Zane Christian is a financial advisor at Kingsview Wealth Management, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Kingsview Asset Management since 2018, with prior experience at Wells Fargo Clearing and WELLS FARGO Advisors. Christian is also a licensed insurance agent and occasionally offers insurance products to clients. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to alternative investments and third-party managers.

Roy Butler II is a financial advisor at Principal Financial Services holding a Series 66 designation. He has been with Principal Securities, Inc. and Principal Life Insurance Company since 2025. His prior experience includes roles at Baylor University, Black Bear Roofing & Renovations LLC, Avenue D LLC, the Anna Cheri Foundation, and the University of Texas Medical Branch. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Stuart Romal is a financial advisor at Mass Mutual Investors Services with Series 63 and Series 65 licenses and 39 years of industry experience. He has worked with MML Investors Services, Inc. since 1990 and MassMutual since 1989. Outside of his advisory role, he is the owner of Grandpa Roscoe's Greenhouse LLC, a nursery and greenhouse business. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-driven planning and offers specialized programs such as divorce planning and event-driven estate and employer-sponsored planning.

Craig Montgomery is a financial advisor at Edward Jones with 22 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Montgomery has been with Edward Jones since 2003. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Daniel Cazac is Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2024. He has been with Fidelity since 2014, serving as a Financial Consultant from 2021 to 2024 and previously as a Portfolio Specialist from 2014 to 2015. Prior to joining Fidelity, Daniel was Vice President, Financial Consultant at Charles Schwab from 2012 to 2014 and President at Texas Made Wealth, LLC from 2016 to 2021. Daniel specializes in multi-generational wealth planning, helping families visualize their financial goals and implement plans for objectives including retirement, funding college education, and wealth accumulation. He is licensed to provide insurance in Arkansas and California. Outside of his professional work, Daniel enjoys activities such as beach outings, family activities, fishing, parenthood, and traveling.

Don Booth is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2004. He has been with Fidelity Investments since 1998, progressing from Investment Representative to Financial Consultant before his current role. Prior to joining Fidelity, Don worked as an Investment Representative at Bank United from 1997 to 1998 and as a Financial Consultant at Smith Barney from 1993 to 1997. With 32 years in the financial industry, Don specializes in assisting High Net Worth investors and their families with diversification and asset allocation to support wealth accumulation and retirement income planning. He holds the Certified Financial Planner™ designation and a California Insurance License, which contribute to his ability to address a wide range of client situations.

Misti Callaway is a financial advisor at Edward Jones with 17 years of industry experience. She holds Series 63 and Series 66 licenses. Callaway has spent her entire career with Edward Jones, beginning in 2004 and continuing through the present. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.