Michael Quiroga is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at The Ayco Company, L.P./Mercer Allied and Fidelity Brokerage Services, Inc. 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 strategic allocation models and a variety of platforms to tailor solutions and integrates capabilities across Goldman Sachs affiliates to offer a broad range of services.

Damon Hurst is a financial advisor with Truist Advisory Services, holding a Series 63 designation and 15 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Frost Bank. Outside of his advisory work, he serves as treasurer for Ally's Wish, an organization supporting terminally ill mothers, and is a member of Driven 2 Value LLC, where he holds speaking engagements focused on personal growth and financial education. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting.

Connor Kelly is a financial advisor with Rockefeller Financial LLC in Dallas, TX. He holds Series 63 and Series 66 designations and has eight years of industry experience. His prior work includes roles at Stifel, Bank of America, Merrill, and New York Life Insurance Company, among others. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm employs a Private Advisor model and a consolidated investment platform to provide discretionary and non-discretionary portfolio management, financial planning, consulting, and brokerage services, including placement and investment banking.

David Smith is a financial advisor at Rockefeller Financial LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Rockefeller Financial in 2023, he spent 14 years at UBS Financial Services Inc. 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 operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Karel Story is a financial advisor with Kestra Advisory in Arlington, TX, holding Series 63 and Series 66 designations and totaling 30 years of industry experience. Prior to joining Kestra Advisory and Kestra Investment Services LLC in 2022, he spent 20 years with World Choice Securities, Inc. He is also involved in financial coaching, providing client relationship management and support services to Representatives and RIAs. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base that includes institutional and individual investors. The firm provides fiduciary consulting, plan design, investment advice, and access to multiple management platforms, serving clients ranging from plan sponsors to sovereign wealth funds.

Carolyn Kuhnel is a financial advisor with Truist Advisory Services in Dallas, TX, holding Series 63, 65, and 66 licenses and seven years of industry experience. Her work history includes roles at Truist Investment Services and earlier positions in healthcare and childcare organizations. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary strategies with third-party platform partnerships.

Christopher Wolf is a financial advisor at Rockefeller Financial LLC based in Dallas, TX, with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill from 2005 to 2020. He has been with Rockefeller Financial LLC and Rock & Co LLC since 2020. 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 a Private Advisor model with a consolidated investment platform offering discretionary, non-discretionary, and model-delivery solutions across various asset classes, and operates as a registered broker-dealer providing a broad range of investment and financial services.

Ryan Barcena is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Rockefeller Capital Management, Bank of America, and Merrill. Outside of his advisory role, he is involved as an investor in several family and partner-run real estate ventures. 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 within a Private Advisor model, alongside broker-dealer capabilities and access to alternative investment vehicles.

Charles Mccahill is a financial advisor with Citigroup Global Markets in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at JP Morgan Chase Bank and JP Morgan Securities, and he is a partial owner of Short and Sweet Nutrition LLC, a company that provides custom nutrition advice. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional scale with in-house research, derivatives capabilities, and bespoke discretionary solutions.

Roberto Martinez is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and over 27 years of industry experience. His prior roles include positions at Raymond James Financial Services, Prospera Financial Services, Lincoln Financial Advisors, and Morgan Stanley. Martinez serves as a board member of Reparto Familiar S.A. de C.V., a family-owned real estate business in Honduras. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management solutions.

Megan Miles is a financial advisor at Rockefeller Financial LLC in Dallas, TX, holding a Series 66 designation and bringing 15 years of industry experience. She has worked with Merrill from 2007 to 2019 before joining Rockefeller Financial LLC in 2019 and continuing with Rockefeller Capital Management from 2024 onward. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations, offering portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform.

Darios Powers II is a financial advisor at Rockefeller Financial LLC based in Dallas, TX, holding a Series 66 designation. He has experience working at Morgan Stanley and has been with Rockefeller Financial since 2025. Outside of his financial career, he has been involved with Jo's Famous Pizza since 2021. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting. The firm operates a broker-dealer and provides a consolidated investment platform with discretionary and non-discretionary solutions across multiple asset classes.

Alysia Park is a financial advisor at Empower Advisory Group with 13 years of industry experience. She holds the Series 66 designation and previously worked at United Capital Financial Advisers from 2017 to 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm offers integrated services that combine proprietary and third-party planning methodologies with recordkeeping and administrative platforms.

John Bazan is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America, N.A. and Merrill. Bazan is based in Dallas, TX. 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, and consulting, and also operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Trevor Dinh is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation and four years of industry experience. His career includes roles at Goldman Sachs Ayco Personal Financial Management and Wells Fargo. Goldman Sachs Wealth Services advises a diverse client base ranging from non‑high-net-worth individuals to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm employs strategic and tactical allocation models, manager selections, and a range of platforms and fee arrangements, leveraging proprietary analytics and integration across Goldman Sachs affiliates.

Jason Abbamonte is a CFP® professional with 16 years of experience in the financial services industry. He is currently with PNC Wealth Management and has previously worked at Charles Schwab and other firms. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account for employees that relies on algorithmic risk assessment and uses mutual funds and ETFs with annual rebalancing.

Kylee Whitton is a financial advisor at Empower Advisory Group in Dallas, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Empower, Kylee worked at Chase Bank for four years and has experience in retail and hospitality sectors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients, delivering services through an integrated model aligned with Empower’s recordkeeping and administrative platforms.

Andrew Smith is a CFP® with nine years of industry experience. He is currently a financial advisor at Kayne Anderson Rudnick Investment Management, LLC and has previously worked at Mariner Wealth Advisors, Personal Capital Advisors Corporation, and The Ayco Company, L.P./Mercer Allied. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, family offices, and high-net-worth individuals. The firm’s investment process focuses on fundamental research and incorporates proprietary governance and sustainability assessments across a range of active equity and fixed-income strategies.

Tim Sampson is a financial advisor with Equity Services, Inc. based in Dallas, TX, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His prior roles include positions at Premier Financial Alliance and Kovack Advisors, Inc. He is also involved as an associate and investor in an insurance and real estate business. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Jorge Garcia is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently with Rockefeller Financial LLC, where he has worked since 2023. His prior experience includes 14 years at UBS Financial Services, 4 years at Merrill, and 1 year at Ameriprise. He is also the owner of CBJG Investments, an investment vehicle based in Austin, TX. 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 services, operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking, supported by its integrated investment platform and Private Advisor model.