Nicholas Beare is a CFA® charterholder with 36 years of industry experience, currently serving as a financial advisor at Stephens since 2005. He is based in Dallas, TX, and holds the Series 63 license. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm employs a combination of bottom-up security selection and top-down fixed-income management through various investment committees and programs, supported by integrated broker-dealer and investment banking operations.

James Stone is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding a Series 66 designation with one year of industry experience. Prior to his current role, he worked at Momentum Independent Network Inc. and has a background that includes involvement with the Northern Tier National High Adventure Base. Hilltop Securities serves individual investors, including high-net-worth clients, and institutional clients such as corporate and retirement-plan sponsors. The firm offers a range of investment advisory and broker-dealer services on an open-architecture platform, featuring both third-party and firm-sponsored strategies with capabilities in custody, banking, and market-making.

Jennifer Gist Hall is a financial advisor at Momentum Independent Network Inc. with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Intrua Financial LLC, LPL Financial, PFS Investments Inc., and Primerica Financial Services. Outside of her advisory work, she is involved with Solex Global, a wellness company, and serves as a brand partner for Counter, a health and beauty product sales business. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage services. The firm offers a range of investment advisory programs and financial planning solutions, leveraging third-party managers and integrated affiliate relationships for model delivery and municipal bond strategies.

Kole Johnson is a Series 66 licensed advisor at Hilltop Securities Inc. in Dallas, TX, with one year of industry experience. His prior work includes roles at Lemnis Capital and Margaritaville, as well as experience outside the financial sector. Hilltop Securities Inc. offers brokerage, advisory, and retirement-plan consulting services to a diverse client base, managing approximately $2.25 billion in assets. The firm provides investment solutions through an open-architecture platform with a range of adviser-managed and model-based programs, supported by unique custody capabilities and specialized municipal bond strategies.

Seth Halley is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at The Ayco Company, L.P./Mercer Allied and Tyson Foods/GDH Consulting. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm integrates strategic allocation models, manager selections, and advanced analytics within the broader Goldman Sachs network to tailor solutions for client objectives.

Robyn Petty Greer is a financial advisor at Rockefeller Financial LLC with 22 years of industry experience. She holds a Series 66 credential and has worked at Rockefeller Financial since 2019, following a 19-year tenure at Merrill. Outside of her advisory role, she works as a freelance floral designer providing décor for weddings. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform that includes equities, fixed income, and alternatives, while also operating as a registered broker-dealer with integrated trust and insurance services.

David Rosecrans is a CFP® with five years of industry experience, currently affiliated with Empower Advisory Group in Dallas, TX. His prior experience includes roles at GWFS Equities, Inc. and Lincoln Financial Advisors Corporation, as well as six years at Dupre Logistics LLC. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning approach.

Debra Young is a financial advisor at Rockefeller Financial LLC based in Dallas, TX, holding a Series 63 designation with 42 years of industry experience. She worked at Merrill from 1983 to 2025 before joining Rockefeller Capital Management and Rockefeller Financial LLC in 2025. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm combines portfolio management, financial planning, and consulting with broker-dealer services and alternative investment placement, operating through a Private Advisor model and a consolidated investment platform.

Lane Weitz is a financial advisor with Principal Financial Services in Dallas, TX, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked with Principal Securities, Union Financial, APEX Retirement, and Principal Life Insurance Company. Outside of his advisory work, he serves as a board member at large for the Preston Green Homeowners Association and is affiliated with the University of Georgia Alumni DFW chapter. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement consulting, and access to third-party money manager solutions.

Deny Paul is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and five years of industry experience. Prior to joining Goldman Sachs in 2021, he worked at Baker Tilly and held positions at UT Southwestern Medical Center and The University of Texas at Dallas. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers a range of tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Levi Taylor is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services in Dallas, TX. He has been with Goldman Sachs since 2024, with prior experience at Daikin and HEB, as well as entrepreneurial activities with Trident Aquatics LLC. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutions. The firm offers tailored investment strategies supported by proprietary and third-party research and integrates capabilities across the broader Goldman Sachs ecosystem.

Alexandra Wirth is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. She holds a Series 66 designation and has worked previously at The Ayco Company, L.P./Mercer Allied and Keiter CPA's. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized executive wealth programs. The firm integrates strategic allocation models and proprietary analytics, leveraging the broader Goldman Sachs ecosystem to provide a range of advisory services and investment solutions.

Ross Norman is a financial advisor with Goldman Sachs Wealth Services based in Dallas, TX. He holds the Series 66 designation and has 18 years of industry experience, including 13 years at The Ayco Company, L.P./Mercer Allied before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering tailored financial planning and portfolio management. The firm employs strategic and tactical allocation models, discretionary and non-discretionary implementations, and proprietary analytics, supported by the resources of the broader Goldman Sachs ecosystem.

Mark Strand is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and three years of industry experience. He has been with Merrill for 22 years. Outside of his advisory role, Strand serves as a director on the boards of two ranch and cattle operations in Amarillo, TX, representing Bank of America’s interests in trust-held shares. He is also involved in nonprofit activities as a director of the Financial Planning Alumni Board at the University of Georgia and serves as president of his local homeowners association in Arlington, TX. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional entities.

Bernardo Ruiz is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 66 credentials and has 12 years of industry experience. He has been with Citi since 2015, based in Dallas, TX. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and specialized market roles.

Mark Small is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 20 years of industry experience. He has been with Kestra Advisory since 2016 and also maintains a tax and accounting practice where he prepares tax returns and provides consulting. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design and compliance, employee education, and advisor-managed accounts, serving clients such as large institutional investors and sovereign wealth funds.

Kyle Bowen is a financial advisor with Truist Advisory Services in Dallas, TX, holding a Series 66 designation and 23 years of industry experience. He has previously worked at BOK Financial Private Wealth, Inc. and BOK Financial Securities, Inc. before joining Truist in 2023. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, plan sponsor fiduciary support, and a manager-selection program that combines discretionary and non-discretionary strategies with third-party platform arrangements.

Diana Kleper Gilkes is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and UBS Financial Services. Her current role at Rockefeller Financial LLC began in 2019 and continues through its enterprise affiliate, Rockefeller Capital Management. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services through a private advisor model and a consolidated investment platform, combining discretionary and non-discretionary solutions across multiple asset classes.

Sean Foust is a financial advisor at Rockefeller Financial LLC in Dallas, TX, with 10 years of industry experience. He holds Series 66 and Series 63 designations. His prior roles include positions at Bank of America, Merrill, and JPMorgan Chase Bank. 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 portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, combining discretionary and non-discretionary solutions, as well as brokerage and investment banking services.

Charles Vetters Jr. is a CFP® professional with 22 years of industry experience currently affiliated with Rockefeller Financial LLC. His career includes over a decade at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC prior to joining Rockefeller in 2025. He is also an owner of Aggie Financial Partners LLC and Fenwood Financial Partners LLC, with the latter involved in oil and energy investments. 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 portfolio management, financial planning, and consulting services, operating uniquely as both a registered broker-dealer and an investment advisor with a consolidated platform that includes equity, fixed income, and alternative investments.