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.

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.

Teresa Campbell is a Series 66-registered financial advisor with Goldman Sachs Wealth Services, bringing 17 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 13 years at The Ayco Company, LP/Mercer Allied. Goldman Sachs Wealth Services offers 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 utilizes centralized investment resources and model portfolios, delivering customized solutions through both discretionary and non-discretionary management within a large integrated financial group.

Corey Orthengren is a CFP® professional with experience at Corient and related entities since 2021, as well as prior roles at SFMG Wealth Advisors, Amarillo National Bank, and West Texas A&M University. He is based in Dallas, TX. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach combining proprietary strategies and third-party managers, with ongoing portfolio monitoring and risk management.

Sulaiman Khan is a financial advisor at Citigroup Global Markets with one year of industry experience. He holds the Series 66 designation and has previously worked at The Vant Group and Oblique Consult. Citigroup Global Markets serves individual and institutional clients across multiple segments, offering a wide range of advisory programs and brokerage services. The firm employs multi-asset, multi-manager investment strategies with both discretionary and non-discretionary options, supported by internal standards and oversight committees.

Kevin Parrill is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Rockefeller Financial LLC and previously worked at Stifel Nicolaus & Co Inc and Bank of America, N.A. Parrill serves as a director of the Fred and Charlotte Parrill Foundation, a charitable organization. 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 broader investment and placement services through its Private Advisor model and consolidated investment platform.

Michael Beck is a financial advisor with Beacon Pointe Advisors, LLC, based in Dallas, TX, and holds 24 years of industry experience. His prior roles include positions at Wealthstreet Investment Advisors, LLC and Gerald L. Ray & Associates, Ltd. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-centric investment approach, using proprietary due diligence and both active and passive strategies, and is notable for sponsoring proprietary investment vehicles and acting as an operating general partner for multiple private funds.

M. Joann Matthews is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and bringing 20 years of industry experience. Her career includes roles at Morgan Stanley, Merrill, and Raymond James prior to joining Steward Partners. Matthews is based in Dallas, TX. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

James O'Neill is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding Series 63 and Series 65 designations and 28 years of industry experience. He has worked at Goldman Sachs since 2021 and previously spent 22 years with 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 a range of tailored services such as Executive Wealth and Private Family Office support.

Mary Chastain is a financial advisor at Beacon Pointe Advisors, LLC with five years of industry experience. She holds a Series 65 designation and previously served as Chief Compliance Officer at Heritage Financial Planning. Her prior work includes five years at Barnett & Company. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm utilizes a proprietary manager due-diligence process and offers discretionary wealth management, financial planning, retirement plan consulting, and outsourced CIO solutions.

Sean Phillips is a financial advisor with CWM, LLC in Dallas, TX, holding the CFP® and Series 66 designations and bringing 20 years of industry experience. He worked at Chessman Wealth Strategies for 12 years before joining CWM in 2019. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm employs discretionary portfolio management using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools, emphasizing fiduciary processes and a range of retirement-plan and institutional services.

Bryan Jackson is a CFP®-designated financial advisor with 13 years of industry experience. He currently serves as a Senior Wealth Advisor at Beacon Pointe Advisors, LLC and has held roles at Purshe Kaplan Sterling Investments, VisionPoint Advisory Group, and LPL Financial. He is also the owner of Ellison Christopher, LLC, a benefits consulting firm. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to individuals, corporations, pension and profit-sharing plans, and other institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Andrew Allen is a financial advisor with Goldman Sachs Wealth Services, holding Series 65 and Series 66 credentials and possessing 19 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2006, with a one-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse range of clients, including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management, leveraging strategic allocation models and both discretionary and non-discretionary implementations, supported by integrated capabilities across the broader Goldman Sachs ecosystem.

Kayla Samuel is a financial advisor at Mercer Global Advisors Inc. with five years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at firms including Goldman Sachs, AW Securities, and Allworth Financial. Kayla's background also includes roles in higher education and health services. Mercer Global Advisors serves a diverse client base that includes individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm applies a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of portfolio management and financial planning services.