Melanie Kane is a financial advisor at Rockefeller Financial LLC in Dallas, TX, holding a Series 66 designation with one year of industry experience. She previously worked at Merrill from 2019 to 2023 and at Praxis Med International from 2016 to 2019. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates a registered broker-dealer, providing securities transactions, variable insurance products, placement, and investment banking services through a Private Advisor model and a consolidated investment platform.

Samuel Marshall is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked at Ayco since 2020 and has previous experience at Texas Tech University, Alliance Drywall, South Plains College, Tarrant County Community College, and the University of Mississippi. Goldman Sachs Wealth Services provides financial planning and portfolio management to individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm utilizes strategic and tactical allocation models along with discretionary and non-discretionary implementations, offering access to various investment platforms and affiliated capabilities across the Goldman Sachs ecosystem.

Owen Mc Cone is a financial advisor at CWM, LLC with Series 65 credentials and less than one year of industry experience. His prior work history includes roles at Chessman Wealth Strategies, Vineyard Family Wealth Advisors, Integrity Road Wealth Partners, and Northwestern Mutual. Before entering the financial industry, he worked in education at Liberty University, Fayetteville High School, and Woodland Junior High School. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan services, utilizing model portfolios governed by an in-house Investment Committee and incorporating fundamental and technical analysis alongside third-party sub-advisors.

Norman Gunn is a CFP® professional with 27 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. He has held roles at Lane Gorman Trubitt, LLC and Lido Advisors, LLC among others. Outside of his advisory work, Gunn serves as President of Operations at LGT Insurance Services, where he is involved in long-term care, disability, and life insurance. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, offering comprehensive asset management and financial planning services. The firm utilizes various portfolio management strategies and technology platforms to support client wealth and estate planning.

Sarah Stubbs is a financial advisor at Beacon Pointe Advisors, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. from 2018 to 2023 and at The Spa-Los Gatos from 2012 to 2018. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base that includes individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Drew Steele 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, with prior experience at Amazon and the YMCA. Outside of his advisory role, he owns Seasick Hats LLC, a Dallas-based hat company involved in local event sales and management. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm integrates a range of proprietary strategies and affiliated capabilities across the Goldman Sachs ecosystem to tailor investment solutions and specialized wealth programs.

Claire Foster is a CFP® professional at Corient with two years of industry experience. Her prior work includes roles at RGT Wealth Advisors and KPMG, as well as academic involvement at The University of Texas at Austin. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and incorporates risk management tools and alternative investments where appropriate.

Sean Hennessey is a CFP® professional with 25 years of industry experience, currently serving at Truist Advisory Services. His prior roles include positions at Wells Fargo Advisors, BB&T, and J Alden Associates. Outside of his advisory work, he owns and manages a rental property in Longview, Texas. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary approaches, integrating third-party platforms and AI-enabled research tools along with inter-affiliate service arrangements.

Gosby King Jr. is a financial advisor with Transamerica Financial Advisors in Dallas, TX, holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. He is also an author, having published books since 2019. King has been with Transamerica Financial Advisors since 2012 and has worked with World Financial Group since 2008. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services, including proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Richard Mazzola is a financial advisor at Focus Partners Wealth, LLC with 29 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Churchill Management Group and TD Ameritrade. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, retirement consulting, and access to private and registered pooled investment vehicles. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Hudson Roe is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding Series 63 and Series 65 designations and four years of industry experience. Prior to joining Goldman Sachs in 2022, he worked at Velvet Taco for two years and studied at Texas Tech University from 2015 to 2020. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management supported by proprietary research, with integration across Goldman Sachs affiliates offering clients a range of specialized wealth services and investment options.

B. Voigt is a financial advisor with Corient in Dallas, TX, holding the ChFC® designation and Series 63 license, with 39 years of industry experience. Prior to joining Corient in 2026, Voigt spent ten years with Kestra Advisory and Kestra Investment Services. Outside of advisory work, Voigt is a limited partner in an estate planning-related entity and has been involved as a member and limited partner in other business ventures since the 1980s. Corient provides investment advisory and financial planning services to a diverse client base that includes 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 integrating in-house strategies and third-party managers, with continuous portfolio monitoring and risk management tools.

Steven Shaw is a CFP®-certified financial advisor with 31 years of industry experience. He is currently with Fifth Third Securities, Inc., having joined in 2026, and previously worked at Ameriprise Financial Services and Comerica Securities. Shaw also serves as a financial advisor with Comerica Bank. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers various investment programs via the Passageway Managed Account platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Braden Howell is a CFP® professional based in Dallas, TX, with 20 years of industry experience. He is currently an advisor at Corient, having joined the firm in 2025. Prior to Corient, Howell worked at MPA Wealth, LLC and Messick Peacock & Associates, among other financial services firms. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions and incorporates risk management tools and alternative investments when appropriate.

Austin Winsett is a Series 65-licensed financial advisor with eight years of industry experience, currently with Savant Wealth Management. He previously worked at Exencial Wealth Advisors for eight years and at KPMG for four years. Outside of his advisory role, he serves as an advisor to a family-owned construction company, Drillworx Directional Drilling. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm uses a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust services.

Rodrigo De La Roca Pinzon is a financial advisor with Private Advisor Group, LLC in Dallas, TX, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Charles Schwab & Co. and TD Ameritrade. He has a background in the brewing industry through his work with 3 Nations Brewing Co. from 2016 to 2021. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting, employing a fiduciary-based advisory model that integrates proprietary and third-party investment strategies.

Garett Koch is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation and three years of industry experience. His work history includes roles at Goldman Sachs, Broadridge Financial Solutions, Johnson & Wales University, and Crystal Springs. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers specialized programs such as Private Family Office services and Executive Wealth programs, leveraging strategic allocation models and extensive resources across the Goldman Sachs ecosystem.

Carl Cuff is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 24 years at Mercer Allied Company, L.P. based in Dallas, TX. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, corporations, and institutions. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, offering tailored wealth management solutions and integrated services through its extensive financial group.

Carley Bohn is a financial advisor at MAI Capital Management, LLC in Dallas, TX, holding a Series 65 designation with two years of industry experience. Prior to joining MAI, Bohn worked at Evoke Advisors and Service Academy Capital Management LLC. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and serves in both product-sponsor and advisory capacities, managing over $72 billion in assets.

Jared Novak is a CFP®-credentialed financial advisor with 20 years of industry experience, currently affiliated with Commonwealth Financial Network in Dallas, TX. He previously spent 22 years with The Vanguard Group, Inc. and has been with Commonwealth Financial Network and Assay Wealth Partners, LLC since 2026. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages 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/clearing services.