Nick Arthachinda is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Truist Advisory Services and Truist Investment Services since 2022. Prior to that, he worked at Westcott Investment Group and UMB Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations, utilizing a combination of discretionary manager relationships, non-discretionary consulting, and AI-supported research to support manager selection and portfolio oversight.

Katelyn Roberts is a financial advisor at Rockefeller Financial LLC with six years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, LPL Financial, and Symphony Financial. Outside of finance, she has experience in retail, having worked for Bath & Body Works and Victoria's Secret. 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 advisory and broker-dealer services, offering discretionary and non-discretionary portfolio management, financial planning, and placement and investment banking services through its integrated investment platform.

Sarah Mc Kay is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation with two years of industry experience. Her work history includes roles at Goldman Sachs since 2024, as well as positions at Binghamton University, Auburn Community Hospital, and Union Springs High School. 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’s advisory teams utilize strategic allocation models and a range of platforms to tailor solutions, supported by integrated resources across the broader Goldman Sachs organization.

Todd Franza is a Series 66 licensed financial advisor with Goldman Sachs Wealth Services, based in Dallas, TX. He has 11 years of industry experience, including five years at The AYCO Company, L.P./Mercer Allied before joining Goldman Sachs in 2018. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning and portfolio management alongside specialized services such as Private Family Office and Executive Wealth programs. The firm utilizes strategic allocation models, manager selections, and a variety of implementation approaches, supported by proprietary and third-party analytics, and leverages its integration within the broader Goldman Sachs ecosystem.

Melissa Rankin is a financial advisor at Sanctuary Advisors, LLC with 13 years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports its network of over 400 independent advisors with a range of portfolio management options and offers both onshore and offshore solutions through various managed account platforms.

Sledge Killion is a financial advisor with United Planners' Financial Services of America, holding a Series 63 designation and over 53 years of industry experience. He has worked with firms including Signator Investors, Inc. and Transamerica Financial Advisors, Inc., and has been independently active under his own name since 1994. United Planners Financial Services is a national wealth-management enterprise serving a broad client base that includes individuals, retirement plans, corporations, trusts, estates, and institutional clients. The firm offers advisory and brokerage services primarily through independent Investment Adviser Representatives and emphasizes non-discretionary management across the majority of its approximately $12.77 billion in assets under management.

Edwin Garcia is a financial advisor with Truist Advisory Services in Dallas, TX, holding Series 63 and Series 65 licenses and possessing four years of industry experience. He has held various roles across Truist and its predecessor firms since 2015. Outside of his advisory work, he is a member and manager of a music band LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches.

Duke Tran is a financial advisor with Commonwealth Financial Network in Dallas, TX, holding a Series 66 designation and 26 years of industry experience. He has been with Commonwealth since 2016. Outside of his advisory role, he is co-owner of Box Mac, LLC, a company involved in event planning and design. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Lacie Holbert is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds a Series 66 designation and has previously worked at The Ayco Company, L.P. and Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm leverages centralized investment resources and a range of affiliated and unaffiliated managers to deliver tailored wealth solutions, including executive and personal wealth services, retirement plan education, and private family office support.

Henry Woodruff is a financial advisor at IEQ Capital, LLC in Dallas, TX, holding a Series 65 designation with 10 years of industry experience. His prior roles include positions at EPIQ Capital Group and Iconiq Capital. 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 focuses on separately managed accounts and family-office services, utilizing a centralized investment process that incorporates independent managers and alternative investments across liquid and private markets.

Richard Desch is a Series 66-licensed financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 years with The AYCO Company, L.P./Mercer Allied. He is based in Denver, CO. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm offers tailored solutions such as Executive Wealth and Private Family Office support, leveraging centralized investment strategies and a range of affiliated and unaffiliated managers.

William McMahan is a financial advisor at Cresset Asset Management, LLC with one year of industry experience. He previously worked at CH Investment Partners for four years and Crow Holdings for 26 years. Outside of his advisory role, he serves as a director overseeing the wind down and liquidation of Catmontu Insurance Company, Ltd. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies and offers services including portfolio management, wealth management, and private fund advisory.

Nancy Pultz is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. She previously worked at Charles Schwab for two years and has an educational background from the University of Arkansas. 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 uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Stefanie Williams is a financial advisor at Creative Planning with five years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Lockton Financial Advisors, Lockton Companies, and Regions Bank. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various tactical approaches and comprehensive retirement plan services.

Brad Chumley is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, Inc. and managing Chumley Investment Management. He is also a majority shareholder in Silverleaf Wealth Advisors and works as an independent insurance agent. Steward Partners Investment Advisory, LLC is an SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of advisory and managed account solutions.

Evan Radman is a Series 66-licensed financial advisor with 12 years of industry experience. He currently works at Citigroup Global Markets, where he has been employed since 2022. His prior experience includes roles at Frost Investment Services, Frost Brokerage Services, Raymond James & Associates, Bank of America, N.A., and Merrill. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains substantial in-house research and market roles uncommon among its peers.

Malcolm Jett Jr. is a financial advisor at Goldman Sachs Wealth Services based in Dallas, TX. He holds a Series 66 designation and has two years of industry experience, all with Goldman Sachs following a decade as a student. Goldman Sachs Wealth Services serves a broad client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes a range of strategic investment models and operational tools, integrating capabilities from across the Goldman Sachs ecosystem to provide tailored advisory solutions.

Karyn Senne is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation with one year of industry experience. Her background includes roles at Goldman Sachs, Royal Bank of Canada, and various positions associated with Texas Christian University. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Richard Thome Jr. is a Series 66-licensed financial advisor with 16 years of industry experience, currently with Rockefeller Financial LLC since 2025. He previously worked at Bank of America, N.A. and Merrill, spanning from 2010 to 2025. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and corporations. The firm provides portfolio management, financial planning, and consulting through a Private Advisor model and offers both discretionary and non-discretionary investment solutions across various asset classes.

Lisa Barnes is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill and Muskogee County Enhanced 911 Center prior to joining Rockefeller Financial. 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, operating as both a registered investment adviser and a broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.