Michelle Roepke is a financial advisor at Edward Jones in Monte Vista, Colorado, holding a Series 66 designation with 18 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm provides a range of investment advisory programs and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Creasey is a financial advisor with UBS Financial Services who holds Series 63 and Series 66 licenses and has 24 years of industry experience. He has been with UBS since 2010. Outside of his advisory role, he serves on the board and executive committee of The Alley Theatre in Houston, where he also chairs the Education and Community Engagement Committee and participates on the Finance and Audit Committees. Additionally, he is a board member of the Sam Houston Area Council Boy Scouts of America and serves on its Investment Committee. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor client plans.

Christine Shahan is a financial advisor at Raymond James Financial with 12 years of industry experience. She holds the Series 66 designation and has been with Raymond James Financial Services since 2014. Prior to that, she worked at The First National Bank of Ballinger starting in 2012. 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, corporations, pension and profit-sharing plans, and institutional clients. The firm emphasizes tailored, non-discretionary planning using risk profiling and modeling tools and supports both individual and institutional investing through a broad network of advisors.

Russell Cowman is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and modeling techniques.

Tyler Keck is a Series 66-licensed financial advisor with eight years of industry experience, currently serving clients at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Tata Chemicals (Soda Ash) Partners starting in 2014. Outside of his advisory role, he is involved in a retail furniture sales business, Alamosa Home LLC, based in Alamosa, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard.

Scott Tracy is a CFP®-designated financial advisor with Edward Jones, based in South Fork, Colorado. He has 35 years of industry experience and has been with Edward Jones since 2004. Outside of advising, he owns a rental condo in The Hills, Texas, which is managed by a third party. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies and affiliated products, supported by a large network of advisors and branch offices nationwide.

Robert Mc Connell IV is a financial advisor at Edward Jones with 11 years of industry experience. He has held his current role since 2014. His credentials include a Series 66 license. Outside of his advisory work, he owns a rental property in Del Norte, Colorado. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large national network of advisors and branch offices.