Michael Hirsbrunner is a CFA® charterholder based in Dallas, TX, with nine years of industry experience. He has worked at Hightower Advisors since 2020 and previously spent nine years at Frontier Investment Management Co. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm’s advisory approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles and strategies.

David Mccord is a financial advisor with Independent Financial Group, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and having 35 years of industry experience. He previously worked at Cornerstone Financial Services, Inc. for 33 years and has served as an operational administrator for Liberty Silver & Gold. Additionally, he is an elder and board member at Dallas North Town Church Ministry Organization. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm offers financial planning, portfolio management, and third-party asset manager programs, employing a mix of passive and active strategies through various platforms and model-based client proposals.

Don Saulic is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Hightower Advisors since 2015. He is also the owner of King Crown Capital Corporation, where he provides business and executive strategy planning and consulting services. Additionally, he is involved in insurance sales. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm offers a multi-manager investment approach utilizing affiliated and third-party managers, with solutions that incorporate mutual funds, ETFs, alternative investments, and custom indexing.

Peter I. Myers is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at RBC Capital Markets, Raymond James & Associates, and UBS Financial Services. Based in Dallas, TX, he joined Rockefeller in 2025. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, operating also as a registered broker-dealer that provides securities transactions, variable insurance products, and investment banking services.

Kenneth Mcclanahan is a CFP® and ChFC® with 18 years of industry experience, currently serving at Corient in Dallas, TX. His career includes 15 years at RGT Wealth Advisors, LLC prior to joining Corient and its related entities. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining internal strategies with third-party managers and employs advanced risk management tools and alternative investment options.

Greg Gentry serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. He works with investors to prepare and maintain financial plans tailored to their individual planning goals and needs. Greg's professional experience at Fidelity Investments began in 2013, progressing through roles including Investor Center Account Executive, Account Executive, and Financial Consultant. He holds an Arkansas Insurance License, supporting his work in financial consulting. Further details about his education, credentials, personal interests, or community involvement are not provided.

Parker Eaton is a Financial Consultant at Fidelity Investments, where he has worked since 2018 in various roles including Investment Consultant, Planning Consultant, Relationship Manager, Business Development Consultant, and Client Experience Representative. He specializes in comprehensive financial planning aimed at helping clients build, preserve, and transition wealth. Parker focuses on understanding the financial and personal goals of his clients and their families to develop tailored financial plans designed to benefit them both now and in the future. Outside of his professional work, Parker has interests in fishing, football, golf, lake activities, snowboarding, and volunteering.

Nathan Pinzon is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Cambridge, he worked at Thrivent Financial, New York Life, and Neiman Marcus. Outside of his advisory role, he is also the owner of Lakewood Private Capital LLC. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals.

Kirstyn Rodriguez is a financial advisor at Merrill with four years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Pappas Restaurants Inc. in addition to her current role. 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, pension plans, corporations, and charitable organizations.

Jeremy Rich is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he held roles at the University of Florida Office of Admissions, The Hershey Company, and Clean Energy Pipeline. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Lisa Childs is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2014. 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 managed by internal teams and third-party managers, serving individuals, high-net-worth clients, and various institutional investors.

Stephanie Gardner is a financial advisor with Primerica Advisors in Dallas, TX, holding Series 65 and Series 63 licenses and having eight years of industry experience. She has been with Primerica Advisors since 2026 and has worked at Primerica Financial Services since 2004. Gardner is also involved with Providence Group Realty. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm operates through a large network of advisors and utilizes model-delivery strategies created by unaffiliated asset managers, offering various portfolio approaches including strategic, tactical, and tax-managed models.

David Winston is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Prior to joining LPL Financial in 2020, he was affiliated with Securities America Advisors, Inc. and Securities America, Inc. for over a decade. He is also the business owner of Express Legal Funding, which provides loans to individuals involved in litigation awaiting settlement funds. 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 portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Erum Yasin is a financial advisor with Merrill in Dallas, TX, holding a Series 66 designation and six years of industry experience. She has been with Merrill and Bank of America N.A. since 2013. 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, pension plans, corporations, and charitable organizations.

David Byrd is a financial advisor at Raymond James & Associates in Dallas, TX, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2010. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and government entities, providing financial planning, non-discretionary investment consulting, and municipal advisory services.

Melissa Stewart is a financial advisor with Edward Jones in Duncanville, TX, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and maintains affiliated capabilities such as a trust company and securities-based lending.

Aiden Murphy is a financial advisor with LPL Financial, holding a Series 66 designation. He has one year of industry experience, including prior roles at MassMutual Life Insurance Company and MML Investors Services, LLC. His background also includes work with Pine Cove Camps and Ideal Impact Inc. 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 supported by technology and a broad platform of financial products.

Kaitlyn Barrett is a Financial Advisor at Merrill Lynch Wealth Management. She provides personalized wealth management services, focusing on portfolio construction, retirement planning, cash management, lending, and intergenerational wealth transfer strategies. Kaitlyn works with a diverse client base including business owners, corporate executives, retirees, and their families, tailoring strategies to reflect each client's circumstances, priorities, and aspirations. Her approach emphasizes understanding the client's overall financial picture, particularly for business owners whose personal wealth and enterprise success are interconnected. Kaitlyn collaborates closely with professionals and executives to manage compensation complexities, concentrated stock positions, and evolving financial circumstances, aiming to balance wealth creation with diversification and long-term preservation. Kaitlyn holds a Bachelor's Degree from the University of Oklahoma and is a Personal Investment Advisor (PIA). She communicates in English and American Sign Language (ASL). She values building genuine, long-term relationships, fostering an environment where clients feel comfortable discussing their finances and goals, and aims to provide clear guidance to help clients make confident financial decisions.

Nicholas Lalonde is a CFP® professional with 12 years of industry experience. He is currently with LPL Financial and has previously worked at Edward Jones and Raymond James Financial. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Erum Nawab is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 credentials with five years of industry experience. She has worked at Morgan Stanley since 2022 and previously held roles at Charles Schwab and Bank of Texas. Morgan Stanley Wealth Management serves both individual and institutional clients through a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers financial planning both directly and through corporate agreements.