Elizabeth Wilson is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2021. Her prior experience includes roles at Truist Advisory Services, BB&T Securities, Western Wealth Management, Monarch Advisory Group, and LPL Financial. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting through a designated Private Advisor model. The firm integrates wealth, trust, and insurance services and provides access to alternative and private investments, acting as a placement agent within a recapitalized ownership structure that includes significant institutional minority owners.

Adam Loveless is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 17 years of industry experience. He has worked previously at Merrill and Bank of America. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations, offering portfolio management, financial planning, and consulting. The firm operates a registered broker-dealer and provides access to a consolidated investment platform with a range of discretionary and non-discretionary solutions across asset classes.

Michael Hansen is a financial advisor at Allworth Financial, L.P. in Addison, TX, holding a Series 65 designation and one year of industry experience. His prior background includes roles at Lee Financial and Texas A&M University-Commerce. 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 portfolios using a mix of model strategies, discretionary and non-discretionary asset management, and specialized financial planning services.

Lehman McNabb is a Series 66 licensed financial advisor with four years of industry experience. He is currently with Rockefeller Financial LLC and has prior experience at Bank of America, Merrill, LPL Financial, and Tungsten Wealth Management. Outside of his advisory role, he is involved in McNabb Brother's Investments, an LLC focused on real estate rental activities. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutions, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services, operating uniquely as both an investment advisor and a registered broker-dealer with access to a broad range of investment and banking solutions through its Private Advisor model and the Rockefeller Global Investment Management platform.

Matthew Craft is a financial advisor with Valic Financial Advisors in Addison, TX, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at Valic Financial Advisors since 2017 and previously at Agia. Outside of his advisory role, he has contributed editorial support to a family devotional project called The Advent Table. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, employing Envestnet-developed UMA models to construct client portfolios.

Robert Sweeney is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 44 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance since 2016. Outside of his advisory work, he serves as president of the Roehampton Court Homeowners Association. Park Avenue Securities LLC serves a broad retail client base with transaction-based brokerage and fee-based advisory services, offering financial planning, retirement consulting, and business consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports various account-level services including lending solutions and donor-advised funds.

Christina Broyles is a financial advisor at Lincoln Investment with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Lincoln Investment since 2015. Additionally, she serves as an educational consultant, advocate, and tutor for students with learning differences through Lakemere Learning. Lincoln Investment serves individual and institutional clients, including high-net-worth individuals, charitable organizations, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and advisory services supported by both strategic and tactical investment approaches.

Adam Goldenberg is a financial advisor at Corient with 20 years of industry experience and holds a Series 66 designation. He has previously worked at RGT Wealth Advisors, LLC and CIPW Service Company, LLC. Outside of his advisory role, he serves as Chairman of the Board for Interfaith Family Services, an organization focused on poverty alleviation in Dallas, and is an investment committee member for the Trinity Christian Academy Foundation. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm utilizes a goals-based, team investment approach that combines proprietary strategies with third-party managers and employs risk management tools and continuous portfolio monitoring.

Tamra Enriquez is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has held roles at several firms, including Hilltop Securities and Cetera Advisor Networks. She is based in Dallas, TX. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, estates, and charitable organizations with a range of advisory and portfolio management services. The firm offers both discretionary and non-discretionary management through proprietary and third-party solutions.

Doris Silva is a financial advisor with Valic Financial Advisors in Addison, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She previously worked with Western Wealth Management, LLC, and LPL Financial, LLC. Outside of her advisory role, Silva co-owns Joshua Nutrition, a business focused on nutrition tea and protein shake sales, and serves as a board member for a homeowners association. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions to serve a substantial client base.

Francis Amsler is a CFP® and CFA® with 31 years of industry experience. He has worked at Rockefeller Financial LLC since 2020 and previously spent 12 years at UBS Financial Services Inc. Outside of his advisory role, he serves as a board member of an LLC related to rental property investments and manages an LLC established to facilitate a personal boat purchase. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement consulting. The firm offers integrated services through affiliated trust and insurance entities and provides access to alternative and private investments, distinguishing itself with a recapitalized ownership structure and its role as a placement agent under the Rockefeller Global Family Office platform.

Donna Petrucello is a financial advisor with Steward Partners Investment Advisory, LLC in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 44 years of industry experience. Her prior roles include positions at Raymond James Financial Services, Inc. and Morgan Stanley Smith Barney. She is also the owner of Park Cities Group, a financial advisory support company. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individual and institutional clients, offering investment advisory, financial planning, pension consulting, and managed account programs through a combination of proprietary portfolios and third-party managers.

Laura Martinez is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has previously worked at Frost Investments and IDEA Public Schools. Goldman Sachs Wealth Services offers financial planning and investment management 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, providing tailored solutions such as Executive Wealth and Private Family Office support.

James Arrington is a ChFC® with 40 years of experience in the financial industry and has been with VOYA Financial Advisors, Inc. since 2014. He is based in Dallas, TX, and has experience leading Arrington Financial, where he worked in insurance and investments, and serves on the Church Council of First Baptist Church Richardson. VOYA Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through a variety of program structures, emphasizing non-discretionary recommendation-based advice.

Connor Mc Garvey is a financial advisor at CIBC Private Wealth Advisors, Inc. in Dallas, TX, holding a Series 65 credential with four years of industry experience. His prior roles include positions at Altschuler & Company and Southern Methodist University, as well as legal-related work with the Dallas County District Attorney and the US Bankruptcy Court Northern District of Texas. CIBC Private Wealth Advisors serves a broad client base including high net worth individuals, families, trusts, and investment companies. The firm offers comprehensive wealth advisory and portfolio management services, utilizing both proprietary and external strategies supported by governance committees to build customized investment solutions.

Andrew Swedlund is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. Prior to joining Rockefeller Financial and Rock & Co LLC in 2020, he worked at Bank of America, N.A. and Merrill from 2008 to 2020. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments through its Rockefeller Global Family Office platform.

Latisha Hagler Bickel is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. She holds the Series 66 designation and previously worked at Merrill from 2006 to 2022 before joining Rockefeller Capital Management in 2022. 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, operating as both a registered investment adviser and broker-dealer with a comprehensive investment platform that includes equities, fixed income, and alternatives.

Jacqueline Mc Ginley is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services in Irving, Texas, bringing four years of industry experience. She has worked at Goldman Sachs & Co., LLC since 2022 and previously held roles at firms including 2U, TransPecos Banks, and Red Bull North America. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning and portfolio management alongside specialized programs such as Private Family Office services and Financial Wellness. The firm employs strategic and tactical allocation models and integrates resources from across the Goldman Sachs ecosystem to tailor solutions to client objectives.

Cole Verhulst is a financial advisor at Rockefeller Financial LLC in Dallas, TX, holding a Series 66 designation. He has worked in various roles including at Meadowbrook Country Club, MyHouse Nightclub and Sportsbar, and Boone Valley Golf Club prior to joining Rockefeller Financial. 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 through a Private Advisor model and the Rockefeller Global Investment Management platform, and operates as a registered broker-dealer providing a range of investment and placement services.

John Farris Sr. is a financial advisor with Commonwealth Financial Network in Dallas, TX, holding a Series 66 designation and 25 years of industry experience. He has worked with Commonwealth since 2016 and was previously affiliated with WFG Investments, Inc. from 2012 to 2016. Outside of his advisory role, he is a co-owner of a charitable foundation and operates a ranching and hay production sole proprietorship in Texas. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, compliance, and practice management.