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 Norman is a financial advisor with Oppenheimer in Dallas, TX, holding Series 63 and Series 66 credentials and four years of industry experience. He joined Oppenheimer in 2026 following an 18-year retirement period. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of programs with both discretionary and non-discretionary advisory services, covering equity, balanced, and fixed-income portfolios alongside consulting and retirement planning.

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.

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.

Matthew Fuller is a financial advisor with Wealth Enhancement Advisory Services, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Fuller Holbrook Investments, XO Wealth Management, and Cabot Lodge Securities LLC. He is also an author and participates in nonprofit activities with organizations such as the Dallas Stars Foundation, A Light in Dark Places, and the National Kidney Foundation Texas. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and specialized retirement consulting services.

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.

Richard Sowden Jr. is a CFA® charterholder and holds a Series 65 license with 16 years of industry experience. He has been with Hightower Advisors since 2020 and previously worked at Frontier Investment Management Co. for 23 years. Based in Dallas, TX, his career spans a combination of advisory and investment management roles. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions through both affiliated and third-party managers, delivering services that include discretionary portfolio management, financial planning, and specialized strategies such as tax-managed investments and international exposure.

Jose Rubio Marquez is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX. He holds the Series 66 designation and has one year of industry experience. Prior to joining Goldman Sachs, he worked at Charles Schwab and has service experience in the United States Marine Corps. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored investment strategies through its integrated advisory teams and affiliated entities, delivering services such as Private Family Office support, Specialized Executive Wealth programs, and access to Alternative Investments.

Konnor Hoerman is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Innovative Wealth Strategies LLC and NYLIFE Securities LLC. Outside of financial advising, he has experience working with Gordon Spring Track Camp. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various programs, with a significant portion of assets managed on a non-discretionary basis, and operates within an integrated New York Life affiliate structure.

Gregory Bone is a financial advisor at Corient with 11 years of industry experience. He holds the CFA® designation as well as Series 63 and Series 65 licenses. His prior experience includes long-term service at Rgt Wealth Advisors, LLC, lasting over two decades. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates individual security selection, fixed-income strategies, and third-party manager solutions with ongoing portfolio monitoring and risk management.

Christopher Lott is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2025. He has a longstanding career including roles at Purshe Kaplan Sterling Investments, Smith Anglin Financial, and Heritage Financial dating back to 1993. Outside of advising, he is the managing member of ALP Air, LLC, a holding company that owns an aircraft. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a range of investment vehicles.

Zachary Egbert is a ChFC® credentialed financial advisor with 20 years of industry experience, currently serving at GWN Securities Inc. since 2012. He is also the managing partner of Egbert Wealth Management, which is noted as an investment-related side business maintained for tax purposes. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs, incorporating both discretionary portfolio management and financial planning with a combination of affiliated and unaffiliated sub-advisers.

Michael Zeier is a financial advisor at CIBC Private Wealth Advisors, Inc. in Dallas, TX, holding a Series 65 designation with 11 years of industry experience. He has been with CIBC Private Wealth since 2014. CIBC Private Wealth Advisors offers investment and wealth advisory services to a broad client base, including high net worth individuals, families, trusts, corporations, and investment companies. The firm provides customized portfolio management, financial planning, and coordinated Family Office services, utilizing a combination of proprietary and external investment strategies overseen by internal committees.

Ann Mcclain is a financial advisor at Rockefeller Financial LLC with 29 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill for 28 years before joining Rockefeller Capital Management and then Rockefeller Financial LLC. 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, and also operates as a registered broker-dealer offering placement and investment banking services alongside its consolidated investment platform.

William Diehl is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 66 designation and 27 years of industry experience. He previously worked at UBS Financial Services Inc. for 14 years before joining Beacon Pointe in 2023. Outside of his advisory role, he serves as a trustee for family trusts and is an officer of a family-owned investment LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses a manager-focused, asset-allocation approach supported by proprietary due diligence and offers a range of services from discretionary wealth management to outsourced CIO solutions.

Leticia Perrine is a financial advisor at Citigroup Global Markets with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Citigroup since 2010, following prior roles at Deutsche Bank Securities and Lehman Brothers. Outside of her advisory work, she is a managing member of Texas Kraft Post LLC, a non-investment-related business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including roles as a swap dealer and futures commission merchant.

Philip Strunk is a CFP® with 20 years of industry experience, currently advising at Commonwealth Financial Network since 2016. His prior experience includes roles at Mpact, where he is a co-owner of MPACT Financial Group, LLC, and Equitable Advisors. He is based in Dallas, TX. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and their individual and institutional clients. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Kevin Kurtz is a CFP® and CFA® with 25 years of industry experience. He currently works at Rockefeller Financial LLC and previously spent 11 years at Morgan Stanley Private Bank, National Association. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides portfolio management, financial planning, and consulting services, operating uniquely as both a registered investment adviser and broker-dealer with a broad investment platform that includes equities, fixed income, alternatives, and customized managed accounts.

Emma Salzman is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at The Ayco Company, L.P./Mercer Allied and JP Morgan. Goldman Sachs Wealth Services advises a broad client base, including both non‑high-net-worth and high-net-worth individuals, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management tailored to client objectives, utilizing strategic allocation models and a range of services such as Private Family Office and Specialized Executive Wealth programs.