Alexandra Evans is a financial advisor at Concurrent Investment Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Concurrent, she held roles at Abbott, CramCrew, Crossover Health, and Kroger. She is also a client associate with Wealth Partners Alliance. Concurrent Investment Advisors, LLC is an SEC-registered multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, utilizing customized, primarily long-term portfolios with ETFs, mutual funds, and other investment options.

Mary Lafield is a CFA® charterholder based in Dallas, TX, with nine years of industry experience. She is currently with Corient and has previously worked at RGT Wealth Advisors. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Vonda Warren is a Series 66 licensed financial advisor with 21 years of industry experience. She has been with Rockefeller Financial LLC since 2023 and previously worked at Merrill for 40 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 operates as a registered broker-dealer and offers discretionary and non-discretionary portfolio management, financial planning, and consulting, organizing client relationships around a Private Advisor model and a consolidated investment platform.

Stacie Harris Boyle is a Series 66-licensed financial advisor at Rockefeller Financial LLC with six years at the firm and a total of 16 years in the financial industry, including prior roles at Merrill and Bank of America. She has experience volunteering as PTO secretary at her son’s middle school in Dallas, TX. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, offering a range of portfolio management, financial planning, and investment banking services through an integrated platform and a distinctive Private Advisor model.

Chad Stief is a financial advisor with Truist Advisory Services in Dallas, TX, holding a Series 66 designation and six years of industry experience. He has worked at several firms, including Texas Capital Bank, Citigroup, Fidelity Investments, Edward Jones, and PepsiCo. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships, non-discretionary consulting, and AI-enabled research to support client investment decisions.

Elizabeth Wilson is a CFP® with 36 years of industry experience. She is currently with Rockefeller Financial LLC and has held positions at Truist Advisory Services, BB&T Securities, Western Wealth Management, Monarch Advisory Group, and LPL Financial. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Adam Loveless is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 17 years of industry experience. He has worked previously at Merrill and Bank of America. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations, offering portfolio management, financial planning, and consulting. The firm operates a registered broker-dealer and provides access to a consolidated investment platform with a range of discretionary and non-discretionary solutions across asset classes.

Lehman McNabb is a Series 66 licensed financial advisor with four years of industry experience. He is currently with Rockefeller Financial LLC and has prior experience at Bank of America, Merrill, LPL Financial, and Tungsten Wealth Management. Outside of his advisory role, he is involved in McNabb Brother's Investments, an LLC focused on real estate rental activities. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutions, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services, operating uniquely as both an investment advisor and a registered broker-dealer with access to a broad range of investment and banking solutions through its Private Advisor model and the Rockefeller Global Investment Management platform.

Adam Goldenberg is a financial advisor at Corient with 20 years of industry experience and holds a Series 66 designation. He has previously worked at RGT Wealth Advisors, LLC and CIPW Service Company, LLC. Outside of his advisory role, he serves as Chairman of the Board for Interfaith Family Services, an organization focused on poverty alleviation in Dallas, and is an investment committee member for the Trinity Christian Academy Foundation. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm utilizes a goals-based, team investment approach that combines proprietary strategies with third-party managers and employs risk management tools and continuous portfolio monitoring.

Tamra Enriquez is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has held roles at several firms, including Hilltop Securities and Cetera Advisor Networks. She is based in Dallas, TX. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, estates, and charitable organizations with a range of advisory and portfolio management services. The firm offers both discretionary and non-discretionary management through proprietary and third-party solutions.

Francis Amsler is a CFP® and CFA® with 31 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. Outside of his advisory role, he is involved with USR Enterprises LLC and USR Enterprises 4, LLC, entities related to managing rental properties and personal property. 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 portfolio management and financial planning services and operates as a registered broker-dealer providing brokerage, insurance, placement, and investment banking services organized around a Private Advisor model and an integrated investment platform.

Donna Petrucello is a financial advisor with Steward Partners Investment Advisory, LLC in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 44 years of industry experience. Her prior roles include positions at Raymond James Financial Services, Inc. and Morgan Stanley Smith Barney. She is also the owner of Park Cities Group, a financial advisory support company. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individual and institutional clients, offering investment advisory, financial planning, pension consulting, and managed account programs through a combination of proprietary portfolios and third-party managers.

Connor Mc Garvey is a financial advisor at CIBC Private Wealth Advisors, Inc. in Dallas, TX, with five years of industry experience. He holds a Series 65 designation and has prior experience at Altschuler & Company, Southern Methodist University, and the Dallas County District Attorney's office. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, and investment companies. The firm employs a collaborative investment process involving internal teams and committees to offer customized portfolios and managed account programs, combining proprietary and external strategies across a broad range of asset classes.

Andrew Swedlund is a CFP® with 24 years of industry experience, currently serving at Rockefeller Financial LLC in Dallas, TX. His work history includes positions at Rock & Co LLC, Bank of America, Merrill, and UBS Financial Services. 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, broker-dealer services, and investment banking, organizing client relationships around a Private Advisor model and a consolidated investment platform.

Latisha Hagler Bickel is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. She holds the Series 66 designation and previously worked at Merrill from 2006 to 2022 before joining Rockefeller Capital Management in 2022. 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, operating as both a registered investment adviser and broker-dealer with a comprehensive investment platform that includes equities, fixed income, and alternatives.

Cole Verhulst is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. Prior to joining Rockefeller Financial in 2025, he worked at Meadowbrook Country Club and MyHouse Nightclub and Sportsbar, as well as Boone Valley Golf Club. 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 portfolio management, financial planning, and consulting services, operating both as an investment adviser and a registered broker-dealer, and utilizes a Private Advisor model supported by the Rockefeller Global Investment Management platform.

James Markley is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Stephens Inc., Bank of America, N.A., and Merrill. 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 consolidated investment platform delivering discretionary and non-discretionary solutions across various asset classes.

Kiante Mc Fail is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at MWA Financial Services Inc and Modern Woodmen of America. 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 retail brokerage account holders. The firm offers integrated services through proprietary and third-party planning methodologies, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Amanda Hill is a CFP® with five years of industry experience, currently serving as a financial advisor at Corient in Dallas, TX. Her previous roles include positions at Ameriprise Financial Services and Bank of America Merrill Lynch. Hill is active in the community as a board member of the American Cancer Society and participates in nonprofit advisory councils related to healthcare and charitable giving. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates proprietary strategies with third-party managers, incorporating risk management tools and alternative investments where appropriate.

Kempland Walley is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. Prior to joining Integrated Wealth Concepts, he worked at Baylor, Scott & White Health and spent five years at the University of Michigan, following four years at the Pennsylvania State University College of Medicine. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, constructing customized portfolios with a long-term approach and employing internal management alongside third-party asset managers.