Shawn Obrien is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. Prior to joining Citigroup in 2023, he worked at Shedd Capital, Texas Capital Bank, and held various roles including at 7-Eleven Inc. and Stonebriar Country Club. He was also involved with the University of Texas from 2019 to 2023. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with in-house research and oversight committees, operating at a large institutional scale with specialized market roles.

David Jeffery is a CFP® and CFA® based in Dallas, TX, with four years of industry experience. He currently serves at Corient and has previously worked at RGT Wealth Advisors and American Airlines. 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 corporate entities. The firm employs a goals-based, team investment approach that integrates in-house security strategies with third-party managers and customized asset allocation, utilizing risk management tools and private fund platforms.

David Bittermann is a CFA® charterholder with 43 years of industry experience. He is currently with Oppenheimer, where he has worked for 23 years, including his time at Fahnestock & Co. Inc. in Dallas, TX. Oppenheimer is a registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm offers diversified investment programs with both discretionary and non-discretionary management, focusing on strategic asset allocation, manager selection, and comprehensive portfolio oversight.

Weston Pollock is a financial advisor with Hightower Advisors, holding a Series 66 designation and 24 years of industry experience. He previously worked at Smith Anglin Financial, LLC for 18 years and Purshe Kaplan Sterling Investments, Inc. for 12 years. Outside of advisory work, he operates a sole proprietorship focused on group insurance. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Vivian Phan is a financial advisor at Rockefeller Financial LLC with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Rockefeller Financial, Vivian worked at Prudent Money Financial Services and Charles Schwab & Co., Inc. Outside of finance, her background includes roles in nutrition and the hospitality industry, as well as a period of full-time education. 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, and operates as a registered broker-dealer providing a consolidated investment platform with discretionary, non-discretionary, and model-delivery solutions across multiple asset classes.

Jason Brown is a CFP® with 12 years of industry experience. He currently works at Farther and previously held positions at Fisher Investments, Fidelity, and Wells Fargo. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, utilizing proprietary model portfolios and algorithmic rebalancing with a mix of ETFs, mutual funds, individual equities, and fixed income.

Christian Schenkel is a financial advisor at Goldman Sachs Wealth Services based in Dallas, TX. He holds the Series 66 designation and has three years of industry experience. Prior to joining Goldman Sachs, he worked at eBay for one year. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm utilizes strategic and tactical allocation models and offers specialized programs such as Private Family Office services and Financial Wellness, leveraging resources across the Goldman Sachs ecosystem.

Carolyn Pike is a financial advisor at Money Concepts Capital Corp with one year of industry experience. She holds Series 63 and Series 65 credentials and has been associated with Money Concepts since 2013. Outside of her advisory role, she is a certified Rolfer practicing structural integration therapy and a professional violinist and music teacher. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary portfolio programs supported by third-party managers and technology platforms.

Mark French Jr. is a Series 66-licensed financial advisor at Rockefeller Financial LLC with five years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc, Bank of America, N.A., and Merrill. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients by providing discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and offers a consolidated investment platform that includes equities, fixed income, alternatives, and personalized managed account services.

Andrew Balettie is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 66 licenses with three years of industry experience. He has worked with Eagle Strategies and related entities since 2023 and serves as a board member of Wesleyan Christian Academy, a Christian pre-school. Additionally, he acts as an adjudicator for the Pride of Texas Music Festivals, supporting school band, choir, and orchestra programs. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisors. The firm emphasizes tailored advice delivered through multiple program types, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Mark Howard is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked with Eagle Strategies since 2022 and previously with Momentum Wealth Strategies and New York Life Insurance Company since 2013. Howard serves on several community and nonprofit boards, including the Dallas Business Club, Bishop Lynch High School, and the Catholic Foundation of Dallas. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis.

Nick Arthachinda is a financial advisor at Truist Advisory Services in Dallas, TX, holding a Series 66 designation with nine years of industry experience. His work history includes roles at UMB Bank, Westcott Investment Group, FPT Software, and Truist Investment Services. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm leverages traditional research and AI-enabled tools to support asset allocation, fund monitoring, and manager selection, offering both discretionary and co-fiduciary services through partnerships such as Envestnet Retirement Solutions.

Robert Clow is a financial representative at GWN Securities Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has been with GWN Securities since 2018. Outside of his financial services work, he is a partner and back-office operator at Texas Power Clean Services LLC, a commercial cleaning and pressure washing business. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and third-party sub-advisers. The firm offers a range of managed-account programs and model portfolios, including traditional and legacy market-timing and momentum-based strategies.

James Wigen is a financial advisor with Independent Financial Partners in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Independent Financial Partners since 2013 and also owns Independent Financial Management LLC. Outside of his advisory duties, he teaches a non-credit financial course at Southern Methodist University and serves as a FINRA arbitrator on a volunteer basis. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model, supporting individual investment strategies alongside centralized asset management options, and is notable for its formal retirement-plan advisory and pension consulting capabilities.

John Burns Jr. is a CFP® professional with 24 years of industry experience, currently serving at Savant Wealth Management since 2026. He previously led Burns Wealth Management, Inc. and Exencial Wealth Advisors, LLC, where he held ownership interests. Outside of his advisory roles, he is an independent insurance agent and has interests in oil and gas investments through a separate holding company. Savant Wealth Management provides comprehensive wealth management services to individuals, families, retirement plans, charitable organizations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with a range of actively managed strategies, supported by integrated legal, accounting, and trust services.

Allison Geiger is a CFP® and holds a Series 65 license with 19 years of industry experience. She is currently with Beacon Pointe Advisors, LLC and previously worked at Heritage Financial Planning for 11 years. Based in Dallas, TX, her career spans roles focused on financial planning and advisory services. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach using proprietary due diligence processes and sponsors several private funds and a registered interval fund.

Emma Gall is a financial advisor at Goldman Sachs Wealth Services, holding a Series 66 designation and beginning her industry career in 2025. Prior to joining Goldman Sachs, she worked at SFMG Wealth Advisors and has experience in the food service industry. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and access to specialized programs and alternative investments. The firm leverages proprietary research, tactical allocation models, and its broader Goldman Sachs ecosystem to serve clients through various fee arrangements and platforms.

Katelyn Roberts is a financial advisor at Rockefeller Financial LLC with six years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, LPL Financial, and Symphony Financial. Outside of finance, she has experience in retail, having worked for Bath & Body Works and Victoria's Secret. 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 advisory and broker-dealer services, offering discretionary and non-discretionary portfolio management, financial planning, and placement and investment banking services through its integrated investment platform.

Amelia Abels is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 credential. She has been with Goldman Sachs & Co. LLC since 2025, with prior experience including roles at Snohomish Bakery, the City of Marysville, SALT Center, and Lululemon Athletica. Goldman Sachs Wealth Services advises a diverse client base, including individual investors across wealth levels, corporate and executive clients, and institutional participants. The firm offers financial planning and portfolio management supported by specialized programs, strategic allocation models, and a range of fee arrangements, leveraging the broader capabilities of the Goldman Sachs ecosystem.

Sarah Mc Kay is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation with two years of industry experience. Her work history includes roles at Goldman Sachs since 2024, as well as positions at Binghamton University, Auburn Community Hospital, and Union Springs High School. 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’s advisory teams utilize strategic allocation models and a range of platforms to tailor solutions, supported by integrated resources across the broader Goldman Sachs organization.