Shannon Miller is a financial advisor at Cresset Asset Management, LLC with one year of industry experience. She holds the Series 63, Series 66, and Series 65 designations. Prior to joining Cresset, she worked at CH Investment Partners and Crow Holdings Capital – Investment Partners. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles with services including wealth management, portfolio management, and retirement plan consulting, using a risk-aware approach that incorporates strategic asset allocation, manager selection, and both active and passive strategies across various asset classes.

David Smith is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He previously worked for UBS Financial Services for 10 years before joining Rockefeller Financial in 2025. Outside of his advisory work, he operates a small farming business focused on goats and fish. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm provides integrated services through affiliated trust and insurance entities and is known for its recapitalized ownership structure and its role as a distributor and placement agent for private funds and access vehicles.

Armando Torres is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and commercial arrangements.

Lisa Ford is a financial advisor at Money Concepts Capital Corp with 17 years of industry experience. She holds a Series 66 designation and has worked in various roles, including at Federal Benefits Academy and Genesis Financial Group. Outside of her advisory work, she serves on the board of the U.S. chapter of the International Association of Registered Financial Consultants and is the secretary for the Collin County Black Chamber of Commerce. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment approaches, including model portfolios and third-party sub-advisers, serving approximately 14,700 clients with around $3.33 billion in assets under management.

Jessica Ems is a financial advisor at Rockefeller Financial LLC with 17 years of industry experience. She holds the Series 66 designation and has previously worked at Stifel Nicolaus and Wells Fargo Clearing. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments through a designated Private Advisor model.

Matthew Hope is a financial advisor with Wells Fargo Investment Institute, Inc. He holds a Series 65 designation and has 15 years of industry experience. Prior to joining Wells Fargo in 2022, he worked at Omnicap Group LLC and briefly served with Frisco ISD. 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, offering research and model guidance without exercising investment discretion or holding custody of client assets.

Kelvin Murphy Jr. is a CFP® professional with four years of industry experience, currently advising at Corient in Dallas, TX. He previously worked at RGT Wealth Advisors for eight years. Outside of his advisory role, he is involved in residential real estate through managing property rentals and home flipping activities. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach integrating in-house and third-party strategies, and offers specialized services including private fund management and trustee services.

William Sanders is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and seven years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2018, with prior experience at The Ayco Company, L.P. from 2017 to 2018, and was affiliated with the University of Arkansas from 2014 to 2018. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, providing financial planning and portfolio management alongside specialized services such as Private Family Office and Executive Wealth programs. The firm emphasizes tailored investment strategies supported by proprietary research, multiple fee arrangements, and integration with the broader Goldman Sachs platform.

Krista Hinton is a CFP® professional with 11 years of industry experience, currently serving at Corient in Dallas, TX. Her work history includes roles at RGT Wealth Advisors and CIPW Service Company. 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 integrating in-house strategies with third-party managers, supported by continuous portfolio monitoring and risk management tools.

Heather Brown is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding Series 63 and Series 65 credentials and 28 years of industry experience. She previously worked at UBS Financial Services Inc for 10 years before joining Rockefeller Financial in 2025. 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 operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Julie Anderson is a financial advisor at Beacon Pointe Advisors, LLC with 16 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. for 12 years before joining Beacon Pointe in 2023. Beacon Pointe Advisors provides investment advisory and consulting services to a wide range of individual and institutional clients, utilizing a proprietary manager selection process and offering solutions such as discretionary wealth management, retirement plan consulting, and outsourced CIO services. The firm also sponsors proprietary investment vehicles and serves as an operating general partner for multiple private funds.

John Hamlin is a financial advisor at IEQ Capital, LLC in Dallas, TX, holding a Series 65 designation with three years of industry experience. His prior roles include positions at EPIQ Capital Group, LLC and Columbia Capital, as well as work at the University of Virginia. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, and non-profit organizations. The firm’s investment process is based on centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios constructed from a mix of liquid strategies, third-party independent managers, and private alternative investments.

Andrew Sawyer is a CFP® with three years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning, he worked at Veterans United Home Loans and spent time in educational roles at the University of Missouri and Lafayette High School. Creative Planning is an enterprise firm managing approximately $217 billion in assets, providing investment advisory and financial planning services to a diverse client base including individuals, corporations, and retirement plans. The firm emphasizes a financial planning-led investment approach with a focus on low-cost indexing and offers a range of supplemental strategies alongside affiliated legal, trust, and recordkeeping services.

Timothy Parsley is a financial advisor with Hightower Advisors in Dallas, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Hightower in 2025, he worked at Chessman Wealth Strategies, CWM, LLC, and Edward Jones. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, charitable organizations, and corporations. The firm emphasizes multi-manager solutions and manager selection, offering a range of discretionary and non-discretionary portfolio management strategies through affiliated and third-party managers.

Kevin Mc Devitt is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Goldman Sachs Wealth Services in Irving, TX. Prior to joining Goldman Sachs, he worked for Morningstar, Inc. for 12 years. 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 leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Matthew Sibley is a CFP® professional based in Dallas, TX, with 17 years of industry experience. He is currently with Corient and has previously worked at MPA Wealth, LLC, Raymond James Financial Services, and Northwestern Mutual Investment Services. 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 integrating in-house strategies with third-party managers and risk management tools.

Alexander Ladage is a financial advisor at Rockefeller Financial LLC with 24 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc for 14 years before joining Rockefeller Financial in 2023. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, brokerage and placement capabilities, and access to alternative and private investments.

Thaland Logan is a financial advisor with Transamerica Financial Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has operated several entities including Logan & Associates, P.C., a full-service CPA and accounting firm, and is involved in beef cattle and hay production through 3L Land and Cattle LLC. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms to deliver its services.

Curtis Woodard is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63, 65, and 66 licenses and possessing 12 years of industry experience. His previous roles include positions at Soltis Investment Advisors LLC, Kyriba, Thryv, Copart, Lamar National Bank, and TD Ameritrade. Woodard is also a passive investor in residential real estate with family and friends. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through its network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives and serves both individual and institutional investors, with a significant portion of its assets managed on a non-discretionary basis.

Daniel Foster is a CFP® and holds a Series 65 license, with 25 years of experience in the financial advisory industry. He has been with Creative Planning since 2009, based in Fort Worth, 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 employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and comprehensive retirement plan services.