Jeremy Hudson is a CFP® with 19 years of industry experience currently advising at Corient. His prior roles include a decade at RGT Wealth Advisors, LLC, and positions at CIPW Service Company, LLC and Corient Services LLC. 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 charitable and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies, third-party managers, and risk management tools to align portfolios with client objectives.

Victor Guadiana is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and having 10 years of industry experience. His prior work includes roles at Cetera and Avantax, with additional time at Institutional Securities Corp. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, and institutional clients. The firm offers both advisory and brokerage services through independent representatives and employs a mix of custodians and third-party managers, with a notable emphasis on non-discretionary account management.

Hunter Shoemake is a CFP® with five years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC. Prior to joining MAI in 2026, he worked at Hilltop Securities and Charles Schwab & Co., Inc. Shoemake's background also includes roles outside finance at Golf Galaxy and Lifetime Fitness. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, institutions, and corporations. The firm offers customized portfolio strategies across multiple asset classes and integrates financial planning, tax, and administrative services through its affiliated companies.

Andrew Williams Jr. is a financial advisor with Kestra Advisory who holds Series 63 and 66 licenses and has 35 years of industry experience. He previously worked at Wfg Investments Inc. from 2010 to 2017. Williams also owns Williams Wealth Management Group, operating under Kestra’s registered representative and advisory services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers fiduciary services, plan design and compliance support, and access to multiple management platforms, managing approximately $79.8 billion in assets.

Ian Ogilvie is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank, National Association for 11 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 portfolio management, financial planning, and consulting services through a Private Advisor model and an integrated investment platform, and operates as a registered broker-dealer providing a range of investment and placement services.

Malia Morales is a Private Wealth Advisor and managing partner of the Tyler, Bybee, Lane, Morales Group within Merrill Private Wealth Management. She has over 20 years of experience advising founders, corporate executives, and business owners. Malia leads a 12-person team and oversees $4 billion in assets as of January 2026. Her client focus includes areas such as college education planning, executive compensation, family wealth management strategies, legacy planning, philanthropic planning, and specialized services for women, sports, and entertainment professionals. Malia holds multiple professional designations including Certified Investment Management Analyst (CIMA), Certified Divorce Financial Analyst (CDFA), Chartered Retirement Planning Counselor (CRPC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She has been designated as a Senior Portfolio Manager within Merrill's Investment Advisory Program, managing discretionary personalized and defined investment strategies. Malia frequently speaks at industry conferences and has presented at events hosted by Forbes, Barron's, Standard & Poor's/Dow Jones, and State Street Global Advisors. She graduated from Stanford University with dual bachelor's degrees in Political Science and Media Communications with an emphasis in Media Technology and Psychology. Active in her community, Malia supports organizations such as the Child Rescue Coalition, for which she directed and produced a documentary about the abuse, exploitation, and trafficking of young children. She is also involved with Fundacion Social Antorchas de Vida, Funicancer, Operation Underground Railroad, and Thorn. Malia lives in Houston with her husband and two children.

Hudson White is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation. He has one year of industry experience, including prior roles at several firms such as Cornerstone Caregiving and Alpha 8. He also has experience at Baylor University and various organizations outside the financial sector. Goldman Sachs Wealth Services advises a broad client base, including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management supported by specialized teams and proprietary research, delivering tailored strategies through a variety of platforms and leveraging the broader Goldman Sachs network.

Peter Curtis is a CFP® and holds a Series 65 license, with two years of industry experience. He is currently with Beacon Pointe Advisors, LLC in Dallas, TX, where he has worked since 2023. His prior experience includes roles at Greycourt & Co., Inc. and the University of Pittsburgh. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses a combination of third-party independent managers, asset-allocation modeling, and rigorous due diligence to implement client strategies across various investment platforms.

Kathy Kaffer is a CFP® professional at Creative Planning with six years of industry experience. She previously worked at Thun Financial Advisors and Oscar Gruss & Son Incorporated and spent two years studying for the CFA designation. She is based in Dallas, 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 client assets through a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and comprehensive retirement plan services.

Theresa Gorin is a CFP® with 26 years of industry experience. She has worked at Rockefeller Financial LLC since 2023 and previously held positions at Bank of America, N.A. and Merrill, with a combined tenure of over two decades. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering placement and investment banking services alongside an integrated investment platform.

Andres Medina is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Creative Planning since 2014. He holds Series 63 and Series 66 licenses and is based in Austin, 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 offers a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by supplemental approaches and a broad range of retirement plan services.

Mark Griege is a financial advisor at Corient with 23 years of industry experience. He holds a Series 63 designation and previously worked at RGT Wealth Advisors, LLC for 37 years. Griege serves as a director and chair of the Compensation Committee at Veritex Holdings, Inc., a bank holding company based in Dallas. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining internal strategies with third-party managers and employs risk management tools and alternative investment options where appropriate.

Chad Smith is a CFP® and ChFC® with 29 years of industry experience. He is currently with Beacon Pointe Advisors, LLC, having joined the firm in 2025 after six years at Heritage Financial Planning, LLC and eleven years at H.D. Vest. He is based in Dallas, TX. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach using a proprietary “Focus List” and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Logan Frasier is a financial advisor at MAI Capital Management, LLC in Dallas, TX, holding a Series 65 credential with one year of industry experience. Prior to joining MAI, he worked at Treloar & Heisel and has been involved with Collegiate Entrepreneurs Painting Services. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, and retirement plan consulting services to a range of clients, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional investors. The firm offers customized portfolio management across multiple strategies and integrates financial planning and tax services into client relationships.

Robert Mitzel is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds the Series 66 designation and has been with Citigroup Global Markets since 2006. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, brokerage execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale alongside specialized market roles such as security-based swap dealing and futures commission merchant services.

Nishant Mehta is a CFP® professional with experience at Mercer Global Advisors Inc. since 2026. Prior to joining Mercer, he worked at Guidehouse for 13 years and was affiliated with Texas Tech University for two years. 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’s approach utilizes Modern Portfolio Theory to build globally diversified, risk-appropriate portfolios through a range of investment vehicles, and it offers specialized services including retirement plan consulting and charitable advisory.

Angela Bacon is a financial advisor at Rockefeller Financial LLC with 34 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at UBS Financial Services Inc. from 2008 to 2020 before joining Rockefeller Financial in 2020. 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 also operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Katherine Tallett is a financial advisor at IEQ Capital, LLC with four years of industry experience. She holds a Series 65 designation and has worked previously at EPIQ Capital Group, Fisher Investments, Vision Financial Group, and has been involved with organizations such as the Toilet Board Coalition and the World Food Prize Foundation. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, and nonprofit organizations. The firm’s investment process involves centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios constructed from liquid strategies, third-party managers, and private alternative investments.

John Tyler is a Private Wealth Advisor within Merrill Private Wealth Management. He has been with Merrill since 2009 and began his career in financial services at Bernstein Global Wealth Management, working with ultra-affluent clients across various industries. John advises senior corporate executives, closely held business owners, and ultra-affluent families on multiple aspects of their financial lives. John specializes in providing strategic guidance for business owners preparing for and executing liquidity events, as well as assisting C-suite executives with managing concentrated stock positions and implementing diversification strategies for Section 16 insiders. His client focus areas include corporate executive services, executive and equity compensation, family wealth management, legacy planning, and portfolio management. He holds a Bachelor's Degree from Stephen F. Austin State University and is a Chartered Financial Consultant (ChFC), Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and holds a Sports & Entertainment designation. John serves on the Advisory Council for the Business School at Stephen F. Austin State University and is involved with the Klein Education Foundation, Big Brothers/Big Sisters of Houston, and chairs the Finance Committee at John Wesley United Methodist Church. In his personal time, he enjoys fishing, golfing, hunting, and spending time with his family.

Christopher Ford is a CFP® with nine years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2020. Prior to joining Hightower, he worked at Frontier Investment Management Co and United Capital Financial Advisers. He also spent one year at Texas Tech University early in his career. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm focuses on manager selection and multi-manager strategies, utilizing both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.