Karen Sotallaro is a CFP® with 20 years of industry experience and currently serves as a financial advisor at Cresset Asset Management, LLC. Her prior work includes roles at Oak Harvest Investment Services and D.H. Hill Securities, among others. She is a board member of the Rotary Club of Houston and also works as an independent consultant for Rodan + Fields. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, and corporations, employing a disciplined, risk-aware investment approach across public equities, fixed income, and a range of alternative asset classes.

Zachary Gardner is a financial advisor at Cresset Asset Management, LLC with 16 years of industry experience. His prior roles include positions at Sanford C. Bernstein & Co., LLC and Salient Capital Advisors, LLC. Gardner holds Series 63 and Series 65 licenses and is based in Houston, TX. Cresset Asset Management, LLC is an SEC-registered adviser managing approximately $71.9 billion in assets for a diverse client base including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies and emphasizes structured due diligence across public and private markets.

Jordan Jewell is a CFP® with seven years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC. His prior experience includes two years at AllianceBernstein and five years at Manske Wealth Management. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets for individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware investment approach that integrates strategic asset allocation and both active and passive management across a broad range of asset classes, including alternatives, and utilizes advanced tools such as artificial intelligence and machine learning.

Eduardo Segura is a financial advisor at Cresset Asset Management, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Sanford C. Bernstein & Co., LLC, S&K Global Solutions LLC, and General Motors. Outside of his advisory role, he owns and manages a residential rental property business in Houston. Cresset Asset Management serves a diverse client base, including individuals, high-net-worth clients, trusts, estates, and institutional investors. The firm employs a disciplined, risk-aware investment approach combining strategic asset allocation, manager selection, and both active and passive strategies across various asset classes and alternatives.

Joseph Sayers III is a financial advisor at Cresset Asset Management, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Goldman, Sachs & Co. for nine years. Outside of his advisory role, Mr. Sayers serves on the advisory board for The General's Redoubt, a historical preservation group affiliated with Washington and Lee University, acting as a point of contact for Texas. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach using both active and passive strategies, supported by a structured due diligence program and a range of affiliated entities offering comprehensive wealth management and advisory services.

Michael Ellington Jr. is a financial advisor at Cresset Asset Management, LLC with 27 years of industry experience. He holds a Series 66 designation and previously worked for 25 years at Sanford C. Bernstein & Co., LLC and Alliance Capital Management LP. Outside of his advisory role, he is a partner in Ellington Family Partners, LLC, a non-investment related business. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets, serving individuals, families, trusts, retirement plans, charitable organizations, and corporations. The firm focuses on diversified, asset-allocation-driven portfolio construction using a combination of active and passive strategies, supported by a structured due-diligence program and multiple affiliated entities.

Danique Van Der Velden is a financial advisor at Cresset Asset Management, LLC with six years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at AllianceBernstein for several years. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse clientele, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach using active and passive strategies, supported by a structured due-diligence program and multiple affiliated entities.