Nelson Wood is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has been affiliated with New York Life and Nylife Securities since 2004 and operates the Wood Legacy Group, LLC, through which he brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types emphasizing tailored recommendations and manages a majority of its assets on a non-discretionary basis.

Matthew Mc Cann is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 credential with nine years of industry experience. His prior roles include positions at JPMorgan Chase, J.P. Morgan Securities, and Morgan Stanley. He also spent a year working with Benziger Family Winery. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning and portfolio management alongside specialized services such as Private Family Office and Executive Wealth programs. The firm uses a combination of strategic asset allocation, manager selection, and proprietary tools, leveraging its integration within the broader Goldman Sachs ecosystem.

Christopher Rachfal is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He is currently with Corient in Dallas, TX, where he has worked since 2022. His prior experience includes roles at RGT Wealth Advisors and Hirtle Callaghan & Co. LLC. Corient provides investment advisory and financial planning services to a broad 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 in-house strategies with third-party manager solutions and focuses on continuous portfolio monitoring and risk management.

Ashley Alonso is a financial advisor at Oppenheimer with one year of industry experience. She holds a Series 66 designation and has previous work experience at MotorFi, Copart, and Smith System. Based in Dallas, TX, she joined Oppenheimer in 2024. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of advisory and consulting services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Hiren Patel is a financial advisor at Oppenheimer with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Bank of America and Merrill. Outside of his advisory role, Patel has an ownership interest in a cryptocurrency mining business. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of investment and consulting services, managing portfolios with both discretionary and non-discretionary approaches.

Michelle Holaren is a financial advisor at Beacon Pointe Advisors, LLC in Dallas, TX, holding a Series 65 credential. She has experience across several roles within Wells Fargo and joined Beacon Pointe Advisors in 2022. 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-focused investment approach and offers a range of services from wealth management to outsourced CIO solutions.

Steven Lauterbach II is a financial advisor at Oppenheimer with nine years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2017. Prior to that, he was affiliated with the University of Texas from 2015 to 2017. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Michael Meadows is a financial advisor at Beacon Pointe Advisors, LLC with seven years of industry experience. He holds a Series 65 credential and has worked at Beacon Pointe Advisors since 2020. Prior to that, he was with Westwood Trust for five years. Meadows is also the President and CEO of Meadows Family Consulting Group, LLC, a consulting practice advising public charities on topics including fund-raising and governance, and serves as Vice President (independent contractor) for Foundation Management Inc., consulting with private foundations and non-profits. 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, utilizing a proprietary “Focus List” of independent managers and offers discretionary wealth management, retirement plan consulting, outsourced CIO solutions, and other fiduciary services.

Robert Franklin is a financial advisor at Equity Services, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Kestra Advisory and Sanders Morris LLC. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that incorporate third-party asset managers and model portfolios, blending long-term strategies with options for shorter-term trading and specialized instruments.

Lance Kuhns is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services in Dallas, TX, and has two years of industry experience. His prior roles include positions at Fidelity Investments, Dimensional Fund Advisors, AT&T, and Lone Star Overnight. 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 employs strategic and tactical allocation models with both discretionary and non-discretionary implementations, offering a wide range of services such as Private Family Office, Specialized Executive Wealth programs, and access to Alternative Investments.

Caleb Logan is a financial advisor with Valic Financial Advisors in Addison, TX, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at KPMG, LLP, and the University of Mississippi Athletics Business Office. Outside of his advisory work, he is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm emphasizes discretionary unified managed accounts and utilizes technology-driven, centralized investment solutions.

Justin Leeson is a financial advisor at Hightower Advisors in Dallas, TX, with 23 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Hightower in 2020, Leeson worked at Frontier Investment Management Co and Scottrade, Inc. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individual investors and institutional entities such as pension plans, charitable organizations, and insurance companies. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and various investment vehicles.

Lauren Turbitt is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. She holds a Series 66 designation and has worked previously at Rock & Co LLC, Bank of America, N.A., and Merrill. Outside of her advisory work, she assists with bookkeeping for her family’s auto care business on a limited basis. 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 capabilities that include securities transactions, variable insurance products, placement, and investment banking services through an integrated investment platform.

Gerald Mattingly is a financial advisor at Fifth Third Securities, Inc. in Dallas, TX, holding Series 63, 65, and 66 licenses with 28 years of industry experience. His prior roles include positions at Frost Brokerage Services, PNC Investments, and BBVA-affiliated firms over the past decade. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers on the Passageway Managed Account platform, with an emphasis on customized risk profiles and a range of investment strategies.

Sara Doutt is a financial advisor at Citigroup Global Markets with 13 years of industry experience, all spent at Citi since 2013. She holds the Series 63 and Series 66 designations. Outside of her advisory role, Doutt is involved in film production and writing, serving as a producer, co-writer, and musical director on multiple projects that are currently being shopped to Hollywood studios. Citigroup Global Markets serves a wide range of individual and institutional clients through various wealth management and advisory programs. The firm employs multi-asset, multi-manager strategies and offers both discretionary and non-discretionary investment solutions, leveraging significant institutional scale and a broad range of market roles.

Travis Ames Sr. is a financial advisor with Primerica Advisors in McKinney, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked extensively with Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he is involved with Capital Wealth Advisory Group, assisting business owners in planning and executing strategies to improve their outcomes. Primerica Advisors serves a diverse retail client base, offering brokerage and advisory services including financial planning, retirement-plan consulting, and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services.

Justin Gibson is a financial advisor with Truist Advisory Services based in Dallas, TX, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Morgan Stanley, Merrill, Bank of America, BB&T Securities, and Truist Investment Services. Outside of his advisory work, he is a partner in a family limited partnership used for estate planning purposes. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its investment solutions.

Steve Cotton is a Series 66 licensed financial advisor with 26 years of industry experience. He has worked for LPL Financial since 2006 and has been with Private Advisor Group, LLC since 2019. Cotton is also president of Cotton Wealth Management Associates, LLC, where he focuses on non-variable insurance products. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model and utilizes a range of investment strategies and technology platforms, providing access to both proprietary and third-party managed account solutions.

Bradley Rouse is a CFA® charterholder based in Dallas, TX, with nine years of industry experience. He currently works at NewEdge Advisors and NewEdge Securities Inc, having held prior roles at firms including Protective Life and CONCOURSE FINANCIAL GROUP. 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 variety of portfolio management and consulting services and utilizes multiple program structures to combine in-house and third-party investment strategies, supported by technology and centralized due diligence.

Anshul Singh is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior experience includes roles at USAA Financial Advisors, Ingenio Consulting, Unique Capital, and Empower Financial Services. 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 retail brokerage account holders. The firm emphasizes long-term portfolio returns and annual rebalancing within an integrated model connected to Empower’s recordkeeping and administrative platforms.