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.

Dawna Carr Frenkel is a financial advisor at Ameriprise with 37 years of industry experience. She has been with Ameriprise and its affiliate since 2005 and holds a Series 63 designation. Outside of advisory work, she is involved with Techni-Center Partners, a commercial real estate ownership venture. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning through a centralized team in collaboration with advisors.

Branden Mann is a financial advisor with LPL Financial in Hillsboro, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at LPL Financial since 2017, following roles at Investment Centers of America and First Command. Outside of his advisory role, Mann is a licensed notary public. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a range of strategies.

Noah Dansby is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. The firm serves more than four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.

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.

Kenneth Mills is a Series 66 certified financial advisor with Edward Jones, where he has worked since 2010, bringing 15 years of industry experience. He is based in Clifton, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated financial services supported by a large nationwide network of advisors and branch offices.

Eric Cromwell is a CFP® professional with 20 years of industry experience, all of which has been with Edward Jones since 2006. He holds a Series 66 license and is based in Hillsboro, TX. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm provides a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets.

John Stovall is a financial advisor at Cetera with 40 years of industry experience. He holds the PFS™ and Series 63 designations and has prior experience with Avantax Advisory Services and several fiduciary and accounting roles. Stovall is also active as a trustee for multiple irrevocable trusts and serves as treasurer for local organizations including the Irving Police Foundation and Rotary International Bosque County. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and retirement services, supporting a nationwide network of over 10,000 advisors and managing more than $256 billion in assets.

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.

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.