Karoline Humphries is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. She holds Series 63 and Series 66 designations. Humphries previously worked at JPMorgan Securities, LLC and JPMorgan Chase Bank, N.A. for eight years and spent 13 years at AllianceBernstein. She is also involved with the Symphony of Southeast Texas. 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.

Jeremy Stauss is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Truist Advisory Services in Dallas, TX, having joined the firm and its affiliated entities in 2018 following prior roles at Merrill, Wells Fargo Clearing, and Chase Investment Services Corp. Outside of his advisory work, he serves as a board member of the Epilepsy Foundation of Texas. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and leverages AI-enabled tools alongside traditional research to support investment decisions.

Emily Harwood is a financial advisor with Schwab Wealth Advisory in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Charles Schwab and its affiliated entities since 2005. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients in the Schwab Wealth Advisory program and selected Charles Schwab-referred clients. The firm’s guidance relies on Schwab’s asset-allocation models and internal research tools, with client authorization required for trades and recommendations tailored annually to individual goals and risk tolerance.

Monica Lyssy is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding Series 63 and Series 65 credentials and 21 years of industry experience. She has worked at Rockefeller Capital Management since 2024 and was previously with Raymond James & Associates from 2016 to 2020. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations, offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and provides access to a consolidated investment platform that includes discretionary and non-discretionary solutions across equities, fixed income, and alternatives.

Shawn Moore is a CFP® with 20 years of industry experience, currently with Rockefeller Financial LLC. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, totaling 11 years at Morgan Stanley. Moore 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 a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing access to investment banking and alternative investment vehicles through its Private Advisor model and consolidated investment platform.

Adam Gelmon is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. His prior roles include positions at Raymond James Financial Services and J.P. Morgan Securities. He is also the owner of The Sabin Group, a non-investment-related business based in Dallas, TX. Steward Partners Investment Advisory, LLC is a large SEC-registered RIA that manages approximately $36.7 billion in regulatory assets, serving individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment advisory and financial planning services, utilizing both discretionary and non-discretionary portfolio management strategies through proprietary and third-party solutions.

Stephanie Walsh is a CFP® professional with 14 years of experience in financial advisory. She is currently with Rockefeller Financial LLC and has previously worked at Merrill Lynch and Bank of America. 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, consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Blake Maday is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds the Series 66 designation and has previously worked at Lilium Aviation, Mahalo Capital Partners, DoorDash, Inc., and Michigan State University. His background also includes six years with the United States Soccer Federation and nine years with the Novi Community School District. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate and institutional clients. The firm offers specialized programs such as Private Family Office services and Executive Wealth programs, utilizing strategic allocation models and proprietary analytics within the broader Goldman Sachs ecosystem.

Jeannette Maddox is a financial advisor at William Blair with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services and Morgan Stanley. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven management approach across various asset classes and provides proprietary models and access to private funds through its MB Investments Program.

Casey Spraberry is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and four years of industry experience. Prior to joining Goldman Sachs in 2022, Casey worked at Advantage xPO and held roles in hospitality and education. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base including individual, high-net-worth, corporate, and institutional clients, utilizing centralized investment resources and integrated financial group capabilities.

Shay Nolan is a financial advisor at Empower Advisory Group with five years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and client savings rates.

Christina Gumm is a Series 65-licensed financial advisor with seven years of industry experience. She currently works at CIBC Private Wealth Advisors, Inc., having previously been employed at United Capital Financial Advisers, LLC and Northern Trust. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm provides customized portfolio management and financial planning supported by an internal investment team and governance committees, managing approximately $67.8 billion in assets with a focus on delivering tailored solutions including options strategies and Family Office services.

Angela Gordon is a financial advisor with Steward Partners Investment Advisory, LLC in Dallas, TX, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Cambridge Investment Research Advisors, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance, and Lincoln Investment. She serves as president and board member of a homeowner's association in Arlington, TX, and works part-time as a self-employed grocery delivery provider. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account programs.

Michael Duke is a financial advisor with Eagle Strategies (New York Life) based in Mansfield, TX. He holds the ChFC® designation and has 18 years of industry experience. Mr. Duke has been with Eagle Strategies and Duke Financial & Insurance Strategies since 2017, and also maintains affiliations with NYLife Securities LLC and New York Life Insurance Company since 2013. Eagle Strategies serves a diverse client base including individuals and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types emphasizing tailored recommendations and manages a significant portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Joseph Casselman is a financial advisor at Farther with 22 years of industry experience. He holds the ChFC® designation and Series 66 license. His career includes roles at Waypoint Strategic Advisors, Casselman Financial Strategies, and Guardian Life. Casselman is also a licensed insurance agent involved in insurance products and services. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, implemented through proprietary model portfolios and algorithmic rebalancing, utilizing a range of asset classes with support from AI tools.

Hayden Kerns is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Merrill, and Frost Bank. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, providing discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and offers a consolidated investment platform delivering diverse portfolio solutions across equities, fixed income, and alternatives.

Donald Lyons is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 38 years of industry experience. He has worked with Ameritas-affiliated firms since 1987 and has managed Lyons Investment Group since 2008. Outside of his advisory roles, Lyons is involved with Emergent Development Group LLC, a business focused on acquiring residential lots as a passive investor. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities to tailor portfolios according to client needs.

Rusty Tally is a financial advisor at Rockefeller Financial LLC in Dallas, TX, holding Series 63 and Series 65 licenses with 50 years of industry experience. Prior to joining Rockefeller Financial in 2024, he worked for 16 years at UBS Financial Services Inc. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides portfolio management, financial planning, brokerage services, and investment banking through a consolidated advisor model and investment platform.

Jennifer Martin is a financial advisor at Creative Planning with 14 years of industry experience. She holds Series 66, Series 63, and Series 65 licenses. Her prior roles include positions at Lockton Investment Advisors, Gurtin Municipal Bond Management, J.P. Morgan Securities, and several other firms. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm uses a financial-planning-led investment approach that combines low-cost indexing and buy-and-hold strategies with selective private market exposure and sub-advisory services.

Wendy Kelly is a CFP® and holds a Series 65 license, with 17 years of industry experience. She has worked at Cerity Partners LLC since 2024 and previously spent nine years at Paladini Financial Advisors, LLC. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment framework that integrates proprietary quantitative methods with access to alternative and private market solutions.