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 worked at Goldman Sachs, Merrill, Deutsche Bank Securities, and DB USA Core Corporation. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates as both an investment advisor and registered broker-dealer, providing a range of discretionary and non-discretionary investment solutions alongside placement and investment banking services.

John Taggart is a financial advisor with Hightower Advisors in Dallas, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Hightower, he worked at Northwestern Mutual in various capacities from 2024 to 2026. Outside of finance, he has experience in the food service and catering industries. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and various organizations. The firm employs a multi-manager approach that utilizes affiliated and third-party managers, proprietary research, and a range of investment vehicles tailored to client needs.

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 at Hightower Advisors with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Frontier Investment Management Co, Steele Capital Management, TD Ameritrade, Charles Schwab, and Thrivent Investment Management. Hightower Advisors provides investment advisory and planning services to a diverse client base, ranging from individual investors to institutional clients such as pension plans, charitable organizations, and corporations. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct portfolios that may include mutual funds, ETFs, alternative investments, and custom indexing strategies.

Sergio Garcia is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Hightower Advisors. His prior experience includes roles at BFS Advisory Group, DBT Wealth Consultants, and Quest Capital Management, among others. He is a council member of The Dallas Foundation's Professional Advisor Advisory Council. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers, proprietary research, and a variety of investment vehicles including mutual funds, ETFs, and alternative investments.

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.

Randi Howard is an advisor at Kestra Advisory with Series 63 and Series 66 credentials and eight years of industry experience. Her prior roles include positions at Thrivent Financial, Stifel Nicolaus & Co., Bank of America, and Merrill. She is also registered as a Client Service Specialist with CD Wealth Management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving clients such as large institutional investors and sovereign wealth funds.

Kylie Brennan is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services in Dallas, Texas. She joined Goldman Sachs in 2026 and has one year of industry experience. Prior to her advisory role, she has a background that includes several years of babysitting and nannying services. 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 asset allocation and manager selection with advanced tools and analytics, delivering tailored solutions through various fee structures and platforms.

Kevin Parrill is a CFP® professional with 19 years of experience in the financial services industry. He currently works at Rockefeller Financial LLC and previously held roles at Stifel Nicolaus & Co. Inc. and Bank of America, N.A. He 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 through a Private Advisor model and a unified investment platform, combining brokerage, placement, and asset management capabilities.

Michael Beck is a financial advisor at Beacon Pointe Advisors, LLC with 25 years of industry experience. He has worked at Beacon Pointe Advisors since 2021, following tenures at Wealthstreet Investment Advisors, LLC and Gerald L. Ray & Associates, Ltd. Beacon Pointe Advisors provides wealth advisory, financial planning, and outsourced chief investment officer services to individual investors, corporations, pension and profit-sharing plans, and other 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.

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®-credentialed financial advisor with 13 years of industry experience, currently with Beacon Pointe Advisors, LLC. He has held roles at Purshe Kaplan Sterling Investments, Beacon Pointe Insurance Services, VisionPoint Advisory Group, and LPL Financial. Jackson 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, and institutional clients. The firm uses a combination of proprietary asset-allocation modeling and third-party independent managers across active and passive strategies, serving a diverse client base that includes high-net-worth individuals and pension plans.

Andrew Allen is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX. He holds Series 65 and Series 66 licenses and has 19 years of industry experience, including two separate tenures at Goldman Sachs totaling 19 years and one year at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm’s advisory teams tailor strategies using in-house research, external manager selections, and advanced operational tools, supported by the broader Goldman Sachs ecosystem.

Kayla Samuel is a financial advisor at Mercer Global Advisors Inc. with five years of industry experience. She holds the Series 63 and Series 66 designations and has prior experience at Goldman Sachs and AW Securities. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of investment advisory, financial, tax, retirement, and estate planning services. The firm utilizes a Modern Portfolio Theory-based approach focusing on globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other investment vehicles.