Matthew Cashel is a financial advisor with Citigroup Global Markets in Dallas, TX, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Citigroup in 2021, he worked at Fidelity Investments, Equitable Advisors, and AXA Advisors. His career background also includes roles outside finance such as positions at Mama's Pizzeria and Lexus of Northborough. Citigroup Global Markets serves individual and institutional clients across a variety of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research, swap dealing, and futures commission merchant services.

Kristopher Cawthon is a financial advisor at NewEdge Advisors with 21 years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities for 11 years. Mr. Cawthon founded Fortis Wealth Advisors, an independent registered investment advisor based in Dallas, where he is involved in operations, finance, and investment management. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of services, including portfolio management, financial planning, and consulting, and offers multiple program structures that combine in-house and third-party manager strategies with technology-supported tools.

Kathryn Banis is a CFP®-certified financial advisor at Creative Planning with nine years of industry experience. Her prior roles include positions at Adviser Investments LLC and Goldman Sachs, as well as a teaching role at The Carroll School at Boston College. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse clientele, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by tailored active management and access to private market investments.

Natalie Harwell is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 14 years at The AYCO Company, L.P./Mercer Allied. Based in Dallas, TX, she provides advisory services within a large integrated financial firm. Goldman Sachs Wealth Services offers 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 combination of discretionary and non-discretionary managers to deliver tailored wealth solutions.

James Justus is a CFP® professional with 14 years of industry experience, currently with Mercer Global Advisors Inc. in Dallas, TX. His prior roles include positions at INDESOVI de PR and Objective Planning, LLC. He is involved as a general partner and co-owner in a real estate investment company, The Madison Project, LLC. Mercer Global Advisors serves a broad client base including individuals, families, small business owners, and non-profits, providing investment advisory and comprehensive financial planning services. The firm employs a globally diversified, risk-appropriate investment approach utilizing low-cost ETFs, index funds, and specialized portfolios, alongside various advisory and client education offerings.

Case Lawhon is a financial advisor at Principal Financial Services with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Principal, Lawhon worked at Equitable Advisors, LLC, and has held various roles outside the financial services industry, including four years at DoorDash. He also holds a position as an insurance agent involved in the sales and service of fixed insurance products such as life, annuities, disability income, long-term care, health, and group insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel stationed abroad. The firm’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager programs offered under both adviser and promoter arrangements.

Mary Kathryn Fitzpatrick is a financial advisor at Rockefeller Financial LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates, Iberia Bank, and spent 15 years at Louise S. McGehee School. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and retirement plans, offering portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and provides access to a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Adam Sheer is a financial advisor at Corient with five years of industry experience and holds a Series 65 designation. His prior work includes roles at Roosevelt Investments and CIPW Service Company. Outside of his advisory work, he serves as an advisor to Memoria, a company that guides families through funeral planning, and as a director on the board of Cedar Park Cemetery. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and specialized offerings through affiliates, focusing on continuous portfolio monitoring and risk management.

Joan Alexandre is a financial advisor with Kestra Advisory, LLC, holding a Series 66 designation and 12 years of industry experience. Prior to joining Kestra in 2020, Alexandre worked at Avantax Investment Services and 1st Global Advisors, among other roles. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and employs multiple management platforms, serving both typical and large institutional investors, including sovereign wealth funds.

Richard Sowden Jr. is a CFA® charterholder and holds a Series 65 license with 16 years of industry experience. He has been with Hightower Advisors since 2020 and previously worked at Frontier Investment Management Co. for 23 years. Based in Dallas, TX, his career spans a combination of advisory and investment management roles. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions through both affiliated and third-party managers, delivering services that include discretionary portfolio management, financial planning, and specialized strategies such as tax-managed investments and international exposure.

Jose Rubio Marquez is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX. He holds the Series 66 designation and has one year of industry experience. Prior to joining Goldman Sachs, he worked at Charles Schwab and has service experience in the United States Marine Corps. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored investment strategies through its integrated advisory teams and affiliated entities, delivering services such as Private Family Office support, Specialized Executive Wealth programs, and access to Alternative Investments.

Gregory Bone is a financial advisor at Corient with 11 years of industry experience. He holds the CFA® designation as well as Series 63 and Series 65 licenses. His prior experience includes long-term service at Rgt Wealth Advisors, LLC, lasting over two decades. 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 employs a goals-based, team investment approach that integrates individual security selection, fixed-income strategies, and third-party manager solutions with ongoing portfolio monitoring and risk management.

Zachary Egbert is a ChFC® credentialed financial advisor with 20 years of industry experience, currently serving at GWN Securities Inc. since 2012. He is also the managing partner of Egbert Wealth Management, which is noted as an investment-related side business maintained for tax purposes. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs, incorporating both discretionary portfolio management and financial planning with a combination of affiliated and unaffiliated sub-advisers.

Ann Mcclain is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She worked at Merrill from 1997 to 2025 before joining Rockefeller Capital Management and Rockefeller Financial LLC in 2025. 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 combines discretionary and non-discretionary portfolio management and financial planning with broker-dealer capabilities, providing a range of investment solutions through its Private Advisor model and consolidated investment platform.

William Diehl is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 66 designation and 27 years of industry experience. He previously worked at UBS Financial Services Inc. for 14 years before joining Beacon Pointe in 2023. Outside of his advisory role, he serves as a trustee for family trusts and is an officer of a family-owned investment LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses a manager-focused, asset-allocation approach supported by proprietary due diligence and offers a range of services from discretionary wealth management to outsourced CIO solutions.

Leticia Perrine is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Citigroup Global Markets since 2010. Outside of her advisory role, she serves as the managing member of Texas Kraft Post LLC, a non-investment-related business. Citigroup Global Markets serves individual and institutional clients through various wealth management segments and offers a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains large-scale institutional capabilities, including in-house research and derivative services.

Kevin Kurtz is a CFP® and CFA® with 25 years of industry experience. He currently works at Rockefeller Financial LLC and previously spent 11 years at Morgan Stanley Private Bank, National Association. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides portfolio management, financial planning, and consulting services, operating uniquely as both a registered investment adviser and broker-dealer with a broad investment platform that includes equities, fixed income, alternatives, and customized managed accounts.

Emma Salzman is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at The Ayco Company, L.P./Mercer Allied and JP Morgan. Goldman Sachs Wealth Services advises a broad client base, including both non‑high-net-worth and high-net-worth individuals, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management tailored to client objectives, utilizing strategic allocation models and a range of services such as Private Family Office and Specialized Executive Wealth programs.

Larry Ferguson is a CFP® with 23 years of experience in the financial services industry. He has worked at Mercer Global Advisors since 2021 and previously spent significant time with Quest Capital Management and Raymond James Financial Services. He is based in Dallas, TX. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach, utilizing diversified portfolios with low-cost ETFs, index funds, and other strategies, while also offering specialized programs and educational initiatives.

Joseph Levi is a financial advisor with Truist Advisory Services in Dallas, TX, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior roles include positions at SunTrust Investment Services, JPMorgan Securities, and Synovus Securities. He serves as Vice President and Treasurer of the Board for the YMCA Foundation of Middle Tennessee. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships and technology-enhanced research to support investment decisions.