Killian Regan is an advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. Prior to joining Rockefeller Financial, he worked at Infios, Oracle, and The University of 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 offers a range of portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Olivia Roppolo is a financial advisor at Rockefeller Financial LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services Inc., Purshe Kaplan Sterling Investments, and Inscription Capital. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients with portfolio management, financial planning, and consulting services. The firm operates as both a registered investment advisor and broker-dealer, offering an integrated platform that includes discretionary and non-discretionary investment solutions across multiple asset classes.

Evan Potter is a financial advisor at Rockefeller Financial LLC based in Dallas, TX. He holds a Series 66 designation and joined the firm in 2025. Prior to his current role, he was a student at the University of Illinois at Urbana-Champaign. 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, placement, and investment banking services.

Skylar Pitman is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation. Pitman has been with Goldman Sachs since 2025, with prior experience that includes roles at Texas A&M University and Broadway Roofing. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients. The firm offers comprehensive financial planning and portfolio management services, leveraging strategic allocation models and proprietary research within the broader Goldman Sachs network.

Neil Rubinstein is a financial advisor with Rockefeller Financial LLC based in Dallas, TX. He holds a Series 66 designation and has 25 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch. Rockefeller Financial LLC serves 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 a consolidated investment platform, while also operating as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Clinton Warren is a financial advisor with Citigroup Global Markets in Dallas, TX, holding a Series 66 designation and 19 years of industry experience. Prior to joining Citigroup in 2025, he worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC for a combined 14 years. He serves on the investment and audit committees of the Dallas Museum of Art and is a board member of the HP Girls Lacrosse Club. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including in-house research and derivatives services.

Charles Fielder is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX. He holds a Series 66 designation and has recently begun his career in the industry, joining Goldman Sachs in 2026 after prior roles at Hilltop Securities, Morgan Stanley, and other positions including full-time education. 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 wealth programs. The firm’s advisory teams utilize strategic allocation models, manager selections, and a range of implementation platforms, supported by integrated resources across the Goldman Sachs ecosystem.

Matthew Mc Cann is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 credential with nine years of industry experience. His prior roles include positions at JPMorgan Chase, J.P. Morgan Securities, and Morgan Stanley. He also spent a year working with Benziger Family Winery. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning and portfolio management alongside specialized services such as Private Family Office and Executive Wealth programs. The firm uses a combination of strategic asset allocation, manager selection, and proprietary tools, leveraging its integration within the broader Goldman Sachs ecosystem.

Michael Meadows is a financial advisor at Beacon Pointe Advisors, LLC with seven years of industry experience. He holds a Series 65 credential and has worked at Beacon Pointe Advisors since 2020. Prior to that, he was with Westwood Trust for five years. Meadows is also the President and CEO of Meadows Family Consulting Group, LLC, a consulting practice advising public charities on topics including fund-raising and governance, and serves as Vice President (independent contractor) for Foundation Management Inc., consulting with private foundations and non-profits. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach, utilizing a proprietary “Focus List” of independent managers and offers discretionary wealth management, retirement plan consulting, outsourced CIO solutions, and other fiduciary services.

Lauren Turbitt is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. She holds a Series 66 designation and has worked previously at Rock & Co LLC, Bank of America, N.A., and Merrill. Outside of her advisory work, she assists with bookkeeping for her family’s auto care business on a limited basis. 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 capabilities that include securities transactions, variable insurance products, placement, and investment banking services through an integrated investment platform.

Gerald Mattingly is a financial advisor at Fifth Third Securities, Inc. in Dallas, TX, holding Series 63, 65, and 66 licenses with 28 years of industry experience. His prior roles include positions at Frost Brokerage Services, PNC Investments, and BBVA-affiliated firms over the past decade. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers on the Passageway Managed Account platform, with an emphasis on customized risk profiles and a range of investment strategies.

Sara Doutt is a financial advisor at Citigroup Global Markets with 13 years of industry experience, all spent at Citi since 2013. She holds the Series 63 and Series 66 designations. Outside of her advisory role, Doutt is involved in film production and writing, serving as a producer, co-writer, and musical director on multiple projects that are currently being shopped to Hollywood studios. Citigroup Global Markets serves a wide range of individual and institutional clients through various wealth management and advisory programs. The firm employs multi-asset, multi-manager strategies and offers both discretionary and non-discretionary investment solutions, leveraging significant institutional scale and a broad range of market roles.

Justin Gibson is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 14 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, and previously held roles at BB&T Securities, Bank of America, and Merrill. Outside of his advisory work, he is a partner in a family limited partnership used for estate planning purposes. 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 combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and manager arrangements to administer its AMC Advantage manager-selection program.

Anshul Singh is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 66, Series 65, and Series 63 designations. His prior experience includes roles at USAA Financial Planning Services and Ingenio Consulting. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms.

Ariel Webb is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. Webb holds a Series 66 designation and has worked previously at The Ayco Company, Mercer Allied, UberEats, and Morgan Stanley. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and integrates a range of affiliated products and services within a large financial group.

Mark Hutchings is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following 15 years at The AYCO Company, L.P./Mercer Allied. Based in Dallas, TX, he 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 individual and high-net-worth households, corporate participants, and institutional clients. The firm uses centralized investment resources and model portfolios, delivering tailored solutions such as Executive Wealth and Private Family Office support.

Lucia Mwanzia is a financial advisor at Goldman Sachs Wealth Services based in Dallas, TX, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Goldman Sachs Ayco, UBS Financial Services, and First Horizon Bank, along with experience in education at Rhodes College. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm employs strategic allocation models and utilizes proprietary and third-party analytics in its investment approach, supported by integration within the broader Goldman Sachs ecosystem.

Shane Schnitzius is a Series 66-licensed financial advisor with 19 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and spent 15 years at The AYCO Company, L.P./Mercer Allied prior to that. He is based in Dallas, TX. Goldman Sachs Wealth Services provides financial planning, investment management, and related advisory support to a broad range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm uses centralized investment resources and model portfolios, offering tailored services such as Executive Wealth, Personal Wealth, and Private Family Office support.

Rebecca Hallman is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and eight years of industry experience. Prior to joining Rockefeller Financial, she worked at UBS Financial Services, Inc. for seven years and has experience at the University of Texas at Dallas. 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, and uniquely operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Michael Bender is a financial advisor at Empower Advisory Group with one year of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at Empower Financial Services, Inc. and Northern Electric, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and clients’ savings rates.