Alexander Ling is a financial advisor with Hightower Advisors in Dallas, TX, holding a Series 65 designation and one year of industry experience. Before joining Hightower, he worked at The Menard Financial Group and Willis Johnson & Associates, and he operated Sandra Ling Designs, a business active for seven years. He was also a student at the University of Houston from 2018 to 2024. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutions such as pension plans, charitable organizations, and corporations. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and consulting services.

Daniel Oconnell is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Wells Fargo Investment Institute, Inc. in Dallas, TX. He has worked at Wells Fargo Private Bank since 2015 and joined Wells Fargo Investment Institute in 2021. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm focuses on delivering research and model guidance rather than exercising investment discretion or holding custody of client assets.

Sital Rahman is a financial advisor at Corient with 16 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at UBS, Stavis & Cohen Private Wealth, and Purshe Kaplan Sterling Investments. 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 uses a goals-based, team investment approach that integrates internal strategies with third-party manager solutions and employs continuous portfolio monitoring and risk management tools.

Rhyan Young is a financial advisor at Hightower Advisors with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Frontier Investment Management Co and TIAA-CREF. Hightower Advisors serves a diverse client base including individuals, institutions, and charitable organizations, offering investment advisory and planning services. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct portfolios across a range of investment vehicles.

Stephanie Walsh is a CFP® professional with 14 years of experience in financial advisory. She is currently with Rockefeller Financial LLC and has previously worked at Merrill Lynch and Bank of America. 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 discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Howard Swanfeldt II is a financial advisor with Fifth Third Securities, Inc. in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. His prior work includes 16 years at Comerica Securities Inc and time at Ameriprise Financial Services in various roles. Outside of his primary advisory duties, he coordinates with banking centers and money market products as a financial advisor affiliated with Comerica Bank. Fifth Third Securities, Inc. serves a broad mix of individual and institutional clients through investment advisory and brokerage channels. The firm offers a range of managed account programs via the Passageway platform, combining mutual fund, ETF, SMA, tax-overlay, and direct-indexing strategies, and operates as a wholly owned subsidiary of Fifth Third Bank.

Blake Maday is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds the Series 66 designation and has previously worked at Lilium Aviation, Mahalo Capital Partners, DoorDash, Inc., and Michigan State University. His background also includes six years with the United States Soccer Federation and nine years with the Novi Community School District. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate and institutional clients. The firm offers specialized programs such as Private Family Office services and Executive Wealth programs, utilizing strategic allocation models and proprietary analytics within the broader Goldman Sachs ecosystem.

Casey Spraberry is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and four years of industry experience. Prior to joining Goldman Sachs in 2022, Casey worked at Advantage xPO and held roles in hospitality and education. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base including individual, high-net-worth, corporate, and institutional clients, utilizing centralized investment resources and integrated financial group capabilities.

Haden Mc Keehan is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Clearfork Engineering Inc. and Thrive Pet Healthcare. Goldman Sachs Wealth Services advises a diverse client base ranging 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 integrates strategic allocation models and uses proprietary and third-party analytics to tailor client solutions, supported by a wide array of affiliated Goldman Sachs entities.

Burke Rogers is a Series 65-licensed financial advisor at NewEdge Advisors with one year of industry experience. Prior to joining NewEdge, he worked at Iqeq and has experience in both corporate and academic environments. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a variety of portfolio management and consulting services, combining in-house manager selection with third-party models and uses technology tools and AI in its operations.

Melanie Rahilly is a financial advisor at IEQ Capital, LLC in Dallas, TX, holding a Series 65 designation with six years of industry experience. Her prior work includes roles at EPIQ Capital Group, LLC, Cornerstone, WelK Resort Group, Inc., and European Wax Center. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and nonprofit organizations. The firm’s investment process relies on centralized macroeconomic research and customized Investment Policy Statements, constructing portfolios from liquid strategies, third-party independent managers, and private alternative investments.

Shay Nolan is a financial advisor at Empower Advisory Group with five years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and client savings rates.

Christina Gumm is a Series 65-licensed financial advisor with seven years of industry experience. She currently works at CIBC Private Wealth Advisors, Inc., having previously been employed at United Capital Financial Advisers, LLC and Northern Trust. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm provides customized portfolio management and financial planning supported by an internal investment team and governance committees, managing approximately $67.8 billion in assets with a focus on delivering tailored solutions including options strategies and Family Office services.

Angela Gordon is a financial advisor with Steward Partners Investment Advisory, LLC in Dallas, TX, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Cambridge Investment Research Advisors, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance, and Lincoln Investment. She serves as president and board member of a homeowner's association in Arlington, TX, and works part-time as a self-employed grocery delivery provider. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account programs.

Thomas Altimont is a financial advisor at Creative Planning with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Creative Planning since 2021. Prior to that, he was employed for four years at Lockton Investment Advisors and affiliated entities, and for two years at First Financial Bank. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and private market exposure.

Jared Tomsu is a CFP® professional with two years of industry experience, currently serving at Beacon Pointe Advisors, LLC. His prior roles include positions at Frontier Investment Management and The Capital Chart Room, LTD. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Eric Maya is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley from 2016 to 2021 before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services provides 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 combination of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Rusty Tally is a financial advisor at Rockefeller Financial LLC in Dallas, TX, holding Series 63 and Series 65 licenses with 50 years of industry experience. Prior to joining Rockefeller Financial in 2024, he worked for 16 years at UBS Financial Services Inc. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides portfolio management, financial planning, brokerage services, and investment banking through a consolidated advisor model and investment platform.

Varunavi Shukla is a financial advisor with Goldman Sachs Wealth Services and holds a Series 66 designation. She has one year of industry experience and previously worked at The University of Texas at Dallas and Sally Beauty Holdings. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management, utilizing strategic allocation models, manager selections, and a range of fee arrangements, supported by tools such as tax-aware techniques and proprietary analytics.

Jennifer Martin is a financial advisor at Creative Planning with 14 years of industry experience. She holds Series 66, Series 63, and Series 65 licenses. Her prior roles include positions at Lockton Investment Advisors LLC and Gurtin Municipal Bond Management. Creative Planning provides wealth management and financial planning services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, tax-loss harvesting, and selective private market exposure, managing approximately $295.6 billion in client assets.