Tyler Bethea is a financial advisor at Cresset Asset Management, LLC with eight years of industry experience. He previously worked for nine years at Crow Holdings Capital. Tyler serves as a board member and investment committee member for the West Dallas Community School Foundation. 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, employing a disciplined, risk-aware investment approach across public equities, fixed income, and alternatives.

Brian Hattendorf is a financial advisor at Hightower Advisors with 15 years of industry experience. He holds a Series 65 designation and previously worked for Frontier Investment Management Co. for 20 years before joining Hightower Advisors in 2020. Hightower provides investment advisory and planning services to a diverse group of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a range of investment vehicles.

David Stephenson is a financial advisor with Principal Financial Services in Richardson, TX, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Symonds Wealth Management and Next Level Insurance LLC. Outside of his advisory work, he serves on the board of Soul's Harbor and is involved in a business selling custom-made writing instruments as well as co-owning and managing SpeedShield in Addison, TX. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm’s advisory services encompass financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Gerald Dahlander II is a financial advisor at Rockefeller Financial LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes 11 years at Bank of America, NA, and a long tenure at Merrill from 1994 to 2020. 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 investment banking services. The firm operates under a Private Advisor model and maintains a consolidated investment platform delivering discretionary and non-discretionary solutions across various asset classes.

Todd Kitzens is a financial advisor at Farther with a Series 65 designation and three years of industry experience. His prior work includes roles at BRP US Inc. and Saatchi & Saatchi, as well as a position at the University of Arizona. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Paula Feinberg is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with Steward Partners and Raymond James across multiple affiliated firms since 2013. Feinberg serves on the board of the Dallas Opera House Hart Institute for Women Conductors and participates on the investment advisory committee for St. Rita's Catholic Community. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

Scott Phillips is a financial advisor at MAI Capital Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Evoke Advisors and Service Academy Capital Management, LLC. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a diverse range of strategies and offers trust and insurance administrative services.

Erik Russell is a CFP® designated financial advisor at Corient with two years of industry experience. He has worked at several firms including RGT Wealth Advisors, Frost Brokerage Services, Frost Bank, and Versus Bank. 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, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and incorporates advanced risk management and alternative investments where appropriate.

Joshua Hendrick is a financial advisor with Commonwealth Financial Network, holding Series 66 and Series 63 designations and three years of industry experience. He previously worked at Equitable Advisors and AXA Advisors. Outside of his advisory work, he is also active as a performer and musician based in Dallas, TX. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm provides a broad platform including managed-account programs, third-party asset manager access, and back-office services.

Robert Denton is a financial advisor with Rockefeller Financial LLC based in Dallas, TX. He holds Series 63 and Series 65 licenses and has 32 years of industry experience, including prior roles at Bank of America NA and Merrill Lynch. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, 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 that includes discretionary and non-discretionary management across multiple asset classes.

Katherine Pyle is a financial advisor at Cresset Asset Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at CH Investment Partners from 2022 to 2024. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies, supported by a structured due diligence program and a range of services including portfolio management, financial planning, and private fund advisory.

Michael Buss is a financial advisor at Rockefeller Financial LLC based in Dallas, TX, with nine years of industry experience. He holds the Series 66 designation and has worked at Rockefeller Capital Management, Bank of America, N.A., and Merrill. 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, operating as both an investment advisor and a registered broker-dealer with a consolidated investment platform offering a broad range of direct and model-driven portfolio solutions.

David Reynolds is a CFP® and ChFC® professional with 14 years of experience in financial advisory. He has worked at Mercer Global Advisors Inc. since 2024, with prior experience at PNC Private Bank from 2015 to 2024. He is based in Dallas, TX. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, business owners, corporate plan sponsors, foundations, and nonprofits. The firm uses a Modern Portfolio Theory-based approach, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and employs a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Clayton Keyes is a CFP®-designated financial advisor at NewEdge Advisors with four years of industry experience. Prior to joining NewEdge Advisors and NewEdge Securities LLC in 2026, he held positions at Evergreen Wealth Advisors, Charles Schwab Bank, Charles Schwab, Bank of America, Merrill, and Bank of America Merrill Lynch. 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 advisers. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and centralized due diligence, and incorporates technology tools and artificial intelligence in its operations.

Jacob Lyle is a Series 65 licensed financial advisor at Corient with one year of industry experience. Prior to joining Corient, he worked at Plante Moran Financial Advisors and held various positions in financial and educational settings. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team-driven investment approach that incorporates in-house strategies, third-party managers, and customized asset allocation, with continuous portfolio monitoring and risk management.

Luke La Manna is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, he held roles at Baker Hughes and Chessman Wealth Strategies. Outside of finance, he operated Southlake ATA Martial Arts for four years. 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, specialized programs, and a range of platforms, while leveraging the broader Goldman Sachs network for expanded product access and services.

Bradyn Papke is a financial advisor at Corient based in Dallas, TX, with five years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services and Bank of America among other firms. Corient provides investment advisory and financial planning services to a wide range of clients including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions and offers specialized services through various affiliates.

Marvin Petty Jr. is a CFP® with 35 years of industry experience, currently affiliated with United Planners' Financial Services of America as well as North Star Wealth Strategies. He has been engaged with United Planners and affiliated entities since 2011 and owns North Star Wealth Strategies, where he also manages non-variable insurance services. United Planners Financial Services is a national wealth-management enterprise with approximately $12.77 billion in assets under management and around 359 advisors. The firm serves a diverse client base including individuals, retirement plans, corporations, trusts, and institutional clients, offering advisory and brokerage services through independent representatives using a range of custodians and third-party money managers.

Dorothy Thomas is a CFP® and holds a Series 66 designation, currently serving as a financial advisor at Mercer Global Advisors Inc. in Dallas, TX. She has eight years of industry experience, with prior roles at Raymond James Financial Services, Inc. and Quest Capital Management. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, using a variety of implementation options such as ETFs, mutual funds, and separate account solutions.

Lori Welborn is a financial advisor with PNC Wealth Management in Dallas, TX, holding a Series 63 designation and 29 years of industry experience. Her prior roles include positions at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and Compass Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven investment platform available to select PNC Bank employees. The firm uses approved model strategies executed by delegated investment managers with a focus on mutual funds and ETFs.