Andrea Islas is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and over 10 years of industry experience. She previously worked at Bank of America Private Bank for a decade before joining Rockefeller Financial in 2025. 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 services. The firm integrates wealth, trust, and insurance capabilities and offers access to alternative and private investments through a variety of managed account options and placement services.

Michael Kane is a CFA® charterholder with 19 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has previously worked at Wealthstreet Investment Advisors, LLC and Gerald L. Ray & Associates, Ltd. Kane is based in Dallas, TX. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, utilizing a mix of discretionary wealth management, retirement plan consulting, and outsourced CIO solutions. The firm employs a manager selection process based on a proprietary “Focus List” and uses third-party platforms such as Envestnet UMA to implement client strategies.

Kyle Stouffer is a financial advisor at Rockefeller Financial LLC in Dallas, TX, holding a Series 66 license with nine years of industry experience. His prior work includes nine years at Stephens Inc. from 2016 to 2025. 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 portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform offering discretionary and non-discretionary solutions across multiple asset classes.

Charles Thoele is a CFA® charterholder with 23 years of industry experience, currently serving at Corient in Dallas, TX. His prior experience includes over three decades at RGT Wealth Advisors, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, pension plans, and corporate entities. The firm utilizes a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Hope Oliver is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and two years of industry experience. Prior to joining Rockefeller Financial in 2023, she worked at the University of Texas at Austin from 2019 to 2023 and at Highland Park High School from 2015 to 2019. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, with a focus on customized strategies and access to alternative and private investments.

Paige Hatcher is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Stephens Inc. before joining Rockefeller Financial in 2022. 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, operating uniquely as a registered broker-dealer with capabilities including securities transactions, variable insurance products, and investment banking services.

Rebecca Paterik is a CFP® with 39 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. Her work history includes roles at Podsednik & Company CPA and various CPA practices dating back to 1983. She is also a general lines agent specializing in non-variable insurance. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and third-party money managers, supporting both fee-based and commission-based client options.

Steven Blankenship is a CFP® with 11 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2025. Prior to this, he spent 21 years at Heritage Financial Planning, where he was a managing member and advisory representative. He continues to assist with client transitions related to the acquisition of Heritage Financial Planning by Beacon Pointe. 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-driven investment approach, utilizing third-party platforms and a formal due-diligence process, and is notable for sponsoring proprietary investment vehicles and serving as an operating general partner in multiple private funds.

Despina Mann is a financial advisor at Rockefeller Financial LLC based in Dallas, TX, with 26 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley and Southwest Securities Inc. 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 through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer providing securities transactions, insurance products, and placement and investment banking services.

Ashish Khanna is a financial advisor at Hightower Advisors with 12 years of industry experience. He holds the Series 66 designation and previously worked at Frontier Investment Management Co. from 2016 to 2020 before joining Hightower in 2020. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers access to various investment vehicles such as mutual funds, ETFs, alternative investments, and custom indexing.

Tammy Holt is a financial advisor at AE Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Biltmore Financial Services and in educational roles with Arlington and Fort Worth Independent School Districts. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a combination of fundamental, technical, and cyclical investment strategies, managing approximately $49.8 billion for over 127,000 clients.

Mercedes Boyd is a financial advisor at Citigroup Global Markets with three years of industry experience and holds a Series 66 designation. Prior to joining Citigroup, she worked at Morgan Stanley and Bank of New York Mellon and has professional experience in diverse fields including education and dental practice. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, providing both discretionary and non-discretionary solutions.

Suzanne Winkelmann is a financial advisor with First Command Advisory Services in Dallas, TX, holding Series 63 and Series 66 licenses and offering 13 years of industry experience. She has been with various First Command entities since 2015 and owns Winkelmann Advisory Services, LLC, a financial planning business. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Carter Watson is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation with one year of industry experience. His prior roles include positions at McDonald Capital Management and Sewell Automotive. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models and proprietary analytics, offering clients access to a broad array of affiliated financial services across the Goldman Sachs ecosystem.

Steve Luong is a financial advisor with Transamerica Financial Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also operates as a CPA providing tax preparation services. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement investment strategies and operates an integrated retirement plan ecosystem with affiliated entities.

Matthew Wallace is a financial advisor with PNC Wealth Management in Grapevine, TX. He holds Series 63 and Series 65 licenses and has three years of industry experience, including roles at CUSO Financial Services, Equitable Advisors, and PNC Investments. His background also includes work at Texas A&M University and involvement with the Texas A&M Horse Research Center. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven portfolio strategies implemented via mutual funds and ETFs.

Jared Wewers is a CFP® and holds a Series 65 license with three years of experience in the financial industry. He is currently an advisor at Creative Planning and has business interests as the owner of companies involved in selling sneakers and apparel, operating as an Amazon seller, and designing pet products. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional accounts. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting, direct indexing, and selective private market exposure.

Xavier Thomas is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds the Series 66 designation and previously worked at The Ayco Company, L.P./Mercer Allied and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he owns Blatsby LLC, a clothing company based in Richardson, TX. 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 strategic allocation models and proprietary research, leveraging the broader Goldman Sachs ecosystem to offer a range of specialized services and investment solutions.

Pablo Mogollon is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Fisher Investments and LifeTime Fitness, as well as experience in education at the University of Texas at Dallas and Lone Star College. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering services through both discretionary and non-discretionary management while offering integrated solutions across affiliated entities.

Maggie Wagner is a CFP® professional with three years of industry experience. She has worked at Mercer Global Advisors, Inc. since 2023 and previously worked at Pearl Planning and the Berrien County Parks Department. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering comprehensive investment advisory and planning services. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing a variety of low-cost funds and specialized strategies.