Steven Walton is a CFP® and holds a Series 66 license with 17 years of experience in the financial services industry. He has worked at Hightower Advisors since 2020 and previously spent ten years at GuideStone Financial Services and GuideStone Financial Resources. Walton is based in Dallas, TX. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions using both affiliated and third-party managers, offering a range of investment products and strategies tailored to various client needs.

William McMahan is a financial advisor at Cresset Asset Management, LLC with one year of industry experience. He previously worked at CH Investment Partners for four years and Crow Holdings for 26 years. Outside of his advisory role, he serves as a director overseeing the wind down and liquidation of Catmontu Insurance Company, Ltd. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies and offers services including portfolio management, wealth management, and private fund advisory.

Steven Lauterbach is a financial advisor with Oppenheimer in McKinney, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Fahnestock & Co. Inc. since 2003. Lauterbach serves as co-trustee of a family trust established in 1999. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation with a mix of discretionary and non-discretionary management, and acts as a qualified custodian for client assets.

Nancy Pultz is a financial advisor at Rockefeller Financial LLC with a Series 66 credential and one year of industry experience. Prior to joining Rockefeller Financial, she worked at Charles Schwab for two years. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Stefanie Williams is a financial advisor at Creative Planning with five years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Lockton Financial Advisors, Lockton Companies, and Regions Bank. 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 employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various tactical approaches and comprehensive retirement plan services.

Gregory Leyden is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked previously at Ameriprise, Comerica Securities, and TIAA-CREF. Fifth Third Securities serves a diverse range of individual and institutional clients through investment advisory and brokerage channels, offering multiple program types including mutual fund/ETF models, SMA strategies, and direct indexing via the Passageway Managed Account platform.

Nedim Saul is a financial advisor at Oppenheimer with 10 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Oppenheimer since 2017. Prior to that, he was associated with Concert Wealth Management, Inc. and Map Strategic Wealth Management from 2012 to 2016. Outside of his advisory role, he is involved with F45 Willow Bend in Plano, TX. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs a range of investment approaches tailored to client needs, managing approximately $36.7 billion in assets as of the end of 2025.

Brad Chumley is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, Inc. and managing Chumley Investment Management. He is also a majority shareholder in Silverleaf Wealth Advisors and works as an independent insurance agent. Steward Partners Investment Advisory, LLC is an SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of advisory and managed account solutions.

Brett Phillips is a financial advisor with VOYA Financial Advisors, Inc. in Austin, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he works as an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of adviser-led programs and combines an advisory platform with an active broker-dealer distribution model supported by a broad affiliate ecosystem.

Evan Radman is a Series 66-licensed financial advisor with 12 years of industry experience. He currently works at Citigroup Global Markets, where he has been employed since 2022. His prior experience includes roles at Frost Investment Services, Frost Brokerage Services, Raymond James & Associates, Bank of America, N.A., and Merrill. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains substantial in-house research and market roles uncommon among its peers.

John Mazzei is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with Mercer Global Advisors Inc. and has previously worked at Vanguard, Charles Schwab, and Fidelity. Outside of finance, Mazzei is a part-owner of Nurse Emily, LLC, a medical cosmetic company. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm uses a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, offering a range of portfolio management and planning services.

Malcolm Jett Jr. is a financial advisor at Goldman Sachs Wealth Services based in Dallas, TX. He holds a Series 66 designation and has two years of industry experience, all with Goldman Sachs following a decade as a student. Goldman Sachs Wealth Services serves a broad client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes a range of strategic investment models and operational tools, integrating capabilities from across the Goldman Sachs ecosystem to provide tailored advisory solutions.

Karyn Senne is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation with one year of industry experience. Her background includes roles at Goldman Sachs, Royal Bank of Canada, and various positions associated with Texas Christian University. 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 utilizes centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Monte Hinkle is a CFP® with 43 years of industry experience, currently serving as a financial advisor at VOYA Financial Advisors, Inc. since 2014. He is also an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of adviser-led programs and combines an advisory platform with an active broker-dealer distribution model and a broad affiliate ecosystem.

Richard Thome Jr. is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. and Merrill. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services through the Rockefeller Global Family Office platform and offers access to alternative and private investments.

Lisa Barnes is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding Series 63 and Series 66 credentials and 25 years of industry experience. She worked at Merrill from 2012 to 2024 before joining Rockefeller Financial, where she has been since 2024. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Addison Hughes is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds the Series 66 designation and previously worked at Goldman Sachs & Co. LLC. His background also includes roles in education and community tennis programs. Goldman Sachs Wealth Services advises a wide range of clients, from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models, manager selections, and proprietary research within the broader Goldman Sachs ecosystem to tailor solutions across various fee structures and platforms.

Randall Richter is a CFP® with 15 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2013. He operates his own LLC, Richter Wealth Management, and is also involved as a financial representative with Intirety Wealth Management, focusing on life insurance sales. Additionally, he assists employees with insurance benefits enrollment for Mesquite ISD. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm manages approximately $3.65 billion across more than 37,000 accounts and utilizes a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Connor Pearl is a financial advisor at Beacon Pointe Advisors, LLC in Dallas, TX, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Luminate Bank, Gateway First Bank, Wells Fargo Bank, and Legacy Texas Bank. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach using both active and passive strategies, supported by a formal due-diligence process and proprietary investment vehicles.

Timothy White is a Certified Financial Planner (CFP®) with 18 years of industry experience. He is currently with Rockefeller Capital Management and Rockefeller Financial LLC, having joined in 2025. Prior to this, he worked at Bank of America and Merrill from 2007 to 2025. Rockefeller Capital Management is an enterprise firm with 157 advisors, offering comprehensive wealth management services.