Melanie Rahilly is a financial advisor at IEQ Capital, LLC in Dallas, TX, holding a Series 65 designation with six years of industry experience. Her prior work includes roles at EPIQ Capital Group, LLC, Cornerstone, WelK Resort Group, Inc., and European Wax Center. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and nonprofit organizations. The firm’s investment process relies on centralized macroeconomic research and customized Investment Policy Statements, constructing portfolios from liquid strategies, third-party independent managers, and private alternative investments.

Shay Nolan is a financial advisor at Empower Advisory Group with five years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services LLC. 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 certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and client savings rates.

Christina Gumm is a Series 65-licensed financial advisor with seven years of industry experience. She currently works at CIBC Private Wealth Advisors, Inc., having previously been employed at United Capital Financial Advisers, LLC and Northern Trust. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm provides customized portfolio management and financial planning supported by an internal investment team and governance committees, managing approximately $67.8 billion in assets with a focus on delivering tailored solutions including options strategies and Family Office services.

Angela Gordon is a financial advisor with Steward Partners Investment Advisory, LLC in Dallas, TX, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Cambridge Investment Research Advisors, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance, and Lincoln Investment. She serves as president and board member of a homeowner's association in Arlington, TX, and works part-time as a self-employed grocery delivery provider. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account programs.

Hayden Kerns is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Merrill, and Frost Bank. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, providing discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and offers a consolidated investment platform delivering diverse portfolio solutions across equities, fixed income, and alternatives.

Rusty Tally is a financial advisor at Rockefeller Financial LLC in Dallas, TX, holding Series 63 and Series 65 licenses with 50 years of industry experience. Prior to joining Rockefeller Financial in 2024, he worked for 16 years at UBS Financial Services Inc. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides portfolio management, financial planning, brokerage services, and investment banking through a consolidated advisor model and investment platform.

Jennifer Martin is a financial advisor at Creative Planning with 14 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Lockton Investment Advisors LLC and Gurtin Municipal Bond Management. Based in Dallas, TX, she joined Creative Planning in 2021. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm uses a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering additional services such as managed accounts and fiduciary retirement plan advice.

Natalie Berry is a financial advisor at Rockefeller Financial LLC with Series 63 and Series 66 credentials and one year of industry experience. She previously worked at Bank of America for 19 years before joining Rockefeller Financial 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 offers portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing a range of investment and banking services through its Private Advisor model and consolidated investment platform.

James Mcenery is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs since 2021, following a 14-year tenure at The AYCO Company, L.P./Mercer Allied. Based in Dallas, TX, he serves clients through Goldman Sachs' integrated wealth management platform. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions including Executive Wealth, Personal Wealth, and Private Family Office support.

Brenda Cyprian is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding a Series 66 designation and 20 years of industry experience. She previously worked at Merrill from 2009 to 2026 before joining Rockefeller Capital Management and Rockefeller Financial LLC in 2026. Outside of advising, she co-owns a publishing LLC focused on novels and expanding into scriptwriting. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines discretionary and non-discretionary portfolio management with broker-dealer services and a consolidated investment platform that includes direct portfolio management and access to third-party managers, integrating trust, insurance, and asset management capabilities.

Daniel Madia is a Series 66 licensed financial advisor with 13 years of industry experience. He has been with Goldman Sachs Wealth Services since 2021 and previously spent 10 years at The AYCO Company, L.P./Mercer Allied. Based in Dallas, TX, Madia provides advisory services within a large integrated financial group. Goldman Sachs Wealth Services offers financial planning, investment management, and related advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering tailored solutions such as Executive Wealth and Private Family Office support.

Joseph Church is a financial advisor at Rockefeller Financial LLC with 35 years of industry experience. He holds a CFP® designation along with Series 63 and 66 licenses. Joseph previously worked at Bank of America and Merrill across overlapping periods from 2005 to 2021. 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 services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Samuel Harris is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation with two years of industry experience. His prior roles include positions at State and Liberty and self-employment, alongside experience in education and travel-related work. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporations, and institutions. The firm leverages centralized investment resources and integrated financial services to deliver tailored wealth management solutions.

Samuel Chacon is a Series 66-licensed financial advisor with 23 years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and previously spent 19 years at The AYCO Company, L.P./Mercer Allied. Based in Dallas, TX, he is part of a large team serving a diverse client base. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm combines centralized investment resources and model portfolios with discretionary and non-discretionary management, providing tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support.

Christopher Todd Jr. is a financial advisor at PNC Wealth Management in Dallas, TX, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with multiple BBVA-affiliated entities, including BBVA Wealth Solutions Inc. and BBVA Compass Insurance Agency. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and third-party managed model strategies primarily executed with mutual funds and ETFs.

Francesca Engel is a financial advisor at Guardian Life with a Series 66 credential and two years of industry experience. She has worked at several firms, including Park Avenue Securities and Merrill, and has been with Guardian Life since 2020. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and investment advisory services.

Michael Quiroga is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at The Ayco Company, L.P./Mercer Allied and Fidelity Brokerage Services, Inc. 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 uses strategic allocation models and a variety of platforms to tailor solutions and integrates capabilities across Goldman Sachs affiliates to offer a broad range of services.

Damon Hurst is a financial advisor with Truist Advisory Services, holding a Series 63 designation and 15 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Frost Bank. Outside of his advisory work, he serves as treasurer for Ally's Wish, an organization supporting terminally ill mothers, and is a member of Driven 2 Value LLC, where he holds speaking engagements focused on personal growth and financial education. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting.

Connor Kelly is a financial advisor with Rockefeller Financial LLC in Dallas, TX. He holds Series 63 and Series 66 designations and has eight years of industry experience. His prior work includes roles at Stifel, Bank of America, Merrill, and New York Life Insurance Company, among others. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm employs a Private Advisor model and a consolidated investment platform to provide discretionary and non-discretionary portfolio management, financial planning, consulting, and brokerage services, including placement and investment banking.

David Smith is a financial advisor at Rockefeller Financial LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Rockefeller Financial in 2023, he spent 14 years at UBS Financial Services 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, placement, and investment banking services.