Gregory Garvin is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Goldman Sachs since 2021, following 14 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers 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 utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, providing tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Tanner Binion is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds the Series 65 designation and previously worked at Fisher Investments. His background includes roles outside finance in hospitality and staffing services. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management, advisory, and planning services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Richard Schannen is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at The Ayco Company, L.P./Mercer Allied for 23 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporations, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, delivering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Jeremi Zabel is a Private Wealth Advisor with Merrill Private Wealth Management. He focuses on developing strong relationships with ultra-high-net-worth families and individuals, providing comprehensive financial planning to meet their present objectives and future goals. Jeremi has experience working with business owners, senior corporate executives, and other clients with substantial wealth. His expertise includes capital markets, asset allocation, investment management, private business acquisitions, initial public offerings, estate planning techniques, tax-minimization strategies, hedging strategies, and portfolio management. He holds a bachelor's degree from Kenyon College and a master's degree from the University of Michigan. Jeremi has earned the Personal Investment Advisor (PIA) designation. Information about his personal interests or community involvement was not provided.

Joseph Cundari is a financial advisor at Primerica Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he is involved in outside insurance sales. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services. The firm employs a mix of proprietary and third-party investment strategies and provides various account-level services such as lending solutions and donor-advised fund options.

Kevin Wright is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for six years before joining Rockefeller in 2020. Outside of his advisory role, he is a partner and manager of WS Legacy Ventures LLC, an investment entity involved in rental property operations. 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 operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Jacob Brull is a financial advisor with Citigroup Global Markets in Dallas, TX, holding a Series 66 designation and 14 years of industry experience, all with Citigroup since 2012. Outside of his advisory role, he manages non-operating working interests in oil and gas leases through J-B Oil Investments, LLC, and oversees a family farming operation in Hays, Kansas. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including in-house research and derivatives trading.

Michael Wollitz is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation with 19 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously spent 14 years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers comprehensive financial planning and portfolio management services supported by proprietary research, tactical allocation models, and a range of fee arrangements, leveraging the broader Goldman Sachs ecosystem for expanded product access and specialized client solutions.

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.

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.

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 at Rockefeller Financial LLC with 24 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at Morgan Stanley Smith Barney, Citigroup Global Markets, Stanford Group Company, and Wells Fargo Clearing. 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 uniquely as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

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 at Truist Advisory Services in Dallas, TX, with four years of industry experience. She holds the Series 63 and Series 65 designations and has worked within various Truist entities since 2022. Before her advisory career, she was a full-time college student. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program implemented through both discretionary and non-discretionary solutions.