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.

Richard Sun is a financial advisor at Farther with a Series 65 license and one year of industry experience. Prior to joining Farther, he worked at Fisher Investments and Fortress Investment Group. He also has experience in academia and other financial roles dating back to 2016. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income, supplemented by AI tools.

Amy Lin is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. She holds the Series 66 designation and has previously worked at Merrill, Morgan Stanley, and Bank of America. Outside of financial advising, she is an individual shareholder in a cooperative real estate business in Astoria, New York. 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 consulting services. The firm operates a Private Advisor model supported by a consolidated investment platform and holds a broker-dealer registration, allowing it to provide a range of securities transactions, insurance products, and placement services.

Daniel Flusche is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services in Dallas, TX, bringing 15 years of industry experience. He previously worked for The AYCO Company, L.P./Mercer Allied from 2010 to 2021 before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm integrates centralized investment resources and model portfolios with tailored offerings such as Executive Wealth and Private Family Office support.

Domonique Lockridge is a CFP® with four years of industry experience, currently serving as a financial advisor at Empower Advisory Group. Prior to joining Empower, Lockridge held positions at Goldman Sachs & Co. LLC and Purshe Kaplan Sterling Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates, and recommends investment lineups selected by plan sponsors within its extensive affiliated network.

Brennan Laporte is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he was with The AYCO Company, L.P./Mercer Allied and Axa Advisors, LLC. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, leveraging its integration within a large financial group.

Hunter Kral is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds a Series 66 designation and has worked at BANK of AMERICA, Merrill, and Rockefeller Capital Management. Outside of his advisory role, he is the owner of King ARCH Investments LLC, a family business focused on real estate investments. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.

Michael Armondo is a CFP® and ChFC® with 32 years of industry experience. He is currently affiliated with Rockefeller Financial LLC and Rock & Co LLC, having worked previously at Merrill for 25 years. He is based in Dallas, TX. 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 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.

Alyssa Garcia is a financial advisor with Goldman Sachs Wealth Services based in Dallas, TX. She holds a Series 66 designation and has recently begun her career in the industry. Prior to joining Goldman Sachs, she has experience in management roles and hospitality. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm employs strategic allocation models and offers access to alternative investments, leveraging resources across the broader Goldman Sachs ecosystem.

Carolyn Sanchez is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds the Series 66 designation and has been with Goldman Sachs since 2009. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutions. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

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.

Joseph Sowin is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 63 licenses and based in Dallas, TX. He has over 13 years of industry experience, including a lengthy tenure at Highland Capital Management from 2010 to 2023, followed by founding Sowin Advisory Group, LLC. He joined Citigroup in 2025. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs combined with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and holds unique market roles including operating as a swap dealer and futures commission merchant.

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.

Kathleen Gibson is a financial advisor at Cresset Asset Management, LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at CH-Investment Partners and the Southwestern Medical Foundation. Gibson serves as a board member of the Dallas College Foundation, participating in an investment advisory group to assist with overseeing the foundation’s investment consultant. Cresset Asset Management, LLC is an SEC-registered adviser managing approximately $71.9 billion in client assets across a diverse range of clients, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach using active and passive strategies, supported by a structured due-diligence process and multiple affiliated entities.