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.

Tyler Bethea is a financial advisor at Cresset Asset Management, LLC with eight years of industry experience. He previously worked for nine years at Crow Holdings Capital. Tyler serves as a board member and investment committee member for the West Dallas Community School Foundation. 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 investment approach across public equities, fixed income, and alternatives.

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 with eight years of industry experience. He holds Series 63 and Series 65 credentials 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 individuals, families, sports professionals, trusts, and institutional clients. The firm manages a diverse range of strategies and offers trust and insurance administrative services.

Robert Denton is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Rockefeller Financial since 2020 and previously held roles at Bank of America NA and Merrill Lynch. 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 and operates as a registered broker-dealer, providing securities transactions, variable insurance products, and placement and investment banking services.

Katherine Pyle is a financial advisor at Cresset Asset Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at CH Investment Partners from 2022 to 2024. 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, supported by a structured due diligence program and a range of services including portfolio management, financial planning, and private fund advisory.

Michael Buss 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, 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, operating as both a registered investment adviser and broker-dealer with a consolidated investment platform and a Private Advisor model.

Luke La Manna is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, he held roles at Baker Hughes and Chessman Wealth Strategies. Outside of finance, he operated Southlake ATA Martial Arts for four years. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management utilizing strategic allocation models, specialized programs, and a range of platforms, while leveraging the broader Goldman Sachs network for expanded product access and services.

Marvin Petty Jr. is a CFP® with 35 years of industry experience, currently affiliated with United Planners' Financial Services of America as well as North Star Wealth Strategies. He has been engaged with United Planners and affiliated entities since 2011 and owns North Star Wealth Strategies, where he also manages non-variable insurance services. United Planners Financial Services is a national wealth-management enterprise with approximately $12.77 billion in assets under management and around 359 advisors. The firm serves a diverse client base including individuals, retirement plans, corporations, trusts, and institutional clients, offering advisory and brokerage services through independent representatives using a range of custodians and third-party money managers.

Ryan Primrose is a Series 66-licensed financial advisor with Hightower Advisors in Dallas, TX, where he has worked since 2019. He has three years of prior experience at JP Morgan Chase Bank. Primrose has a total of seven years in the industry. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, charitable organizations, and financial institutions. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.

Miguel Figueroa is a financial advisor with PNC Wealth Management in Arlington, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, JP Morgan Securities LLC, and JP Morgan Chase Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation only to PNC Bank employees. The firm utilizes algorithm-driven risk assessment and third-party portfolio management, focusing on mutual funds and ETFs with annual rebalancing.

Tyler Lane is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in providing personalized financial guidance to individuals, families, entrepreneurs, small business owners, and corporate executives. He focuses on aligning wealth structures with each client's unique purpose, assisting clients with areas such as college education planning, family wealth management strategies, legacy planning, philanthropic planning, portfolio management, and tax minimization. With a Bachelor's Degree from Baylor University and professional designations including Chartered Financial Analyst (CFA), Personal Investment Advisor (PIA), and Sports & Entertainment (SE), Tyler helps clients develop thoughtful frameworks to address complex financial issues. He is a member of the CFA Society Houston and contributes to the community through involvement with the Houston House Foundation at Ronald McDonald House of Houston. Outside of his professional responsibilities, Tyler enjoys spending time with his family and engaging in activities such as baseball, football, golfing, hunting, reading, soccer, tennis, traveling, and watching movies. He is married and a father of four.

Morgan Richey is a financial advisor at Rockefeller Financial LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Merrill before joining Rockefeller Financial. Outside of finance, he is involved in a sole proprietorship restaurant business, where he assists with guest seating and supporting servers. 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 and financial planning services and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

Liane Pavon Lodeiro is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at The Ayco Company, L.P./Mercer Allied and The University of Texas at Dallas. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering tailored services through both discretionary and non-discretionary managers, and integrates offerings across its affiliated financial entities.

Tiffany Kirgan is a financial advisor with Eagle Strategies (New York Life) in Dallas, TX, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has been with Eagle Strategies since 2006 and is also affiliated with New York Life Insurance Company and Johnson Financial Group, where she operates under the DBA Capital 5 Family Wealth. Kirgan serves on the advisory board of The Heritage Institute and is a board member of the East Texas Crisis Center, a shelter for battered women and children. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional investors, and plan sponsors. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Molly Williams is a financial advisor at Rockefeller Financial LLC based in Dallas, TX. She holds a Series 66 designation and began her advisory career in 2025 following prior roles at Texas A&M and Trinity Christian Academy. 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 through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.

Cameron Blann is a financial advisor at Goldman Sachs Wealth Services based in Dallas, TX. He holds the Series 66 designation and has been with Goldman Sachs – Ayco since 2025. Prior to this role, he worked in construction and energy sectors and spent several years in full-time education. 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 institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, leveraging its integrated financial group structure.