Catherine Friedel is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. Her prior roles include positions at J.P. Morgan Private Bank, Texas Capital Bank, and Shipt. She also has experience working at The University of Texas at Austin and Becton, Dickinson & Co. Citigroup Global Markets serves individual and institutional clients across various 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 unique market roles, supporting both discretionary and non-discretionary investment solutions.

Steven Shade is a CFP® and ChFC® with 15 years of industry experience. He has worked at New York Life since 2017 and previously at Nylife Securities LLC and New York Life Insurance Co from 2015 to 2017. He is also involved with Lone Star Church. Shade is affiliated with Eagle Strategies (NY Life), a firm serving individual and institutional clients through a large network of advisers. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services, with a focus on tailoring recommendations to client objectives and plan sponsor criteria.

Brent Norniella is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following seven years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support, and operates as part of a large integrated financial group with unique cross-affiliate capabilities.

Steven Szeligowski is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, N.A. and Merrill. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services under the Rockefeller Global Family Office platform and provides access to alternative and private investments through various advisory and placement capabilities.

Stephen Taylor is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services in Irving, TX, bringing four years of industry experience. He has been with Goldman Sachs since 2019. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, corporate and plan sponsors, and institutional clients, providing tailored financial planning and portfolio management. The firm integrates strategic allocation models and proprietary research with a range of service offerings, leveraging the broader Goldman Sachs ecosystem.

Clayton Evans is a CFP®-certified financial advisor at Mercer Global Advisors Inc. in Dallas, TX, with 10 years of industry experience. He has worked at several firms, including Fidelity Investments, Raymond James Financial Services, and Quest Capital Management, before joining Mercer in 2021. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified investment approach rooted in Modern Portfolio Theory, utilizing low-cost ETFs, index funds, and various specialized strategies.

Paulina Schwarzbeck is a financial advisor at Rockefeller Financial LLC with four years of industry experience. She holds the Series 66 designation and previously worked at Merrill from 2020 to 2025. Outside of finance, she has experience in retail and hospitality sectors, including roles at Pure Love Juice and Shanghai Tang. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans. The firm offers wealth management, financial planning, portfolio management, and retirement plan consulting, integrating services through affiliated trust and insurance entities as well as brokerage and placement capabilities.

Andrew Rosen is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2025. His prior roles include positions at Pegasus Real Estate Advisory LLC, Redstone Capital LLC, Sea Pine Technologies, and Redstone Ventures LLC. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, utilizing proprietary analytics and integrated resources across the Goldman Sachs ecosystem to tailor investment solutions.

Christopher Bowman is a Certified Financial Planner (CFP®) with 18 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 Inc. Outside of his advisory role, he is a general partner of Bridge Warriors LLC, an entity created to purchase property for his family’s personal use. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services including access to alternative and private investments, supported by a recapitalized ownership structure and a platform that combines wealth, trust, and insurance capabilities.

Robert Cox is a CFP® professional with 28 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2021. He previously worked at Quest Capital Management Inc. and Raymond James Financial Services, Inc. Cox is also licensed as an agent in non-variable insurance and holds roles related to insurance sales and estate administration. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, families, small businesses, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing various portfolio management strategies and offering comprehensive financial planning and consulting services.

Bruce Tenenbaum is a financial advisor at Rockefeller Capital Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services Inc and various Rockefeller-affiliated firms. Bruce is also a licensed insurance agent with RCM Insurance Services LLC, an affiliate of his firm. Rockefeller Capital Management is an enterprise firm with 157 advisors, providing wealth management services to high-net-worth individuals and families.

Race Chong is a financial advisor at Hightower Advisors with one year of industry experience. He holds a Series 65 designation. His prior experience includes roles in education and construction before joining Hightower Advisors in 2025. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and various investment vehicles including mutual funds, ETFs, and alternative investments.

Ryder Stahl is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Goldman Sachs, he worked at Ayco, Catapult Partners, and Navy Capital. He also has a background in education from Southern Methodist University and The Taft School. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and charitable organizations. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth, Private Family Office support, and retirement plan education.

Dylan Vertner is a Series 66-licensed advisor at Goldman Sachs Wealth Services with four years of industry experience. Prior to joining Goldman Sachs in 2022, he worked at Veterans United Home Loans and has held various roles including at Columbia Country Club, University of Missouri Operations, and Macklan Ent. Outside of advisory work, he is an independent contractor at TaskRabbit, performing general labor tasks. Goldman Sachs Wealth Services serves a wide range of clients from individual investors to institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm employs strategic and tactical allocation models supported by proprietary analytics and integrates capabilities across Goldman Sachs affiliates to deliver comprehensive wealth advisory solutions.

Randy Roe is a financial advisor at Goldman Sachs Wealth Services with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Goldman Sachs since 2021, following a 23-year tenure at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Kerese Traille is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Goldman Sachs, Merrill, and Deutsche Bank Securities. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations, offering portfolio management, financial planning, and brokerage services through a Private Advisor model and a consolidated investment platform.

Amy Sabin is a financial advisor with Steward Partners Investment Advisory, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her career includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and Raymond James Financial Services. Outside of her advisory work, she is the owner and patent holder of Tude & Es Privata, a business that designs and sells yoga leggings, and she also teaches spin classes for the Young Men's Christian Association. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, providing investment advisory, financial planning, pension consulting, and managed account programs through both proprietary and third-party portfolio management solutions.

Jeffrey Bopp is a financial advisor with Steward Partners Investment Advisory, LLC in Dallas, TX. He holds Series 63 and Series 65 designations and has 11 years of industry experience. His prior experience includes eight years at Cambridge Investment Research Advisors Inc and nine years as a self-employed advisor. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of advisory and managed account services through both proprietary and third-party solutions.

Guy Wayman is a financial advisor with Hightower Advisors in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at Frontier Investment Management Co and Steele Capital Management, Inc. before joining Hightower in 2020. Hightower provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Sergio Garcia is a CFP® professional affiliated with Hightower Advisors in Dallas, TX, with 15 years of experience in the financial industry. He has held roles at several firms, including BFS Advisory Group, DBT Wealth Consultants, and Quest Capital Management. Garcia serves on The Dallas Foundation's Professional Advisor Advisory Council. Hightower Advisors provides investment advisory and planning services to a diverse client base, including institutional and individual investors. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and a range of investment vehicles.