Matthew Cashel is a financial advisor with Citigroup Global Markets in Dallas, TX, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Citigroup in 2021, he worked at Fidelity Investments, Equitable Advisors, and AXA Advisors. His career background also includes roles outside finance such as positions at Mama's Pizzeria and Lexus of Northborough. Citigroup Global Markets serves individual and institutional clients across a variety of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research, swap dealing, and futures commission merchant services.

Natalie Harwell is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 14 years at The AYCO Company, L.P./Mercer Allied. Based in Dallas, TX, she provides advisory services within a large integrated financial firm. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers to deliver tailored wealth solutions.

Case Lawhon is a financial advisor at Principal Financial Services with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Principal, Lawhon worked at Equitable Advisors, LLC, and has held various roles outside the financial services industry, including four years at DoorDash. He also holds a position as an insurance agent involved in the sales and service of fixed insurance products such as life, annuities, disability income, long-term care, health, and group insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel stationed abroad. The firm’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager programs offered under both adviser and promoter arrangements.

Mary Kathryn Fitzpatrick is a financial advisor at Rockefeller Financial LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates, Iberia Bank, and spent 15 years at Louise S. McGehee School. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and retirement plans, offering portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and provides access to a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Jose Rubio Marquez is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX. He holds the Series 66 designation and has one year of industry experience. Prior to joining Goldman Sachs, he worked at Charles Schwab and has service experience in the United States Marine Corps. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored investment strategies through its integrated advisory teams and affiliated entities, delivering services such as Private Family Office support, Specialized Executive Wealth programs, and access to Alternative Investments.

Zachary Egbert is a ChFC® credentialed financial advisor with 20 years of industry experience, currently serving at GWN Securities Inc. since 2012. He is also the managing partner of Egbert Wealth Management, which is noted as an investment-related side business maintained for tax purposes. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs, incorporating both discretionary portfolio management and financial planning with a combination of affiliated and unaffiliated sub-advisers.

Ann Mcclain is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She worked at Merrill from 1997 to 2025 before joining Rockefeller Capital Management and Rockefeller Financial LLC in 2025. 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 discretionary and non-discretionary portfolio management and financial planning with broker-dealer capabilities, providing a range of investment solutions through its Private Advisor model and consolidated investment platform.

Leticia Perrine is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Citigroup Global Markets since 2010. Outside of her advisory role, she serves as the managing member of Texas Kraft Post LLC, a non-investment-related business. Citigroup Global Markets serves individual and institutional clients through various wealth management segments and offers a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains large-scale institutional capabilities, including in-house research and derivative services.

Kevin Kurtz is a CFP® and CFA® with 25 years of industry experience. He currently works at Rockefeller Financial LLC and previously spent 11 years at Morgan Stanley Private Bank, National Association. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides portfolio management, financial planning, and consulting services, operating uniquely as both a registered investment adviser and broker-dealer with a broad investment platform that includes equities, fixed income, alternatives, and customized managed accounts.

Emma Salzman is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at The Ayco Company, L.P./Mercer Allied and JP Morgan. Goldman Sachs Wealth Services advises a broad client base, including both non‑high-net-worth and high-net-worth individuals, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management tailored to client objectives, utilizing strategic allocation models and a range of services such as Private Family Office and Specialized Executive Wealth programs.

Joseph Levi is a financial advisor with Truist Advisory Services in Dallas, TX, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior roles include positions at SunTrust Investment Services, JPMorgan Securities, and Synovus Securities. He serves as Vice President and Treasurer of the Board for the YMCA Foundation of Middle Tennessee. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships and technology-enhanced research to support investment decisions.

Corban Quarles is a financial advisor with Goldman Sachs Wealth Services based in Dallas, TX. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Goldman Sachs & Co. LLC and Goldman Sachs, as well as experience with Nightlight Donuts and Fellowship Bible Church. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, corporate participants, and institutional clients. The firm offers tailored investment strategies supported by research and technology, with access to services across the broader Goldman Sachs platform.

Stephen Snapp is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding Series 65 and Series 63 licenses with eight years of industry experience. He has worked at Goldman Sachs since 2019 and previously spent eight years at United Capital Financial Advisers. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office services and Executive Wealth programs. The firm integrates strategic allocation models, manager selections, and advanced analytics within the broader Goldman Sachs ecosystem to tailor solutions to client objectives.

Mark Bachman is a CFA® charterholder with three years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Painted Porch Advisors, LLC, Celanese Corporation, and Textron. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using multi-factor tilts and low-cost index vehicles, along with comprehensive financial planning and consulting services.

Kevin Hermis is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2022. He previously held roles at Merrill, Baker Tilly Capital, Baker Tilly Financial, United Capital Financial Advisers, and MRZ 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 operates under a Private Advisor model and offers a consolidated investment platform delivering discretionary and non-discretionary portfolio management, financial planning, consulting, and brokerage services including placement and investment banking.

Nolan Feeney is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds a Series 66 designation and has prior experience at Scott Truckenbroad & Associates, Texas A&M University, and AbbVie. Feeney has been involved with community and educational organizations, including Texas A&M Rec Sports and the Aggie Research Program. 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 combines a Private Advisor model with a consolidated investment platform, offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Caleb Ennin is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Rockefeller Financial, he worked at JB Capital LLC and Johnson Brunetti, and he was also involved with Oakwood Soccer 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 provides portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Sharain Taylor is a financial advisor with SPC in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. She has worked at SPC since 2011 and Parkland Securities since 2014. Outside of her advisory roles, she serves as a poll clerk for the Dallas County Elections Office during the 2024 election cycles and acts as an independent agent for Medicare plans. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and delivers customized, typically discretionary investment advice through various account programs, including partnerships with Fidelity and third-party providers.

Jennifer O'neal is a Series 65 licensed financial advisor at IEQ Capital, LLC with two years of industry experience. She has held prior roles at EPIQ Capital Group, Anchor Capital GP, MKJO Capital Consulting, S. Brown Capital, and Halo Home. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, and private funds. The firm employs a centralized macro and manager research process and integrates alternative investments through an iCapital platform, managing approximately $35.4 billion in assets.

Rene Lopezvictoria is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. He holds the Series 66 and Series 65 credentials. His prior experience includes a role at United Capital Financial Advisers, LLC. Goldman Sachs Wealth Services provides financial planning and portfolio management for a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm’s advisory teams customize strategies using proprietary allocation models and offer a range of fee arrangements, leveraging capabilities across the broader Goldman Sachs organization.