Angela Gordon is a financial advisor with Steward Partners Investment Advisory, LLC in Dallas, TX, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Cambridge Investment Research Advisors, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance, and Lincoln Investment. She serves as president and board member of a homeowner's association in Arlington, TX, and works part-time as a self-employed grocery delivery provider. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account programs.

Michael Mc Clinton is a financial advisor with Eagle Strategies (NY Life) holding Series 65 and Series 63 licenses. He has experience with Principal Financial Group and NYLIFE Securities LLC and began his current role in 2025. Prior to entering the financial industry, he worked at Collin College and the City of Fort Worth. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Smith is a financial advisor with Hornor, Townsend & Kent, LLC in Addison, TX, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend And Kent, Inc. since 2008. In addition to advisory services, he is involved in insurance brokerage through Penn Mutual Wealth Strategies and Wealth Coordination Partners. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, combining custody, execution, and brokerage capabilities with investment advice.

Colin Kirkpatrick is a financial advisor at Valic Financial Advisors with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Investments, Citizens Securities, Inc., and Total Benefit Communications. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, utilizing centralized technology and third-party model managers.

Hayden Kerns is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Merrill, and Frost Bank. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, providing discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and offers a consolidated investment platform delivering diverse portfolio solutions across equities, fixed income, and alternatives.

Thomas Altimont is a financial advisor at Creative Planning with nine years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Lockton Investment Advisors and First Financial Bank. He is based in Dallas, TX. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and long-term strategies, supplemented by direct indexing, tax-loss harvesting, and selective private market exposure.

Donald Lyons is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 38 years of industry experience. He has worked with Ameritas-affiliated firms since 1987 and has managed Lyons Investment Group since 2008. Outside of his advisory roles, Lyons is involved with Emergent Development Group LLC, a business focused on acquiring residential lots as a passive investor. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities to tailor portfolios according to client needs.

Jared Tomsu is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC in Dallas, TX. His prior experience includes roles at Frontier Investment Management and The Capital Chart Room, LTD. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm integrates asset-allocation modeling with third-party independent managers and employs both active and passive investment strategies across various asset classes.

Steven Anglin is a financial advisor with Hightower Advisors in Dallas, TX, holding a Series 63 designation and 34 years of industry experience. His career includes long tenures at Smith Anglin & Co. and Smith Anglin Financial, LLC. Outside of advisory work, he is involved as a managing member or partner in several investment-related LLCs focused on oil and gas properties and family real estate partnerships. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers to deliver diversified portfolios that may include mutual funds, ETFs, alternative investments, and custom indexing.

Eric Maya is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley from 2016 to 2021 before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Rutledge Gordon is a financial advisor at Allworth Financial, L.P. with 26 years of industry experience. He has held roles at Retirement Advisors of America and RAA Wealth Management, LLC before joining Allworth Financial in 2020. Gordon holds Series 63 and Series 65 designations. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers a range of services such as financial and wealth planning, portfolio management, retirement plan consulting, and education through newsletters, podcasts, and seminars, using a mix of quantitative and qualitative analysis for customized investment strategies.

Jerome Deren is a financial advisor at Corient with 10 years of industry experience. He holds the Series 66 and Series 65 designations and previously worked at Summit Trail Advisors, Tiedemann Wealth Management, and Presidio Capital Advisors. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and incorporates risk management tools and alternative investments where appropriate.

Rusty Tally is a financial advisor at Rockefeller Financial LLC in Dallas, TX, holding Series 63 and Series 65 licenses with 50 years of industry experience. Prior to joining Rockefeller Financial in 2024, he worked for 16 years at UBS Financial Services Inc. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides portfolio management, financial planning, brokerage services, and investment banking through a consolidated advisor model and investment platform.

Varunavi Shukla is a financial advisor with Goldman Sachs Wealth Services and holds a Series 66 designation. She has one year of industry experience and previously worked at The University of Texas at Dallas and Sally Beauty Holdings. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management, utilizing strategic allocation models, manager selections, and a range of fee arrangements, supported by tools such as tax-aware techniques and proprietary analytics.

Jennifer Williamson is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. She holds the Series 66 designation and has two years of industry experience. Outside of her advisory role, she volunteers at Bishop Lynch High School, assisting in the school store where merchandise is sold to students and parents. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and largely manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jennifer Martin is a financial advisor at Creative Planning with 14 years of industry experience. She holds Series 66, Series 63, and Series 65 licenses. Her prior roles include positions at Lockton Investment Advisors, Gurtin Municipal Bond Management, J.P. Morgan Securities, and several other firms. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm uses a financial-planning-led investment approach that combines low-cost indexing and buy-and-hold strategies with selective private market exposure and sub-advisory services.

Wendy Kelly is a CFP® and holds a Series 65 license, with 17 years of industry experience. She has worked at Cerity Partners LLC since 2024 and previously spent nine years at Paladini Financial Advisors, LLC. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment framework that integrates proprietary quantitative methods with access to alternative and private market solutions.

Jonathan Lakin is a CFP® and CFA® with 16 years of experience in the financial services industry. He has worked at Wealth Enhancement Advisory Services, Mercer, Charles Schwab & Co., and Fidelity Investments. He is currently with Wealth Enhancement Advisory Services, LLC in Addison, TX. Wealth Enhancement Advisory Services provides financial planning, discretionary and non-discretionary asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets using diversified, risk-class based investment strategies that combine active and passive management, supported by a dedicated Investment Committee.

Jacob Siadek is a CFP® professional with experience in the financial advisory industry since 2018. He is currently with Corient, where he has worked since 2024, following prior roles at Saville and Tolleson Wealth Management. 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 uses a goals-based, team investment approach that integrates in-house strategies with third-party managers, employing risk management tools and offering specialized services including private fund capabilities.

Laura Haas is a financial advisor at NewEdge Advisors with a Series 65 designation and one year of industry experience. She previously attended The University of Texas at Austin. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support diverse client needs.