Brian Losak is a CFA® charterholder and holds the Series 66 license, with 17 years of experience in the financial industry. He has been with Truist Advisory Services since 2017 and previously worked at BBVA Securities Inc. and Compass Bank. He is based in Dallas, TX. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary strategies supported by third-party platforms and employs AI-enabled tools within its research and oversight processes.

Glenn Mealey is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. and Merrill. He serves as an advisory board member for the local Houston chapter of U.S. Vets, a charitable organization. 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 range of personalized investment solutions.

John Ciaramitaro is a financial advisor at Rockefeller Financial LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Rockefeller Capital Management prior to his current role. 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 an integrated investment platform, while also operating as a registered broker-dealer providing securities transactions, insurance products, and investment banking services.

Erin Williams is a financial advisor at Truist Advisory Services with Series 66 credentials and one year of industry experience. Prior to joining Truist, Williams held positions at Google, Maximus, and OpenText, among other organizations. Outside of financial services, Williams has experience working at the European Wax Center. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration within the Truist enterprise.

Greg Rhodes is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding a Series 66 designation and bringing 24 years of industry experience. His career includes significant tenure at Merrill and Bank of America, NA. 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 combines a Private Advisor model with a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, and placement and investment banking services.

Kerry Mcgauran is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Stephens Inc. and BNY Mellon. 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 through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Michael Cummins is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at The Ayco Company, L.P./Mercer Allied for 21 years before joining Goldman Sachs in 2021. Cummins serves as an advisory board member at Salt Lake Mattress & Manufacturing Company, providing general business guidance. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers within an integrated financial group structure.

Alexandra Grinaldi is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Citigroup in 2025, she worked at UBS Financial Services for four years and J.P. Morgan Securities for ten years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, integrating in-house research and complex market roles in its approach.

Oliver De Ferrari is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Dycom Industries, Lighthouse Partners, and multiple positions in education. Goldman Sachs Wealth Services serves a broad range of clients including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning, portfolio management, and specialized offerings such as Private Family Office and Executive Wealth programs, leveraging integrated resources from the broader Goldman Sachs organization.

Jackson Andres is a Series 66 licensed financial advisor with Goldman Sachs Wealth Services in Dallas, TX, where he has worked for seven years. He has a total of four years of industry experience, including prior work at the University of Mississippi. Goldman Sachs Wealth Services provides financial planning and portfolio management for a diverse client base, including individual investors, executives, corporate participants, and institutional clients. The firm offers tailored investment strategies supported by proprietary research and integrates capabilities across the broader Goldman Sachs platform.

Kevin Curley II is a financial advisor with Commonwealth Financial Network in Dallas, TX, holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at UBS Financial Services and Global Wealth Advisors, LLC. He is the sole owner of Koele Capital LLC, a private entity involved in securities, advisory, and insurance business activities. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and customized investment solutions, while providing operations, trading, technology, compliance, and practice-management support to affiliated advisors.

Patrick Mc Govern is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at Stifel, Raymond James & Associates, Merrill, H&H Risk Partners, and Sewell Automotive Companies. Outside of his advisory role, Mc Govern is involved with Texas Gun Experience. 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 also as a registered broker-dealer with services including securities transactions, variable insurance products, and investment banking.

Aleena Ajani is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has previously been affiliated with the University of Texas at Austin and the Red McCombs School of Business. Goldman Sachs Wealth Services advises a diverse client base, including individuals, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models and manager selections supported by proprietary research and integrates capabilities from across the Goldman Sachs ecosystem.

Reed Bailey is a financial advisor at IEQ Capital, LLC in Dallas, TX, holding a Series 66 designation and bringing five years of industry experience. His prior roles include six years at Morgan Stanley Smith Barney LLC and positions at Wellmark Blue Cross Blue Shield, HDH Advisors, LLC, Tarbell & Co., PLC, and Drake University. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and non-profits. The firm’s investment approach combines centralized macroeconomic research with client-specific Investment Policy Statements and uses a mix of liquid strategies, independent managers, and private alternative investments.

Michael West is a financial advisor at Rockefeller Financial LLC in Dallas, TX, holding Series 66 and Series 63 licenses with 10 years of industry experience. His prior experience includes roles at Merrill, Bank of America, and Fidelity. Outside of his advisory work, he is a part owner of a real estate LLC based in Houston. 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 and financial planning services within a Private Advisor model, combining discretionary and non-discretionary solutions across multiple asset classes and also operates as a registered broker-dealer.

Jason Bottenfield is a CFP®-certified financial advisor with 22 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has previously held positions at Raymond James Financial Services and Morgan Stanley. Outside of his advisory work, he owns a business related to sports education offering professional pitching lessons and is involved in a nationally televised race car team he co-owns with his wife. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets, serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and portfolio management solutions, emphasizing personalized investment strategies and third-party money manager selection.

Shannon Miller is a financial advisor with Cresset Asset Management, LLC, holding Series 63, 66, and 65 licenses and two years of industry experience. Prior to joining Cresset, Miller worked at CH Investment Partners for five years and Crow Holdings Capital - Investment Partners for five years. 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 through wealth management, portfolio management, retirement consulting, family office services, and private fund advisory.

David Smith is a financial advisor at Rockefeller Financial LLC with 36 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Rockefeller Financial in 2025, he worked for UBS Financial Services for ten years. Outside of his advisory role, he operates a small farming business focused on goats and fish. 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, providing an integrated platform with discretionary and non-discretionary investment solutions.

Armando Torres is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and commercial arrangements.

Jessica Ems is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. She holds the Series 66 designation and has previously worked at Stifel Nicolaus 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 a range of portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking services.