Christian Schenkel is a financial advisor at Goldman Sachs Wealth Services based in Dallas, TX. He holds the Series 66 designation and has three years of industry experience. Prior to joining Goldman Sachs, he worked at eBay for one year. 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 utilizes strategic and tactical allocation models and offers specialized programs such as Private Family Office services and Financial Wellness, leveraging resources across the Goldman Sachs ecosystem.

Kenneth Brown is a financial advisor with Commonwealth Financial Network in Dallas, TX, holding Series 63 and Series 66 licenses with 38 years of industry experience. He has been with Commonwealth since 2016. Brown is also a part owner and partner of Brown Ruth Advisors, LLC, an operating company for securities, advisory, and insurance services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Carolyn Pike is a financial advisor at Money Concepts Capital Corp with one year of industry experience. She holds Series 63 and Series 65 credentials and has been associated with Money Concepts since 2013. Outside of her advisory role, she is a certified Rolfer practicing structural integration therapy and a professional violinist and music teacher. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary portfolio programs supported by third-party managers and technology platforms.

Mark French Jr. is a Series 66-licensed financial advisor at Rockefeller Financial LLC with five years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc, Bank of America, N.A., and Merrill. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients by providing discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and offers a consolidated investment platform that includes equities, fixed income, alternatives, and personalized managed account services.

Andrew Balettie is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 66 licenses with three years of industry experience. He has worked with Eagle Strategies and related entities since 2023 and serves as a board member of Wesleyan Christian Academy, a Christian pre-school. Additionally, he acts as an adjudicator for the Pride of Texas Music Festivals, supporting school band, choir, and orchestra programs. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisors. The firm emphasizes tailored advice delivered through multiple program types, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Mark Howard is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked with Eagle Strategies since 2022 and previously with Momentum Wealth Strategies and New York Life Insurance Company since 2013. Howard serves on several community and nonprofit boards, including the Dallas Business Club, Bishop Lynch High School, and the Catholic Foundation of Dallas. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis.

Nick Arthachinda is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Truist Advisory Services and Truist Investment Services since 2022. Prior to that, he worked at Westcott Investment Group and UMB Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations, utilizing a combination of discretionary manager relationships, non-discretionary consulting, and AI-supported research to support manager selection and portfolio oversight.

Joana Montero Flores is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Dallas, TX. She holds Series 63 and Series 65 designations and has one year of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, N.A. Joana has also held positions outside finance, including at Baylor Scott and White and Uhaul. FIFTH THIRD SECURITIES, Inc. serves a diverse client base of individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Platform, featuring options such as mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing.

Robert Clow is a financial representative at GWN Securities Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has been with GWN Securities since 2018. Outside of his financial services work, he is a partner and back-office operator at Texas Power Clean Services LLC, a commercial cleaning and pressure washing business. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and third-party sub-advisers. The firm offers a range of managed-account programs and model portfolios, including traditional and legacy market-timing and momentum-based strategies.

James Wigen is a financial advisor with Independent Financial Partners in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Independent Financial Partners since 2013 and also owns Independent Financial Management LLC. Outside of his advisory duties, he teaches a non-credit financial course at Southern Methodist University and serves as a FINRA arbitrator on a volunteer basis. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model, supporting individual investment strategies alongside centralized asset management options, and is notable for its formal retirement-plan advisory and pension consulting capabilities.

John Burns Jr. is a CFP® professional with 24 years of industry experience, currently serving at Savant Wealth Management since 2026. He previously led Burns Wealth Management, Inc. and Exencial Wealth Advisors, LLC, where he held ownership interests. Outside of his advisory roles, he is an independent insurance agent and has interests in oil and gas investments through a separate holding company. Savant Wealth Management provides comprehensive wealth management services to individuals, families, retirement plans, charitable organizations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with a range of actively managed strategies, supported by integrated legal, accounting, and trust services.

Allison Geiger is a CFP® and holds a Series 65 license with 19 years of industry experience. She is currently with Beacon Pointe Advisors, LLC and previously worked at Heritage Financial Planning for 11 years. Based in Dallas, TX, her career spans roles focused on financial planning and advisory services. 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 proprietary due diligence processes and sponsors several private funds and a registered interval fund.

Katelyn Roberts is a financial advisor at Rockefeller Financial LLC with six years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, LPL Financial, and Symphony Financial. Outside of finance, she has experience in retail, having worked for Bath & Body Works and Victoria's Secret. 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 advisory and broker-dealer services, offering discretionary and non-discretionary portfolio management, financial planning, and placement and investment banking services through its integrated investment platform.

Sarah Mc Kay is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation with two years of industry experience. Her work history includes roles at Goldman Sachs since 2024, as well as positions at Binghamton University, Auburn Community Hospital, and Union Springs High School. 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’s advisory teams utilize strategic allocation models and a range of platforms to tailor solutions, supported by integrated resources across the broader Goldman Sachs organization.

Todd Franza is a Series 66 licensed financial advisor with Goldman Sachs Wealth Services, based in Dallas, TX. He has 11 years of industry experience, including five years at The AYCO Company, L.P./Mercer Allied before joining Goldman Sachs in 2018. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning and portfolio management alongside specialized services such as Private Family Office and Executive Wealth programs. The firm utilizes strategic allocation models, manager selections, and a variety of implementation approaches, supported by proprietary and third-party analytics, and leverages its integration within the broader Goldman Sachs ecosystem.

Melissa Rankin is a financial advisor at Sanctuary Advisors, LLC with 13 years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports its network of over 400 independent advisors with a range of portfolio management options and offers both onshore and offshore solutions through various managed account platforms.

Courtney Stroope is a financial advisor at Creative Planning with 20 years of industry experience. She holds a Series 66 designation and has worked at Creative Planning since 2017. Prior to that, she was affiliated with Lockton Financial Advisors, Lockton Investment Advisors, and Lockton Companies from 2012 to 2021. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, complemented by supplemental approaches such as direct indexing and tax-loss harvesting.

Erick Arowo is a financial advisor with Eagle Strategies (NY Life) in Dallas, TX, holding Series 63 and Series 66 licenses and three years of industry experience. He has worked with several firms including Cloud Wealth Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory role, he serves as a volunteer weekend priest with the Anglican Church in North America, Christ Church Plano, and Trinity Lakeside, and is a board member of FOCUS Group North America Inc., a nonprofit supporting mission work in Kenya. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad mix of individual and institutional clients. The firm offers multiple program types tailored to client objectives, with a large portion of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Sledge Killion is a financial advisor with United Planners' Financial Services of America, holding a Series 63 designation and over 53 years of industry experience. He has worked with firms including Signator Investors, Inc. and Transamerica Financial Advisors, Inc., and has been independently active under his own name since 1994. United Planners Financial Services is a national wealth-management enterprise serving a broad client base that includes individuals, retirement plans, corporations, trusts, estates, and institutional clients. The firm offers advisory and brokerage services primarily through independent Investment Adviser Representatives and emphasizes non-discretionary management across the majority of its approximately $12.77 billion in assets under management.

Edwin Garcia is a financial advisor with Truist Advisory Services in Dallas, TX, holding Series 63 and Series 65 licenses and possessing four years of industry experience. He has held various roles across Truist and its predecessor firms since 2015. Outside of his advisory work, he is a member and manager of a music band LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches.