Roger Metz is a financial advisor at Robert W. Baird & Co. in Dallas, TX, holding Series 63 and Series 65 designations with 43 years of industry experience. He has been with Robert W. Baird & Co. since 2010. Outside of his advisory role, he serves as a board member on the Gladney Center for Adoption, participating in committees focused on domestic adoption from foster care and financial oversight. He is part of the DDK Group within Baird’s Private Wealth Management department, which provides services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of investment management and planning solutions, utilizing both manager-traded and model-traded strategies, and emphasizes ongoing manager selection and research, including the use of artificial intelligence.

Colby Brown is a financial advisor with Primerica Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked with PFS Investments Inc. since 2014 and Primerica Financial Services since 2010. Outside of advising, Brown is involved in managing a family fund and participates in a transportation business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily under a tiered wrap-fee structure.

Ryan Mcdermott is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 66 licenses and 20 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Securities America Advisors, WFG Advisors, and Edward Jones. Outside of advising, he is a 50% owner of Poplar Bluff Motorsports Park, a dirt track racing facility. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by over 22,800 advisors and extensive operational tools.

Donald Dennis is a financial advisor with Primerica Advisors in Plano, TX, holding Series 65 and Series 63 licenses and having 12 years of industry experience. He has been associated with Primerica Financial Services since 1985 and with PFS Investments Inc. since 2022. In addition to his advisory role, he receives non-investment compensation related to the sale of loan products and home security services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and supports trade execution and custody through established custodians.

Ditzler Walker is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Valic Financial Advisors, Ameriprise, First Dallas Securities Incorporated, and Hodges Capital Management Inc. 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. Their advisory process combines quantitative and qualitative research supported by centralized due diligence, incorporating an ESG eligibility framework and leveraging derivatives and commodities capabilities.

Kassi Ferrell is a Financial Consultant at Fidelity Investments, a position she has held since 2021. She collaborates with families to develop tailored and comprehensive financial plans, utilizing her expertise to help clients work towards their financial goals. Her experience at Fidelity Investments spans several roles, including Investment Consultant from 2018 to 2021, Financial Representative II from 2016 to 2018, and Investment Solutions Representative from 2015 to 2016. This progression reflects her ongoing commitment to financial planning and client service. Kassi is a Certified Financial Planner (CFP®) and applies her knowledge and core values in her work with clients.

Brian Langford is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise in Plano, TX. He has been with Ameriprise and its affiliated entities since 2004. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Michael Walden is a financial advisor with LPL Financial in Dallas, TX, holding a Series 63 designation and 28 years of industry experience. He previously worked for Ameriprise Financial Services, Inc. for 17 years before joining LPL Financial in 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, supporting a broad array of investment strategies and operational tools.

Mitchell Tebon is a Financial Advisor at Merrill Lynch Wealth Management. He provides financial advisory services to clients, focusing on managing and optimizing their wealth. Mitchell holds a Bachelor's Degree from Texas Christian University. Further details about his professional experience, areas of expertise, and personal interests are not provided.

John Russell is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Dallas, TX. He has been with Raymond James Financial Services since 2008 and has worked within the Raymond James Financial network since 2011. 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 corporate clients. The firm offers tailored, non-discretionary planning and employs analytical tools to model potential outcomes, supporting clients through various advisory programs and specialized services like municipal and retirement plan consulting.

Patrick Means is a financial advisor with Charles Schwab in Dallas, TX, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at Ameriprise and TD Ameritrade. He serves on the advisory council of the Dallas Symphony Orchestra. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by due diligence from its financial research team.

Robert Frankowiak is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012. Robert is also a general partner at The Raad Group, LLC, and co-owner of Bearist Group, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and includes broader derivatives and commodities capabilities.

Sheila Kaplan is a Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management, where she has been employed since 1987. She specializes in investment management for families, focusing on preserving wealth and structuring portfolios aimed at growth, income, and quality. Additionally, she assists clients with trust management to support their lifestyles during working years and retirement, as well as managing special situations involving asset management. Ms. Kaplan holds a Master's degree in Computer Science from New York University and a Bachelor's degree from Queens College, where she was a member of Phi Beta Kappa. She holds professional designations including Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Her community involvement includes volunteering with the Article II Society at the Center for Presidential History at Southern Methodist University and participating in special events at the Dallas Museum of Art. Outside of her professional work, she has interests in hiking, music, reading, running, and traveling.

Sherry Craig is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, she works closely with clients to identify their financial priorities and develop customized investment strategies designed to help them achieve their goals. She draws on her extensive experience and the resources available through Merrill Lynch Wealth Management and Bank of America, N.A. to implement these strategies. Sherry emphasizes personalized customer service and aims to provide financial well-being so clients can focus on other important aspects of their lives. Sherry began her financial career shortly after earning a bachelor's degree from Kent State University. Within 14 months, she obtained her Series 7 FINRA registration and secured a position as an Institutional Equity Trader. By 1992, she became Managing Director of Equity Trading, overseeing NASDAQ and sales trading departments for institutional equity research firms for 15 years. In 2008, she transitioned to an independent financial advisory role, building on her background to serve individuals, families, and business owners. Her professional credentials include the CERTIFIED FINANCIAL PLANNER® certification, the Chartered Retirement Planning Counselor™ designation, and FINRA registrations Series 7, 24, 55, 63, and 66, as well as a Texas Life and Health Insurance license. Sherry is also a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She maintains her expertise through continuing education, industry conferences, and networking. Sherry is involved in her community through volunteer work in McKinney and participates in local chambers of commerce.

Wesley Oliver is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Outside of his advisory role, he is involved as an owner in a property and real estate management business in Rockwall, TX, and has consulted for Scout and Cellar through a partnership. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.

Nicholas Cutaia is an Investment Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity since 2022, progressing through positions including Workplace Planning Associate, Workplace Planning Consultant I, II, and III. Nicholas specializes in working with individuals and families to develop comprehensive financial plans tailored to their unique goals. In his work, Nicholas focuses on understanding the priorities of his clients to co-create financial strategies that support their future financial security. Outside of his professional career, he enjoys golf, snowboarding, and values his role as a parent.

Mark Hawk is a financial advisor at Edward Jones with 34 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 1991. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Gwendolyn Mckinney is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a wide array of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Austin Snyder is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and Point Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a quantitative and qualitative research process.

T Frye is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, Frye collaborates one-on-one with clients to develop personalized financial strategies tailored to their long-term goals. Frye provides access to Merrill's investment insights along with banking and lending solutions from Bank of America to support clients' wealth management needs. Frye holds the professional designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Texas A&M. Committed to community involvement, Frye participates in volunteer activities with local organizations, reflecting the Merrill tradition of serving the communities where clients live and work.