Andrew Swedlund is a CFP® with 24 years of industry experience, currently serving at Rockefeller Financial LLC in Dallas, TX. His work history includes positions at Rock & Co LLC, Bank of America, Merrill, and UBS Financial Services. 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, broker-dealer services, and investment banking, organizing client relationships around a Private Advisor model and a consolidated investment platform.

Latisha Hagler Bickel is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. She holds the Series 66 designation and previously worked at Merrill from 2006 to 2022 before joining Rockefeller Capital Management in 2022. 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 as both a registered investment adviser and broker-dealer with a comprehensive investment platform that includes equities, fixed income, and alternatives.

Cole Verhulst is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. Prior to joining Rockefeller Financial in 2025, he worked at Meadowbrook Country Club and MyHouse Nightclub and Sportsbar, as well as Boone Valley Golf Club. 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 both as an investment adviser and a registered broker-dealer, and utilizes a Private Advisor model supported by the Rockefeller Global Investment Management platform.

James Markley is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Stephens Inc., Bank of America, N.A., and Merrill. 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 registered broker-dealer and provides a consolidated investment platform delivering discretionary and non-discretionary solutions across various asset classes.

Kiante Mc Fail is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at MWA Financial Services Inc and Modern Woodmen of America. 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 retail brokerage account holders. The firm offers integrated services through proprietary and third-party planning methodologies, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Kempland Walley is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. Prior to joining Integrated Wealth Concepts, he worked at Baylor, Scott & White Health and spent five years at the University of Michigan, following four years at the Pennsylvania State University College of Medicine. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, constructing customized portfolios with a long-term approach and employing internal management alongside third-party asset managers.

Tyler Specht is a financial advisor at Creative Planning with a Series 66 designation and five years of industry experience. His previous roles include positions at Bank of America, Merrill, and Equitable Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse clientele, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering a range of institutional and retirement plan services.

Jonathan Maldonado is a CFP® with 13 years of experience in the financial industry. He is currently with Rockefeller Financial LLC, joining the firm in 2024 after eight years at UBS Financial Services. He holds Series 63 and Series 66 licenses and 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 offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing placement and investment banking services alongside its consolidated investment platform.

Samuel Scribner is a financial advisor at Goldman Sachs Wealth Services with five 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 The Ayco Company, L.P. He also has experience outside finance, having worked at Las Brisas Southwestern Steakhouse and Texas Tech University. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, and institutional clients. The firm integrates centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, leveraging its position within a large financial group to provide diverse and integrated solutions.

Anna Kelly is a CFP®-certified financial advisor with 15 years of industry experience. She currently works at Rockefeller Financial LLC and has prior experience at Bank of America and Merrill Lynch. Anna serves as a trustee for several family trusts, overseeing their investments. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating as both an investment advisor and a registered broker-dealer with capabilities including securities transactions and alternative investment placements.

Benjamin Casso is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he spent seven years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support, integrating capabilities across its affiliated entities.

Mark Dahl is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding Series 63 and Series 66 credentials and 27 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and UBS Financial Services. 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 a registered broker-dealer with capabilities in placement and investment banking services.

Emily Lumley is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding Series 65 and Series 63 licenses and 10 years of industry experience. She has worked at Rockefeller Financial since 2020 and previously spent 15 years at 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, consulting, and also operates as a registered broker-dealer offering a range of investment services through its Private Advisor model and consolidated investment platform.

Matthew Langhorst is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and worked at UBS Financial Services Inc for 15 years prior to joining Rockefeller Financial in 2022. 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, placement, and investment banking services.

Erica Fulbright is a financial advisor with Truist Advisory Services and holds a Series 66 designation. She has five years of industry experience, including prior roles at BB&T and GTE Financial. Outside of her advisory work, she manages an online retail business specializing in clothing and accessories. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platform arrangements, enhanced by AI-enabled research tools, to support its investment strategies.

Edward Wahlberg is a financial advisor at Rockefeller Financial LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at 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 offers portfolio management, financial planning, and consulting services through a Private Advisor model and consolidated investment platform, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Patrick Mc Donald is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding Series 63 and Series 65 licenses with eight years of industry experience. He has been with Goldman Sachs & Co. LLC since 2018 and previously worked at Southern Methodist University from 2016 to 2018. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm employs strategic and tactical allocation models and offers specialized programs such as Private Family Office services and Financial Wellness, leveraging its connection to the broader Goldman Sachs network for integrated advisory solutions.

Kade Merrill is a financial advisor with IEQ Capital, LLC in Dallas, TX. He holds the Series 63 and Series 66 designations and has one year of industry experience. Prior to joining IEQ Capital, Merrill worked for Charles Schwab from 2023 to 2025. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and non-profit organizations. The firm’s investment process is based on centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party independent managers, and private alternative investments.

Jesse Marroquin is a financial advisor at Truist Advisory Services with two years of industry experience. He holds the Series 66 and Series 63 designations and has worked previously at Charles Schwab & Co., Inc., Texas Capital Bank, and Valor Intelligence Processing. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary solutions.

Madelyn Murphy is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. Her work history includes roles at Goldman Sachs, Chick-fil-A, Edge Realty Partners, and Baylor University. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering comprehensive financial planning and portfolio management. The firm integrates resources across the Goldman Sachs ecosystem and employs strategic allocation models, tax-aware techniques, and proprietary analytics to tailor investment solutions.