Jasmit Gill is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and Rock & Co LLC. 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 integrates wealth, trust, and insurance services and offers access to alternative investments and private funds through its Rockefeller Global Family Office platform.

William Dugan is a financial advisor at IEQ Capital, LLC in Dallas, TX, holding a Series 65 designation with nine years of industry experience. His prior work includes roles at EPIQ Capital Group and Iconiq Capital. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, and nonprofit organizations. The firm uses a centralized macroeconomic research-driven investment process and offers discretionary SMA management alongside family-office and administrative services, with a focus on clients typically having net worths of $10 million or more.

Jamie Radke is a financial advisor at Corient with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Kestra Advisory and Kestra Investment Services. In addition to his advisory role, he is an operations manager and office manager at Smith, Frank & Partners, LLC, where he also supports the insurance department. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and specialized offerings through affiliates.

Matthew Ashley is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 22 years of industry experience. He previously worked at Merrill and Bank of America before joining Rockefeller Financial and Rock & Co LLC in 2019. Outside of his advisory role, Mr. Ashley is involved with Ashley Family Farms LLC, an investment vehicle. 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 integrates wealth, trust, and insurance services and offers access to alternative and private investments through a comprehensive advisory platform.

Thu Dang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her background includes roles at several health insurance providers such as Molina Health Care, Aetna, Cigna, BlueCross BlueShield, Friday Health Insurance, and United Health Care. She is involved with the Heartland Institute of Financial Education, a nonprofit focused on promoting financial literacy. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes a variety of model portfolios and third-party managers, delivering services through multiple platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA, with regulatory assets under management of approximately $1.7 billion.

David Guyett is a CFP® professional with 43 years of industry experience, currently affiliated with Commonwealth Financial Network since 2012. He also operates Guyett Wealth Advisors, which focuses on fixed insurance and securities business. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services along with operational, trading, technology, and compliance support. The firm offers advisors discretion in portfolio construction and manages discretionary model portfolios through its Investment Management and Research team.

Peter Ruth is a financial advisor at Commonwealth Financial Network with 20 years of industry experience. He holds the Series 66 designation and has been with Commonwealth since 2016. He is also part owner of Brown Ruth Advisors, LLC, through which he sells fixed annuity products. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Lisandra Slavik is a financial advisor at Truist Advisory Services with seven years of industry experience. She holds the Series 66 designation and has worked at Truist Investment Services since 2021, following prior roles at Fifth Third Securities and Fifth Third Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Steven Novak is a financial advisor with Corient in Dallas, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Morgan Stanley and RGT Wealth Advisors. He also serves as a guest lecturer and adjunct professor at the University of Kansas, teaching a course on estate planning for CFP and personal financial planning students. Corient serves a diverse client base including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based investment approach that combines in-house strategies with third-party managers and utilizes risk management tools and alternative investments where appropriate.

Ryan Solt is a CFP® and holds a Series 65 license with seven years of industry experience. He is currently with Hightower Advisors and has prior experience at The Capital Chart Room, Coiner Enterprises LLC, OneAmerica Securities, and Integrity Financial Group, among others. He continues to service former clients through Integrity Financial Group and American United Life, primarily receiving life insurance renewals. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes discretionary and non-discretionary portfolio management, a focus on manager selection, and the use of affiliated and third-party managers across various investment vehicles.

Laura Lee is a CFP® professional with four years of experience in the financial industry. She currently works at Corient and previously spent nine 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 and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party manager solutions and utilizes advanced risk management tools to align portfolios with client objectives.

Carl Wagner is a financial advisor at Corient with a Series 65 designation and four years of industry experience. Prior to joining Corient, he worked at Lincoln Property Company for 16 years. Carl is based in Dallas, TX. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm utilizes a goals-based, team investment approach combining in-house strategies and third-party managers, with ongoing portfolio monitoring and risk management.

Brian Sears is a financial advisor at MAI Capital Management, LLC in Dallas, TX, holding Series 63 and Series 65 credentials with 30 years of industry experience. He was a founding partner, chairman, and CEO of Service Academy Capital Management, where he worked for 11 years prior to joining MAI. Sears has made private equity and early-stage investments in various firms, including a stake in an online music retailer and an investor position in SkyBridge Capital Management. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a wide range of clients including high-net-worth individuals, families, sports professionals, and institutional investors. The firm offers customized portfolio management across multiple strategies and serves both in product-sponsor and advisory roles, managing over $72 billion in assets as of mid-2026.

Marshall Simmons is a financial advisor with Steward Partners Investment Advisory, LLC in Dallas, TX. He holds Series 65 and Series 63 licenses and has four years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors Inc. and Prosper Mullins Private Wealth Management. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets and serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services, including discretionary and non-discretionary portfolio management through various Steward Partners-branded solutions and third-party money managers.

Victor Gonzalez is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2022. Prior to this, he held roles at Wells Fargo Clearing, Wells Fargo Bank, and had early career experience outside finance including positions at Best Buy and in the restaurant industry. Additionally, he works part-time providing transportation services for Uber Technologies. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm combines centralized investment resources with tailored client solutions and operates within a large integrated financial group that provides access to a wide range of investment and banking services.

Kevin Benesh II is a CFA® charterholder with nine years of industry experience. He currently works at Cresset Asset Management, LLC, where he has been since 2026. Prior to joining Cresset, he spent nine years at JP Morgan Chase Bank. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets and serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, manager selection, and both active and passive implementation across public equities, fixed income, and alternatives, utilizing tools such as artificial intelligence and machine-learning for research and analysis.

Kylie Stevens is a Series 65-licensed financial advisor with Hightower Advisors, based in Dallas, TX. She has three years of industry experience, previously working at Dearborn and Creggs and H-E-B. Hightower Advisors offers 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 provides various portfolio management and financial planning services with an emphasis on manager selection and access to proprietary research.

Aashka Dasgupta is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation. She joined Goldman Sachs in 2024 and has prior experience at The Stack, Emergent Method/Deloitte, and Texas A&M Health Science Center. Dasgupta is based in Dallas, TX, and is a recent graduate of Texas A&M. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual and high-net-worth clients, as well as corporate, charitable, and institutional participants. The firm utilizes centralized investment resources and offers tailored services including Executive Wealth and Private Family Office support, operating within a large integrated financial group with diverse capabilities.

Alyssa Benton is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Her prior work includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Grant Thornton. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a broad range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored wealth management solutions supported by a large integrated financial group.

Jackson Lowe is a CFP® professional based in Dallas, TX, with three years of industry experience. He has been with Hightower Advisors since 2021, following prior roles at Highgate Hotels and PricewaterhouseCoopers. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct diversified portfolios.