Stephen Robinson is a financial advisor at Truist Advisory Services with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including BB&T Securities, RBC Capital Markets, and Deutsche Bank Securities. He is based in Dallas, TX. 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, fiduciary support, and a manager-selection program, using a combination of discretionary manager relationships and consulting supported by third-party platforms and AI-enabled research 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 The Pacific Group. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other strategies.

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.

Jarrod Leisure is a financial advisor with PNC Wealth Management in Plano, TX, holding ChFC® and securities licenses Series 63, 65, and 66. He has 26 years of industry experience, including seven years at BBVA in various roles and five years with PNC Investments. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital discretionary account using algorithmic risk assessments and managed portfolios composed of mutual funds and ETFs.

James Winkler is a financial advisor at Janney Montgomery Scott in Dallas, TX, holding Series 63 and Series 66 licenses with 45 years of industry experience. He worked at RBC Capital Markets for 11 years before joining Janney in 2025. Janney Montgomery Scott LLC 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, providing brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Lina Komanduri is a financial advisor at Cresset Asset Management, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at CH Investment Partners and Barings. Komanduri serves as a board member at Headstorm, a non-investment-related organization based in Dallas, Texas. Cresset Asset Management is an SEC-registered adviser managing approximately $71.9 billion in assets for a diverse client base that includes individuals, families, trusts, and institutions. The firm utilizes a diversified, asset-allocation-driven approach combining active and passive strategies, supported by a structured due-diligence program and private fund management across multiple asset classes.

Brice Eber Morris is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at Hilltop Securities, Robinhood Markets, LiquidX, and The Manhattan Institute. 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 combines portfolio management, financial planning, and consulting with broker-dealer services, offering a range of investment solutions through its Private Advisor model and Rockefeller Global Investment Management platform.

Gregory Garvin is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Goldman Sachs since 2021, following 14 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, providing tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Henry Dale is a financial advisor at Cresset Asset Management, LLC, holding a Series 65 designation and based in Dallas, TX. He has been with Cresset since 2025 and has prior experience at Bank of America and Altium Wealth Management. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base, including individuals, families, trusts, retirement plans, and institutions. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and access to a range of specialized investment opportunities.

Tanner Binion is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds the Series 65 designation and previously worked at Fisher Investments. His background includes roles outside finance in hospitality and staffing services. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management, advisory, and planning services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Richard Schannen is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at The Ayco Company, L.P./Mercer Allied for 23 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporations, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, delivering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Prakash Muduli is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. His prior work includes roles at Mu Sigma Inc. and Wabtec Corporation, and he currently volunteers as a team member for the Richwoods Homeowners Association in Frisco, Texas. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large advisor network and multiple program platforms that emphasize model portfolios and third-party managers.

Wesley Crane is a financial advisor with Cresset Asset Management, LLC, holding Series 65 and Series 66 licenses and three years of industry experience. His prior roles include positions at CH Investment Partners and Crow Holdings Capital Investment Partners. Based in Dallas, TX, he has worked at Cresset since 2024. Cresset Asset Management is a multi-disciplinary firm managing approximately $78.9 billion in assets for individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware investment approach that integrates strategic asset allocation, manager selection, and a mix of active and passive strategies across public equities, fixed income, and alternatives.

Jeremi Zabel is a Private Wealth Advisor with Merrill Private Wealth Management. He focuses on developing strong relationships with ultra-high-net-worth families and individuals, providing comprehensive financial planning to meet their present objectives and future goals. Jeremi has experience working with business owners, senior corporate executives, and other clients with substantial wealth. His expertise includes capital markets, asset allocation, investment management, private business acquisitions, initial public offerings, estate planning techniques, tax-minimization strategies, hedging strategies, and portfolio management. He holds a bachelor's degree from Kenyon College and a master's degree from the University of Michigan. Jeremi has earned the Personal Investment Advisor (PIA) designation. Information about his personal interests or community involvement was not provided.

Joseph Cundari is a financial advisor with Guardian Life and holds a Series 66 credential. He has one year of industry experience, with previous roles at BDS Connected Solutions and Mosaic/Acosta Sales and Marketing. Outside of advising, he is involved in outside insurance sales. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm utilizes a combination of advisor-led discretionary management and model-based strategies, providing tailored client relationships and access to insurance products and alternative investments.

Kevin Wright is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for six years before joining Rockefeller in 2020. Outside of his advisory role, he is a partner and manager of WS Legacy Ventures LLC, an investment entity involved in rental property operations. 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.

Garry Scheufler is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior work includes ten years with Bank of America and Merrill, and he has been involved with TECS, Inc., an operating company he owns. Scheufler also mentors students in the Baylor University Professional Sales Program. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement advisory services, emphasizing customized, primarily long-term portfolios using ETFs, mutual funds, and other investments supported by affiliated sub-advisers and various platform integrations.

Jacob Brull is a financial advisor with Citigroup Global Markets in Dallas, TX, holding a Series 66 designation and 14 years of industry experience, all with Citigroup since 2012. Outside of his advisory role, he manages non-operating working interests in oil and gas leases through J-B Oil Investments, LLC, and oversees a family farming operation in Hays, Kansas. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including in-house research and derivatives trading.

Don Khieu is a CFP® professional with 30 years of experience, currently serving at Transamerica Financial Advisors. He has been with the firm since 2012 and has held roles at Blue Cross Blue Shield of Texas and Wellcare Health Plan, among others. Outside of his advisory work, he is a certified pickleball coach and volunteers as a financial coach with several nonprofit organizations, including Catholic Charities Dallas and The Wings for Widow. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers, delivering services through a large advisor network and multiple program platforms.