Alexander Ladage is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding a Series 66 designation and 24 years of industry experience. He previously worked at UBS Financial Services Inc for 14 years before joining Rockefeller Financial in 2023. 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 that includes equities, fixed income, and alternatives, and operates as a registered broker-dealer providing a broad range of investment and placement services.

Daniel Foster is a CFP® and holds a Series 65 license, with 25 years of experience in the financial advisory industry. He has been with Creative Planning since 2009, based in Fort Worth, 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 employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and comprehensive retirement plan services.

Andrew Sorenson is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and having 21 years of industry experience. He has worked at The AYCO Company, L.P./Mercer Allied since 2004. Goldman Sachs Wealth Services serves a wide range of clients, including individual investors, corporate participants, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates extensive resources across the Goldman Sachs network, utilizing strategic allocation models and proprietary analytics to tailor investment solutions.

Matthew Krauss is a CFA® charterholder with 12 years of industry experience. He is currently with Corient, where he has worked since 2022, including time at Corient Services LLC and CIPW Service Company, LLC. Prior to joining Corient, Krauss was with RGT Wealth Advisors, LLC for 13 years. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party solutions and employs various risk management tools and alternative investment options.

Jacqueline Daniels is a CFP® and Series 66-licensed financial advisor with 13 years of industry experience. She is currently with Mercer Global Advisors Inc. in Dallas, TX, where she has worked since 2021. Her prior experience includes roles at Quest Capital Management, Raymond James Financial Services, Fsc Securities Corp, and Brennan Wealth Advisors. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach, focusing on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and private funds, supported by educational programs and an integrated platform of affiliated services.

James Aughenbaugh II is a financial advisor with Rockefeller Financial LLC in Dallas, TX. He holds Series 63 and Series 66 designations and has 31 years of industry experience. Prior to joining Rockefeller Financial in 2025, he worked at Stephens Inc. from 2016 to 2025. 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, and operates as a registered broker-dealer providing a range of investment and placement services through a consolidated platform.

Steven Robinson is a financial advisor at Truist Advisory Services with eight years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments, BOK Financial Securities, and Merrill prior to his current role. Outside of finance, he previously worked at Hank Haney Golf Ranch for two years. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering services such as asset allocation analysis, fiduciary support, and third-party manager selection through its AMC Advantage program. The firm combines discretionary and non-discretionary approaches, supported by AI-enabled research and inter-affiliate integration.

Chelsey Yacos is a financial advisor at Cresset Asset Management, LLC in Dallas, TX, holding a Series 65 designation. She has worked in the investment industry since 2011, previously with Cushing Asset Management and CH Investment Partners before joining Cresset in 2024. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets, serving individuals, families, trusts, retirement plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies, supported by a structured due-diligence program and private-fund management across multiple asset classes.

Michael Hutter is a financial advisor with Empower Advisory Group in Dallas, TX, holding Series 63 and Series 66 licenses and having 12 years of industry experience. His prior work includes positions at GWFS Equities, Inc. and Mutual of America Securities LLC. Outside of his advisory role, he is also an associate at Manatech, Inc., where he sells healthcare products. 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 services integrate with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Gregory Richesin is a financial advisor with Truist Advisory Services and holds Series 63 and Series 66 credentials. He has 21 years of industry experience, including roles at CitiGroup Global Markets, Merrill, and Bank of America prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management approaches and utilizes third-party platforms and AI-enabled research tools in its investment process.

Shawn Obrien is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. Prior to joining Citigroup in 2023, he worked at Shedd Capital, Texas Capital Bank, and held various roles including at 7-Eleven Inc. and Stonebriar Country Club. He was also involved with the University of Texas from 2019 to 2023. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with in-house research and oversight committees, operating at a large institutional scale with specialized market roles.

William Hutson is a financial advisor with Transamerica Retirement Advisors, LLC in Euless, TX, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2015. Outside of his advisory role, he works as a food delivery driver for DoorDash. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with programs offering managed advice and investment education. The firm uses proprietary software and model portfolios from Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

David Jeffery is a CFP® and CFA® based in Dallas, TX, with four years of industry experience. He currently serves at Corient and has previously worked at RGT Wealth Advisors and American Airlines. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house security strategies with third-party managers and customized asset allocation, utilizing risk management tools and private fund platforms.

Vivian Phan is a financial advisor at Rockefeller Financial LLC with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Rockefeller Financial, she worked at Prudent Money Financial Services and Charles Schwab & Co., Inc. Her background also includes roles outside the financial industry and a period of full-time education. Rockefeller Financial LLC serves 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 as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

Christian Schenkel is a financial advisor at Goldman Sachs Wealth Services based in Dallas, TX. He holds the Series 66 designation and has three years of industry experience. Prior to joining Goldman Sachs, he worked at eBay for one year. 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 utilizes strategic and tactical allocation models and offers specialized programs such as Private Family Office services and Financial Wellness, leveraging resources across the Goldman Sachs ecosystem.

Kenneth Brown is a financial advisor with Commonwealth Financial Network in Dallas, TX, holding Series 63 and Series 66 licenses with 38 years of industry experience. He has been with Commonwealth since 2016. Brown is also a part owner and partner of Brown Ruth Advisors, LLC, an operating company for securities, advisory, and insurance services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Carolyn Pike is a financial advisor at Money Concepts Capital Corp with one year of industry experience. She holds Series 63 and Series 65 credentials and has been associated with Money Concepts since 2013. Outside of her advisory role, she is a certified Rolfer practicing structural integration therapy and a professional violinist and music teacher. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary portfolio programs supported by third-party managers and technology platforms.

Mark French Jr. is a Series 66-licensed financial advisor at Rockefeller Financial LLC with five years of industry experience. His prior roles include positions at Stifel Nicolaus & Co 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 by providing discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and offers a consolidated investment platform that includes equities, fixed income, alternatives, and personalized managed account services.

Nathan Hill is a CFP® with five years of industry experience, currently working at Cerity Partners LLC since 2024. His prior experience includes roles at Paladini Financial Management, Cain Watters & Associates, and Ernst & Young. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset-allocation and manager selection processes, with offerings across private markets and affiliated retirement plan consulting and insurance services.

Nick Arthachinda is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Truist Advisory Services and Truist Investment Services since 2022. Prior to that, he worked at Westcott Investment Group and UMB Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations, utilizing a combination of discretionary manager relationships, non-discretionary consulting, and AI-supported research to support manager selection and portfolio oversight.