Theresa Gorin is a CFP® with 26 years of industry experience. She has worked at Rockefeller Financial LLC since 2023 and previously held positions at Bank of America, N.A. and Merrill, with a combined tenure of over two decades. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering placement and investment banking services alongside an integrated investment platform.

Andres Medina is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Creative Planning since 2014. He holds Series 63 and Series 66 licenses and is based in Austin, TX. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and offers a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by supplemental approaches and a broad range of retirement plan services.

Collin Bishop is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, he spent eleven years in education. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm integrates strategic allocation models, manager selection, and various implementation methods, leveraging its affiliation with the broader Goldman Sachs ecosystem.

Logan Frasier is a financial advisor at MAI Capital Management, LLC in Dallas, TX, holding a Series 65 credential with one year of industry experience. Prior to joining MAI, he worked at Treloar & Heisel and has been involved with Collegiate Entrepreneurs Painting Services. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, and retirement plan consulting services to a range of clients, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional investors. The firm offers customized portfolio management across multiple strategies and integrates financial planning and tax services into client relationships.

Robert Mitzel is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds the Series 66 designation and has been with Citigroup Global Markets since 2006. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, brokerage execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale alongside specialized market roles such as security-based swap dealing and futures commission merchant services.

Angela Bacon is a financial advisor at Rockefeller Financial LLC with 34 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at UBS Financial Services Inc. from 2008 to 2020 before joining Rockefeller Financial in 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and also operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Katherine Tallett is a financial advisor at IEQ Capital, LLC with four years of industry experience. She holds a Series 65 designation and has worked previously at EPIQ Capital Group, Fisher Investments, Vision Financial Group, and has been involved with organizations such as the Toilet Board Coalition and the World Food Prize Foundation. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, and nonprofit organizations. The firm’s investment process involves centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios constructed from liquid strategies, third-party managers, and private alternative investments.

John Tyler is a Private Wealth Advisor within Merrill Private Wealth Management. He has been with Merrill since 2009 and began his career in financial services at Bernstein Global Wealth Management, working with ultra-affluent clients across various industries. John advises senior corporate executives, closely held business owners, and ultra-affluent families on multiple aspects of their financial lives. John specializes in providing strategic guidance for business owners preparing for and executing liquidity events, as well as assisting C-suite executives with managing concentrated stock positions and implementing diversification strategies for Section 16 insiders. His client focus areas include corporate executive services, executive and equity compensation, family wealth management, legacy planning, and portfolio management. He holds a Bachelor's Degree from Stephen F. Austin State University and is a Chartered Financial Consultant (ChFC), Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and holds a Sports & Entertainment designation. John serves on the Advisory Council for the Business School at Stephen F. Austin State University and is involved with the Klein Education Foundation, Big Brothers/Big Sisters of Houston, and chairs the Finance Committee at John Wesley United Methodist Church. In his personal time, he enjoys fishing, golfing, hunting, and spending time with his family.

Vonda Warren is a Series 66 licensed financial advisor with 21 years of industry experience. She has been with Rockefeller Financial LLC since 2023 and previously worked at Merrill for 40 years. 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 operates as a registered broker-dealer and offers discretionary and non-discretionary portfolio management, financial planning, and consulting, organizing client relationships around a Private Advisor model and a consolidated investment platform.

Stacie Harris Boyle is a Series 66-licensed financial advisor at Rockefeller Financial LLC with six years at the firm and a total of 16 years in the financial industry, including prior roles at Merrill and Bank of America. She has experience volunteering as PTO secretary at her son’s middle school in Dallas, TX. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, offering a range of portfolio management, financial planning, and investment banking services through an integrated platform and a distinctive Private Advisor model.

Chad Stief is a financial advisor with Truist Advisory Services in Dallas, TX, holding a Series 66 designation and six years of industry experience. He has worked at several firms, including Texas Capital Bank, Citigroup, Fidelity Investments, Edward Jones, and PepsiCo. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships, non-discretionary consulting, and AI-enabled research to support client investment decisions.

Elizabeth Wilson is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2021. Her prior roles include positions at Truist Advisory Services, BB&T Securities, Western Wealth Management, Monarch Advisory Group, and LPL Financial. She 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 through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer that provides placement, investment banking, and insurance product services.

Adam Loveless is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 17 years of industry experience. He has worked previously at Merrill and Bank of America. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations, offering portfolio management, financial planning, and consulting. The firm operates a registered broker-dealer and provides access to a consolidated investment platform with a range of discretionary and non-discretionary solutions across asset classes.

Lehman Mc Nabb is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America, Merrill, LPL Financial, and Tungsten Wealth Management. Outside his advisory work, he is involved with McNabb Brother's Investments, an LLC focused on real estate rental investments. Rockefeller Financial LLC serves 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 services, operating uniquely as both an advisory and a registered broker-dealer with integrated investment, placement, and banking capabilities.

Ronald Haney is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Investments, Fidelity Brokerage Services LLC, and Commerce Street Capital LLC. Outside of financial advising, Haney is involved in music production, working as a guitarist, vocalist, writer, and producer for custom music cues used in radio, TV, and film. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as retail clients, using an integrated model linked to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Tamra Enriquez is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has held roles at several firms, including Hilltop Securities and Cetera Advisor Networks. She is based in Dallas, TX. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, estates, and charitable organizations with a range of advisory and portfolio management services. The firm offers both discretionary and non-discretionary management through proprietary and third-party solutions.

Edward Skinner Jr. is a CFP® and ChFC® with 11 years of industry experience. He is currently with Empower Advisory Group, where he has worked since 2024. His prior experience includes roles at The Vanguard Group, Personal Capital, New York Life Insurance Company, and USAA Financial Planning Services. 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 delivers integrated services linked to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Francis Amsler is a CFP® and CFA® charterholder with 32 years of industry experience. He is currently with Rockefeller Financial LLC, where he has worked since 2020, following previous roles at UBS Financial Services and Merrill. Outside of his advisory role, he is involved with USR Enterprises LLC, a family LLC used to facilitate rental property investments. 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 to offer discretionary and non-discretionary portfolio management, financial planning, and placement services, including a registered broker-dealer operation uncommon among enterprise advisers.

Donna Petrucello is a financial advisor with Steward Partners Investment Advisory, LLC in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 44 years of industry experience. Her prior roles include positions at Raymond James Financial Services, Inc. and Morgan Stanley Smith Barney. She is also the owner of Park Cities Group, a financial advisory support company. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individual and institutional clients, offering investment advisory, financial planning, pension consulting, and managed account programs through a combination of proprietary portfolios and third-party managers.

Connor Mc Garvey is a financial advisor at CIBC Private Wealth Advisors, Inc. in Dallas, TX, with five years of industry experience. He holds a Series 65 designation and has prior experience at Altschuler & Company, Southern Methodist University, and the Dallas County District Attorney's office. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, and investment companies. The firm employs a collaborative investment process involving internal teams and committees to offer customized portfolios and managed account programs, combining proprietary and external strategies across a broad range of asset classes.