Timothy White is a Certified Financial Planner (CFP®) with 18 years of industry experience. He is currently with Rockefeller Capital Management and Rockefeller Financial LLC, having joined in 2025. Prior to this, he worked at Bank of America and Merrill from 2007 to 2025. Rockefeller Capital Management is an enterprise firm with 157 advisors, offering comprehensive wealth management services.

Joseph Bybee serves as a Private Wealth Advisor with Merrill Private Wealth Management, specializing in portfolio construction and management. Since joining Merrill in 2007, he has leveraged his extensive background, which includes his role as lead equity manager and head of the Houston office at Bank of America Private Bank (formerly U.S. Trust Co.). Prior to that, he was chief domestic equity portfolio manager at another trust company for nine years. Joe holds the Chartered Financial Analyst® (CFA®) designation and is a Senior Portfolio Manager authorized to build and manage personalized investment strategies that may include individual securities, Merrill model portfolios, and third-party strategies. He earned a bachelor's degree in economics and history from The University of the South and an MBA with honors from The University of Chicago Graduate School of Business. Joe is involved in the community through his board membership at Cho-Yeh Camp and Conference Center and has previously served as chairman of the board for the Texas Presbyterian Foundation.

David Gauhs is a financial advisor at Fifth Third Securities, Inc. based in Dallas, TX, holding a Series 66 designation with 27 years of industry experience. His prior roles include positions at Comerica Securities, Inc. and Ameriprise Financial Services. Outside of his advisory role, he is involved with Financial Oxygen/Maestro, a cash management platform for corporate and institutional clients. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers on its Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides a range of managed account, tax overlay, and direct indexing strategies.

Melanie Kane is a financial advisor at Rockefeller Financial LLC with one year of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2019 to 2023 and Praxis Med International from 2016 to 2019. 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 a range of portfolio management, financial planning, and consulting services alongside broker-dealer activities, including securities transactions, variable insurance products, and placement and investment banking services.

Samuel Marshall is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked at Ayco since 2020 and has previous experience at Texas Tech University, Alliance Drywall, South Plains College, Tarrant County Community College, and the University of Mississippi. Goldman Sachs Wealth Services provides financial planning and portfolio management to individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm utilizes strategic and tactical allocation models along with discretionary and non-discretionary implementations, offering access to various investment platforms and affiliated capabilities across the Goldman Sachs ecosystem.

Norman Gunn is a CFP® professional with 27 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. He has held roles at Lane Gorman Trubitt, LLC and Lido Advisors, LLC among others. Outside of his advisory work, Gunn serves as President of Operations at LGT Insurance Services, where he is involved in long-term care, disability, and life insurance. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, offering comprehensive asset management and financial planning services. The firm utilizes various portfolio management strategies and technology platforms to support client wealth and estate planning.

Sarah Stubbs is a financial advisor at Beacon Pointe Advisors, LLC with six years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc. Outside of finance, she has experience in the wellness industry, having worked for The Spa-Los Gatos for six years. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach using proprietary due diligence and offers a range of services from discretionary wealth management to fiduciary and outsourced CIO solutions.

Drew Steele is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2022, with prior experience at Amazon and the YMCA. Outside of his advisory role, he owns Seasick Hats LLC, a Dallas-based hat company involved in local event sales and management. 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 integrates a range of proprietary strategies and affiliated capabilities across the Goldman Sachs ecosystem to tailor investment solutions and specialized wealth programs.

Grant Holloschutz is a financial advisor at Allworth Financial, L.P. with five years of industry experience. He holds a Series 66 designation and has worked at firms including United Capital Financial Advisors, Bank of America, Merrill, and Charles Schwab. 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 management using a variety of model strategies and employs both discretionary and non-discretionary engagements supported by technology to manage held-away employer retirement accounts.

John M Burke is a financial advisor with Prime Capital Financial in Flower Mound, TX, holding Series 63, 65, and 66 licenses and 11 years of industry experience. He previously worked at Ascende Wealth Advisors, Inc. from 2014 to 2018 before joining Prime Capital Investment Advisors, LLC in 2018. Outside of his advisory role, he is associated with CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs a range of investment strategies across discretionary and non-discretionary accounts and provides tax planning and financial administration through an affiliated accounting subsidiary.

Claire Foster is a CFP® professional at Corient with two years of industry experience. Her prior work includes roles at RGT Wealth Advisors and KPMG, as well as academic involvement at The University of Texas at Austin. 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 manager solutions and incorporates risk management tools and alternative investments where appropriate.

Sean Hennessey is a CFP® professional with 25 years of industry experience, currently serving at Truist Advisory Services. His prior roles include positions at Wells Fargo Advisors, BB&T, and J Alden Associates. Outside of his advisory work, he owns and manages a rental property in Longview, Texas. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary approaches, integrating third-party platforms and AI-enabled research tools along with inter-affiliate service arrangements.

Gosby King Jr. is a financial advisor with Transamerica Financial Advisors in Dallas, TX, holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. He is also an author, having published books since 2019. King has been with Transamerica Financial Advisors since 2012 and has worked with World Financial Group since 2008. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services, including proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Richard Mazzola is a financial advisor with Focus Partners Wealth, LLC in Dallas, TX, holding Series 63 and Series 66 licenses and 28 years of industry experience. He previously worked at TD Ameritrade for 14 years and Churchill Management Group for 7 years before joining Focus Partners Wealth in 2025. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax and fee sensitivity within an enhanced open architecture framework combining active and passive strategies, and it offers a range of specialized investment products and fiduciary services.

Ariel Bollant is a CFP® professional with five years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Dallas, TX. Prior to joining Eagle Strategies in 2025, he worked for Halbert Hargrove Global Advisors for six years. Outside of his advisory role, he serves as chairman of the board for Clarion Inc, a nonprofit organization focused on education to resolve conflict within marriages. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Samir Abdullah is a financial advisor with Equity Services, Inc. in Addison, TX, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior work includes roles at National Life Group, Mutual of Omaha, Transamerica Agency Network, and Mass Mutual. Outside of advising, he is involved in aircraft ownership and manages several business ventures related to real estate and financial services. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to a range of clients including individuals, corporations, and charitable organizations. The firm offers multiple advisory platforms and combines long-term investment strategies with options for shorter-term trading, utilizing third-party asset managers and model portfolios.

Valerie Marquez is a financial advisor at Beacon Pointe Advisors, LLC with six years of industry experience. She holds the Series 63 and Series 65 credentials. Her prior work experience includes roles at Ellevest, Tolleson Wealth Management, and JP Morgan Chase. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, 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 and employs both active and passive strategies across public and private asset classes.

Hudson Roe is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding Series 63 and Series 65 designations and four years of industry experience. Prior to joining Goldman Sachs in 2022, he worked at Velvet Taco for two years and studied at Texas Tech University from 2015 to 2020. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management supported by proprietary research, with integration across Goldman Sachs affiliates offering clients a range of specialized wealth services and investment options.

B. Voigt is a financial advisor with Corient in Dallas, TX, holding the ChFC® designation and Series 63 license, with 39 years of industry experience. Prior to joining Corient in 2026, Voigt spent ten years with Kestra Advisory and Kestra Investment Services. Outside of advisory work, Voigt is a limited partner in an estate planning-related entity and has been involved as a member and limited partner in other business ventures since the 1980s. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach integrating in-house strategies and third-party managers, with continuous portfolio monitoring and risk management tools.

John Kilgallon is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds the Series 66 designation and previously worked at Global Payments and The Garage. Goldman Sachs Wealth Services provides financial planning, investment management, and related advisory support to a broad range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm integrates centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.