James Herr is a CFA® charterholder based in Dallas, TX, with four years of industry experience. He has worked at Corient since 2022 and previously spent eleven years at RGT Wealth Advisors. 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 uses a goals-based, team investment approach combining in-house strategies with third-party managers, employing risk management tools and offering access to alternative investments and private funds through its affiliated platforms.

Lane Weitz is a financial advisor with Principal Financial Services in Dallas, TX, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked with Principal Securities, Union Financial, APEX Retirement, and Principal Life Insurance Company. Outside of his advisory work, he serves as a board member at large for the Preston Green Homeowners Association and is affiliated with the University of Georgia Alumni DFW chapter. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement consulting, and access to third-party money manager solutions.

Deny Paul is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and five years of industry experience. Prior to joining Goldman Sachs in 2021, he worked at Baker Tilly and held positions at UT Southwestern Medical Center and The University of Texas at Dallas. 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 leverages centralized investment resources and offers a range of tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Stuart Schwartz is a financial advisor with Oppenheimer in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Oppenheimer since 2009 and previously worked at Banc of America Investment Services, Inc. from 2005 to 2009. Outside of his advisory work, he is a partner in a retail clothing business focusing on ladies’ outerwear and serves as trustee for separate property trusts established for his children. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of advisory programs that include strategic and tactical asset allocation, manager selection, consulting, and retirement services across both discretionary and non-discretionary accounts.

Kyle Deatherage is a financial advisor with Kestra Advisory, holding the CFP® designation and Series 63 and 65 licenses, with 29 years of industry experience. He has been affiliated with Kestra Advisory since 2016 and also owns Deatherage Financial Consulting, through which he provides advisory and insurance services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large institutional investors. The firm provides fiduciary services, plan design, compliance testing, and employee education, leveraging multiple management platforms and extensive third-party relationships.

Levi Taylor is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services in Dallas, TX. He has been with Goldman Sachs since 2024, with prior experience at Daikin and HEB, as well as entrepreneurial activities with Trident Aquatics LLC. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutions. The firm offers tailored investment strategies supported by proprietary and third-party research and integrates capabilities across the broader Goldman Sachs ecosystem.

Allen Horak is a financial advisor at Kestra Advisory with one year of industry experience. He holds the Series 66 designation and has professional experience at firms including Applied Systems, Inc., EZLynx, and NetSuite/Oracle. Outside of his advisory role, Horak serves as a board member of Infinix Global and operates a CPA consultancy focused on business, financial, and accounting services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets, with a client roster that includes sovereign wealth funds.

Alexandra Wirth is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. She holds a Series 66 designation and has worked previously at The Ayco Company, L.P./Mercer Allied and Keiter CPA's. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized executive wealth programs. The firm integrates strategic allocation models and proprietary analytics, leveraging the broader Goldman Sachs ecosystem to provide a range of advisory services and investment solutions.

Ross Norman is a financial advisor with Goldman Sachs Wealth Services based in Dallas, TX. He holds the Series 66 designation and has 18 years of industry experience, including 13 years at The Ayco Company, L.P./Mercer Allied before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering tailored financial planning and portfolio management. The firm employs strategic and tactical allocation models, discretionary and non-discretionary implementations, and proprietary analytics, supported by the resources of the broader Goldman Sachs ecosystem.

Christopher Sanchez is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. His prior work includes roles at Citizens Securities, Citizens Bank, Carrington Advisors, and TIAA. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides services including financial planning, portfolio management, wrap programs, and plan-sponsor consulting, primarily delivering advice through non-discretionary recommendation-based programs.

Frank Zuch is a financial advisor with Oppenheimer in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Fahnestock & Co. Inc. since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs, including asset management, consulting, retirement services, and financial planning, and manages portfolios using strategic and tactical asset allocation with both discretionary and non-discretionary approaches.

Mark Strand is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and three years of industry experience. He has been with Merrill for 22 years. Outside of his advisory role, Strand serves as a director on the boards of two ranch and cattle operations in Amarillo, TX, representing Bank of America’s interests in trust-held shares. He is also involved in nonprofit activities as a director of the Financial Planning Alumni Board at the University of Georgia and serves as president of his local homeowners association in Arlington, TX. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional entities.

Lauren Housh is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at RBC Capital Markets for 11 years. Outside of her advisory role, she is the owner of a landscape design and consulting business and serves on the Board of Trustees for the Dallas Historical Society. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Bernardo Ruiz is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 66 credentials and has 12 years of industry experience. He has been with Citi since 2015, based in Dallas, TX. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and specialized market roles.

Mark Small is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 20 years of industry experience. He has been with Kestra Advisory since 2016 and also maintains a tax and accounting practice where he prepares tax returns and provides consulting. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design and compliance, employee education, and advisor-managed accounts, serving clients such as large institutional investors and sovereign wealth funds.

Mario Coiradas is a financial advisor at First Command Advisory Services with two years of industry experience. He holds a Series 66 designation and previously served 21 years in the United States Marine Corps. In addition to his advisory role, he is co-owner of Marco Properties LLC, where he engages in real estate investment decisions in eastern North Carolina. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage portfolios with a controlled selection of third-party managers.

Solomon Cartier is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Hightower Advisors. His career includes roles at USAA Investment Management Company, Under Armour, and International Assets Advisory, among others. Outside of finance, Cartier is an instructor for Dart Combatives, a martial arts training business he has been involved with since 2001. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm utilizes a manager selection approach with both affiliated and third-party managers and offers a range of strategies encompassing mutual funds, ETFs, alternative investments, and custom indexing.

Shih Shang is a financial advisor with Equity Services, Inc., holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Equity Services in 2024, Shih worked at Transamerica Financial Advisors, Inc., and World Financial Group, Inc. He also serves as Chief Information Officer at Our Infinite Company Insurance Agency. Equity Services, Inc. provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term investment strategies with options for shorter-term trading, utilizing both discretionary and non-discretionary management approaches.

Kyle Bowen is a financial advisor with Truist Advisory Services in Dallas, TX, holding a Series 66 designation and 23 years of industry experience. He has previously worked at BOK Financial Private Wealth, Inc. and BOK Financial Securities, Inc. before joining Truist in 2023. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, plan sponsor fiduciary support, and a manager-selection program that combines discretionary and non-discretionary strategies with third-party platform arrangements.

Diana Kleper Gilkes is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and UBS Financial Services. Her current role at Rockefeller Financial LLC began in 2019 and continues through its enterprise affiliate, Rockefeller Capital Management. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services through a private advisor model and a consolidated investment platform, combining discretionary and non-discretionary solutions across multiple asset classes.