Yoga Gudivada is a financial advisor at Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses with six years of industry experience. His background includes roles in IT consulting, insurance, and nonprofit management, notably serving as a founding director of Gita Mandir Inc, a nonprofit focused on building an Indian cultural and heritage center. Gudivada also advises on college planning and implements Oracle financial systems for corporate clients. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering a range of advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and RIA, managing substantial discretionary and non-discretionary assets.

Robert Case is a financial advisor at Empower Advisory Group with four years of industry experience. He holds the Series 65 designation and has previously worked at Fisher Investments and Personal Capital Advisors Corporation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focusing on long-term portfolio returns, annual rebalancing, and savings rates, delivered within a model closely tied to Empower’s recordkeeping and administrative platforms.

Einat Sadka is a financial advisor with Citigroup Global Markets in Dallas, TX, holding Series 63 and Series 65 licenses and with 22 years of industry experience. She has been with Citigroup and its related entities since 2007. Outside of her advisory role, she serves as managing member of EQUALI LLC, a bookkeeping business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including in-house research and security pricing, while providing tailored solutions for high-net-worth clients.

Robert Christiansen Jr. is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials and two years of industry experience. Prior to his advisory role, he served 26 years in the United States Air Force. Outside of his financial advisory work, he buys and sells comic books as a retailer operating from his primary residence. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs using model portfolios managed by an internal Investment Management Team and Wealth Portfolio Managers.

Christopher Barton is a financial advisor with Steward Partners Investment Advisory, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has worked at Steward Partners in various capacities since 2017 and previously at Raymond James Financial Services and Morgan Stanley Smith Barney. In addition to his advisory role, he serves as Divisional President of Sales and Recruiting for Steward Partners Investment Advisory. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Forrest Green is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Sanford C. Bernstein & Co. and JPMorgan Securities, LLC, including JPMorgan Chase Bank. He serves as a board member of the Houston Racquet Club, a private social and tennis club, where he participates in long-term facilities planning. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm provides portfolio management, financial planning, and brokerage services through a Private Advisor model and a consolidated investment platform offering solutions across equities, fixed income, and alternatives.

Steven Lamon is a Series 66-licensed financial advisor with one year of experience, currently with Rockefeller Financial LLC. He previously worked at USAA for two years and spent six years at West Monroe Partners. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutions, retirement plans, foundations, and corporations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.

William Reed III is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 designations and three years of industry experience. His background includes roles at Morgan Stanley and One Network Enterprises, as well as earlier experience spanning several organizations. 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 uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Cameron Sheets is a financial advisor at Rockefeller Financial LLC based in Dallas, TX. He holds a Series 66 credential and has recently begun his career in the financial industry, with prior experience at JPMorgan Chase Bank, J.P. Morgan Securities, and Amegy Bank. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm combines portfolio management, financial planning, and brokerage services within a Private Advisor model and a consolidated investment platform, offering a range of solutions across equities, fixed income, and alternative investments.

Arthur Alexander Jr. is a financial advisor at Rockefeller Financial LLC with 52 years of industry experience. He holds a Series 63 designation and has previously worked at Merrill and Bank of America. Outside of advising, he is a trustee of a family trust and holds a limited partnership interest in the Sandestin Beach Hilton Hotel in Florida. Rockefeller Financial LLC serves high-net-worth individuals, families, and institutional clients, offering portfolio management, financial planning, and investment services. The firm operates as a registered broker-dealer and provides access to a consolidated investment platform delivering discretionary and non-discretionary solutions across various asset classes.

Todd Justice is a CFA® charterholder with 24 years of experience in the financial industry. He currently serves as an advisor at Schwab Wealth Advisory, Inc. and has held prior roles at Charles Schwab & Co., Morgan Stanley, Citigroup Global Markets, Merrill, and Goldman Sachs Wealth Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. Its approach is guided by proprietary asset allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Kevin Hickey is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he operated Backyard Fitness LLC, a CrossFit gym, for nine years. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, delivering tailored solutions through multiple program types within an integrated New York Life affiliate structure.

Justin Mandly is a financial advisor at Corient with 19 years of industry experience. He holds a Series 65 designation and has worked at firms including Brownson, Rehmus & Foxworth, Inc., Portola Partners, and CIPW Service Company, LLC. He serves as an individual trustee for a client of Corient. 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 corporations. The firm employs a goals-based, team investment approach that integrates both proprietary and third-party strategies, with ongoing portfolio monitoring and risk management.

Justin Duncan is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation and 15 years of industry experience. Prior to joining Goldman Sachs in 2021, he worked for The AYCO Company, L.P./Mercer Allied for 11 years. Goldman Sachs Wealth Services serves a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, leveraging integrated resources across Goldman Sachs affiliates to provide tailored investment solutions and advanced research tools.

Anastasiia Toussaint is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Goldman Sachs in 2022, she held various roles including advisory positions and academic appointments at Bentley University. She serves on the advisory board of AV Bakery, a family coffee and bakery shop, assisting with marketing and operations. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, and institutional clients. The firm uses strategic allocation models and offers services such as Private Family Office and Specialized Executive Wealth programs, leveraging integrated resources across the Goldman Sachs organization.

Emerald Hensley is a CFP® affiliated with Beacon Pointe Advisors, LLC, with two years of industry experience. Prior to joining Beacon Pointe in 2023, Hensley worked at SFMG Wealth Advisors and Plancorp, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base including individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across various asset classes.

Kevin Kenney is a financial advisor at Principal Financial Services with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Knights of Columbus Asset Advisors, Knights of Columbus Insurance, and Principal Life Insurance Company. His background also includes operating his own business, K.C. Kenney, Inc. 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 abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Randi Walker is a CFP® professional affiliated with Janney Montgomery Scott in Dallas, TX, with 12 years of industry experience. Prior to joining Janney in 2025, she held positions at RBC Capital Markets, Purshe Kaplan Sterling Investments, Concurrent Investment Advisors, Wealth Partners Alliance, and Raymond James Financial Services. She is also a member and co-owner of Major Works, LLC, a Dallas-based business where she manages bookkeeping. Janney Montgomery Scott is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipalities, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Lindsey Toole is an investment advisory representative at CWM, LLC with 23 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Cetera Advisor Networks, Carson Wealth Management, and LPL Financial. In addition to her advisory role, she is also licensed to sell fixed insurance products such as life, disability, annuities, and long-term care. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee and offers a diverse range of services including portfolio management, financial planning, and retirement plan solutions.

Weili Jiang is a financial advisor at Private Advisor Group, LLC with five years of industry experience and a Series 66 designation. Prior to joining Private Advisor Group and LPL Financial, Jiang worked with Cetera and Avantax in various advisory roles. Outside of advising, Jiang is involved in accounting services through Lam, Po & Xu CPA’s, where they provide tax research and client tax services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm uses a fiduciary-based advisory model and incorporates both proprietary and third-party investment platforms and managers.