored financial plans designed to benefit them both now and in the future. Outside of his professional work, Parker has interests in fishing, football, golf, lake activities, snowboarding, and volunteering.

Nathan Pinzon is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Thrivent Financial, New York Life, and Neiman Marcus. Outside of his advisory work, he is the owner of Lakewood Private Capital LLC and also works as an insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent financial professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Kirstyn Rodriguez is a financial advisor at Merrill with four years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Pappas Restaurants Inc. in addition to her current role. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lisa Childs is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2014. 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 managed by internal teams and third-party managers, serving individuals, high-net-worth clients, and various institutional investors.

David Winston is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Prior to joining LPL Financial in 2020, he was affiliated with Securities America Advisors, Inc. and Securities America, Inc. for over a decade. He is also the business owner of Express Legal Funding, which provides loans to individuals involved in litigation awaiting settlement funds. 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, and institutional platforms, supported by a large network of investment adviser representatives.

David Byrd is a financial advisor at Raymond James & Associates in Dallas, TX, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2010. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and government entities, providing financial planning, non-discretionary investment consulting, and municipal advisory services.

Christa Miller is a Series 66 licensed financial advisor with Edward Jones, based in Colleyville, TX, and has three years of industry experience. Her prior roles include positions at Equitable Advisors LLC and Prosperity Bank, and she currently serves as a trustee for The Miller Family Trust. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and affiliated investment products through a nationwide network of advisors and branch offices.

Melissa Stewart is a financial advisor with Edward Jones in Duncanville, TX, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and maintains affiliated capabilities such as a trust company and securities-based lending.

Nicholas Lalonde is a CFP® professional with 12 years of industry experience. He is currently with LPL Financial and has previously worked at Edward Jones and Raymond James Financial. 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 investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Neil Grant is a CFP® professional at Robert W. Baird & Co. with 30 years of industry experience. He has been with Robert W. Baird since 2011, totaling 15 years at the firm. The DDK Group, where he works, is part of Robert W. Baird & Co.’s Private Wealth Management department and serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax management, and internal research tools, including artificial intelligence, in client advisory.

Brenner Holliman is a Financial Consultant I at Fidelity Investments, a position held since 2025. Prior to this role, Brenner held several positions within Fidelity Investments, including Planning Consultant, Investment Consultant, and various levels of Investment Solutions Representative and High Net Worth Associate roles from 2021 to 2024. Brenner began their financial career as a Financial Professional at Equitable Advisors in 2020 before joining Fidelity Investments. Brenner's professional experience encompasses a range of responsibilities in financial consulting, investment solutions, and client relationship management. Their work focuses on personalized planning and guidance tailored to clients' financial objectives, starting with identifying key priorities and conducting comprehensive reviews of clients' financial situations.

Julian Puhringer is a Financial Advisor at Merrill Lynch Wealth Management. He holds the designation of Personal Investment Advisor (PIA). Julian completed an Accredited Certificate Program from New York University.

Melissa Miller is a financial advisor with Edward Jones in Keller, TX, holding a Series 66 designation and 13 years of industry experience. She worked at Apex Clearing Corporation from 2012 to 2017 before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

John Candy is a financial advisor with Ameriprise in Bedford, TX, holding a Series 66 designation and two years of industry experience. He has worked for several firms, including Alternative IRA Services, LLC (BitcoinIRA) from 2016 to 2022, before joining Ameriprise in 2026. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice. The firm's approach includes a centralized service team that collaborates with advisors and uses proprietary research and algorithmic tools to guide asset allocation, withdrawal strategies, and Social Security claiming options.

James Clark is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at firms such as Cetera, BOK Financial Securities, and Stephens. 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 asset management solutions, utilizing advisor-supported tools and multiple investment strategies across its extensive network of over 22,800 advisors.

Cole Bohner is a financial advisor with Raymond James & Associates in Dallas, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Champ Sports Company, Bridgepoint Consulting, and Charles Schwab. Outside of his advisory work, he plays guitar in a band on weekends. 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 municipal entities, offering financial planning and consulting with non-discretionary implementation decisions.