Duke Tran is a financial advisor with Commonwealth Financial Network in Dallas, TX, holding a Series 66 designation and 26 years of industry experience. He has been with Commonwealth since 2016. Outside of his advisory role, he is co-owner of Box Mac, LLC, a company involved in event planning and design. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Lacie Holbert is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds a Series 66 designation and has previously worked at The Ayco Company, L.P. and Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm leverages centralized investment resources and a range of affiliated and unaffiliated managers to deliver tailored wealth solutions, including executive and personal wealth services, retirement plan education, and private family office support.

Henry Woodruff is a financial advisor at IEQ Capital, LLC in Dallas, TX, holding a Series 65 designation with 10 years of industry experience. His prior roles include positions at EPIQ Capital Group and Iconiq Capital. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, and private funds. The firm focuses on separately managed accounts and family-office services, utilizing a centralized investment process that incorporates independent managers and alternative investments across liquid and private markets.

Perry Thompson is a financial advisor with Eagle Strategies (NY Life) in Dallas, TX, holding Series 63 and Series 66 licenses with nine years of industry experience. He has worked with Graystone Wealth Solutions, LLC since 2024 and has been affiliated with Eagle Strategies and New York Life since 2017. Outside of advisory work, he is involved in insurance brokering through outside carriers and co-owns a vacation home in Cahuita, Costa Rica, which is occasionally rented on Airbnb. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages primarily non-discretionary assets within an integrated New York Life affiliate structure.

Richard Desch is a Series 66-licensed financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 years with The AYCO Company, L.P./Mercer Allied. He is based in Denver, CO. Goldman Sachs Wealth Services provides 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 offers tailored solutions such as Executive Wealth and Private Family Office support, leveraging centralized investment strategies and a range of affiliated and unaffiliated managers.

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 designation and one year of industry experience. She previously worked at Charles Schwab for two years and has an educational background from the University of Arkansas. 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 uniquely operates as a registered broker-dealer offering 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 Dallas, TX, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he is also an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides a variety of advisory services through multiple program structures, primarily offering non-discretionary recommendations and maintaining both SEC-registered investment adviser and broker-dealer registrations.

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® professional with 44 years of industry experience, currently advising at VOYA Financial Advisors, Inc. since 2014. He holds a Series 63 license and operates as an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors serves a diverse client base, including individuals, institutions, retirement plan sponsors, and high-net-worth individuals, offering services such as financial planning, portfolio management, and plan-sponsor consulting through various program structures.

Richard Thome Jr. is a Series 66-licensed financial advisor with 16 years of industry experience, currently with Rockefeller Financial LLC since 2025. He previously worked at Bank of America, N.A. and Merrill, spanning from 2010 to 2025. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and corporations. The firm provides portfolio management, financial planning, and consulting through a Private Advisor model and offers both discretionary and non-discretionary investment solutions across various asset classes.