Nikolas Pineider is a CFP®-certified financial advisor with 13 years of industry experience, currently affiliated with Cetera. His career includes roles at Avantax and Fidelity Brokerage Services LLC. In addition to his advisory work, he is an associate at Pineider, Ford & Associates PLLC, an accounting firm where he is involved in tax compliance, planning, and firm modernization. Cetera Investment Advisers LLC is a large SEC-registered adviser serving individual, employer, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with over $256 billion in assets under management.

Rachel Cethoute is a Series 66 credentialed financial advisor at Fidelity with one year of industry experience. Her prior work history includes roles outside the financial sector, including positions at SnapCare and CareerStaff Unlimited. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios constructed through a combination of fundamental research, quantitative analysis, and systematic methodologies.

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.

Charles Reddell is a financial advisor with Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He worked at UBS Financial Services from 2009 to 2019 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2019. He serves as a board member for the American Heart Association, participating in fundraising activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Drew Duncan is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 registrations and one year of industry experience. He has been with Wells Fargo Bank since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm leverages research and analytics to offer both brokerage and advisory solutions, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Christopher Miller is a Wealth Management Advisor currently serving as a Managing Director with the Tosha Miller Group, a Dallas-based advisory team. He specializes in wealth management for affluent families, providing guidance in investment management, wealth planning, retirement strategies, business succession, philanthropy, and legacy planning. His role involves a personalized, relationship-driven approach to helping clients preserve, grow, and transition wealth across generations. With over 30 years of experience, Christopher has held significant positions including Senior Market Executive and Managing Director at Merrill, overseeing substantial client assets and managing large teams across multiple U.S. markets. He began his career at Morgan Stanley in New York, progressing through roles such as Financial Advisor, Vice President, and Regional and Market Sales Manager. His expertise encompasses a wide range of client focus areas including college education planning, executive compensation, family wealth management strategies, liquidity management, retirement income, and services tailored to women and new wealth. Christopher holds an undergraduate degree from the University at Buffalo School of Management and earned an MBA magna cum laude from the University of Notre Dame's Mendoza College of Business. He holds the Certified Private Wealth Advisor® (CPWA®) designation among other professional credentials. Beyond his professional work, he is involved in the community as a Board Member of the University of Notre Dame Club of Dallas and serves as an Executive-in-Residence at the University of Notre Dame. His personal interests include biking, cooking, hiking, music, and spending time with his family.

Mischelle Copeland is a financial advisor with Wells Fargo Clearing in Fort Worth, TX. She holds Series 63 and Series 65 credentials and has 38 years of industry experience, including prior roles at J.P. Morgan Securities Inc. and Banc One Securities Corporation. Outside of her advisory work, she co-owns a gas lease that generates royalties from mineral rights beneath her primary residence. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by extensive research and analytics.

John Wright currently serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2017. In this role, he leads, develops, and coaches a team of financial professionals to engage clients effectively. Prior to this, he was Assistant Branch Manager at Fidelity Investments from 2015 to 2017 and Branch Service Manager from 2013 to 2015. His career at Fidelity demonstrates a progressive leadership trajectory within the company.

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.

Nicholas Porter is a financial advisor at Merrill in Fort Worth, TX, holding Series 63 and Series 66 credentials with four years of industry experience. His prior work history includes roles at Bank of America, TD Ameritrade, and BBVA USA. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Garrett Lamusga is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. His career includes roles at Cetera Wealth Services, Securian Financial Services, and various mortgage and automotive companies. Outside of his primary advisory work, he is involved in several financial services businesses, including ownership and financial professional positions at entities such as The LaMusga Company and Martin Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through a network of independent advisors with access to a range of investment strategies and custodial relationships.

Angie Wohlhaefer is a financial advisor at Cetera with a Series 66 credential and five years of industry experience. She has worked extensively with Wilshire Consultants, Inc. since 2019 and has been affiliated with various Cetera entities since 2024. Wohlhaefer has also provided accounting and tax preparation support through her role at Wilshire Consultants. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management options and operates a multi-manager platform with access to a range of investment strategies and third-party managers.

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.

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.

Aaron Vilfordi is a financial advisor with Ameriprise in Dallas, TX, holding a Series 66 designation and 13 years of industry experience. He has worked at Ameriprise since 2018 and previously spent six years with UBS Financial Services. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a centralized consulting team and algorithmic tools to generate and tailor retirement recommendations, combining research, modeling, and tax analysis.

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.

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 a Series 66 designation and has worked at firms including Merrill, Interactive Brokers, and JPMorgan Chase Bank NA. He is based in Fort Worth, TX. 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 searches, and customized performance reporting. The firm utilizes a centralized due diligence process and offers access to broader derivatives and commodities capabilities.