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.

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.

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.

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.

Maria Navarro is a financial advisor with Rockefeller Financial LLC and Rockefeller Capital Management, holding Series 63 and Series 65 licenses, and has 24 years of industry experience. She worked at Morgan Stanley Smith Barney for 16 years prior to joining Rockefeller in 2025. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and uniquely operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Zechariah Daugherty is a CFP® and holds a Series 66 license with two years of industry experience. He is currently an advisor at Creative Planning, LLC and previously worked at AlTi Tiedemann Global and Goldman Sachs. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and a range of retirement plan services.

Rachel Glasstetter is a financial advisor with Truist Advisory Services in Dallas, TX. She holds Series 63 and Series 65 licenses and has four years of industry experience. Her prior work includes roles with Truist Investment Services and Truist Advisory Services. 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 manager relationships and non-discretionary consulting, with a focus on manager selection supported by both traditional and AI-enabled research tools.

Denise Long is a financial advisor at Citigroup Global Markets with two years of industry experience. She holds the CFP® and CFA® designations and previously worked for Bank of America Private Bank for 12 years. 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 through both discretionary and non-discretionary programs, leveraging in-house research and maintaining large institutional capabilities.

Alethia Dixon is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill for 28 years before joining Rockefeller Financial in 2026. Outside of her advisory role, she is the sole owner of a rental property in Houston, Texas. 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, operating under a Private Advisor model with a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Zachary Etoch is a financial advisor at Farther in Dallas, TX, holding a Series 65 designation. He has experience working at MDD Forensic Accountants for six years and joined Farther in 2025. Prior to his professional career, he attended the University of Arkansas. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

Joshua Stelzer is a Series 66-licensed financial advisor with 16 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and was previously with The Ayco Company, L.P./Mercer Allied from 2013 to 2021. He is based in Dallas, TX. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm uses centralized investment resources and a combination of discretionary and non-discretionary managers to deliver tailored wealth management solutions.

William Morris Wallrapp is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Fisher Investments and OneDigital, as well as a five-year period at Benedictine College. 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 a range of portfolio management and financial planning services within a Private Advisor model and maintains a registered broker-dealer status, allowing it to offer securities transactions, variable insurance products, and investment banking services.

John Winslow is a financial advisor at CIBC Private Wealth Advisors, Inc. in Dallas, TX, holding the CFA® designation and a Series 63 license with 18 years of industry experience. He has worked at CIBC Private Wealth Advisors since 2015. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, philanthropic planning, and coordinated Family Office services, utilizing a combination of proprietary and external investment strategies with oversight from dedicated investment committees.

Erica Puent is a CFP® professional at Creative Planning with six years of industry experience. Her prior work includes roles at Robert Walters Japan, Military OneSource, Fisher Investments, BKD Wealth Advisors, Charles Schwab & Co., Inc., and Old Fisherman's Grotto. She is based in Dallas, TX. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors and 151 offices.

Brittani Kutschke is a financial advisor at Citigroup Global Markets with a Series 66 designation and over a decade of experience that includes roles at Citigroup and Barclays. She is based in Dallas, TX. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a broad range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and is notable for its large institutional scale and unique market roles, including operating as a swap dealer and futures commission merchant.

William Wilkinson is a financial advisor at Truist Advisory Services with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Cetera and BB&T. He is based in Dallas, TX. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration, to deliver its AMC Advantage manager-selection program and other investment solutions.

Austin Schorn is a financial advisor at Rockefeller Financial LLC in Dallas, TX, holding a Series 66 designation. He joined Rockefeller Financial in 2026 and has prior work experience with Fast Signs and Bridge the Gap Medical Education LLC. 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 an investment adviser and registered broker-dealer with a consolidated investment platform and a wide range of personalized investment solutions.

John Kendig is a Series 66 licensed financial advisor with eight years of industry experience, currently with Goldman Sachs Wealth Services in Dallas, TX. He has worked at Goldman Sachs & Co. LLC since 2019 and previously at The Ayco Company, L.P./Mercer Allied and GCATS Investments LLC. 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 and integrates resources from across the Goldman Sachs organization to deliver customized wealth management solutions.