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 McNabb is a Series 66 licensed financial advisor with four years of industry experience. He is currently with Rockefeller Financial LLC and has prior experience at Bank of America, Merrill, LPL Financial, and Tungsten Wealth Management. Outside of his advisory role, he is involved in McNabb Brother's Investments, an LLC focused on real estate rental activities. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutions, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services, operating uniquely as both an investment advisor and a registered broker-dealer with access to a broad range of investment and banking solutions through its Private Advisor model and the Rockefeller Global Investment Management platform.

Ronald Haney is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments and Commerce Street Capital. Outside of finance, Haney is involved in music production 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 their participants, as well as select retail clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

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 an advisor at Empower Advisory Group and has previously worked 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 participants, as well as Empower Premier IRA and retail brokerage account holders. The firm’s integrated approach emphasizes long-term portfolio returns and client savings rates, delivering services through Empower’s recordkeeping and administrative platforms.

Francis Amsler is a CFP® and CFA® with 31 years of experience in the financial services industry. He has worked at Rockefeller Financial LLC since 2020 and previously spent 12 years at UBS Financial Services. Outside of his advisory role, he is involved with USR Enterprises LLC and USR Enterprises 4, LLC, entities related to managing rental properties and personal property. 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 brokerage, insurance, placement, and investment banking services organized around a Private Advisor model and an integrated investment platform.

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.

Andrew Swedlund is a CFP® with 24 years of industry experience, currently serving at Rockefeller Financial LLC in Dallas, TX. His work history includes positions at Rock & Co LLC, Bank of America, Merrill, and UBS 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 offers portfolio management, financial planning, broker-dealer services, and investment banking, organizing client relationships around a Private Advisor model and a consolidated investment platform.

Latisha Hagler Bickel is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. She holds the Series 66 designation and previously worked at Merrill from 2006 to 2022 before joining Rockefeller Capital Management in 2022. 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 portfolio management, financial planning, and consulting services, operating as both a registered investment adviser and broker-dealer with a comprehensive investment platform that includes equities, fixed income, and alternatives.

Cole Verhulst is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. Prior to joining Rockefeller Financial in 2025, he worked at Meadowbrook Country Club and MyHouse Nightclub and Sportsbar, as well as Boone Valley Golf 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 offers a range of portfolio management, financial planning, and consulting services, operating both as an investment adviser and a registered broker-dealer, and utilizes a Private Advisor model supported by the Rockefeller Global Investment Management platform.

James Markley is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Stephens Inc., Bank of America, N.A., and Merrill. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates a registered broker-dealer and provides a consolidated investment platform delivering discretionary and non-discretionary solutions across various asset classes.

Kiante Mc Fail is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at MWA Financial Services Inc and Modern Woodmen of America. 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 retail brokerage account holders. The firm offers integrated services through proprietary and third-party planning methodologies, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Kempland Walley is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. Prior to joining Integrated Wealth Concepts, he worked at Baylor, Scott & White Health and spent five years at the University of Michigan, following four years at the Pennsylvania State University College of Medicine. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, constructing customized portfolios with a long-term approach and employing internal management alongside third-party asset managers.

Tyler Specht is a financial advisor at Creative Planning with a Series 66 designation and five years of industry experience. His previous roles include positions at Bank of America, Merrill, and Equitable Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse clientele, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering a range of institutional and retirement plan services.

Jonathan Maldonado is a CFP® with 13 years of experience in the financial industry. He is currently with Rockefeller Financial LLC, joining the firm in 2024 after eight years at UBS Financial Services. He holds Series 63 and Series 66 licenses and is based in Dallas, TX. 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 offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing placement and investment banking services alongside its consolidated investment platform.

Samuel Scribner is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he was with The Ayco Company, L.P./Mercer Allied and The Ayco Company, L.P. He also has experience outside finance, having worked at Las Brisas Southwestern Steakhouse and Texas Tech University. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, and institutional clients. The firm integrates centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, leveraging its position within a large financial group to provide diverse and integrated solutions.

Anna Kelly is a CFP®-certified financial advisor with 15 years of industry experience. She currently works at Rockefeller Financial LLC and has prior experience at Bank of America and Merrill Lynch. Anna serves as a trustee for several family trusts, overseeing their investments. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating as both an investment advisor and a registered broker-dealer with capabilities including securities transactions and alternative investment placements.

Benjamin Casso is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he spent seven years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support, integrating capabilities across its affiliated entities.

Mark Dahl is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding Series 63 and Series 66 credentials and 27 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and UBS 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with capabilities in placement and investment banking services.