Hunter Kral is a financial advisor at Rockefeller Financial LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of his advisory role, Kral is the owner of King ARCH Investments LLC, a family business focused on real estate investments. 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 a registered broker-dealer that offers securities transactions, variable insurance products, and investment banking services.

Briana Gonzales is a financial advisor at Beacon Pointe Advisors, LLC in Dallas, TX, holding a Series 65 credential. She began her advisory career in 2024 and has prior work experience in wealth management and retail. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, utilizing a proprietary manager selection process and offering solutions such as discretionary wealth management, retirement plan consulting, and outsourced CIO services.

Lane Hedgecoke is a financial advisor at Hightower Advisors in Dallas, TX, holding a Series 65 designation with two years of industry experience. He has been with Hightower Advisors since 2023, following a decade-long prior career. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Andrew Wood is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019, following eight years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management supported by specialized programs and access to alternative investments, leveraging integrated capabilities across the Goldman Sachs ecosystem.

Mark Vahala is a financial advisor with Eagle Strategies (New York Life) based in Dallas, TX. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. Mr. Vahala has been affiliated with Nylife Securities Inc. and New York Life Insurance Co. since 1994. Outside of his advisory role, he serves on the boards of Bishop Dunne Catholic High School and St. Cecilia's Catholic School and is a member of the Notre Dame Club of Dallas. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse group of individual and institutional clients. The firm offers various program types tailored to client objectives and Plan Sponsor criteria, with a significant portion of assets managed on a non-discretionary basis.

Brandon Keesee is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at Hightower Advisors since 2020 and previously held roles at Frontier Investment Management Co. and Cracker Barrel Old Country Store. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles including mutual funds, ETFs, and alternative investments.

Michael Armondo is a CFP® and ChFC® with 32 years of industry experience. He is currently affiliated with Rockefeller Financial LLC and Rock & Co LLC, having worked previously at Merrill for 25 years. He is based in Dallas, TX. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as 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 securities transactions, variable insurance products, and placement and investment banking services.

Alyssa Garcia is a financial advisor with Goldman Sachs Wealth Services based in Dallas, TX. She holds a Series 66 designation and has recently begun her career in the industry. Prior to joining Goldman Sachs, she has experience in management roles and hospitality. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm employs strategic allocation models and offers access to alternative investments, leveraging resources across the broader Goldman Sachs ecosystem.

Carolyn Sanchez is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds the Series 66 designation and has been with Goldman Sachs since 2009. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutions. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

David Miracle is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds a Series 66 designation and has prior work history at Bank of America, where he worked for ten years. 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, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Paul Rennie is a financial advisor with Primerica Advisors and Park Avenue Securities, holding a Series 66 credential and 11 years of industry experience. He has worked at Primerica Advisors and Guardian Life Insurance Company since 2014 and joined Park Avenue Securities in 2024. Outside of his advisory role, Rennie serves as the executor for an estate. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services including financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party managers, supporting discretionary and non-discretionary accounts with various investment vehicles and lending solutions.

Brett Higgins is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 15 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. Based in Dallas, TX, his career includes significant tenure at prominent firms in the wealth management sector. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm provides financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs, utilizing strategic allocation models and proprietary analytics as part of an integrated approach within the broader Goldman Sachs ecosystem.

Shawna Alexander is a financial advisor with Rockefeller Financial LLC, holding the ChFC® and Series 66 credentials and bringing 12 years of industry experience. She previously worked at Bank of America and Merrill. Outside of advising, she is the owner and president of Elite Equine Exports, LLC, a business focused on buying, training, and selling sport horses. Rockefeller Financial LLC serves high-net-worth individuals, families, and institutional clients with portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and offers a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Jody Brown is a financial advisor at Principal Financial Services with 5 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Principal Securities, Inc. and Principal Life Insurance Company in 2026, she worked at Guardian Life Insurance Company and Park Avenue Securities from 2023 to 2026, and at PFS Investments Inc. and Primerica Financial Services from 2020 to 2022. She also served in a long-term role at Frisco ISD from 2000 to 2023. Brown serves on the board of directors for FASTPacs, a nonprofit organization based in Frisco, TX. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory arrangements.

James Tardy Jr. is a financial advisor at Corient based in Dallas, TX, with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Corient and its related entities since 2022, including previous experience at RGT Wealth Advisors. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charities, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investment options to align portfolios with client objectives.

Ira Utay is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2020. Prior to joining Hightower, he worked at Frontier Investment Management Co and USAA Investment Management Company. He holds a Series 66 license and is based in Dallas, TX. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and portfolio construction strategies.

Ryan Finnegan is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Northwestern Mutual and the Finnegan Auto Group. Goldman Sachs Wealth Services serves a diverse client base ranging from individual investors to institutional clients, providing tailored financial planning and portfolio management supported by strategic allocation models, specialized programs, and a wide range of advisory platforms.

Anastasia Maston is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Creative Planning since 2020. She previously worked at Stratford Consulting, LLC from 2013 to 2020. Outside of her advisory role, she is also an independent actor based in Dallas, TX. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a broad range of affiliated non-investment businesses and private market investment activities.

Matthew Senter is a Series 65-licensed financial advisor with three years of industry experience. He currently works at Truist Advisory Services and has previously been employed at WPA Family Office, LLC and Brewer Attorneys & Counselors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program supported by both discretionary and non-discretionary advisor relationships.

Nicholas Easby Smith is a financial advisor at Kestra Advisory with five years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors, United Bank, Legacy National Bank, Goldmedal Autoplex, Firehouse Subs, and the University of Arkansas. Outside of his advisory role, he has worked as an Uber driver. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, employee education, and manages approximately $79.8 billion in assets, serving clients such as sovereign wealth funds and large institutional investors.