Corey Orthengren is a CFP® professional with experience at Corient and related entities since 2021, as well as prior roles at SFMG Wealth Advisors, Amarillo National Bank, and West Texas A&M University. 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, and corporate entities. The firm employs a goals-based, team investment approach combining proprietary strategies and third-party managers, with ongoing portfolio monitoring and risk management.

Sulaiman Khan is a financial advisor at Citigroup Global Markets with one year of industry experience. He holds the Series 66 designation and has previously worked at The Vant Group and Oblique Consult. Citigroup Global Markets serves individual and institutional clients across multiple segments, offering a wide range of advisory programs and brokerage services. The firm employs multi-asset, multi-manager investment strategies with both discretionary and non-discretionary options, supported by internal standards and oversight committees.

Kylie Brennan is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services in Dallas, Texas. She joined Goldman Sachs in 2026 and has one year of industry experience. Prior to her advisory role, she has a background that includes several years of babysitting and nannying services. Goldman Sachs Wealth Services advises a diverse client base ranging 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 integrates strategic asset allocation and manager selection with advanced tools and analytics, delivering tailored solutions through various fee structures and platforms.

Kevin Parrill is a CFP® professional with 19 years of experience in the financial services industry. He currently works at Rockefeller Financial LLC and previously held roles at Stifel Nicolaus & Co. Inc. and Bank of America, N.A. He serves as a director of the Fred and Charlotte Parrill Foundation, a charitable organization. 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 through a Private Advisor model and a unified investment platform, combining brokerage, placement, and asset management capabilities.

Michael Beck is a financial advisor with Beacon Pointe Advisors, LLC, based in Dallas, TX, and holds 24 years of industry experience. His prior roles include positions at Wealthstreet Investment Advisors, LLC and Gerald L. Ray & Associates, Ltd. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-centric investment approach, using proprietary due diligence and both active and passive strategies, and is notable for sponsoring proprietary investment vehicles and acting as an operating general partner for multiple private funds.

Imani Hosseini is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and experience beginning in 2024. Prior to joining Goldman Sachs, Hosseini worked at Ernst & Young and held legal roles at Le Brocq Law Firm and the Law Office of Dorothy Hyde. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs such as Private Family Office services and Executive Wealth solutions, leveraging strategic allocation models and both discretionary and non-discretionary portfolio implementations.

M. Joann Matthews is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and bringing 20 years of industry experience. Her career includes roles at Morgan Stanley, Merrill, and Raymond James prior to joining Steward Partners. Matthews is based in Dallas, TX. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

James O'Neill is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding Series 63 and Series 65 designations and 28 years of industry experience. He has worked at Goldman Sachs since 2021 and previously spent 22 years with 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 a range of tailored services such as Executive Wealth and Private Family Office support.

Mary Chastain is a financial advisor at Beacon Pointe Advisors, LLC with five years of industry experience. She holds a Series 65 designation and previously served as Chief Compliance Officer at Heritage Financial Planning. Her prior work includes five years at Barnett & Company. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm utilizes a proprietary manager due-diligence process and offers discretionary wealth management, financial planning, retirement plan consulting, and outsourced CIO solutions.

Sean Phillips is a financial advisor with CWM, LLC in Dallas, TX, holding the CFP® and Series 66 designations and bringing 20 years of industry experience. He worked at Chessman Wealth Strategies for 12 years before joining CWM in 2019. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm employs discretionary portfolio management using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools, emphasizing fiduciary processes and a range of retirement-plan and institutional services.

Bryan Jackson is a CFP®-designated financial advisor with 13 years of industry experience. He currently serves as a Senior Wealth Advisor at Beacon Pointe Advisors, LLC and has held roles at Purshe Kaplan Sterling Investments, VisionPoint Advisory Group, and LPL Financial. He is also the owner of Ellison Christopher, LLC, a benefits consulting firm. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to individuals, corporations, pension and profit-sharing plans, and other institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Andrew Allen is a financial advisor with Goldman Sachs Wealth Services, holding Series 65 and Series 66 credentials and possessing 19 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2006, with a one-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse range of clients, including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management, leveraging strategic allocation models and both discretionary and non-discretionary implementations, supported by integrated capabilities across the broader Goldman Sachs ecosystem.

Kayla Samuel is a financial advisor at Mercer Global Advisors Inc. with five years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at firms including Goldman Sachs, AW Securities, and Allworth Financial. Kayla's background also includes roles in higher education and health services. Mercer Global Advisors serves a diverse client base that includes individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm applies a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of portfolio management and financial planning services.

Teodora Ibrahim is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2024. Outside of her advisory role, she works as an independent contractor delivering packages for Amazon Flex. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm offers tailored services such as Executive Wealth and Private Family Office support, utilizing centralized investment resources and a range of discretionary and non-discretionary managers.

Richard Maus is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has worked at Eagle Strategies since 2006 and operates Maus and Associates alongside his advisory role. Maus is a board member of NYLARC Holding Company Inc. and participates on the investment committee of the Lovers Lane United Methodist Church Foundation. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional investors, and plan sponsors. The firm emphasizes tailored advice through multiple program types and manages a significant portion of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

James Floyd is a CFP® certificant with five years of experience in financial advising, currently serving at NewEdge Advisors in Dallas, TX. His prior roles include positions at Paradigm Advisors LLC and management of mineral interests at Latigo Holdings LLC, where he also performed bookkeeping duties. He is a limited partner in Tasca Holdings, LLC, a clothing business in Dallas. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension plans, corporations, trusts, estates, and charitable organizations through independent adviser representatives. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing diverse program structures and technology tools to support client needs.

John Allen is a financial advisor with PNC Wealth Management in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has held various roles within BBVA-affiliated firms from 2014 to 2021 before joining PNC Wealth Management in 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithmic risk assessment and third-party strategists to manage investments primarily in mutual funds and ETFs.

David Warhoftig is a financial advisor at Hightower Advisors with three years of industry experience. He holds a Series 65 designation and has previously worked at Americana Partners, LLC and Avalon Advisors. Outside of his advisory role, he serves as Secretary of the Board for the Cambridge Crossing Homeowners Association. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes multi-manager solutions through affiliated and third-party managers, offering discretionary and non-discretionary portfolio management along with financial planning and retirement consulting.

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.