David Miracle is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds a Series 66 designation and has prior work history at Bank of America, where he worked for ten years. 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, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Brett Higgins is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 15 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 years with The AYCO Company, L.P./Mercer Allied. Based in Dallas, TX, his career includes significant tenure at prominent firms in the wealth management sector. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm provides financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs, utilizing strategic allocation models and proprietary analytics as part of an integrated approach within the broader Goldman Sachs ecosystem.

Shawna Alexander is a financial advisor with Rockefeller Financial LLC, holding the ChFC® and Series 66 credentials and bringing 12 years of industry experience. She previously worked at Bank of America and Merrill. Outside of advising, she is the owner and president of Elite Equine Exports, LLC, a business focused on buying, training, and selling sport horses. Rockefeller Financial LLC serves high-net-worth individuals, families, and institutional clients with portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and offers a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Ryan Finnegan is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Northwestern Mutual and the Finnegan Auto Group. Goldman Sachs Wealth Services serves a diverse client base ranging from individual investors to institutional clients, providing tailored financial planning and portfolio management supported by strategic allocation models, specialized programs, and a wide range of advisory platforms.

Matthew Senter is a Series 65-licensed financial advisor with three years of industry experience. He currently works at Truist Advisory Services and has previously been employed at WPA Family Office, LLC and Brewer Attorneys & Counselors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program supported by both discretionary and non-discretionary advisor relationships.

Nicholas Easby Smith is a financial advisor at Kestra Advisory with five years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors, United Bank, Legacy National Bank, Goldmedal Autoplex, Firehouse Subs, and the University of Arkansas. Outside of his advisory role, he has worked as an Uber driver. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, employee education, and manages approximately $79.8 billion in assets, serving clients such as sovereign wealth funds and large institutional investors.

Frank Sloan is a financial advisor at EP Wealth Advisors with 25 years of industry experience. He held leadership roles at Sloan Investment Management, L.L.C. for 17 years prior to joining EP Wealth Advisors. He holds Series 63 and Series 65 licenses. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios and a variety of investment strategies, including fundamental, technical, and cyclical analysis, and provides additional services such as tax preparation and estate-document facilitation for qualifying clients.

Johnathan Rankin is a financial advisor at Sanctuary Advisors, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill before joining Sanctuary Advisors in 2019. He is also involved in an educational YouTube channel called Theorem Wealth Management, which focuses on sharing retirement planning ideas. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports independent advisors in delivering tailored investment management and consulting through a variety of account types and analytical approaches.

James Schiermeyer is a financial advisor with Truist Advisory Services in Dallas, TX, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His prior roles include positions at Truist Investment Services, SunTrust Investment Services, SunTrust Bank, and BB&T Securities. Outside of his advisory work, he serves on the advisory board of Booker T. Washington High School for the Performing and Visual Arts and holds board membership at Bent Tree Country Club. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements and AI-enabled equity research tools.

Lindsay Dreyer is a financial advisor at Rockefeller Financial LLC based in Dallas, TX, holding the Series 66 designation with 10 years of industry experience. She previously worked at Merrill for six years before joining Rockefeller Financial in 2021. 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 combines a Private Advisor model with a consolidated investment platform, offering discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer providing placement and investment banking services.

Shelia English is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 11 years of industry experience. Her career includes eight years at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., followed by positions at Merrill and Citigroup Global Markets. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with distinctive market roles, including acting as a security-based swap dealer and futures commission merchant.

Christopher Poisson is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation and six years of industry experience. He previously worked at The Ayco Company, L.P./Mercer Allied and Park & Longstreet, PC. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored services including Executive Wealth, Personal Wealth, and Private Family Office support, delivered through a combination of discretionary and non-discretionary managers.

Tyler Ressel is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Rockefeller Capital Management, Bank of America, N.A., and Merrill. 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.

Anna White is a financial advisor with NewEdge Advisors in Dallas, TX, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Merrill and Raymond James & Associates. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools, including recent applications of artificial intelligence in business operations.

Darrel Preston is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Inc. and Bank of America, NA prior to joining Rockefeller Financial in 2020. Based in Dallas, TX, he has spent the bulk of his career in wealth management roles at prominent financial institutions. 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 a consolidated investment platform and a Private Advisor model tailored to client needs across multiple asset classes.

Gerald Dahlander II is a financial advisor at Rockefeller Financial LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes 11 years at Bank of America, NA, and a long tenure at Merrill from 1994 to 2020. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and investment banking services. The firm operates under a Private Advisor model and maintains a consolidated investment platform delivering discretionary and non-discretionary solutions across various asset classes.

Todd Kitzens is a financial advisor at Farther with a Series 65 designation and three years of industry experience. His prior work includes roles at BRP US Inc. and Saatchi & Saatchi, as well as a position at the University of Arizona. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Paula Feinberg is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with Steward Partners and Raymond James across multiple affiliated firms since 2013. Feinberg serves on the board of the Dallas Opera House Hart Institute for Women Conductors and participates on the investment advisory committee for St. Rita's Catholic Community. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

Scott Phillips is a financial advisor at MAI Capital Management, LLC in Dallas, TX, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Evoke Advisors and Service Academy Capital Management, LLC. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers a broad range of customized portfolio strategies, combining in-house management with third-party sub-advisers and integrates financial planning and tax services into many client relationships.

Robert Denton is a financial advisor with Rockefeller Financial LLC based in Dallas, TX. He holds Series 63 and Series 65 licenses and has 32 years of industry experience, including prior roles at Bank of America NA and Merrill Lynch. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary management across multiple asset classes.