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.

Jesse Hill is a financial advisor with GWN Securities Inc. in Mesquite, TX, holding a Series 66 credential and five years of industry experience. Prior to joining GWN Securities in 2020, he worked at Axcent Networks and held academic positions at Tarleton State University and Florida Atlantic University. Hill also engages in life insurance sales and financial services through a separate business activity. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, with a distinctive history of incorporating market-timing and momentum-based strategies within its program suite.

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 financial advisor with Rockefeller Financial LLC in Dallas, TX, holding a Series 66 designation and 21 years of industry experience. He worked at UBS Financial Services Inc. for 14 years before joining Rockefeller Financial in 2023. Garcia 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, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services, operating as both a registered investment adviser and broker-dealer with capabilities that include securities transactions, insurance products, and placement and investment banking services.

Gerald Gaeta is a financial advisor with RBC Rochdale, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked at City National Rochdale since 2020 and previously held roles at First Republic Securities Company, LLC, First Republic Investment Management, Inc., NYLIFE Securities Inc., and New York Life Insurance Company. Outside of finance, he is a guitarist and vocalist. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and institutional investors. The firm employs an active, multi-strategy investment approach combining quantitative analysis with fundamental research, utilizing proprietary tools and partnering with third-party sub-advisors to create tailored portfolios.

Wade Catlin is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 23 years of industry experience. He worked at The Ayco Company, L.P./Mercer Allied Company, L.P. for 20 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and a range of tailored offerings, combining discretionary and non-discretionary management within a large integrated financial group.

Brett Diamond is a financial advisor at Steward Partners Investment Advisory, LLC with 26 years of industry experience. He holds a Series 63 designation and has worked at firms including Raymond James Financial Services and Morgan Stanley. He is also the owner of Park Cities Group, a financial advisory support company based in Dallas, TX. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering investment advisory, financial planning, and managed account programs with both discretionary and non-discretionary portfolio management options.

Sarah Quarles is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has prior work experience at Tulane University and several restaurant companies. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management supported by strategic and tactical allocation models, specialized wealth programs, and access to alternative investments, leveraging resources across the broader Goldman Sachs organization.

Katherine Archer is a financial advisor at Cresset Asset Management, LLC with 9 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at CH Investment Partners and Deutsche Bank Securities. She serves as an Investment Committee Board Member for the Dallas Regional Chamber. Cresset Asset Management manages approximately $71.9 billion in assets for a diverse client base, including individuals, families, trusts, retirement plans, and institutions. The firm employs a diversified, asset-allocation-driven investment approach using both active and passive strategies, supported by a structured due-diligence program and multiple affiliated entities.

Bryan Bracchi is a financial advisor with Commonwealth Financial Network based in Plano, TX. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. His prior roles include positions at Franklin Templeton Financial Services and Ascensus Broker Dealer Services. Outside of his advisory work, he is a managing member and co-owner of Scooper Dudes LLC, a business unrelated to investments. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, offering various advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support, while its Investment Management and Research team manages discretionary model portfolios.

Jerry Williams is a financial advisor with Lincoln Investment, holding over 56 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent 14 years with Legend Equities Corporation. Williams is also involved in insurance sales and service, focusing on fixed and life insurance products. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, offering financial planning, portfolio management, and advisor-led consulting supported by an in-house investment management team.

Henry Smith is a financial advisor at Rockefeller Financial LLC in Dallas, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Rockefeller Financial in 2025, he worked at UBS Financial Services and Sellside Group, LLC. In 2022, he spent time traveling in Europe following his college graduation. 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 investment banking services through a Private Advisor model and consolidated investment platform.

David Carpenter Jr. is a financial advisor with Integrity Alliance, LLC, holding a Series 63 designation and over 31 years of industry experience. His career includes roles at Brokers International Financial Services, Royal Alliance Associates, Signator Investors, and Educators Resource Group. Additionally, he operates a sole proprietorship as an insurance agent, marketing fixed annuity and life products. Integrity Alliance serves a broad client base, including individual investors, corporations, and retirement plans, offering advisory and brokerage services through a large network of independent advisors managing approximately $5.4 billion in assets.

Matthew Sherman is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. His previous roles include positions at LPL Financial, LEVEL FOUR ADVISORY SERVICES, Securities America Advisors, Inc., and OSAIC. Sherman also manages investment advisory services through Private Advisor Group and has experience with non-variable insurance products. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement consulting, and access to various advisory programs. The firm employs a fiduciary-based model that incorporates multiple investment strategies and technology platforms, often implementing advice through third-party managers and turnkey asset management programs.