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.

Jasmit Gill is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds the Series 66 designation and has worked previously at Rock & Co LLC and Merrill. Rockefeller Financial LLC serves 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 an investment adviser and a registered broker-dealer with capabilities including securities transactions, variable insurance sales, and placement and investment banking services.

Matthew Ashley is a financial advisor with Rockefeller Financial LLC based in Dallas, TX. He holds the Series 66 designation and has 22 years of industry experience. His prior work includes roles at Rock & Co LLC, Bank of America, NA, and Merrill. Outside of advisory services, he is involved with Ashley Family Farms LLC, an investment vehicle. 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 through a Private Advisor model and a consolidated investment platform, combining discretionary and non-discretionary solutions across various asset classes, while also operating as a registered broker-dealer.

David Guyett is a CFP® with 44 years of experience in the financial services industry. He has been with Commonwealth Financial Network since 2012 and has also operated Guyett Wealth Advisors since 1992. His activities include fixed insurance sales conducted through his branch office. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $210 billion in client assets. The firm offers a broad platform including discretionary and nondiscretionary managed account programs, access to third-party asset managers, and custody and clearing services.

Peter Ruth is a financial advisor at Commonwealth Financial Network with 20 years of industry experience. He holds the Series 66 designation and has been with Commonwealth since 2016. He is also part owner of Brown Ruth Advisors, LLC, through which he sells fixed annuity products. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Lisandra Slavik is a financial advisor with Truist Advisory Services in Dallas, TX, holding a Series 66 designation and eight years of industry experience. She has worked at Truist Investment Services and Truist Advisory Services since 2021 and previously spent over a decade at Fifth Third Bank and its securities division. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, implementing advice through discretionary manager relationships and consulting with a focus on inter-affiliate integration.

Brian Sears is a financial advisor at MAI Capital Management, LLC with Series 63 and Series 65 licenses and 30 years of industry experience. His prior work includes roles at Service Academy Capital Management, Barclays Capital, Neuberger Berman, Lehman Brothers, and Merrill. He is a founding partner, chairman, and CEO of Service Academy Capital Management and holds a minority stake in an online music retailer. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of customized portfolio strategies implemented through in-house managers, sub-advisers, and other vehicles, with reported assets under management of $72.3 billion as of May 2026.

Marshall Simmons is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. He has previously worked at Cambridge Investment Research Advisors Inc. and Prosper Mullins Private Wealth Management. Outside of finance, his background includes roles in education and nonprofit organizations. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services supported by both proprietary and third-party portfolio management solutions.

Victor Gonzalez is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and four years of industry experience. He has previously worked at Wells Fargo Clearing, Wells Fargo Bank, and Best Buy. Outside of his advisory role, he works part-time providing transportation services for Uber Technologies. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers customized financial planning and portfolio management, leveraging strategic allocation models and a range of fee structures, supported by integrated resources from the broader Goldman Sachs organization.

Kevin Benesh II is a CFA® charterholder with nine years of industry experience. He currently works at Cresset Asset Management, LLC, where he has been since 2026. Prior to joining Cresset, he spent nine years at JP Morgan Chase Bank. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets and serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, manager selection, and both active and passive implementation across public equities, fixed income, and alternatives, utilizing tools such as artificial intelligence and machine-learning for research and analysis.

Noah Van Nest is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and one year of industry experience. His prior roles include positions at BlueStem Wealth Partners and Interlachen Country Club. He has a background in education, with experience at Southern Methodist University, Southwest Christian High School, and Southview Middle School. Goldman Sachs Wealth Services advises a diverse client base, including individual investors and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm’s advisory teams customize strategies using proprietary analytical tools and leverage the broader Goldman Sachs ecosystem to provide comprehensive investment solutions.

Aashka Dasgupta is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX. She holds the Series 66 designation and has one year of industry experience. Her prior roles include positions at The Stack, Emergent Method/Deloitte, and Texas A&M Health Science Center. 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 utilizes strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, supported by proprietary analytics and a broad integration within the Goldman Sachs ecosystem.

Grace Upshaw is a financial advisor at Rockefeller Financial LLC with three years of industry experience. She holds the Series 66 designation and previously worked at Neuberger Berman and Fidelity Investments. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, operating with a Private Advisor model and a consolidated investment platform that provides discretionary, non-discretionary, and model-delivery solutions across multiple asset classes.