Taylor Lynch is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked at notable firms including Merrill Lynch and Bank of America. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

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.

Brittney De Luca is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various financial institutions including Principal Financial Services and LPL Financial. Since 2018, she has been affiliated with JPMorgan entities in multiple roles. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

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 licenses and one year of industry experience. He has been affiliated with Wells Fargo entities since 2014. 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 both brokerage and advisory solutions.

Mischelle Copeland is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 38 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Copeland co-owns a mineral rights lease under her primary residence in Arlington, Texas, from which she receives royalties. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Alisa Davis is a financial advisor at RBC Capital Markets based in Fort Worth, TX, holding Series 63 and Series 65 designations with 19 years of industry experience. She has been with RBC Capital Markets since 2012. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, corporate, and charitable clients, offering a range of advisory programs that include portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ risk profiles and utilizes a combination of in-house and third-party investment managers and model providers.

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.

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.

Corbin Treibs is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His background includes service in the United States Army Reserves and roles within academic library environments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a quantitative and algorithmic approach to portfolio construction across mutual funds, ETFs, and ETPs.

Myra Slaybaugh is a CFP® and ChFC® with 20 years of experience in financial services. She currently works at Cambridge Investment Research Advisors and has held prior roles at Lincoln Financial Securities Corporation and First Command Financial Services. Outside of her advisory work, she serves as a board member for RESCU. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals who tailor strategies to client goals using a range of portfolio management approaches.

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.

Paulina Barwise is a financial advisor with Morgan Stanley in Fort Worth, Texas, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Bank of America, Merrill Lynch, and Morgan Stanley Smith Barney. Outside of her advisory work, she is a partner in PL22 Asset Management LLC and is involved in sales and marketing at Autobahn Porsche. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, combining financial planning with access to investment strategies that include input from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers tailored planning services both directly and through corporate agreements.

Matthew Beavers is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. His prior roles include positions at Bank of America and Merrill. Based in Fort Worth, TX, he has been with Raymond James & Associates since 2018. 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 municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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 bringing 30 years of industry experience. He has been with Linsco/Private Ledger Corp. since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, supported by research and model portfolios from LPL and third-party sources.

Carrie King is a financial advisor at Equitable Advisors with 17 years of industry experience. She holds a Series 66 designation and has been with Equitable Advisors since 2009, previously affiliated with Axa Advisors, LLC. Outside of her advisory work, she contributes as a writer for Quarter Horse News and is the owner of Reyalight Enterprises, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, utilizing multiple third-party asset managers and offering both advisory and brokerage channels to clients.

Phillip Meyer is a Chartered Financial Consultant (ChFC®) with 27 years of experience in the financial industry. He is currently with Stifel Nicolaus & Co Inc, where he has worked since 2019, following prior roles at Bank of America and Merrill Lynch. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm uses proprietary investment analysis and allocation methods developed by its Investment Strategy Group to support client planning and decision-making.

Rezso Spruch is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and has worked with firms including Interactive Brokers and Merrill. He has been with various J.P. Morgan entities since 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers a range of products through its affiliation with the broader J.P. Morgan organization.