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 with Goldman Sachs Wealth Services, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Goldman Sachs & Co. since 2015 and was previously with United Capital Financial Advisers, LLC. 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 proprietary research and integration with Goldman Sachs' broader financial ecosystem.

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.

Ryan Berube is a CFP® professional with 21 years of experience in financial services. He is currently with William Blair and has previously worked at UBS Financial Services, Credit Suisse Securities, and Quest Capital Management. Berube serves on the board of the Southwest Chapter of the US Olympians & Paralympians Association, where he is involved in grant decisions and fundraising. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm utilizes a research-driven approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

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.

Dustin Eldridge is a CFP® with 13 years of industry experience, currently serving at MAI Capital Management, LLC since 2025. His prior experience includes roles at Waterloo Capital, TEAM Private Wealth Management LLC, Tolleson Private Wealth Management, Carter Advisory Services, and Raymond James Financial Services. Eldridge serves on the boards of the USF Center for Entrepreneurship and the C5 Foundation of Texas, both nonprofit organizations. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio strategies across various asset classes and serves both product-sponsor and advisory roles, managing over $72 billion in assets.

Christopher Sheets is a financial advisor at Rockefeller Financial LLC with 24 years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Securities, JPMorgan Chase Bank, and Alliance Capital Management/Sanford C. Bernstein. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers portfolio management, financial planning, and consulting services, operating as both an investment advisor and a registered broker-dealer with capabilities in securities transactions, insurance products, and investment banking.

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.

Kayla Feeley is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX. She holds a Series 66 designation and has one year of industry experience. Her prior roles include positions at Mandarin Oriental, Elevate Spin LLC, Circle Wealth Management, and Clemson University. 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 offers tailored investment strategies supported by specialized teams and integrates resources across the broader Goldman Sachs organization.

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 in Dallas, TX, holding a Series 66 credential with nine years of industry experience. His prior roles include positions at JPMorgan Chase, J.P. Morgan Securities, and Morgan Stanley. He also spent a year working with Benziger Family Winery. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning and portfolio management alongside specialized services such as Private Family Office and Executive Wealth programs. The firm uses a combination of strategic asset allocation, manager selection, and proprietary tools, leveraging its integration within the broader Goldman Sachs ecosystem.

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.

Lance Kuhns is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services in Dallas, TX, and has two years of industry experience. His prior roles include positions at Fidelity Investments, Dimensional Fund Advisors, AT&T, and Lone Star Overnight. 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 with both discretionary and non-discretionary implementations, offering a wide range of services such as Private Family Office, Specialized Executive Wealth programs, and access to Alternative Investments.

Nicholas Purgason is a Series 65-credentialed financial advisor with eight years of industry experience at Independent Financial Partners. He has worked at Independent Financial Partners since 2018 and also serves as an assistant principal at Grand Prairie Independent School District. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with options for centralized asset management, supports a formal retirement-plan advisory practice, and serves individual, charitable, corporate, and high-net-worth clients.

Lauren Turbitt is a financial advisor at Rockefeller Financial LLC in Dallas, TX, with 11 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Rock & Co LLC. Outside of her advisory role, she assists with bookkeeping for her family’s auto care business on weekends. 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 services, operating as both an investment adviser and a registered broker-dealer with capabilities including securities transactions, variable insurance products, placement, and investment banking.

Gerald Mattingly is a financial advisor at Fifth Third Securities, Inc. in Dallas, TX, holding Series 63, 65, and 66 licenses with 28 years of industry experience. His prior roles include positions at Frost Brokerage Services, PNC Investments, and BBVA-affiliated firms over the past decade. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers on the Passageway Managed Account platform, with an emphasis on customized risk profiles and a range of investment strategies.