Dana Pingenot is a CFP® and Series 65 professional with 26 years of industry experience. She currently works at Corient and has held roles at Corient Services LLC, CIPW Service Company, LLC, Rgt Wealth Advisors, LLC, and Lee Financial Corporation. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that utilizes both in-house strategies and third-party managers, incorporating risk management tools and alternative investment opportunities.

Tyler Specht is a financial advisor at Creative Planning with a Series 66 designation and five years of industry experience. His previous roles include positions at Bank of America, Merrill, and Equitable Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse clientele, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering a range of institutional and retirement plan services.

Dan Drummond III is a financial advisor at Hightower Advisors with 21 years of industry experience. He holds the Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments and Smith Anglin Financial, LLC. Based in Dallas, TX, Drummond joined Hightower Advisors in 2025. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles such as mutual funds, ETFs, and alternative investments.

Jonathan Maldonado is a CFP® professional with 13 years of experience in the financial services industry. He has worked at Rockefeller Financial LLC since 2024, following eight years at UBS Financial Services. Maldonado holds Series 63 and Series 66 licenses. 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 offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, combining discretionary and non-discretionary solutions across various asset classes. Rockefeller Financial is also a registered broker-dealer providing placement and investment banking services, along with trust, insurance, and asset management capabilities.

Samuel Scribner is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he was with The Ayco Company, L.P./Mercer Allied and The Ayco Company, L.P. He also has experience outside finance, having worked at Las Brisas Southwestern Steakhouse and Texas Tech University. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, and institutional clients. The firm integrates centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, leveraging its position within a large financial group to provide diverse and integrated solutions.

Paul Ochel is a CFP® with 20 years of industry experience, currently advising at Allworth Financial, L.P. since 2020. He previously spent 12 years at Raa. Outside of his advisory role, he serves as trustee and account manager for his brother’s investment accounts. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolios with a range of model strategies and utilizes technology to manage held-away employer retirement accounts without needing client login credentials.

Anna Kelly is a CFP® professional with 15 years of industry experience. She is currently with Rockefeller Financial LLC, where she has worked since 2019, and has prior experience at Bank of America and Merrill Lynch. Outside of her advisory role, Anna serves as a trustee for several family trusts, overseeing their investments. 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 and financial planning services, operates as a registered broker-dealer, and provides access to alternative investment vehicles through a consolidated platform.

Matthew Macek is a CFP® professional affiliated with Allworth Financial, L.P. in Addison, TX, with seven years of industry experience. His work history includes roles at Wells Fargo Advisors, Fourthought Private Wealth, and AWA Investment Advisors. He has also worked with Sarasota County Veterans Services in 2023. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, financial planning, and retirement plan consulting, utilizing a range of model strategies and technology to manage client assets.

Benjamin Casso is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he spent seven years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support, integrating capabilities across its affiliated entities.

Matthew Thompson is a Series 65-licensed financial advisor at Beacon Pointe Advisors, LLC with four years of industry experience. He has previously worked at Whiterock Wealth Management Co. and Lee & Associates, LLC. Beacon Pointe Advisors provides wealth advisory, financial planning, and outsourced chief investment officer services to individual investors, corporations, pension and profit-sharing plans, and other institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Mark Dahl is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Private Bank and UBS Financial Services. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting through a designated Private Advisor model. The firm combines wealth, trust, and insurance capabilities and acts as a placement agent for private funds, offering access to alternative investments and integrated financial services.

Emily Lumley is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Merrill for 15 years before joining Rockefeller Financial in 2020. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting while operating as a registered broker-dealer that also offers placement and investment banking services.

Matthew Langhorst is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 15 years before joining Rockefeller Financial in 2022. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services through its Rockefeller Global Family Office platform and offers access to alternative and private investments.

Erica Fulbright is a financial advisor with Truist Advisory Services and holds a Series 66 designation. She has five years of industry experience, including prior roles at BB&T and GTE Financial. Outside of her advisory work, she manages an online retail business specializing in clothing and accessories. 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 with non-discretionary consulting and uses third-party platform arrangements, enhanced by AI-enabled research tools, to support its investment strategies.

Edward Wahlberg is a financial advisor at Rockefeller Financial LLC with 30 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Bank of America and Merrill. Wahlberg is involved in managing family-held rental properties in Norway and New York. Rockefeller Financial LLC serves ultra-high and high-net-worth clients, offering wealth management, financial planning, portfolio management, and retirement plan consulting through a designated Private Advisor. The firm integrates wealth, trust, and insurance services and provides access to alternative and private investments within the Rockefeller Global Family Office platform.

Patrick Mc Donald is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding Series 63 and Series 65 licenses with eight years of industry experience. He has been with Goldman Sachs & Co. LLC since 2018 and previously worked at Southern Methodist University from 2016 to 2018. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm employs strategic and tactical allocation models and offers specialized programs such as Private Family Office services and Financial Wellness, leveraging its connection to the broader Goldman Sachs network for integrated advisory solutions.

Madhura Shringare is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and four years of industry experience. Prior to joining Goldman Sachs, she worked at Morgan Stanley and has held various roles in academic institutions including Brandeis University. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, leveraging centralized investment resources and affiliated teams to deliver tailored wealth management solutions across multiple client segments.

Namrata Shah is a financial advisor at Hightower Advisors with 18 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior experience includes 12 years at TIAA-CREF and a brief period at Frontier Investment Management Co. before joining Hightower in 2020. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions through a combination of affiliated and third-party managers, offering a broad range of portfolio management and consulting services.

Andrew Arrington is a CFP® with eight years of experience in the financial advisory industry, currently practicing at Voya Financial Advisors, Inc. since 2020. His prior roles include positions at TIAA and Rodgers Capital Inc. Outside of his advisory work, he offers baseball lessons to children a few nights per week. Voya Financial Advisors, Inc. serves a diverse clientele including individuals, institutions, and retirement plan sponsors, providing financial planning, portfolio management, and consulting through various program structures. The firm operates primarily via recommendation-based, non-discretionary advisory relationships and holds registrations as both an investment adviser and broker-dealer.

Kamilu Alli is a financial advisor at Eagle Strategies (NY Life) based in Dallas, TX, with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked with New York Life and its affiliates since 2014. Outside of his advisory role, he serves as president of the Union of Nigerian Friends, Inc., and as an officer with the Ibadan Descendant Union Dallas/Fort Worth and director of the Nigerian Muslim Association DFW. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated investment adviser representatives. The firm offers tailored advice and multiple program types, emphasizing non-discretionary asset management and integrated services within the New York Life affiliate structure.