Lucas Trammell is a financial advisor at Capital Group Private Client Services, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Capital Group and its related entities since 2006. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach through separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Austin Mason is a financial advisor at Truist Advisory Services holding a Series 65 designation with one year of industry experience. His prior work includes roles at International Bank of Commerce, Global Payments, and several positions at Oklahoma State University. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its AMC Advantage manager-selection program.

Keith Ferguson is a financial advisor at Beacon Pointe Advisors, LLC in Dallas, TX, holding CFP® and Series 66 designations with 16 years of industry experience. His career includes roles at Simplicity Investments, Benchmark Private Wealth Management, Innovation Partners LLC, Raymond James Financial Services, and Wells Fargo Advisors. Beacon Pointe Advisors provides wealth advisory, consulting, and retirement-plan platform services to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employs both active and passive strategies, and offers proprietary private funds alongside comprehensive reporting and plan-level analytics.

Barbara Harger is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2022. Her prior experience includes roles at Fisher Investments, United Capital Financial Advisers, LLC, and Valuteachers Inc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and incorporates proprietary research and a variety of investment strategies.

Stephen Robinson is a financial advisor with Truist Advisory Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Truist Advisory Services and Truist Investment Services since 2021 and previously worked at BB&T Securities from 2016 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and an Equity Research team that incorporates AI-enabled tools.

Brett Thomas is a financial advisor at Mercer Global Advisors Inc. in Dallas, TX, holding Series 65 and Series 63 licenses with five years of industry experience. His prior roles include positions at Mariner Platform Solutions, AdvicePeriod, LLC, and James Capital Advisors. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory and financial planning services. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and other vehicles, complemented by educational content and specialized service lines.

Jordan Sieben is a CFP® professional with two years of industry experience currently serving at Corient in Dallas, TX. Prior to joining Corient, he worked at Tolleson Wealth Management and gained experience at Robinhood Markets, Edward Jones, and Merrill Edge. Outside of his financial career, Sieben has held roles at Watermark Community Church and the Northshore YMCA. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and employs continuous portfolio monitoring and risk management tools.

Kyndal Andrews is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2021. Prior to joining Mercer, Kyndal worked at Quest Capital Management and held a position at Texas Christian University. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified investment approach based on Modern Portfolio Theory and offers various portfolio management options, including low-cost ETFs, separate account managers, and private funds.

James Winkler is a financial advisor at Janney Montgomery Scott in Dallas, TX, holding Series 63 and Series 66 licenses with 45 years of industry experience. He worked at RBC Capital Markets for 11 years before joining Janney in 2025. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, and institutional clients, providing brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Lina Komanduri is a financial advisor at Cresset Asset Management, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at CH Investment Partners and Barings. Komanduri serves as a board member at Headstorm, a non-investment-related organization based in Dallas, Texas. Cresset Asset Management is an SEC-registered adviser managing approximately $71.9 billion in assets for a diverse client base that includes individuals, families, trusts, and institutions. The firm utilizes 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.

Brice Eber Morris is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at Hilltop Securities, Robinhood Markets, LiquidX, and The Manhattan Institute. 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 combines portfolio management, financial planning, and consulting with broker-dealer services, offering a range of investment solutions through its Private Advisor model and Rockefeller Global Investment Management platform.

Gregory Garvin is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Goldman Sachs since 2021, following 14 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers 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 utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, providing tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Henry Dale is a financial advisor at Cresset Asset Management, LLC, holding a Series 65 designation and based in Dallas, TX. He has been with Cresset since 2025 and has prior experience at Bank of America and Altium Wealth Management. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base, including individuals, families, trusts, retirement plans, and institutions. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and access to a range of specialized investment opportunities.

Tanner Binion is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds the Series 65 designation and previously worked at Fisher Investments. His background includes roles outside finance in hospitality and staffing services. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management, advisory, and planning services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Richard Schannen is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at The Ayco Company, L.P./Mercer Allied for 23 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporations, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, delivering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Wesley Crane is a financial advisor at Cresset Asset Management, LLC in Dallas, TX, with three years of industry experience. He holds Series 66 and Series 65 licenses. Prior to joining Cresset in 2024, he worked at CH Investment Partners for five years and Crow Holdings Capital Investment Partners for three years. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and various active and passive investment strategies across multiple asset classes.

Jeremi Zabel is a Private Wealth Advisor with Merrill Private Wealth Management. He focuses on developing strong relationships with ultra-high-net-worth families and individuals, providing comprehensive financial planning to meet their present objectives and future goals. Jeremi has experience working with business owners, senior corporate executives, and other clients with substantial wealth. His expertise includes capital markets, asset allocation, investment management, private business acquisitions, initial public offerings, estate planning techniques, tax-minimization strategies, hedging strategies, and portfolio management. He holds a bachelor's degree from Kenyon College and a master's degree from the University of Michigan. Jeremi has earned the Personal Investment Advisor (PIA) designation. Information about his personal interests or community involvement was not provided.

Joseph Cundari is a financial advisor at Primerica Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he is involved in outside insurance sales. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services. The firm employs a mix of proprietary and third-party investment strategies and provides various account-level services such as lending solutions and donor-advised fund options.

Kevin Wright is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for six years before joining Rockefeller in 2020. Outside of his advisory role, he is a partner and manager of WS Legacy Ventures LLC, an investment entity involved in rental property operations. 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, and placement and investment banking services.

Jacob Brull is a financial advisor with Citigroup Global Markets in Dallas, TX, holding a Series 66 designation and 14 years of industry experience, all with Citigroup since 2012. Outside of his advisory role, he manages non-operating working interests in oil and gas leases through J-B Oil Investments, LLC, and oversees a family farming operation in Hays, Kansas. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including in-house research and derivatives trading.