Kyle Stouffer is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Stephens Inc. for nine 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 offers portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, and it also operates as a registered broker-dealer providing placement and investment banking services.

Hope Oliver is a Series 66-registered financial advisor with Rockefeller Financial LLC, based in Dallas, TX. She has three years of industry experience, including her current role at Rockefeller Financial since 2023 and prior academic positions at the University of Texas at Austin and Highland Park High School. 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 uniquely as a registered broker-dealer that also offers placement and investment banking services through a consolidated investment platform.

Paige Hatcher is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Stephens Inc. in Dallas, TX. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutions, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across various asset classes.

Rebecca Paterik is a CFP® with 39 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. Her work history includes roles at Podsednik & Company CPA and various CPA practices dating back to 1983. She is also a general lines agent specializing in non-variable insurance. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and third-party money managers, supporting both fee-based and commission-based client options.

Despina Mann is a financial advisor at Rockefeller Financial LLC with 26 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes nine years at Morgan Stanley and five years at Southwest Securities Inc. 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 securities transactions, variable insurance products, and investment banking services.

Mercedes Boyd is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds a Series 66 credential and has worked at Citigroup since 2022. Her prior experience includes roles at Bank of New York Mellon and Morgan Stanley. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight committees and integrates both discretionary and non-discretionary portfolios to address diverse client needs.

Nicholas Routzahn is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2026. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Bank of America, N.A., Merrill, and Roncancio Wealth Management. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Suzanne Winkelmann is a financial advisor with First Command Advisory Services in Dallas, TX, holding Series 63 and Series 66 licenses and offering 13 years of industry experience. She has been with various First Command entities since 2015 and owns Winkelmann Advisory Services, LLC, a financial planning business. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Carter Watson is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation with one year of industry experience. His prior roles include positions at McDonald Capital Management and Sewell Automotive. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models and proprietary analytics, offering clients access to a broad array of affiliated financial services across the Goldman Sachs ecosystem.

Nkiruka Lazz Onyenobi is a financial advisor at Hightower Advisors with six years of industry experience. She holds the Series 66 designation and has previously worked at Lincoln Investment, Raymond James & Associates, Regions Bank, and Woodforest National Bank. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its network of Advisor Practices. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Karoline Humphries is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. She holds Series 63 and Series 66 designations. Humphries previously worked at JPMorgan Securities, LLC and JPMorgan Chase Bank, N.A. for eight years and spent 13 years at AllianceBernstein. She is also involved with the Symphony of Southeast Texas. 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 securities transactions, variable insurance products, and placement and investment banking services.

Jeremy Stauss is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Truist Advisory Services in Dallas, TX, having joined the firm and its affiliated entities in 2018 following prior roles at Merrill, Wells Fargo Clearing, and Chase Investment Services Corp. Outside of his advisory work, he serves as a board member of the Epilepsy Foundation of Texas. 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 leverages AI-enabled tools alongside traditional research to support investment decisions.

Emily Harwood is a financial advisor with Schwab Wealth Advisory in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Charles Schwab and its affiliated entities since 2005. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients in the Schwab Wealth Advisory program and selected Charles Schwab-referred clients. The firm’s guidance relies on Schwab’s asset-allocation models and internal research tools, with client authorization required for trades and recommendations tailored annually to individual goals and risk tolerance.

Monica Lyssy is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding Series 63 and Series 65 credentials and 21 years of industry experience. She has worked at Rockefeller Capital Management since 2024 and was previously with Raymond James & Associates from 2016 to 2020. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations, offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and provides access to a consolidated investment platform that includes discretionary and non-discretionary solutions across equities, fixed income, and alternatives.

Shawn Moore is a CFP® with 20 years of industry experience, currently with Rockefeller Financial LLC. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, totaling 11 years at Morgan Stanley. Moore is based in Dallas, TX. 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 access to investment banking and alternative investment vehicles through its Private Advisor model and consolidated investment platform.

Adam Gelmon is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. His prior roles include positions at Raymond James Financial Services and J.P. Morgan Securities. He is also the owner of The Sabin Group, a non-investment-related business based in Dallas, TX. Steward Partners Investment Advisory, LLC is a large SEC-registered RIA that manages approximately $36.7 billion in regulatory assets, serving individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment advisory and financial planning services, utilizing both discretionary and non-discretionary portfolio management strategies through proprietary and third-party solutions.

Stephanie Walsh is a CFP® professional with 14 years of experience in financial advisory. She is currently with Rockefeller Financial LLC and has previously worked at Merrill Lynch and Bank of America. 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 discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Blake Maday is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds the Series 66 designation and has previously worked at Lilium Aviation, Mahalo Capital Partners, DoorDash, Inc., and Michigan State University. His background also includes six years with the United States Soccer Federation and nine years with the Novi Community School District. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate and institutional clients. The firm offers specialized programs such as Private Family Office services and Executive Wealth programs, utilizing strategic allocation models and proprietary analytics within the broader Goldman Sachs ecosystem.

Jeannette Maddox is a financial advisor at William Blair with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services and Morgan Stanley. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven management approach across various asset classes and provides proprietary models and access to private funds through its MB Investments Program.

Casey Spraberry is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and four years of industry experience. Prior to joining Goldman Sachs in 2022, Casey worked at Advantage xPO and held roles in hospitality and education. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base including individual, high-net-worth, corporate, and institutional clients, utilizing centralized investment resources and integrated financial group capabilities.