Evan Potter is a financial advisor at Rockefeller Financial LLC based in Dallas, TX. He holds a Series 66 designation and joined the firm in 2025. Prior to his current role, he was a student at the University of Illinois at Urbana-Champaign. 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, placement, and investment banking services.

Skylar Pitman is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation. Pitman has been with Goldman Sachs since 2025, with prior experience that includes roles at Texas A&M University and Broadway Roofing. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients. The firm offers comprehensive financial planning and portfolio management services, leveraging strategic allocation models and proprietary research within the broader Goldman Sachs network.

Jared Sink is a financial advisor at Corient with five years of industry experience. He holds a Series 65 credential and previously worked at Fisher Investments, Trinity Wealth Securities, and Florida Financial Advisors. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charities, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and utilizes risk management tools and alternative investment options as appropriate.

Dustin Eldridge is a CFP® with 13 years of industry experience, currently serving at MAI Capital Management, LLC since 2025. His prior experience includes roles at Waterloo Capital, TEAM Private Wealth Management LLC, Tolleson Private Wealth Management, Carter Advisory Services, and Raymond James Financial Services. Eldridge serves on the boards of the USF Center for Entrepreneurship and the C5 Foundation of Texas, both nonprofit organizations. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio strategies across various asset classes and serves both product-sponsor and advisory roles, managing over $72 billion in assets.

Neil Rubinstein is a financial advisor with Rockefeller Financial LLC based in Dallas, TX. He holds a Series 66 designation and has 25 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch. 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 services through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Jules Jouvenat is a CFP® with 20 years of industry experience, currently with Hightower Advisors since 2026. His prior work includes roles at The Mather Group, The Vanguard Group, Charles Schwab, and USAA, where he spent nearly a decade in financial planning and advisory positions. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals and institutions. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers to deliver discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

John Whaley is a Series 65 licensed financial advisor at Hightower Advisors with three years of industry experience. He has worked at several firms, including Cerity Partners LLC, Investec Wealth Management, and Pierce Capital Management. Hightower Advisors provides investment advisory and planning services to a broad mix of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to pooled vehicles and private funds. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research.

Tamaris Conkleton is a financial advisor at Kestra Advisory with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including NextEra Energy, RegEd, Grove Point Advisors, and H. Beck. Outside the financial sector, she was involved with Perfume & Heels between 2018 and 2019. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and manages multiple platforms, serving clients from large institutional investors to sovereign wealth funds.

Susan Monaghan is a financial advisor with Hightower Advisors who holds Series 65 and Series 63 licenses and has 10 years of industry experience. Prior to joining Hightower in 2024, she worked at The Vanguard Group, Personal Capital Advisors Corporation, Mercer Global Advisors, and Act Wealth Management. Hightower Advisors serves a diverse range of individual and institutional clients, providing investment advisory and planning services through a network of Advisor Practices. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and a variety of investment vehicles.

Clinton Warren is a financial advisor with Citigroup Global Markets in Dallas, TX, holding a Series 66 designation and 19 years of industry experience. Prior to joining Citigroup in 2025, he worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC for a combined 14 years. He serves on the investment and audit committees of the Dallas Museum of Art and is a board member of the HP Girls Lacrosse Club. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including in-house research and derivatives services.

Charles Fielder is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX. He holds a Series 66 designation and has recently begun his career in the industry, joining Goldman Sachs in 2026 after prior roles at Hilltop Securities, Morgan Stanley, and other positions including full-time education. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm’s advisory teams utilize strategic allocation models, manager selections, and a range of implementation platforms, supported by integrated resources across the Goldman Sachs ecosystem.

Wade Chessman is a CFP® with 21 years of industry experience, currently serving as an advisor at CWM, LLC since 2019. Prior to joining CWM, he operated Chessman Wealth Strategies for 15 years. He is also involved in recommending clients for healthcare sharing ministry programs and Medicare supplemental insurance referrals. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs a discretionary investment management approach that integrates in-house committees, third-party sub-advisors, and customization tools, with a particular emphasis on retirement plan fiduciary services and institutional client solutions.

Matthew Mc Cann is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 credential with nine years of industry experience. His prior roles include positions at JPMorgan Chase, J.P. Morgan Securities, and Morgan Stanley. He also spent a year working with Benziger Family Winery. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning and portfolio management alongside specialized services such as Private Family Office and Executive Wealth programs. The firm uses a combination of strategic asset allocation, manager selection, and proprietary tools, leveraging its integration within the broader Goldman Sachs ecosystem.

Christopher Rachfal is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He is currently with Corient in Dallas, TX, where he has worked since 2022. His prior experience includes roles at RGT Wealth Advisors and Hirtle Callaghan & Co. LLC. Corient provides investment advisory and financial planning services to a broad client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and focuses on continuous portfolio monitoring and risk management.

Michelle Holaren is a financial advisor at Beacon Pointe Advisors, LLC in Dallas, TX, holding a Series 65 credential. She has experience across several roles within Wells Fargo and joined Beacon Pointe Advisors in 2022. 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-focused investment approach and offers a range of services from wealth management to outsourced CIO solutions.

Michael Meadows is a financial advisor at Beacon Pointe Advisors, LLC with seven years of industry experience. He holds a Series 65 credential and has worked at Beacon Pointe Advisors since 2020. Prior to that, he was with Westwood Trust for five years. Meadows is also the President and CEO of Meadows Family Consulting Group, LLC, a consulting practice advising public charities on topics including fund-raising and governance, and serves as Vice President (independent contractor) for Foundation Management Inc., consulting with private foundations and non-profits. 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-of-managers approach, utilizing a proprietary “Focus List” of independent managers and offers discretionary wealth management, retirement plan consulting, outsourced CIO solutions, and other fiduciary services.

Justin Leeson is a financial advisor with Hightower Advisors in Dallas, TX, holding Series 66 and Series 63 licenses and 23 years of industry experience. Prior to joining Hightower in 2020, he worked at Frontier Investment Management Co and Scottrade, Inc. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and consulting services.

Lauren Turbitt is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. She holds a Series 66 designation and has worked previously at Rock & Co LLC, Bank of America, N.A., and Merrill. Outside of her advisory work, she assists with bookkeeping for her family’s auto care business on a limited basis. 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 capabilities that include securities transactions, variable insurance products, placement, and investment banking services through an integrated investment platform.

Gerald Mattingly is a financial advisor at Fifth Third Securities, Inc. in Dallas, TX, holding Series 63, 65, and 66 licenses with 28 years of industry experience. His prior roles include positions at Frost Brokerage Services, PNC Investments, and BBVA-affiliated firms over the past decade. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers on the Passageway Managed Account platform, with an emphasis on customized risk profiles and a range of investment strategies.

Sara Doutt is a financial advisor at Citigroup Global Markets with 13 years of industry experience, all spent at Citi since 2013. She holds the Series 63 and Series 66 designations. Outside of her advisory role, Doutt is involved in film production and writing, serving as a producer, co-writer, and musical director on multiple projects that are currently being shopped to Hollywood studios. Citigroup Global Markets serves a wide range of individual and institutional clients through various wealth management and advisory programs. The firm employs multi-asset, multi-manager strategies and offers both discretionary and non-discretionary investment solutions, leveraging significant institutional scale and a broad range of market roles.