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.

Denise Long is a CFP® and CFA® credentialed financial advisor at Citigroup Global Markets with two years of industry experience. She 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 brokerage services. The firm employs multi-asset, multi-manager strategies and maintains unique institutional capabilities including in-house research, swap dealing, and futures commission merchant activities.

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.

Allen Abney is a financial advisor at William Blair with 17 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Credit Suisse Securities (USA) LLC. Outside of his advisory role, he is a director of a family partnership involved in real estate and oil and gas investments. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, and corporate clients. The firm utilizes an active, research-driven approach across multiple asset classes and offers proprietary models and access to private funds and co-investment opportunities.

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 financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 license and 17 years of industry experience. His career includes prior roles at The Ayco Company, L.P./Mercer Allied, Snider Advisors, and Hornor, Townsend & Kent, LLC. Goldman Sachs Wealth Services serves a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates a range of strategic allocation models, proprietary research tools, and affiliated capabilities across the Goldman Sachs ecosystem to tailor solutions for its clients.

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.

Campbell Warren is a financial advisor at Mariner with a Series 65 credential and two years of industry experience. Prior to his current role, he has held positions at Mariner Wealth Advisors and has experience working at Barred Owl Butcher and Table as well as La Bodega. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services and family office capabilities.

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 with Truist Advisory Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior work includes roles at Cetera, Wells Fargo, and BB&T, where he gained extensive experience in investment services. Truist Advisory Services offers 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 AI-enabled research tools and interaffiliate operating arrangements.

Catherine Matthews is a financial advisor at Cresset Asset Management, LLC in Dallas, TX. She holds a Series 65 designation and has one year of industry experience, including prior roles at Bank of Texas and Sidley Austin. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and a combination of active and passive strategies across various asset classes.

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.