Emma Gall is a financial advisor at Goldman Sachs Wealth Services, holding a Series 66 designation and beginning her industry career in 2025. Prior to joining Goldman Sachs, she worked at SFMG Wealth Advisors and has experience in the food service industry. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and access to specialized programs and alternative investments. The firm leverages proprietary research, tactical allocation models, and its broader Goldman Sachs ecosystem to serve clients through various fee arrangements and platforms.

Amelia Abels is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 credential. She has been with Goldman Sachs & Co. LLC since 2025, with prior experience including roles at Snohomish Bakery, the City of Marysville, SALT Center, and Lululemon Athletica. Goldman Sachs Wealth Services advises a diverse client base, including individual investors across wealth levels, corporate and executive clients, and institutional participants. The firm offers financial planning and portfolio management supported by specialized programs, strategic allocation models, and a range of fee arrangements, leveraging the broader capabilities of the Goldman Sachs ecosystem.

Benjamin Dixon is a financial advisor with Independent Financial Group, LLC, holding a Series 66 credential and one year of industry experience. Prior to joining Independent Financial Group, he has worked at Dixon & Associates and Alderson & Alderson PC, where he is involved in tax preparation, accounting, and bookkeeping services. He also serves as an officer and director of Dixon Advisory Group LLC, which provides similar consulting and tax filing services. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm employs a range of financial planning and portfolio management strategies using both firm- and third-party models, combining passive and active investments across standard risk profiles.

Jonathon Lamb is a financial advisor at Farther with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Goldman Sachs Personal Financial Management, United Capital Financial Advisers, LLC, and TD Ameritrade. 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 an investment approach grounded in Modern Portfolio Theory, utilizing proprietary model portfolios with algorithmic rebalancing and a mix of ETFs, mutual funds, individual equities, and fixed income.

Juliana Goodell is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and less than one year of industry experience. Her recent work history includes roles at Goldman Sachs & Co. LLC and Osaic Wealth Inc. Prior to her advisory career, she was involved with Camp Longhorn and educational institutions. Goldman Sachs Wealth Services serves a diverse client base, including individuals, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm employs a structured investment approach supported by dedicated internal strategy groups and provides clients access to a broad range of financial products and advisory services within the Goldman Sachs ecosystem.

Courtney Stroope is a financial advisor at Creative Planning with 20 years of industry experience. She holds a Series 66 designation and has worked at Creative Planning since 2017. Prior to that, she was affiliated with Lockton Financial Advisors, Lockton Investment Advisors, and Lockton Companies from 2012 to 2021. 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 process focused on low-cost indexing and buy-and-hold strategies, complemented by supplemental approaches such as direct indexing and tax-loss harvesting.

Alexander Tyler is a CFP® with six years of industry experience currently serving at First Command Advisory Services in Fort Worth, TX. His work history includes roles at multiple First Command entities since 2020 as well as earlier positions in education with Aledo ISD and Guthrie Public School. He is also the owner of ATT Financial Services LLC, a business he uses to manage First Command-related commissions, revenue, and expenses. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers who select and monitor model portfolios and third-party managers from approved lists.

Jacob Richter is a financial advisor with Kestra Advisory based in Fort Worth, TX, holding Series 63 and Series 66 credentials and with 19 years of industry experience. He previously worked at Edward Jones for 15 years before joining Kestra in 2021. Outside of his advisory role, he serves on multiple nonprofit boards, including the Fort Worth Stock Show & Rodeo and Junior Achievement of the Chisholm Trail. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base that includes institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and pooled plan solutions, with capabilities that extend to large institutional investors including sovereign wealth funds.

Sofia Maricevic is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has worked at firms including Brown Brothers Harriman & Co. and Broadleaf Results, Inc. Outside of her advisory role, she is involved as a video editor for Miller Music LLC, a social media channel. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning and portfolio management supported by specialized programs and an array of strategic investment tools. The firm leverages integrated capabilities across the Goldman Sachs ecosystem to deliver tailored solutions and access to alternative investments.

Ana Campos is a financial advisor with Truist Advisory Services, holding a Series 66 designation and six years of industry experience. Her prior experience includes roles at TIAA-CREF and Merrill, as well as a decade at Bank of America. Outside of her advisory role, she is a manager of 214TX Investments LLC, a home remodeling and construction business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and an inter-affiliate integrated operating model.

Mary Norniella is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Irving, TX, and has seven years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously at The Ayco Company, L.P./Mercer Allied from 2015 to 2021. Goldman Sachs Wealth Services provides 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 delivers tailored offerings through a combination of centralized investment resources and affiliated managers, integrating banking and advisory services within a large financial group.

William McMahan is a financial advisor at Cresset Asset Management, LLC with one year of industry experience. He previously worked at CH Investment Partners for four years and Crow Holdings for 26 years. Outside of his advisory role, he serves as a director overseeing the wind down and liquidation of Catmontu Insurance Company, Ltd. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies and offers services including portfolio management, wealth management, and private fund advisory.

Forrest Patterson is a ChFC® credentialed financial advisor at Integrity Alliance, LLC with five years of industry experience. His prior roles include positions at Bloom Financial Partners, Gradient Securities, and Northwestern Mutual. Outside of his advisory work, Patterson is an insurance agent with American Senior Benefits. Integrity Alliance, LLC is a large enterprise firm serving individual investors, corporations, and qualified retirement plans through a network of over 300 advisors managing approximately $5.4 billion in assets. The firm offers a range of services including portfolio management, financial planning, and both wrap and non-wrap programs, utilizing various investment approaches and maintaining dual registration as an investment adviser and broker-dealer.

John Mazzei is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with Mercer Global Advisors Inc. and has previously worked at Vanguard, Charles Schwab, and Fidelity. Outside of finance, Mazzei is a part-owner of Nurse Emily, LLC, a medical cosmetic company. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm uses a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, offering a range of portfolio management and planning services.

George Bruneau is a Series 66-licensed financial advisor at Mercer Global Advisors Inc. with 13 years of industry experience. He previously worked at Fisher Investments and TD Ameritrade, among other firms. Outside of his advisory role, he is a part-owner of Pine Street Breakers, a sports cards trading business. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and various specialized strategies.

Jeremy Blackman is a CFA® charterholder and Series 65 licensee with 17 years of industry experience. He has been with Luther King Capital Management Corporation since 2013. The firm advises a diverse range of clients including individuals, trusts, foundations, pension plans, government entities, registered investment companies, and private investment partnerships. Luther King Capital Management employs a fundamental, bottom-up investment approach across equity, fixed income, and balanced strategies, managing approximately $31.5 billion in regulatory assets.

Connor Pearl is a financial advisor at Beacon Pointe Advisors, LLC in Dallas, TX, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Luminate Bank, Gateway First Bank, Wells Fargo Bank, and Legacy Texas Bank. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach using both active and passive strategies, supported by a formal due-diligence process and proprietary investment vehicles.

Sarah Stubbs is a financial advisor at Beacon Pointe Advisors, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. from 2018 to 2023 and at The Spa-Los Gatos from 2012 to 2018. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base that includes individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Kimberly Caldwell is a financial advisor with United Planners Financial Services of America LP, holding Series 63 and Series 66 credentials and 24 years of industry experience. Her prior work includes roles at LPL Financial, Merrill, Truist Investment Services, and Banc of America Investment Services. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base with both advisory and brokerage services through independent representatives. The firm manages approximately $12.77 billion in assets, primarily on a non-discretionary basis, and features a limited-partnership ownership structure that includes many financial professionals as limited partners.

Tobin Calvert is a financial advisor at Luther King Capital Management Corporation with 22 years of industry experience. He has been with Luther King Capital Management since 2011. Calvert holds the Series 63 and Series 65 designations. Luther King Capital Management advises a range of clients including individuals, trusts, foundations, pension plans, government entities, registered investment companies, and private investment partnerships. The firm employs fundamental, bottom-up analysis across equity, fixed income, and balanced strategies and manages approximately $31.5 billion in regulatory assets.