Kyle Bowen is a financial advisor with Truist Advisory Services in Dallas, TX, holding a Series 66 designation and 23 years of industry experience. He has previously worked at BOK Financial Private Wealth, Inc. and BOK Financial Securities, Inc. before joining Truist in 2023. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, plan sponsor fiduciary support, and a manager-selection program that combines discretionary and non-discretionary strategies with third-party platform arrangements.

Diana Kleper Gilkes is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and UBS Financial Services. Her current role at Rockefeller Financial LLC began in 2019 and continues through its enterprise affiliate, Rockefeller Capital Management. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services through a private advisor model and a consolidated investment platform, combining discretionary and non-discretionary solutions across multiple asset classes.

Sean Foust is a financial advisor at Rockefeller Financial LLC in Dallas, TX, with 10 years of industry experience. He holds Series 66 and Series 63 designations. His prior roles include positions at Bank of America, Merrill, and JPMorgan Chase Bank. 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 portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, combining discretionary and non-discretionary solutions, as well as brokerage and investment banking services.

Charles Vetters Jr. is a CFP® professional with 22 years of industry experience currently affiliated with Rockefeller Financial LLC. His career includes over a decade at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC prior to joining Rockefeller in 2025. He is also an owner of Aggie Financial Partners LLC and Fenwood Financial Partners LLC, with the latter involved in oil and energy investments. 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 portfolio management, financial planning, and consulting services, operating uniquely as both a registered broker-dealer and an investment advisor with a consolidated platform that includes equity, fixed income, and alternative investments.

Catherine Friedel is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. Her prior roles include positions at J.P. Morgan Private Bank, Texas Capital Bank, and Shipt. She also has experience working at The University of Texas at Austin and Becton, Dickinson & Co. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with in-house research and unique market roles, supporting both discretionary and non-discretionary investment solutions.

Steven Shade is a CFP® and ChFC® with 15 years of industry experience. He has worked at New York Life since 2017 and previously at Nylife Securities LLC and New York Life Insurance Co from 2015 to 2017. He is also involved with Lone Star Church. Shade is affiliated with Eagle Strategies (NY Life), a firm serving individual and institutional clients through a large network of advisers. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services, with a focus on tailoring recommendations to client objectives and plan sponsor criteria.

Brent Norniella is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following seven years at 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 tailored services such as Executive Wealth and Private Family Office support, and operates as part of a large integrated financial group with unique cross-affiliate capabilities.

Steven Szeligowski is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. He holds a Series 66 credential and previously worked at Bank of America and Merrill. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating uniquely as both a registered investment adviser and broker-dealer with capabilities in placement and investment banking.

Monty Alspaugh is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Eagle Strategies since 2005 and associated with New York Life and Nylife Securities since 2001. Outside of his advisory role, he owns The Airfield Financial Group, LLC, an investment-related business. Eagle Strategies serves a diverse clientele including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and primarily manages assets on a non-discretionary basis.

Clayton Evans is a CFP®-certified financial advisor at Mercer Global Advisors Inc. in Dallas, TX, with 10 years of industry experience. He has worked at several firms, including Fidelity Investments, Raymond James Financial Services, and Quest Capital Management, before joining Mercer in 2021. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified investment approach rooted in Modern Portfolio Theory, utilizing low-cost ETFs, index funds, and various specialized strategies.

Paulina Schwarzbeck is a financial advisor at Rockefeller Financial LLC with five years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2020 to 2025. Outside of finance, she has experience in retail and education sectors. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations, offering portfolio management, financial planning, and consulting services. The firm operates under a Private Advisor model and provides a consolidated investment platform with access to discretionary and non-discretionary solutions across various asset classes.

Matthew Parkman is a financial advisor with Eagle Strategies (NY Life) in Dallas, TX, holding Series 65 and Series 63 licenses. He has one year of industry experience and has worked with Eagle Strategies, NYLife Securities LLC, and New York Life Insurance since 2025. Outside of finance, he is involved with Pax Pest Control. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides multiple program types tailored to client and plan sponsor objectives, with a majority of its assets managed on a non-discretionary basis.

Gregery Odell is a financial advisor at Principal Financial Services with the designations ChFC® and Series 63, and 35 years of industry experience. His prior experience includes roles at New York Life Insurance Co., Guardian Life Insurance Company, and The Prudential Insurance Company of America. He serves as Vice Chair for the Lone Star Chapter of the Precision Metalforming Association, supporting membership growth and board activities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple advisory and promoter arrangements.

Andrew Rosen is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2025. His prior roles include positions at Pegasus Real Estate Advisory LLC, Redstone Capital LLC, Sea Pine Technologies, and Redstone Ventures LLC. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, utilizing proprietary analytics and integrated resources across the Goldman Sachs ecosystem to tailor investment solutions.

Christopher Bowman is a CFP® with 19 years of industry experience. He has worked at Rockefeller Financial LLC since 2020 and previously spent 12 years at UBS Financial Services Inc. Outside of his advisory role, he is a general partner of Bridge Warriors LLC, an entity created to purchase raw land for family use. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, and institutional clients, offering portfolio management, financial planning, and brokerage services. The firm operates a Private Advisor model with a consolidated investment platform providing discretionary and non-discretionary solutions across various asset classes.

Robert Cox is a CFP® professional with 28 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2021. He previously worked at Quest Capital Management Inc. and Raymond James Financial Services, Inc. Cox is also licensed as an agent in non-variable insurance and holds roles related to insurance sales and estate administration. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, families, small businesses, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing various portfolio management strategies and offering comprehensive financial planning and consulting services.

Kevin Grant is a CFP® and ChFC® with 34 years of experience in the financial services industry. He has worked with Kestra Advisory since 2016 and has held roles at Higginbotham and its affiliates since 1998. In addition to his advisory work, he owns INCOME.FIT, a business focused on retirement income planning for individual participants in retirement plans. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party solutions.

Steven Baaden is a financial advisor at Oppenheimer in Dallas, TX, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with Oppenheimer since 2013. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of advisory and brokerage services, employing strategic and tactical asset allocation alongside various investment vehicles to meet client objectives.

Karina Brunson is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to joining Creative Planning, she worked at Rgt Capital Management, Ltd. from 2014 to 2017 and spent a year as a caregiver. 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 utilizes a financial planning–led investment process emphasizing low‑cost indexing and buy‑and‑hold strategies, supported by a broad range of supplemental investment and retirement plan services.

Bruce Tenenbaum is a financial advisor at Rockefeller Financial LLC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has held positions at UBS Financial Services Inc and Rock & Co LLC. Bruce is also a licensed insurance agent with RCM Insurance Svces LLC, an affiliate of his firm. 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 an investment adviser and registered broker-dealer with a consolidated investment platform that provides a range of discretionary and non-discretionary solutions.