Zachary Snyder is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX. He holds a Series 66 designation and has been in the industry for one year. Prior to joining Goldman Sachs, he worked at Kestra Financial and Tiras Wealth Management, and he also spent several years at the University of Texas at Austin and McDonogh 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 uses a combination of strategic and tactical allocation models, manager selections, and a range of fee arrangements, supported by affiliated Goldman Sachs entities and specialized advisory programs.

Matthew Hope is a financial advisor with Wells Fargo Investment Institute, Inc. He holds a Series 65 designation and has 15 years of industry experience. Prior to joining Wells Fargo in 2022, he worked at Omnicap Group LLC and briefly served with Frisco ISD. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo wealth and fiduciary businesses as well as select external clients, offering research and model guidance without exercising investment discretion or holding custody of client assets.

William Sanders is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and seven years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2018, with prior experience at The Ayco Company, L.P. from 2017 to 2018, and was affiliated with the University of Arkansas from 2014 to 2018. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, providing financial planning and portfolio management alongside specialized services such as Private Family Office and Executive Wealth programs. The firm emphasizes tailored investment strategies supported by proprietary research, multiple fee arrangements, and integration with the broader Goldman Sachs platform.

Heather Brown is a financial advisor at Rockefeller Financial LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc for 10 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, operating uniquely as both an advisory firm and a registered broker-dealer that provides access to a broad range of investment solutions and alternative investment vehicles.

John Hamlin is a financial advisor at IEQ Capital, LLC in Dallas, TX, holding a Series 65 designation with three years of industry experience. His prior roles include positions at EPIQ Capital Group, LLC and Columbia Capital, as well as work at the University of Virginia. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, and non-profit organizations. The firm’s investment process is based on centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios constructed from a mix of liquid strategies, third-party independent managers, and private alternative investments.

Timothy Parsley is a financial advisor with Hightower Advisors in Dallas, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Hightower in 2025, he worked at Chessman Wealth Strategies, CWM, LLC, and Edward Jones. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, charitable organizations, and corporations. The firm emphasizes multi-manager solutions and manager selection, offering a range of discretionary and non-discretionary portfolio management strategies through affiliated and third-party managers.

Kevin Mc Devitt is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Goldman Sachs Wealth Services in Dallas, TX. Prior to joining Goldman Sachs, he worked for Morningstar, Inc. for twelve years. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored investment strategies supported by proprietary research, alternative investment access, and integrated services across the broader Goldman Sachs network.

Alexander Ladage is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 25 years of industry experience. He previously worked at UBS Financial Services Inc. for 14 years and Merrill for 8 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 a range of portfolio management and financial planning services while operating as a registered broker-dealer that provides securities transactions, variable insurance products, and investment banking services through a Private Advisor model and an integrated investment platform.

Jeremy Pillow is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds a Series 65 credential and has worked at firms including Triumph Wealth Advisors, Inc. and Biltmore Financial Services, where he also assists in selling annuities and life insurance. Prior to his advisory career, he worked in education with Arlington ISD and Plano ISD. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm uses a model portfolio and direct asset management approach with discretionary models supported by fundamental, technical, and cyclical analysis.

James Aughenbaugh II is a financial advisor with Rockefeller Financial LLC in Dallas, TX. He holds Series 63 and Series 66 designations and has 31 years of industry experience. Prior to joining Rockefeller Financial in 2025, he worked at Stephens Inc. from 2016 to 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 placement services through a consolidated platform.

Steven Robinson is a financial advisor at Truist Advisory Services with eight years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments, BOK Financial Securities, and Merrill prior to his current role. Outside of finance, he previously worked at Hank Haney Golf Ranch for two years. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering services such as asset allocation analysis, fiduciary support, and third-party manager selection through its AMC Advantage program. The firm combines discretionary and non-discretionary approaches, supported by AI-enabled research and inter-affiliate integration.

Chelsey Yacos is a financial advisor at Cresset Asset Management, LLC in Dallas, TX, holding a Series 65 designation. She has worked in the investment industry since 2011, previously with Cushing Asset Management and CH Investment Partners before joining Cresset in 2024. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets, serving individuals, families, trusts, retirement plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies, supported by a structured due-diligence program and private-fund management across multiple asset classes.

Michael Hutter is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at GWFS Equities, Inc. and Mutual of America Securities LLC. Outside of his advisory role, he is also involved with Manatech, Inc., where he sells healthcare products. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm leverages an integrated model connected to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning services.

Gregory Richesin is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and having 22 years of industry experience. His prior firms include Bank of America, Merrill, Citigroup Global Markets, and BB&T Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management approaches with third-party platform arrangements and uses AI-enabled tools to support research and manager selection.

Shawn Obrien is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. Prior to joining Citigroup in 2023, he worked at Shedd Capital, Texas Capital Bank, and held various roles including at 7-Eleven Inc. and Stonebriar Country Club. He was also involved with the University of Texas from 2019 to 2023. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with in-house research and oversight committees, operating at a large institutional scale with specialized market roles.

Vivian Phan is a financial advisor at Rockefeller Financial LLC with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Rockefeller Financial, Vivian worked at Prudent Money Financial Services and Charles Schwab & Co., Inc. Outside of finance, her background includes roles in nutrition and the hospitality industry, as well as a period of full-time education. 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 consolidated investment platform with discretionary, non-discretionary, and model-delivery solutions across multiple asset classes.

Christian Schenkel is a financial advisor at Goldman Sachs Wealth Services based in Dallas, TX. He holds the Series 66 designation and has three years of industry experience. Prior to joining Goldman Sachs, he worked at eBay for one year. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm utilizes strategic and tactical allocation models and offers specialized programs such as Private Family Office services and Financial Wellness, leveraging resources across the Goldman Sachs ecosystem.

Kenneth Brown is a financial advisor with Commonwealth Financial Network in Dallas, TX, holding Series 63 and Series 66 licenses with 38 years of industry experience. He has been with Commonwealth since 2016. Brown is also a part owner and partner of Brown Ruth Advisors, LLC, an operating company for securities, advisory, and insurance services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Carolyn Pike is a financial advisor at Money Concepts Capital Corp with one year of industry experience. She holds Series 63 and Series 65 credentials and has been associated with Money Concepts since 2013. Outside of her advisory role, she is a certified Rolfer practicing structural integration therapy and a professional violinist and music teacher. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary portfolio programs supported by third-party managers and technology platforms.

Mark French Jr. is a Series 66-licensed financial advisor at Rockefeller Financial LLC with five years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc, Bank of America, N.A., and Merrill. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients by 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 that includes equities, fixed income, alternatives, and personalized managed account services.