Emma Salzman is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at The Ayco Company, L.P./Mercer Allied and JP Morgan. Goldman Sachs Wealth Services advises a broad client base, including both non‑high-net-worth and high-net-worth individuals, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management tailored to client objectives, utilizing strategic allocation models and a range of services such as Private Family Office and Specialized Executive Wealth programs.

Joseph Levi is a financial advisor with Truist Advisory Services in Dallas, TX, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior roles include positions at SunTrust Investment Services, JPMorgan Securities, and Synovus Securities. He serves as Vice President and Treasurer of the Board for the YMCA Foundation of Middle Tennessee. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships and technology-enhanced research to support investment decisions.

Corban Quarles is a financial advisor with Goldman Sachs Wealth Services based in Dallas, TX. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Goldman Sachs & Co. LLC and Goldman Sachs, as well as experience with Nightlight Donuts and Fellowship Bible Church. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, corporate participants, and institutional clients. The firm offers tailored investment strategies supported by research and technology, with access to services across the broader Goldman Sachs platform.

Stephen Snapp is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding Series 65 and Series 63 licenses with eight years of industry experience. He has worked at Goldman Sachs since 2019 and previously spent eight years at United Capital Financial Advisers. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office services and Executive Wealth programs. The firm integrates strategic allocation models, manager selections, and advanced analytics within the broader Goldman Sachs ecosystem to tailor solutions to client objectives.

Mark Bachman is a CFA® charterholder with three years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Painted Porch Advisors, LLC, Celanese Corporation, and Textron. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using multi-factor tilts and low-cost index vehicles, along with comprehensive financial planning and consulting services.

Kevin Hermis is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2022. He previously held roles at Merrill, Baker Tilly Capital, Baker Tilly Financial, United Capital Financial Advisers, and MRZ Financial Services. 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 under a Private Advisor model and offers a consolidated investment platform delivering discretionary and non-discretionary portfolio management, financial planning, consulting, and brokerage services including placement and investment banking.

Nolan Feeney is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds a Series 66 designation and has prior experience at Scott Truckenbroad & Associates, Texas A&M University, and AbbVie. Feeney has been involved with community and educational organizations, including Texas A&M Rec Sports and the Aggie Research Program. 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 a Private Advisor model with a consolidated investment platform, offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Caleb Ennin is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Rockefeller Financial, he worked at JB Capital LLC and Johnson Brunetti, and he was also involved with Oakwood Soccer Club. 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, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Sharain Taylor is a financial advisor with SPC in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. She has worked at SPC since 2011 and Parkland Securities since 2014. Outside of her advisory roles, she serves as a poll clerk for the Dallas County Elections Office during the 2024 election cycles and acts as an independent agent for Medicare plans. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and delivers customized, typically discretionary investment advice through various account programs, including partnerships with Fidelity and third-party providers.

Jennifer O'neal is a Series 65 licensed financial advisor at IEQ Capital, LLC with two years of industry experience. She has held prior roles at EPIQ Capital Group, Anchor Capital GP, MKJO Capital Consulting, S. Brown Capital, and Halo Home. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, and private funds. The firm employs a centralized macro and manager research process and integrates alternative investments through an iCapital platform, managing approximately $35.4 billion in assets.

Rene Lopezvictoria is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. He holds the Series 66 and Series 65 credentials. His prior experience includes a role at United Capital Financial Advisers, LLC. Goldman Sachs Wealth Services provides financial planning and portfolio management for a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm’s advisory teams customize strategies using proprietary allocation models and offer a range of fee arrangements, leveraging capabilities across the broader Goldman Sachs organization.

Killian Regan is an advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. Prior to joining Rockefeller Financial, he worked at Infios, Oracle, and The University of 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 offers a range of portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Olivia Roppolo is a financial advisor at Rockefeller Financial LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services Inc., Purshe Kaplan Sterling Investments, and Inscription Capital. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients with portfolio management, financial planning, and consulting services. The firm operates as both a registered investment advisor and broker-dealer, offering an integrated platform that includes discretionary and non-discretionary investment solutions across multiple asset classes.

Evan Potter is a financial advisor at Rockefeller Financial LLC based in Dallas, TX. He holds a Series 66 designation and joined the firm in 2025. Prior to his current role, he was a student at the University of Illinois at Urbana-Champaign. 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, placement, and investment banking services.

Skylar Pitman is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation. Pitman has been with Goldman Sachs since 2025, with prior experience that includes roles at Texas A&M University and Broadway Roofing. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients. The firm offers comprehensive financial planning and portfolio management services, leveraging strategic allocation models and proprietary research within the broader Goldman Sachs network.

Neil Rubinstein is a financial advisor with Rockefeller Financial LLC based in Dallas, TX. He holds a Series 66 designation and has 25 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Clinton Warren is a financial advisor with Citigroup Global Markets in Dallas, TX, holding a Series 66 designation and 19 years of industry experience. Prior to joining Citigroup in 2025, he worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC for a combined 14 years. He serves on the investment and audit committees of the Dallas Museum of Art and is a board member of the HP Girls Lacrosse Club. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including in-house research and derivatives services.

Charles Fielder is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX. He holds a Series 66 designation and has recently begun his career in the industry, joining Goldman Sachs in 2026 after prior roles at Hilltop Securities, Morgan Stanley, and other positions including full-time education. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm’s advisory teams utilize strategic allocation models, manager selections, and a range of implementation platforms, supported by integrated resources across the Goldman Sachs ecosystem.

Matthew Mc Cann is a financial advisor at Goldman Sachs Wealth Services based in Dallas, TX, with eight years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and Morgan Stanley in various roles. 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 employs strategic and tactical allocation models and offers access to a wide range of investment solutions through its integrated platform and affiliated entities.

Michael Meadows is a financial advisor at Beacon Pointe Advisors, LLC with seven years of industry experience. He holds a Series 65 credential and has worked at Beacon Pointe Advisors since 2020. Prior to that, he was with Westwood Trust for five years. Meadows is also the President and CEO of Meadows Family Consulting Group, LLC, a consulting practice advising public charities on topics including fund-raising and governance, and serves as Vice President (independent contractor) for Foundation Management Inc., consulting with private foundations and non-profits. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach, utilizing a proprietary “Focus List” of independent managers and offers discretionary wealth management, retirement plan consulting, outsourced CIO solutions, and other fiduciary services.