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.

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.

John Mcqueen is a financial advisor at Oppenheimer with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc. since 2002. Mcqueen also has power of attorney over a family member’s IRA and retail account, managing these as needed. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside various investment strategies tailored to client objectives.

Race Chong is a financial advisor at Hightower Advisors with one year of industry experience. He holds a Series 65 designation. His prior experience includes roles in education and construction before joining Hightower Advisors in 2025. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and various investment vehicles including mutual funds, ETFs, and alternative investments.

Ryder Stahl is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Goldman Sachs, he worked at Ayco, Catapult Partners, and Navy Capital. He also has a background in education from Southern Methodist University and The Taft School. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and charitable organizations. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth, Private Family Office support, and retirement plan education.

Dylan Vertner is a Series 66-licensed advisor at Goldman Sachs Wealth Services with four years of industry experience. Prior to joining Goldman Sachs in 2022, he worked at Veterans United Home Loans and has held various roles including at Columbia Country Club, University of Missouri Operations, and Macklan Ent. Outside of advisory work, he is an independent contractor at TaskRabbit, performing general labor tasks. Goldman Sachs Wealth Services serves a wide range of clients 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 employs strategic and tactical allocation models supported by proprietary analytics and integrates capabilities across Goldman Sachs affiliates to deliver comprehensive wealth advisory solutions.

Randy Roe is a financial advisor at Goldman Sachs Wealth Services with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Goldman Sachs since 2021, following a 23-year tenure 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 high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

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.

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 with Hightower Advisors in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at Frontier Investment Management Co and Steele Capital Management, Inc. before joining Hightower in 2020. Hightower provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Sergio Garcia is a CFP® professional affiliated with Hightower Advisors in Dallas, TX, with 15 years of experience in the financial industry. He has held roles at several firms, including BFS Advisory Group, DBT Wealth Consultants, and Quest Capital Management. Garcia serves on The Dallas Foundation's Professional Advisor Advisory Council. Hightower Advisors provides investment advisory and planning services to a diverse client base, including institutional and individual investors. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and a range of investment vehicles.

Stacey Kirkpatrick is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Farther since 2025. Her prior roles include positions at Raymond James Financial Services and Cetera, among others. Outside of finance, she was previously involved in operating SDK Desserts LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform combined with in-person meetings. The firm employs a Modern Portfolio Theory-based approach, using proprietary model portfolios with algorithmic rebalancing, and incorporates exchange-traded funds, mutual funds, equities, fixed income, and AI tools in portfolio management.

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.