Reed Bailey is a financial advisor at IEQ Capital, LLC in Dallas, TX, holding a Series 66 designation and bringing five years of industry experience. His prior roles include six years at Morgan Stanley Smith Barney LLC and positions at Wellmark Blue Cross Blue Shield, HDH Advisors, LLC, Tarbell & Co., PLC, and Drake University. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and non-profits. The firm’s investment approach combines centralized macroeconomic research with client-specific Investment Policy Statements and uses a mix of liquid strategies, independent managers, and private alternative investments.

Howell Florence is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior roles include positions at Fisher Investments, USAA Financial Planning Services, Merrill, and Chase Investment Services. He is based in Dallas, TX. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, employing a multi-manager approach with access to affiliated and third-party managers, proprietary research, and diverse investment vehicles.

Gary Wallace is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds Series 63 and Series 65 registrations and has two years of industry experience. Prior to joining Eagle Strategies, he worked at Cain Watters & Associates, LLC and Bland Garvey PC. Outside of advising, Wallace manages rental properties. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael West is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at Merrill, Bank of America, and Fidelity. Outside of advising, he is a part owner of an LLC involved in real estate ventures. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers portfolio management, financial planning, and consulting services, operating uniquely as both an investment adviser and registered broker-dealer with a broad platform that includes equities, fixed income, alternatives, and personalized managed accounts.

Hunter Anderson is a financial advisor with Kestra Advisory in Fort Worth, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His background includes roles at Kestra Investment Services, Chevron, and experience in the hospitality and event staffing sectors. Hunter has also been involved with Trinity Event Staffing for several years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and manages diverse investment platforms with a range of client types, including large institutional investors.

Brent Anderson is a CFA® charterholder based in Dallas, TX, with 11 years of industry experience. He currently works at Corient and has previously been with RGT Wealth Advisors. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and incorporates various risk management tools and alternative investment options.

David May is a CFA® charterholder with 20 years of industry experience. He has been with Luther King Capital Management Corporation since 2013. Outside of his advisory role, he serves as a director for Upland Software, Inc. Luther King Capital Management Corporation advises a range of institutional and individual clients, offering separately managed portfolios, sub-advisory, model portfolio services, and financial planning. The firm employs fundamental, bottom-up analysis across various equity and fixed income strategies and manages approximately $31.5 billion in assets.

Shannon Miller is a financial advisor with Cresset Asset Management, LLC, holding Series 63, 65, and 66 licenses and bringing two years of industry experience. Prior to joining Cresset, Shannon worked at CH Investment Partners for five years, Crow Holdings Capital for five years, and UBS Financial Services for one year. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets, serving a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, manager selection, and a mix of active and passive implementation across various asset classes.

Kamaljit Kaushal is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. His career includes positions at New York Life Insurance Company, Eagle Strategies, and Principal Securities Incorporated. Kaushal serves as a board member and immediate past president of the India Association of North Texas, an organization dedicated to preserving Asian Indian arts and culture. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third-party money managers through direct advisory programs and referral arrangements.

Kurt Miscinski is a financial advisor at Cerity Partners LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with HPM Partners LLC since 2010. Cerity Partners advises a broad client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services, combining quantitative screening, manager selection, and asset allocation with access to alternative and private market solutions for qualified clients.

David Smith is a financial advisor at Rockefeller Financial LLC with 36 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Rockefeller Financial in 2025, he worked for UBS Financial Services for ten years. Outside of his advisory role, he operates a small farming business focused on goats and fish. 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 and operates as a registered broker-dealer, providing an integrated platform with discretionary and non-discretionary investment solutions.

Armando Torres is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and commercial arrangements.

Callum Harris is a financial advisor at Allworth Financial, L.P. with seven years of industry experience. He holds a Series 65 designation and has worked previously at Lido Advisors, LLC, Goldman Sachs PFM, and United Capital Financial Advisers, LLC. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, and charitable organizations. The firm provides financial and wealth planning, portfolio management, retirement plan consulting, and manages privately offered funds, utilizing a combination of quantitative and qualitative analysis to implement customized investment strategies.

Brittny Allred is a CFA® charterholder based in Fort Worth, TX, with 10 years of industry experience. She has been with Luther King Capital Management Corporation since 2013. Luther King Capital Management Corporation advises a diverse client base including individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm employs fundamental, bottom-up analysis across various equity and fixed income strategies and manages approximately $31.5 billion in regulatory assets.

Michael Yeager is a CFA® charterholder at Luther King Capital Management Corporation with 12 years of industry experience. He has been with Luther King Capital Management Corporation since 2001. Luther King Capital Management Corporation advises a range of institutional and individual clients, offering services including separately managed portfolios, sub-advisory, and model portfolio management. The firm employs a fundamental, bottom-up investment approach across multiple asset classes and serves clients such as trusts, pension plans, government entities, and registered investment companies.

Jessica Ems is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. She holds the Series 66 designation and has previously worked at Stifel Nicolaus and Wells Fargo Clearing. 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, financial planning, and consulting services, and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking services.

Matthew Hope is a financial advisor with Wells Fargo Investment Institute, Inc. He holds a Series 65 designation and has 15 years of industry experience. Prior to joining Wells Fargo in 2022, he worked at Omnicap Group LLC and briefly served with Frisco ISD. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo wealth and fiduciary businesses as well as select external clients, offering research and model guidance without exercising investment discretion or holding custody of client assets.

Kelvin Murphy Jr. is a CFP® professional with four years of industry experience, currently advising at Corient in Dallas, TX. He previously worked at RGT Wealth Advisors for eight years. Outside of his advisory role, he is involved in residential real estate through managing property rentals and home flipping activities. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach integrating in-house and third-party strategies, and offers specialized services including private fund management and trustee services.

Samuel Keenan is a financial advisor at Equity Services, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equity Services since 2020, as well as National Life Group since 2018, following a two-year tenure at Branch Banking and Trust Company. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and specialized instruments, delivering services through a network of investment adviser representatives.

Clark Woodruff is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2023, with prior experience at Farmers Insurance. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management tailored to client objectives, supported by specialized programs and access to alternative investments within the broader Goldman Sachs ecosystem.