Sara Doutt is a financial advisor at Citigroup Global Markets with 13 years of industry experience, all spent at Citi since 2013. She holds the Series 63 and Series 66 designations. Outside of her advisory role, Doutt is involved in film production and writing, serving as a producer, co-writer, and musical director on multiple projects that are currently being shopped to Hollywood studios. Citigroup Global Markets serves a wide range of individual and institutional clients through various wealth management and advisory programs. The firm employs multi-asset, multi-manager strategies and offers both discretionary and non-discretionary investment solutions, leveraging significant institutional scale and a broad range of market roles.

Justin Gibson is a financial advisor with Truist Advisory Services based in Dallas, TX, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Morgan Stanley, Merrill, Bank of America, BB&T Securities, and Truist Investment Services. Outside of his advisory work, he is a partner in a family limited partnership used for estate planning purposes. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its investment solutions.

Steven Huynh is a financial advisor with Eagle Strategies (NY Life) based in Irving, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior work includes roles at New York Life Insurance Company, Nylife Securities LLC, The Guardian Life Insurance Company, and Park Avenue Securities. Outside of his advisory work, he owns The WASP Group LLC, a commercial property investment entity. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored solutions through various program types, with the majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Anshul Singh is a financial advisor at Empower Advisory Group in Dallas, TX, holding Series 66, Series 65, and Series 63 licenses with seven years of industry experience. His work history includes roles at Empower Financial Services, Unique Capital, Ingenio Consulting, and USAA-affiliated firms. 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, using an integrated model connected to Empower’s recordkeeping and administrative platforms.

Michael Silverman is a financial advisor at Cresset Asset Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at CH Investment Partners and Crow Holdings Capital Partners. Silverman serves as a board member and chair of the investment committee for multiple organizations, including Children’s Health System of Texas and The Thomas Jefferson Foundation. Cresset Asset Management is a multidisciplinary investment adviser managing approximately $78.9 billion in assets for a diverse client base including individuals, high-net-worth clients, trusts, and corporations. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, manager selection, and both active and passive investment strategies across various asset classes and alternatives.

Ariel Webb is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. Webb holds a Series 66 designation and has worked previously at The Ayco Company, Mercer Allied, UberEats, and Morgan Stanley. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and integrates a range of affiliated products and services within a large financial group.

Bryan Leake is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and 17 years of industry experience. He previously worked at The Keever Group and Ameriprise Financial Services, Inc. for 16 years and has held roles at Wellspring Associates and HighTower Advisors. Leake is also involved with Biltmore Financial Services as a paraplanner, assisting in financial and retirement planning. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, and businesses. The firm offers model portfolio solutions, discretionary asset management, and financial planning through a platform that integrates both internal and third-party managed models.

Stacey Tate is a financial advisor at Brookstone Capital Management LLC with 18 years of industry experience. She holds a Series 65 designation and has been involved with Brookstone since 2007. Prior to her current role, she worked at American Financial Retirement Insurance. Outside of her advisory work, Tate is a health and wellness coach with Optavia. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, offering discretionary management via model portfolios, unified managed accounts, and separately managed accounts.

Mark Hutchings is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following 15 years at The AYCO Company, L.P./Mercer Allied. Based in Dallas, TX, he provides advisory services within a large integrated financial group. Goldman Sachs Wealth Services offers financial planning, investment management, and related advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm uses centralized investment resources and model portfolios, delivering tailored solutions such as Executive Wealth and Private Family Office support.

Lucia Mwanzia is a financial advisor at Goldman Sachs Wealth Services based in Dallas, TX, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Goldman Sachs Ayco, UBS Financial Services, and First Horizon Bank, along with experience in education at Rhodes College. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm employs strategic allocation models and utilizes proprietary and third-party analytics in its investment approach, supported by integration within the broader Goldman Sachs ecosystem.

Shane Schnitzius is a Series 66-licensed financial advisor with 19 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and spent 15 years at The AYCO Company, L.P./Mercer Allied prior to that. He is based in Dallas, TX. Goldman Sachs Wealth Services provides financial planning, investment management, and related advisory support to a broad range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm uses centralized investment resources and model portfolios, offering tailored services such as Executive Wealth, Personal Wealth, and Private Family Office support.

Rebecca Hallman is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and eight years of industry experience. Prior to joining Rockefeller Financial, she worked at UBS Financial Services, Inc. for seven years and has experience at the University of Texas at Dallas. 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, and uniquely operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

William Mc Clain Jr. is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX. He holds Series 63 and Series 65 credentials and has one year of industry experience. His prior work experience includes two years at Social Finance, Inc., and roles at Stanford University and the San Jose Office of the City Auditor. Goldman Sachs Wealth Services advises a diverse client base, including individual investors and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models and a range of advisory platforms, integrating resources across the Goldman Sachs ecosystem to provide comprehensive investment and financial solutions.

Michael Bender is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 licenses. His prior work includes six years with Empower Financial Services, Inc. and two years at Northern Electric, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as certain IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns, offering both one-time financial plans and optional managed account solutions.

Kevin Kuhnel is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Merrill, Bank of America, and BB&T Securities. Outside of advising, he owns and manages oil and gas interests through TIN ENERGY LLC and Oakwood Exploration and Development. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary approaches, supported by third-party platforms and manager due diligence, with a distinctive integration of affiliated broker-dealer and banking services.

Liam Mc Carthy is a financial advisor at Rockefeller Financial LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Texas Christian University and Lincoln-Sudbury Regional High School. 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 a range of investment and placement services.

John Mcmanus is a financial advisor at Rockefeller Financial LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc. for 15 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 offers a range of portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.

John Stoll is a financial advisor at Goldman Sachs Wealth Services based in Dallas, TX, with five years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2022, following roles at Charles Schwab Bank and Charles Schwab & Co., Inc. prior to that. Goldman Sachs Wealth Services advises a broad client base including individual investors across wealth levels, corporate participants, executives, plan sponsors, and institutions. The firm offers financial planning and portfolio management supported by specialized programs and integrated resources across the Goldman Sachs platform.

Jenna Blevins is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 25 years of industry experience. Her prior roles include positions at Crescent Financial Services, FSC Securities Corporation, The Retirement Group, and LPL Financial. She is also a commissioned notary in Southlake, TX. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a wide range of clients, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and a variety of program offerings such as financial planning, asset management, and specialized retirement plan consulting.

Mike Bui is a financial advisor with Eagle Strategies (NY Life) in Arlington, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Eagle Strategies since 2012 and with New York Life Insurance Company and NYLife Securities LLC since 1998. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, with an emphasis on tailoring recommendations to client objectives across multiple program types.