Richard Thome Jr. is a financial advisor at Rockefeller Financial LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Morgan Stanley. 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 services, and operates as a registered broker-dealer offering a broad range of investment and placement services.

Noah Mitchell is a financial advisor at PNC Wealth Management with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Equitable. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessments and approved mutual fund and ETF strategies managed by PNC or third-party strategists.

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.

Addison Hughes is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds the Series 66 designation and previously worked at Goldman Sachs & Co. LLC. His background also includes roles in education and community tennis programs. Goldman Sachs Wealth Services advises a wide range of clients, from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models, manager selections, and proprietary research within the broader Goldman Sachs ecosystem to tailor solutions across various fee structures and platforms.

Timothy White is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is currently with Rockefeller Financial LLC and Rockefeller Capital Management since 2025. His prior experience includes extensive tenures at Bank of America and Merrill. 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, operating as a registered broker-dealer with a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Joseph Bybee serves as a Private Wealth Advisor with Merrill Private Wealth Management, specializing in portfolio construction and management. Since joining Merrill in 2007, he has leveraged his extensive background, which includes his role as lead equity manager and head of the Houston office at Bank of America Private Bank (formerly U.S. Trust Co.). Prior to that, he was chief domestic equity portfolio manager at another trust company for nine years. Joe holds the Chartered Financial Analyst® (CFA®) designation and is a Senior Portfolio Manager authorized to build and manage personalized investment strategies that may include individual securities, Merrill model portfolios, and third-party strategies. He earned a bachelor's degree in economics and history from The University of the South and an MBA with honors from The University of Chicago Graduate School of Business. Joe is involved in the community through his board membership at Cho-Yeh Camp and Conference Center and has previously served as chairman of the board for the Texas Presbyterian Foundation.

Melanie Kane is a financial advisor at Rockefeller Financial LLC in Dallas, TX, holding a Series 66 designation with one year of industry experience. She previously worked at Merrill from 2019 to 2023 and at Praxis Med International from 2016 to 2019. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates a registered broker-dealer, providing securities transactions, variable insurance products, placement, and investment banking services through a Private Advisor model and a consolidated investment platform.

Samuel Marshall is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked at Ayco since 2020 and has previous experience at Texas Tech University, Alliance Drywall, South Plains College, Tarrant County Community College, and the University of Mississippi. Goldman Sachs Wealth Services provides financial planning and portfolio management to individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm utilizes strategic and tactical allocation models along with discretionary and non-discretionary implementations, offering access to various investment platforms and affiliated capabilities across the Goldman Sachs ecosystem.

Norman Gunn is a CFP® professional with 27 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. He has held roles at Lane Gorman Trubitt, LLC and Lido Advisors, LLC among others. Outside of his advisory work, Gunn serves as President of Operations at LGT Insurance Services, where he is involved in long-term care, disability, and life insurance. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, offering comprehensive asset management and financial planning services. The firm utilizes various portfolio management strategies and technology platforms to support client wealth and estate planning.

Drew Steele is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2022, with prior experience at Amazon and the YMCA. Outside of his advisory role, he owns Seasick Hats LLC, a Dallas-based hat company involved in local event sales and management. 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 integrates a range of proprietary strategies and affiliated capabilities across the Goldman Sachs ecosystem to tailor investment solutions and specialized wealth programs.

Kimberly Caldwell is a financial advisor with United Planners Financial Services of America LP, holding Series 63 and Series 66 credentials and 24 years of industry experience. Her prior work includes roles at LPL Financial, Merrill, Truist Investment Services, and Banc of America Investment Services. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base with both advisory and brokerage services through independent representatives. The firm manages approximately $12.77 billion in assets, primarily on a non-discretionary basis, and features a limited-partnership ownership structure that includes many financial professionals as limited partners.

Sean Hennessey is a CFP® with 25 years of experience in financial advisory services. He currently works at Truist Advisory Services and Truist Investment Services and has held previous roles at BB&T Securities, BB&T, Wells Fargo Clearing, Merrill, and Banc of America Investment Services. Outside of advisory work, he owns a rental property in Longview, Texas. 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 supported by third-party platforms and AI-enabled research tools.

Galilea Hernandez is a financial advisor at Empower Advisory Group with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade and Charles Schwab. Hernandez’s background also includes roles outside finance, such as positions at Dave & Buster's and The Home Depot. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to IRA and retail brokerage clients. The firm’s investment approach emphasizes long-term portfolio returns and annual rebalancing, delivered through an integrated platform connected to Empower’s recordkeeping and administrative services.

Richard Mazzola is a financial advisor at Focus Partners Wealth, LLC in Dallas, TX, holding Series 63 and Series 66 credentials with 29 years of industry experience. His prior roles include positions at Churchill Management Group and TD Ameritrade. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.

Rodrigo De La Roca Pinzon is a financial advisor with Private Advisor Group, LLC in Dallas, TX, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Charles Schwab & Co. and TD Ameritrade. He has a background in the brewing industry through his work with 3 Nations Brewing Co. from 2016 to 2021. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting, employing a fiduciary-based advisory model that integrates proprietary and third-party investment strategies.

Garett Koch is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation and three years of industry experience. His work history includes roles at Goldman Sachs, Broadridge Financial Solutions, Johnson & Wales University, and Crystal Springs. 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 specialized programs such as Private Family Office services and Executive Wealth programs, leveraging strategic allocation models and extensive resources across the Goldman Sachs ecosystem.

Carl Cuff is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 24 years with Mercer Allied Company, L.P. Goldman Sachs Wealth Services advises a wide range of clients including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, utilizing strategic allocation models and a variety of implementation methods supported by proprietary research and analytics.

Carley Bohn is a financial advisor at MAI Capital Management, LLC with two years of industry experience. She holds the Series 65 designation and has previously worked at Evoke Advisors and Service Academy Capital Management LLC. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including individuals, families, sports professionals, trusts, and institutions. The firm manages a range of strategies through internal and external managers and offers additional services such as trust administration and insurance.

Anna Sanchez is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX. She holds a Series 66 designation and has one year of industry experience. Her prior work includes positions at U.S. Bancorp and Polaris Inc., as well as academic roles at Wake Forest University and Providence Academy. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm employs strategic and tactical allocation models and leverages capabilities across the broader Goldman Sachs ecosystem to deliver tailored investment solutions.

Kendrick Crayton is a financial advisor at Transamerica Retirement Advisors, LLC with three years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Merrill, Bank of America, Robinhood Financial, and TD Ameritrade. Outside of his advisory work, he owns and operates Earn Your Weekend, a personal training business based in Dallas, TX. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed and advisory programs that emphasize asset allocation and retirement planning. The firm leverages Morningstar Investment Management’s proprietary software for portfolio construction and oversight and operates at scale with a large client base focused primarily on non-discretionary assets.