Dean Shill is a financial advisor at Cetera with 10 years of industry experience. He holds the PFS™ designation and Series 66 license. Dean has previously worked with Avantax and 1st Global firms. He serves as a board member of the Dallas Hebrew Free Loan Association, a nonprofit providing interest-free loans to the Greater North Texas Jewish community. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Lauren Greer is a CFP® and holds a Series 66 license, currently serving as an advisor with Cambridge Investment Research Advisors. She has one year of experience in the financial industry, with prior roles at Cypress Point Wealth Management, Feedonomics, Kforce, LiveArea, and PFSweb. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a broad mix of individual and institutional clients, including pension and charitable organizations. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Grady Vaughn is a Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Vaughn completed his undergraduate studies at Southern Methodist University, earning a Bachelor's Degree, and went on to obtain a Masters of Business Administration (MBA) from Pepperdine University.

Barton Gunter is a CFP® with 24 years of industry experience, currently serving at Raymond James Financial in Dallas, TX. He previously spent 15 years with LPL Financial, LLC. Gunter is a member of the Finance and Investment Committee at Royce City Methodist Church. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored, non-discretionary approaches supported by advanced analytical tools.

Daylen Fleitman is a financial advisor at Merrill with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Merrill, he worked at Merit Financial Advisors, Purshe Kaplan Sterling Investments, and Equitable Advisors. He also has experience in the wine industry and worked at Stonebriar Country Club. 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, and institutional investors.

Reginald Green is a financial advisor with Edward Jones in Dallas, TX, holding the ChFC® designation and Series 66 license, and has 12 years of industry experience. His previous roles include positions at Charles Schwab and Co., Inc. and USAA Financial Advisors, Inc. Edward Jones is a full-service wealth management firm serving over four million clients with a comprehensive range of advisory programs, supported by a large network of financial advisors and branch offices. The firm offers discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products under a fiduciary standard.

Amy Datema is a CFP® professional with 25 years of experience in the financial services industry. She is currently with Ameriprise Financial Services, having joined in 2025. Her prior experience includes roles at Lake Michigan Credit Union, LPL Financial LLC, Comerica Securities, and J.P. Morgan Securities, among others. Outside of her advisor role, she is involved in independent insurance brokering. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning that includes written recommendation reports and ongoing advice centered on dependable income sources and tax-aware withdrawal strategies.

William Mixdorf is a CFP® with 36 years of industry experience currently with Raymond James Financial Services Advisors, Inc. He previously worked for Commonwealth Financial Network for 15 years. He also serves as a trustee for a family trust account. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Michael Garcia is a Wealth Management Advisor at Merrill Lynch Wealth Management, focusing on personalized wealth management strategies. He works closely with clients to understand their financial situations and priorities, developing customized approaches that adapt to changing needs and market conditions. He provides access to the investment insights of Merrill as well as the banking and lending solutions of Bank of America to support various aspects of clients' financial lives. Michael holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from the University of Texas at Austin. He is committed to delivering excellent service and helping clients pursue their long-term goals. Michael also participates in community volunteer activities, reflecting Merrill's tradition of community involvement.

Christopher Odonnell is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at Fidelity Investments and Baylor University, as well as outside experience in hospitality management at Long Valley Pub and Brewery. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery processes and firm‑approved planning tools.

Linda Groves is a financial advisor at Cetera with 33 years of industry experience. She holds a Series 63 designation and has worked at Avantax Investment Services, Inc. for 28 years, in addition to managing her own CPA practice focused on tax preparation, planning, and IRS liaison services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, operating with over 10,000 advisors and more than $256 billion in assets under management.

Dawn Parks is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial. Her background includes roles at Cetera Wealth Services, Avantax, and WealthCare Financial Group, among others. She is the owner of SDF Tax Services LLC, providing tax planning and preparation, and operates Sunny Day Financial, a full-service financial advisory firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports various investment strategies through its extensive network of advisers and combines advisory services with non-advisory financial offerings.

Christanoelle Ume is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 credentials and having 10 years of industry experience. Her career includes roles at Merrill and multiple positions within the Vanguard organization. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs. The firm manages a large client base through a combination of digital delivery and advisor support.

Alan Gilbreath is a financial advisor with LPL Financial holding a Series 66 designation and 21 years of industry experience. His prior experience includes roles at Cambridge Investment Research Advisors, B. Riley Wealth Management, Riverstone Wealth Management, and Morgan Stanley. 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, and access to third-party asset management, supported by a large network of investment adviser representatives.

Tammia Rowe is a CFP®-designated financial advisor with 15 years of industry experience. She has worked at J.P. Morgan Securities since 2016 and was previously with Fidelity from 2012 to 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research to develop model asset allocations, offering clients a range of eligible investment strategies including ESG frameworks.

Michael Grante is a financial advisor at Equitable Advisors in Dallas, TX, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2011, previously associated with AXA Advisors. Outside of advising, he is involved in outsourcing employee benefits for a client and holds ownership in a rental property business. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of advisory models and third-party asset managers to tailor investment solutions to client needs.

Timothy Wilson is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America since 2005 and 2008, respectively. Outside of his advisory role, he serves on the advisory board of the Circle Ten Council Boy Scouts of America and is a board member of the UNC Kenan Flagler Investment Management Action Council, providing career advice to students. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Suzanna Passey is a financial advisor at OSAIC in Richardson, TX, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at MG Retirement Advisors and client service support at The McMurdie Group. OSAIC serves a wide range of clients including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment process with various portfolio management options and is notable for its scale and complex affiliate network.

Lisette Treske is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 12 years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2022 and previously spent nine years at TD Ameritrade. Based in Dallas, TX, Treske's background spans both advisory and banking roles within major financial institutions. Charles Schwab & Co., Inc. serves a large client base composed mainly of 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 with access to discretionary separate managed accounts, using multi-asset model portfolios and a centralized operational structure.

Richard Ford is a financial advisor at OSAIC with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Securities America Advisors and Hodges Capital Management Inc. He is also involved with Navigation Financial Group as a separate business activity. OSAIC serves a diverse client base that includes retail and institutional investors, offering a range of advisory and brokerage services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization strategies supported by risk-tolerance assessments and efficient frontier analysis.