Lina Komanduri is a financial advisor at Cresset Asset Management, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at CH Investment Partners and Barings. Komanduri serves as a board member at Headstorm, a non-investment-related organization based in Dallas, Texas. Cresset Asset Management is an SEC-registered adviser managing approximately $71.9 billion in assets for a diverse client base that includes individuals, families, trusts, and institutions. The firm utilizes a diversified, asset-allocation-driven approach combining active and passive strategies, supported by a structured due-diligence program and private fund management across multiple asset classes.

Brice Eber Morris is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at Hilltop Securities, Robinhood Markets, LiquidX, and The Manhattan Institute. 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 combines portfolio management, financial planning, and consulting with broker-dealer services, offering a range of investment solutions through its Private Advisor model and Rockefeller Global Investment Management platform.

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.

Henry Dale is a financial advisor at Cresset Asset Management, LLC, holding a Series 65 designation and based in Dallas, TX. He has been with Cresset since 2025 and has prior experience at Bank of America and Altium Wealth Management. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base, including individuals, families, trusts, retirement plans, and institutions. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and access to a range of specialized investment opportunities.

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.

Wesley Crane is a financial advisor with Cresset Asset Management, LLC, holding Series 65 and Series 66 licenses and three years of industry experience. His prior roles include positions at CH Investment Partners and Crow Holdings Capital Investment Partners. Based in Dallas, TX, he has worked at Cresset since 2024. Cresset Asset Management is a multi-disciplinary firm managing approximately $78.9 billion in assets for individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware investment approach that integrates strategic asset allocation, manager selection, and a mix of active and passive strategies across public equities, fixed income, and alternatives.

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 with Guardian Life and holds a Series 66 credential. He has one year of industry experience, with previous roles at BDS Connected Solutions and Mosaic/Acosta Sales and Marketing. Outside of advising, he is involved in outside insurance sales. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm utilizes a combination of advisor-led discretionary management and model-based strategies, providing tailored client relationships and access to insurance products and alternative investments.

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.

Amy Pryor is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Citigroup Global Markets in Dallas, TX. Her prior roles include positions at Merrill, JP Morgan Chase Bank NA, JP Morgan Securities LLC, Smith Group Asset Management, and Discovery Management, Ltd. Citigroup Global Markets Inc. serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm implements multi-asset, multi-manager strategies with both discretionary and non-discretionary options, combining large institutional scale with specialized market roles including swap dealer and futures commission merchant activities.

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.

Robert Case is a financial advisor at Empower Advisory Group with four years of industry experience. He holds the Series 65 designation and has previously worked at Fisher Investments and Personal Capital Advisors Corporation. 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 certain retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focusing on long-term portfolio returns, annual rebalancing, and savings rates, delivered within a model closely tied to Empower’s recordkeeping and administrative platforms.

Michael Smith is a financial advisor with CIBC Private Wealth Advisors, Inc. in Dallas, TX, holding Series 63, 65, and 66 designations and bringing 14 years of industry experience. He has previously worked at Venturi Private Wealth, Ryan Smith Consulting, Luther King Capital Management Corporation, and Raymond James Financial. Smith serves as a board member for Omni Courts, a company providing inventory management solutions for retailers. CIBC Private Wealth Advisors serves a diverse client base including high net worth individuals, families, trusts, and investment companies. The firm combines internal investment teams with external managers and utilizes customized portfolio strategies, including options hedges and structured notes, distinguishing itself by higher assets under management per advisor and its involvement with investment company clients.

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.