Nicole Mosley is a CFP® with seven years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Dallas, TX. Her prior experience includes seven years at Marc Hill, CPA, before joining Mercer in 2018. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory approach with globally diversified portfolios, using low-cost index vehicles and multi-factor tilts, and offers various implementation options alongside financial and retirement planning, tax support, and estate-planning coordination.

Jesse Marroquin is a financial advisor at Truist Advisory Services with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Charles Schwab & Co., Inc., Texas Capital Bank, and Valor Intelligence Processing. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its investment process.

Jonathan Keen is a Series 66-licensed financial advisor with 20 years of industry experience. He is currently with Fifth Third Securities, Inc. and previously worked at Ameriprise and Comerica Securities. He is based in Dallas, TX. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, utilizing third-party portfolio managers and providing options such as mutual funds, ETFs, SMAs, tax overlays, and direct indexing.

Samantha Hoover is a CFP® professional with experience at Mercer Global Advisors Inc. since 2024 and prior roles including positions at AGIS Network and Northwestern Mutual. She is based in Dallas, TX. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other strategies.

Erick Dahl is a financial advisor at Hightower Advisors with 22 years of industry experience. He holds a Series 66 designation and has worked at Smith Anglin Financial, LLC and Mulvihill Asset Management, LLC prior to joining Hightower Advisors in 2025. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Ted Snow is a Certified Financial Planner® with 39 years of experience, currently serving as an advisor at Kestra Advisory since 2016. He also leads Snow Financial Group, which he founded in 2006. Outside of his advisory work, Snow is co-owner of Snow Educational Resources Associates, LLC, which provides biblically based learning materials internationally, and he is an author. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm provides fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Madelyn Murphy is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. Her work history includes roles at Goldman Sachs, Chick-fil-A, Edge Realty Partners, and Baylor University. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering comprehensive financial planning and portfolio management. The firm integrates resources across the Goldman Sachs ecosystem and employs strategic allocation models, tax-aware techniques, and proprietary analytics to tailor investment solutions.

Haiyu Qi is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and having 15 years of industry experience. Qi has worked with Transamerica Financial Advisors since 2012 and is also engaged with Legacy Shield, Community Health Choice, and BlueCross BlueShield in various roles related to health insurance and estate planning. Outside of financial advising, Qi has experience as a referral agent focusing on estate planning. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party investment models, with discretionary and non-discretionary program options.

Kevin Tehan is a financial advisor at Beacon Pointe Advisors, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at WhiteRock Wealth Management for eight years before joining Beacon Pointe in 2024. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base that includes high-net-worth individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Pepe Perea is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously spent ten years at TIAA. Outside of advisory work, he is a member of COLLAB BUILDERS LLC, a business involved in buying and flipping homes. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, leveraging an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Matthew Cashel is a financial advisor with Citigroup Global Markets in Dallas, TX, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Citigroup in 2021, he worked at Fidelity Investments, Equitable Advisors, and AXA Advisors. His career background also includes roles outside finance such as positions at Mama's Pizzeria and Lexus of Northborough. Citigroup Global Markets serves individual and institutional clients across a variety of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research, swap dealing, and futures commission merchant services.

Kristopher Cawthon is a financial advisor at NewEdge Advisors with 21 years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities for 11 years. Mr. Cawthon founded Fortis Wealth Advisors, an independent registered investment advisor based in Dallas, where he is involved in operations, finance, and investment management. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of services, including portfolio management, financial planning, and consulting, and offers multiple program structures that combine in-house and third-party manager strategies with technology-supported tools.

Kathryn Banis is a CFP®-certified financial advisor at Creative Planning with nine years of industry experience. Her prior roles include positions at Adviser Investments LLC and Goldman Sachs, as well as a teaching role at The Carroll School at Boston College. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse clientele, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by tailored active management and access to private market investments.

Bradley Livingstone is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing, UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm utilizes a combination of firm- and third-party models to develop tailored client strategies, employing both passive and active investment approaches within a multi-manager framework.

Natalie Harwell is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 14 years at The AYCO Company, L.P./Mercer Allied. Based in Dallas, TX, she provides advisory services within a large integrated financial firm. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers to deliver tailored wealth solutions.

James Justus is a CFP® professional with 14 years of industry experience, currently with Mercer Global Advisors Inc. in Dallas, TX. His prior roles include positions at INDESOVI de PR and Objective Planning, LLC. He is involved as a general partner and co-owner in a real estate investment company, The Madison Project, LLC. Mercer Global Advisors serves a broad client base including individuals, families, small business owners, and non-profits, providing investment advisory and comprehensive financial planning services. The firm employs a globally diversified, risk-appropriate investment approach utilizing low-cost ETFs, index funds, and specialized portfolios, alongside various advisory and client education offerings.

Benjamin Holden is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. He also works as an aeronautical engineer at Lockheed Martin Missiles & Fire Control. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Case Lawhon is a financial advisor at Principal Financial Services with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Principal, Lawhon worked at Equitable Advisors, LLC, and has held various roles outside the financial services industry, including four years at DoorDash. He also holds a position as an insurance agent involved in the sales and service of fixed insurance products such as life, annuities, disability income, long-term care, health, and group insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel stationed abroad. The firm’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager programs offered under both adviser and promoter arrangements.

Mary Kathryn Fitzpatrick is a financial advisor at Rockefeller Financial LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates, Iberia Bank, and spent 15 years at Louise S. McGehee School. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and retirement plans, offering portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and provides access to a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Adam Sheer is a financial advisor at Corient with five years of industry experience and holds a Series 65 designation. His prior work includes roles at Roosevelt Investments and CIPW Service Company. Outside of his advisory work, he serves as an advisor to Memoria, a company that guides families through funeral planning, and as a director on the board of Cedar Park Cemetery. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and specialized offerings through affiliates, focusing on continuous portfolio monitoring and risk management.