Jennifer Wei is a financial advisor at Creative Planning with a Series 65 designation and two years of industry experience. Her prior roles include positions at Wipfli Financial Advisors and various academic and business-related positions. Outside of advising, she has experience working in diverse environments including hospitality and retail. Creative Planning provides investment advisory and financial planning services to a broad client base, including individuals, corporations, foundations, and retirement plans. The firm manages approximately $217 billion in client assets and emphasizes a financial planning-led investment process with a range of supplemental strategies and affiliated non-investment businesses such as an affiliated law firm and trust company.

Timothy Weber is a financial advisor at Corient with 11 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at RGT Wealth Advisors, LLC and CIPW Service Company, LLC before joining Corient and its affiliate entities. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that combines proprietary strategies with third-party managers and uses advanced risk management tools to align portfolios with client objectives.

Will Ginger is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding the ChFC® designation and Series 66 license. He has nine years of industry experience, including prior roles at Bank of America and Merrill. Outside of his advisory work, he serves as an area chairman for Ducks Unlimited, a charitable organization, and is a general partner and managing member of multiple limited liability companies. 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 a range of portfolio management and financial planning 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, placement, and investment banking services.

Zachary Tally is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at Cypress Legacy Group and New York Life Insurance Co. since 2012. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Abdoulali Jirani is a financial advisor at Goldman Sachs Wealth Services with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC, New York Life, and H-E-B, among others. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm employs strategic and tactical allocation models and offers access to specialized wealth programs and alternative investments.

Collin Croskery is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX. He holds the Series 66 designation and has been with Goldman Sachs & Co. LLC since 2021. Prior to that, he worked at KPMG, LLP for one year following his undergraduate and graduate studies completed between 2015 and 2020. Goldman Sachs Wealth Services provides 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 offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Mark French is a financial advisor with Rockefeller Financial LLC and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, including prior roles at Stifel Nicolaus & Co Inc, Bank of America, Merrill, UBS Financial Services, Wells Fargo Clearing, and Prudential Equity Group. 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 and financial planning services and operates as a registered broker-dealer, providing investment banking and placement services through a Private Advisor model and integrated investment platform.

Billy Clark is a financial advisor with Kestra Advisory in Irving, TX, holding the ChFC® designation and securities licenses Series 63 and Series 65. He has 35 years of industry experience and has been with Kestra Advisory since 2016, with prior tenure at Kestra Investment Services dating back to 2005. Clark is the owner of Halcyon Wealth Advisors, LLC, through which he provides insurance and investment advisory services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan design and compliance, employee education, and access to multiple management platforms, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Jeffrey Fritts is a financial advisor at MAI Capital Management, LLC with four years of industry experience. He holds a Series 65 designation and has held roles at firms including Evoke Advisors and Service Academy Capital Management, as well as senior positions at Marsh & McLennan Companies and Willis Towers Watson. Outside of investment advisory, he serves as CEO of Senior Planning & Eldercare Services, Inc., a non-investment-related eldercare business. 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 a range of customized portfolio strategies and serves as an investment adviser to mutual funds and private investment vehicles.

Connor Nutt is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds Series 63 and Series 66 licenses and has six years of industry experience. He is a partner at Maus and Associates, where he brokers non-registered insurance products alongside his advisory role. Connor’s prior experience includes roles at New York Life Insurance Company, Nylife Securities LLC, and Texas A&M University. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis through a broad network of affiliated investment adviser representatives.

Krista Bowen 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 previously at Truist Advisory Services, Truist Investment Services, BB&T Securities, LPL Financial, and Monarch Advisory Group. She is based in Dallas, TX. 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 combines a Private Advisor model with a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services, including access to alternative investment vehicles and integrated trust and insurance services.

Dennis Serio is a financial advisor with Fifth Third Securities, Inc. in Dallas, TX, holding Series 63 and Series 66 designations and 37 years of industry experience. His prior experience includes roles at Ameriprise, Comerica Securities, and Wells Fargo Securities. He is involved with Maestro/FO2, a cash management platform for corporate and institutional clients. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering a range of managed account programs and portfolio management options. The firm operates as a wholly owned subsidiary of Fifth Third Bank and maintains municipal-advisor and broker-dealer functions.

Brian Schmidt is a CFP® professional with 27 years of industry experience, currently with Cetera Planning Partners. His career includes prior roles at Fidelity and Avantax, with a tenure spanning various affiliated Cetera entities since 2025. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning and preparation, bookkeeping, payroll support, and estate planning through a third-party provider, employing a diversified investment approach tailored to client objectives and risk tolerance.

Cord Adams is a financial advisor at Creative Planning with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Sageview Advisory Group, Capital One Investing, United Income, and Shamrock Asset Management. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach with an emphasis on low-cost indexing, buy-and-hold strategies, and uses a variety of specialized strategies and services to meet clients’ long-term and liquidity needs.

Lucas Trammell is a financial advisor with Capital Group Private Client Services, Inc. He holds the Series 63 and Series 65 designations and has 20 years of industry experience. Prior to his current role, he worked with American Funds for 15 years. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm uses a multi-manager approach called the “Capital System,” emphasizing fundamental research and a long-term investment horizon.

Austin Mason is a financial advisor at Truist Advisory Services holding a Series 65 designation with one year of industry experience. His prior work includes roles at International Bank of Commerce, Global Payments, and several positions at Oklahoma State University. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its AMC Advantage manager-selection program.

Keith Ferguson is a financial advisor at Beacon Pointe Advisors, LLC in Dallas, TX, holding CFP® and Series 66 designations with 16 years of industry experience. His career includes roles at Simplicity Investments, Benchmark Private Wealth Management, Innovation Partners LLC, Raymond James Financial Services, and Wells Fargo Advisors. Beacon Pointe Advisors provides wealth advisory, consulting, and retirement-plan platform services to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employs both active and passive strategies, and offers proprietary private funds alongside comprehensive reporting and plan-level analytics.

Barbara Harger is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2022. Her prior experience includes roles at Fisher Investments, United Capital Financial Advisers, LLC, and Valuteachers Inc. 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, and incorporates proprietary research and a variety of investment strategies.

Stephen Robinson is a financial advisor at Truist Advisory Services with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including BB&T Securities, RBC Capital Markets, and Deutsche Bank Securities. He is based in Dallas, TX. 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, fiduciary support, and a manager-selection program, using a combination of discretionary manager relationships and consulting supported by third-party platforms and AI-enabled research tools.

Brett Thomas is a financial advisor at Mercer Global Advisors Inc. in Dallas, TX, holding Series 65 and Series 63 licenses with five years of industry experience. His prior roles include positions at Mariner Platform Solutions, AdvicePeriod, LLC, and The Pacific Group. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other strategies.