Brian Losak is a CFA® charterholder and holds the Series 66 license, with 17 years of experience in the financial industry. He has been with Truist Advisory Services since 2017 and previously worked at BBVA Securities Inc. and Compass Bank. 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 uses a combination of discretionary and non-discretionary strategies supported by third-party platforms and employs AI-enabled tools within its research and oversight processes.

Glenn Mealey is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. and Merrill. He serves as an advisory board member for the local Houston chapter of U.S. Vets, a charitable organization. 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 a consolidated investment platform and a range of personalized investment solutions.

Jerry Tuma is a CFP® professional with 45 years of experience in the financial services industry. He is currently with Independent Financial Group, LLC and has prior experience at Cornerstone Financial Services, Inc., where he worked for 40 years. Outside of advising, he is an author and public speaker, and owns Liberty Silver & Gold, LLC, which sells physical gold and silver bullion and coins. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm offers a range of financial planning and portfolio management solutions, using both firm- and third-party models combined with ongoing due diligence to manage risk and asset allocation.

Bradley Mcconkey is a CFP® certificant with 23 years of experience in financial advising. He has worked at Hightower Advisors since 2020 and was previously with Frontier Investment Management Co for seven years. He is based in Dallas, TX. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Rajiv Hargunani is a financial advisor at Oppenheimer in Dallas, TX with 19 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2014, following previous roles at Raymond James Financial and Morgan Stanley. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary investment approaches.

John Ciaramitaro is a financial advisor at Rockefeller Financial LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Rockefeller Capital Management prior to his current role. 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 through a Private Advisor model and an integrated investment platform, while also operating as a registered broker-dealer providing securities transactions, insurance products, and investment banking services.

Mark Johnson is a CFA® and CIC-designated financial advisor with 24 years of experience at Luther King Capital Management Corporation, where he has worked since 2002. He holds Series 63 and Series 65 licenses and is based in Fort Worth, TX. Luther King Capital Management Corporation serves a diverse client base including individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm offers separately managed portfolios, sub-advisory and model portfolio services, and manages the LKCM Funds, pursuing fundamental, bottom-up analysis across multiple equity and fixed income strategies.

Erin Williams is a financial advisor with Truist Advisory Services in Dallas, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Truist, Erin worked at Google and Maximus and has experience with several other companies including European Wax Center. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary approaches along with third-party manager arrangements to implement investment advice.

Jessica Boghetich is a CFP® professional with 11 years of industry experience, currently serving at Corient. She previously worked at RGT Wealth Advisors for 10 years and held roles at CIPW Service Company, LLC, and Corient Services LLC. She serves as an independent director and secretary of the nonprofit Council for Life. 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 employs a goals-based, team investment approach that combines in-house strategies with third-party managers and offers affiliated private fund capabilities and specialized services.

Bibhu Chapagain is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. He has worked within Goldman Sachs and its affiliated Personal Financial Management Group since 2022. Prior to his advisory role, he held various positions at Berry College, including roles in the Business and Finance Office and Student Enterprise. 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 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.

Greg Rhodes is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding a Series 66 designation and bringing 24 years of industry experience. His career includes significant tenure at Merrill and Bank of America, NA. 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 a Private Advisor model with a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, and placement and investment banking services.

Kerry Mcgauran is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Stephens Inc. and BNY Mellon. 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 that includes discretionary and non-discretionary solutions across multiple asset classes.

Wayne Worthington is a financial advisor at Hightower Advisors with nine years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining Hightower in 2025, he worked at Smith Anglin Financial, LLC for six years and held positions at several other firms. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a range of investment vehicles and portfolio construction strategies.

Julie Petty is a financial advisor with Oppenheimer in Dallas, TX, holding Series 63 and Series 66 credentials and having 20 years of industry experience. She has been with Oppenheimer since 2005. Outside of her advisory work, she operates a small home business creating custom gifts and personalized items, and also offers occasional dog sitting services. Oppenheimer serves a wide range of clients, including individuals, corporations, pension plans, and charitable organizations, offering both discretionary and non-discretionary advisory services. The firm manages equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation, and it maintains custody of client assets while operating both broker-dealer and advisory businesses.

Alexandra Grinaldi is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Citigroup in 2025, she worked at UBS Financial Services for four years and J.P. Morgan Securities for ten years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, integrating in-house research and complex market roles in its approach.

Nathan Osuna is a financial advisor with Hightower Advisors in Dallas, TX, holding a Series 65 designation and one year of industry experience. Prior to joining Hightower in 2024, he served in the U.S. Army for ten years and worked at Texas Tech University for two years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting with an emphasis on manager selection and customized portfolio construction.

Todd Amacher is a CFP® with 12 years of industry experience, currently serving as an advisor at Corient in Dallas, TX. His career includes nearly two decades at Rgt Wealth Advisors, LLC, followed by roles at CIPW Service Company, LLC and Corient Services LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs advanced risk management tools and alternative investment options.

Kevin Curley II is a financial advisor with Commonwealth Financial Network in Dallas, TX, holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at UBS Financial Services and Global Wealth Advisors, LLC. He is the sole owner of Koele Capital LLC, a private entity involved in securities, advisory, and insurance business activities. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and customized investment solutions, while providing operations, trading, technology, compliance, and practice-management support to affiliated advisors.

Patrick Mc Govern is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at Stifel, Raymond James & Associates, Merrill, H&H Risk Partners, and Sewell Automotive Companies. Outside of his advisory role, Mc Govern is involved with Texas Gun Experience. 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, operating also as a registered broker-dealer with services including securities transactions, variable insurance products, and investment banking.

Michael Peschel is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior work includes positions at Wells Fargo Advisors and Raymond James Financial Services. Outside of advising, he is a partner in MPM Interests, LLC, a holding company, and a passive investor in a trampoline park business. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm that serves individuals, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors managing over 13,000 clients.