John Glover is a financial advisor at Edward Jones in Grand Prairie, TX, holding a Series 66 designation with two years of industry experience. Prior to his current role, he spent several years working in dental practice management, including positions at J. Michael Glover Dentistry, Bond Family Dentistry, and Glover and Braunlin Family Dentistry. He has also been involved with the Southern Baptists of Texas Foundation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory strategies and maintains a large nationwide network of financial advisors and branch offices, catering to both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations.

Katharine Myatt is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co and JPMorgan Chase Bank, N.A. alongside her current role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program.

Jon Piorkowski is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and modeling techniques.

Brian Feldman is a Series 66-licensed financial advisor with 20 years of industry experience. He is currently with Morgan Stanley, having joined in 2025 after 15 years at UBS Financial Services. Feldman is based in Dallas, TX. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning includes structured discovery processes and advanced modeling tools, serving clients through tailored planning and advisory services.

Kevin Clift is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 65 licenses and over 42 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, spanning a combined ten years. Outside of his advisory work, he is involved in several real estate-related activities, including ownership and maintenance of rental and investment properties. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base that includes individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers tailored investment advisory programs utilizing both in-house and third-party managers, with options for discretionary and non-discretionary portfolio management, financial planning, and a variety of specialized services.

Marion Hostetler is a Series 66-licensed financial advisor with Edward Jones in Red Oak, TX, with 10 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she is involved with an art business in Ovilla, TX, focused on creating and selling artwork. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

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.

Matthew Smith is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Vanda Pharmaceuticals Inc. and PricewaterhouseCoopers LLP. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides a range of capital markets services.

Angela Carlson is a financial advisor with Morgan Stanley in Dallas, TX, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, JPMorgan Chase Bank NA, and Cain Capital Management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory services supported by comprehensive firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides a wide range of investment programs.

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.

Jeffrey Piepgras is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on managing clients' wealth by developing strategies tailored to their individual financial goals and adapting to changing market conditions. He provides access to investment insights from Merrill and banking and lending solutions through Bank of America. Jeffrey holds the Personal Investment Advisor (PIA) professional designation and earned a Bachelor's Degree from Southern Methodist University.

Cara Mc Phillips is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank NA, Morgan Stanley, Valkyrie Equities Corporation, and Raymond James and Associates. 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 and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers capabilities across derivatives and commodities through various regulatory registrations and affiliations.

Faith Burton is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs and in various roles connected to The University of Tennessee. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Erin Dickes is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including CIBC Private Wealth Advisors, Atlantic Trust Investment Advisors, and Geneva Investment Management. Outside of her advisory work, she serves on the board of the National Association for Continence and is involved in business advisory for a manufacturing company. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

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.

Daniel Grauwiler is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments in various capacities since 2006. His current role follows seven years at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies.

Steven Dziobak is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role at Morgan Stanley, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC for 10 years. Outside of finance, he is involved with DzioBak Clothing Company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by structured discovery and firm-approved tools.

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.

Kevin Johnson is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation with 11 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2022 before joining J.P. Morgan in 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with quantitative and qualitative research and may include ESG criteria in its recommendations.