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 at Rockefeller Financial LLC with 30 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc and Bank of America, N.A. He holds Series 63 and Series 65 licenses. 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, operating uniquely as both a registered investment adviser and a broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.

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 previously worked at Service Academy Capital Management, Amplified Alpha Capital Management, and Evoke Advisors. Outside of his advisory role, he is Senior Vice President at Marsh & McLennan Companies and serves as CEO of Senior Planning & Eldercare Services, Inc. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio strategies alongside integrated financial planning and trust services.

Connor Nutt is a financial advisor with Eagle Strategies (New York Life) based in Dallas, TX, holding Series 63 and Series 66 licenses. He has six years of industry experience and has been affiliated with Eagle Strategies and New York Life since 2023 and 2019, respectively. Nutt is a partner involved in insurance brokering for non-registered products through Maus and Associates. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Krista Bowen is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 66 credentials and 13 years of industry experience. Her prior roles include positions at Truist Advisory Services, BB&T Securities, LPL Financial, and Monarch Advisory Group. 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 offers integrated services through affiliated trust and insurance entities and distinguishes itself with its recapitalized ownership structure and role as a distributor and placement agent for private funds under the Rockefeller Global Family Office platform.

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.

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 at Capital Group Private Client Services, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Capital Group and its related entities since 2006. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach through separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

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 CFP® with 15 years of industry experience and is currently with Beacon Pointe Advisors, LLC. His prior roles include positions at Benchmark Private Wealth Management, Innovation Partners LLC, and Raymond James Financial Services. Beacon Pointe Advisors provides investment advisory and consulting services to a wide range of individual and institutional clients, utilizing a mix of discretionary wealth management, financial planning, and outsourced CIO solutions. The firm employs a manager-focused investment approach supported by a formal due-diligence process and sponsors proprietary investment vehicles as well as private funds.

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 with Truist Advisory Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Truist Advisory Services and Truist Investment Services since 2021 and previously worked at BB&T Securities from 2016 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and an Equity Research team that incorporates AI-enabled 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 James Capital Advisors. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory and financial planning services. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and other vehicles, complemented by educational content and specialized service lines.

Jordan Sieben is a CFP® professional with two years of industry experience currently serving at Corient in Dallas, TX. Prior to joining Corient, he worked at Tolleson Wealth Management and gained experience at Robinhood Markets, Edward Jones, and Merrill Edge. Outside of his financial career, Sieben has held roles at Watermark Community Church and the Northshore YMCA. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and employs continuous portfolio monitoring and risk management tools.

Kyndal Andrews is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2021. Prior to joining Mercer, Kyndal worked at Quest Capital Management and held a position at Texas Christian University. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified investment approach based on Modern Portfolio Theory and offers various portfolio management options, including low-cost ETFs, separate account managers, and private funds.

Daniel Oconnell is a financial advisor with Principal Financial Services in Addison, TX, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been affiliated with Principal Securities, Principal Life Insurance Company, and Next Level Insurance LLC since 2016. Outside of his advisory work, Oconnell serves as a board member for Texas CASA, volunteers as an assistant scout master, speaks at industry events on leadership and entrepreneurship, and serves as a trustee for the MDRT Foundation. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, and charities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.