Michael Fuscardo is a financial advisor at PNC Wealth Management in Dallas, TX, holding a Series 66 designation with three years of industry experience. He has held positions at several firms, including Charles Schwab Bank and Thrivent Financial. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithmic risk assessment and delegated portfolio implementation with mutual funds and ETFs.

Charles Davis is a financial advisor at Citigroup Global Markets with 42 years of industry experience. He has been with Citigroup Global Markets since 2010 and holds the Series 63 designation. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, broker-dealer execution, custody services, and derivatives and futures services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles and arrangements.

Roberto Montiel is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at Citigroup since 2019 and previously held roles at JPMorgan Securities LLC and JPMorgan Chase Bank from 2014 to 2019. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and combines large institutional scale with unique market roles, including derivatives and futures services.

Christopher Messick is a CFP® with 32 years of industry experience, currently serving at Corient since 2025. Prior to joining Corient, he worked at firms including Northwestern Mutual Investment Management for 26 years and various entities under the Messick Peacock name. He is a board member of the Jesuit Foundation and the Ursuline Foundation, assisting with investment management decisions. Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team approach that integrates in-house strategies with third-party manager solutions. The firm offers specialized services through affiliates and emphasizes continuous portfolio monitoring and risk management.

Michael Shelley is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley in various roles from 2010 to 2022. Outside of his advisory role, he is the sole proprietor of S Investments, LLC, which focuses on personal investments in oil, gas, and real estate opportunities. 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 combines a Private Advisor model with a consolidated investment platform, offering discretionary and non-discretionary portfolio management, financial planning, brokerage services, and alternative investment placements.

Kirrupan Theivakumar is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds a Series 66 designation and has eight years of experience at New York Life. Before his advisory role, he worked at Rutgers Law School for three years. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement plan advisory services through a large network of affiliated investment adviser representatives. The firm offers a variety of program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Mason Gillan is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Goldman Sachs in 2021, he served in the United States Navy from 2013 to 2020. Gillan also has an academic affiliation with Southern Methodist University since 2020. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a mix of discretionary and non-discretionary managers, providing tailored services such as executive and personal wealth management, private family office support, and retirement plan education.

Esosa Idemudia is a financial advisor with Empower Advisory Group in Dallas, TX, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. Prior to joining Empower in 2024, Idemudia spent nine years with Fidelity Brokerage Services, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to IRA and retail brokerage account holders, delivering services integrated with Empower’s recordkeeping and administrative platforms.

Brooke Rogers is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation. She has one year of industry experience, including roles at Kestra Investment Management and Goldman Sachs & Co. LLC. Prior to her advisory career, she spent several years in educational and community roles. 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 utilizes strategic allocation models, discretionary implementations, and proprietary analytics, supported by a broad ecosystem of Goldman Sachs affiliates.

Matthew Speidel is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 credential and previously worked at PricewaterhouseCoopers. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm employs strategic and tactical allocation models and integrates resources from across the Goldman Sachs ecosystem to deliver tailored investment solutions.

Celine Waxham is a Series 66 licensed financial advisor with Rockefeller Financial LLC in Dallas, TX, and has three years of industry experience. She previously worked at Equitable Advisors and Moxie's and has experience with the Dallas Area Rape Crisis Center. Outside of her advisory work, she operates a dog sitting business. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates a registered broker-dealer and provides a range of investment solutions through its Private Advisor model and consolidated investment platform.

Pamela King is a financial advisor at Rockefeller Financial LLC with two years of industry experience. She holds a Series 66 designation and previously worked at Merrill and served on the Ashford Board of Education for nine 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 investment and consulting services through a Private Advisor model and an integrated investment platform, combining portfolio management, brokerage, and alternative investment placement capabilities.

Michael Anderson is a financial advisor at Cresset Asset Management, LLC in Dallas, TX, holding a Series 65 credential with one year of industry experience. He previously worked at CH Investment Partners and HDVI. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm uses a diversified, asset-allocation-driven approach combining active and passive strategies, supported by a structured due-diligence program and multiple affiliated entities.

Aljon Lovelace is a CFP® and Series 66-licensed financial advisor at Empower Advisory Group with 14 years of industry experience. His career includes roles at Empower Advisory Group, JustAnswer, MDRN Capital, Edge Creek Wealth Management, and Retirement Planners of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as select IRA and retail brokerage clients, using an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning services.

Dylan Mc Donald is a Series 66-credentialed financial advisor with two years of industry experience. He is currently with Goldman Sachs Wealth Services and previously worked at Equitable Advisors, Clearfork Engineering, and Movement Mortgage. Outside of his advisory role, he is the sole proprietor of McDonald Property Investments. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients, offering financial planning and portfolio management alongside specialized programs and alternative investments. The firm utilizes strategic allocation models and proprietary analytics within the broader Goldman Sachs ecosystem to tailor investment solutions.

Shawn Stanley is a financial advisor with NewEdge Advisors in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining NewEdge Advisors and NewEdge Securities in 2024, he spent 10 years with JPMorgan Chase Bank NA and J.P. Morgan Securities. Outside of his advisory role, Mr. Stanley serves as Vice President of the Plano West Lacrosse Club, focusing on youth recruitment. NewEdge Advisors is a large registered investment adviser serving individuals, plans, corporations, and charitable organizations through a network of independent advisers. The firm offers diversified portfolio management and consulting services, employing various program structures and integrating technology tools to support both advisors and clients.

Bismarck Darko is a CFP® and ChFC® with 12 years of experience in financial advisory roles. He currently serves as an investment advisor at Creative Planning and is also an investment advisory representative at Sageview Advisory Group, where he provides asset management services. His prior experience includes positions at Goldman Sachs, JPMorgan Chase, USAA Financial Advisors, and TIAA. Creative Planning offers investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a broad range of affiliated non-investment businesses such as an estate law firm, trust company, and retirement plan recordkeeping services.

Lindsay Landin is a CFP® professional with over 21 years of experience, currently advising at Hornor, Townsend & Kent, LLC since 2004. She holds Series 63 and Series 66 registrations and is based in Cedar Hill, TX. In addition to her advisory role, Landin is active as a life insurance agent with multiple carriers, including Penn Mutual Life Insurance Company, through separate insurance brokerage activities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering financial planning, advisory programs, and retirement plan consulting. The firm combines advisory and brokerage services and manages approximately $8.37 billion in discretionary assets under management as of December 31, 2025.

Richard Colleoni Jr. is a financial advisor with SPC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2017 and previously worked at Wunderlich Securities, Inc. from 2014 to 2017. Outside of his advisory work, he is involved in the international toy top community, developing and selling accessories. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse range of clients, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports an extensive advisory network and offers tailored, discretionary investment advice through various account programs.

Charlotte Le Blanc is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. She holds a Series 65 designation and has previously worked at Fisher Investments and several other organizations, including Catholic Charities of Dallas and the University of Dallas. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a range of investment vehicles and platforms.