Cameron Smith is a CFP® professional with seven years of experience in financial advising. He is currently with Commonwealth Financial Network and Messett Financial, having previously worked at Charles Schwab & Co., Inc., Schwab Wealth Advisory Inc., TD Ameritrade, and several other firms. Prior to his financial career, he held positions at various service and technology companies. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and a broad client base. The firm offers a wide range of managed account programs, access to third-party asset managers, and comprehensive back-office support, managing approximately $212.7 billion in client assets.

Mark Strand is a CFP®-designated financial advisor with Citigroup Global Markets, based in Dallas, TX, and has three years of industry experience. He previously spent 22 years at Merrill Lynch. Outside of his advisory role, Strand serves as a director for two ranch and cattle operations in Amarillo, TX, and holds leadership positions in nonprofit and community organizations, including the Financial Planning Alumni Board at the University of Georgia and the Sunset Hills Homeowners Association in Arlington, TX. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies with a combination of discretionary and non-discretionary programs, supported by in-house research and unique market roles.

Taylor Welch is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Fidelity Investments, J.P. Morgan Securities, and Charles Schwab. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals and institutional clients, often those connected through TIAA-administered retirement plans. The firm’s advisory approach separates one-time planning from ongoing portfolio management, providing both model and customized portfolio options.

Lauren Housh is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at RBC Capital Markets for 11 years. Outside of her advisory role, she is the owner of a landscape design and consulting business and serves on the Board of Trustees for the Dallas Historical Society. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Bernardo Ruiz is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 66 credentials and has 12 years of industry experience. He has been with Citi since 2015, based in Dallas, TX. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and specialized market roles.

Nicholas English is a financial advisor at Beacon Pointe Advisors, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Beacon Pointe Advisors since 2019, following a 13-year tenure at Westwood Wealth Management. Outside of his advisory role, he owns and manages a healthy food vending machine business operated with his children. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-focused investment approach, utilizing both active and passive strategies, and sponsors proprietary investment vehicles while serving as an operating general partner for multiple private funds.

Alexander Johnston is a financial advisor at Centaurus Financial, Inc. with 10 years of industry experience. He holds the Series 66 designation and has been with Centaurus Financial since 2016. Outside of his advisory role, Johnston works as a sales assistant and analyst at Morrison Financial, where he prepares analysis and due diligence of financial products. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through a variety of platforms and investment strategies.

Aleksandar Curgus is a financial advisor at TIAA-CREF with four years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining TIAA-CREF, he worked at Fidelity and Equitable Advisors. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management with a fiduciary standard applied to its RIA services.

Juan Cordova is a financial advisor at TIAA-CREF with Series 66 and Series 63 licenses and two years of industry experience. He has worked at TIAA-CREF Individual & Institutional Services, LLC since 2024 and has previous experience in various roles including at the University of Texas at Arlington and in the service industry. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and corporate entities. The firm offers a range of services including model portfolio management and customized portfolio solutions under a fiduciary standard within a vertically integrated structure.

Solomon Cartier is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Hightower Advisors. His career includes roles at USAA Investment Management Company, Under Armour, and International Assets Advisory, among others. Outside of finance, Cartier is an instructor for Dart Combatives, a martial arts training business he has been involved with since 2001. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm utilizes a manager selection approach with both affiliated and third-party managers and offers a range of strategies encompassing mutual funds, ETFs, alternative investments, and custom indexing.

Jason Mertz is a financial advisor at TIAA-CREF with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked with TIAA-CREF and its affiliated entities since 2018. His prior experience includes roles at Nuveen Securities and Nuveen Asset Management. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, and it acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

Shih Shang is a financial advisor with Equity Services, Inc., holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Equity Services in 2024, Shih worked at Transamerica Financial Advisors, Inc., and World Financial Group, Inc. He also serves as Chief Information Officer at Our Infinite Company Insurance Agency. Equity Services, Inc. provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term investment strategies with options for shorter-term trading, utilizing both discretionary and non-discretionary management approaches.

Kyle Bowen is a financial advisor with Truist Advisory Services in Dallas, TX, holding a Series 66 designation and 23 years of industry experience. He has previously worked at BOK Financial Private Wealth, Inc. and BOK Financial Securities, Inc. before joining Truist in 2023. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, plan sponsor fiduciary support, and a manager-selection program that combines discretionary and non-discretionary strategies with third-party platform arrangements.

Diana Kleper Gilkes is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and UBS Financial Services. Her current role at Rockefeller Financial LLC began in 2019 and continues through its enterprise affiliate, Rockefeller Capital Management. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services through a private advisor model and a consolidated investment platform, combining discretionary and non-discretionary solutions across multiple asset classes.

Sean Foust is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Bank of America, Merrill, and JPMorgan Securities. 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 provides portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across equities, fixed income, and alternatives.

Charles Vetters Jr. is a CFP® professional with 22 years of industry experience currently affiliated with Rockefeller Financial LLC. His career includes over a decade at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC prior to joining Rockefeller in 2025. He is also an owner of Aggie Financial Partners LLC and Fenwood Financial Partners LLC, with the latter involved in oil and energy investments. 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 provides portfolio management, financial planning, and consulting services, operating uniquely as both a registered broker-dealer and an investment advisor with a consolidated platform that includes equity, fixed income, and alternative investments.

Michael Caulfield is a financial advisor with TIAA-CREF, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at notable firms including Charles Schwab, TD Ameritrade, and LPL Financial. Outside of his financial career, he is the CEO of MJC Publishing, a sole proprietorship focused on original creative content such as fictional writing, videographic productions, and music. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between one-time financial planning and ongoing discretionary management, offering both model portfolios and customized solutions under fiduciary standards.

Catherine Friedel is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. Her prior roles include positions at J.P. Morgan Private Bank, Texas Capital Bank, and Shipt. She also has experience working at The University of Texas at Austin and Becton, Dickinson & Co. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with in-house research and unique market roles, supporting both discretionary and non-discretionary investment solutions.

Brent Norniella is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following seven years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support, and operates as part of a large integrated financial group with unique cross-affiliate capabilities.

Steven Szeligowski is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. He holds a Series 66 credential and previously worked at Bank of America and Merrill. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating uniquely as both a registered investment adviser and broker-dealer with capabilities in placement and investment banking.