Monica Lyssy is a financial advisor with Rockefeller Financial LLC based in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at Rockefeller Capital Management since 2024 and was previously with Raymond James & Associates from 2016 to 2020. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and corporations. The firm offers a broad range of portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer that also provides placement and investment banking services.

Shawn Moore is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. Prior to joining Rockefeller Financial, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for over a decade. 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. The firm integrates wealth, trust, and insurance services through its Rockefeller Global Family Office platform and offers access to alternative and private investments.

Carl Larimore is a CFP® and holds a Series 65 license with 12 years of industry experience. He has worked primarily at Mercer Global Advisors Inc. since 2016, with a brief tenure at Pegasus Advisors in 2016. Larimore is based in Dallas, TX. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options including ETFs, mutual funds, and separately managed accounts.

Adam Gelmon is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. His prior roles include positions at Raymond James Financial Services and J.P. Morgan Securities. He is also the owner of The Sabin Group, a non-investment-related business based in Dallas, TX. Steward Partners Investment Advisory, LLC is a large SEC-registered RIA that manages approximately $36.7 billion in regulatory assets, serving individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment advisory and financial planning services, utilizing both discretionary and non-discretionary portfolio management strategies through proprietary and third-party solutions.

Alexander Ling is a financial advisor with Hightower Advisors in Dallas, TX, holding a Series 65 designation and one year of industry experience. Before joining Hightower, he worked at The Menard Financial Group and Willis Johnson & Associates, and he operated Sandra Ling Designs, a business active for seven years. He was also a student at the University of Houston from 2018 to 2024. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutions such as pension plans, charitable organizations, and corporations. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and consulting services.

Daniel Oconnell is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Wells Fargo Investment Institute, Inc. in Dallas, TX. He has worked at Wells Fargo Private Bank since 2015 and joined Wells Fargo Investment Institute in 2021. 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. The firm focuses on delivering research and model guidance rather than exercising investment discretion or holding custody of client assets.

Sital Rahman is a financial advisor at Corient with 16 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at UBS, Stavis & Cohen Private Wealth, and Purshe Kaplan Sterling Investments. 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 internal strategies with third-party manager solutions and employs continuous portfolio monitoring and risk management tools.

Rhyan Young is a financial advisor at Hightower Advisors with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Frontier Investment Management Co and TIAA-CREF. Hightower Advisors serves a diverse client base including individuals, institutions, and charitable organizations, offering investment advisory and planning services. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct portfolios across a range of investment vehicles.

Stephanie Walsh is a CFP® professional with 14 years of experience in the financial industry. She currently works at Rockefeller Financial LLC and has held prior roles at Merrill Lynch and Bank of America. 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, operating uniquely as both an investment adviser and a registered broker-dealer.

Howard Swanfeldt II is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Comerica Securities. Outside of his advisory duties, he coordinates with banking centers and money market products. FIFTH THIRD SECURITIES, Inc. serves individual, high-net-worth, and institutional clients through advisory and brokerage channels, offering a range of investment programs via the Passageway Managed Account platform. The firm operates as a subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets.

Blake Maday is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds the Series 66 designation and has previously worked at Lilium Aviation, Mahalo Capital Partners, DoorDash, Inc., and Michigan State University. His background also includes six years with the United States Soccer Federation and nine years with the Novi Community School District. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate and institutional clients. The firm offers specialized programs such as Private Family Office services and Executive Wealth programs, utilizing strategic allocation models and proprietary analytics within the broader Goldman Sachs ecosystem.

Casey Spraberry is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and four years of industry experience. Prior to joining Goldman Sachs in 2022, Casey worked at Advantage xPO and held roles in hospitality and education. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base including individual, high-net-worth, corporate, and institutional clients, utilizing centralized investment resources and integrated financial group capabilities.

Burke Rogers is a financial advisor at NewEdge Advisors with a Series 65 credential and one year of industry experience. Prior to joining NewEdge Advisors, he worked at Iqeq and held positions at the University of Arkansas and Smokey Rose. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, using a range of analytic approaches and periodic portfolio reviews.

Melanie Rahilly is a financial advisor at IEQ Capital, LLC in Dallas, TX, holding a Series 65 designation with five years of industry experience. Her prior roles include positions at EPIQ Capital Group, LLC, Cornerstone, WelK Resort Group, Inc., and European Wax Center. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm emphasizes separately managed accounts and family-office services, employing a centralized investment process that includes access to liquid and private alternative investments through platforms like iCapital.

Judson Arrington is a financial advisor with VOYA Financial Advisors, Inc. in Austin, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Voya since 2014 and is also involved as CEO and proprietor of Arrington Financial, a firm focused on insurance and investments, and works as an independent insurance agent. VOYA Financial Advisors serves a diverse client base including individuals, charitable organizations, corporations, and plan sponsors, offering investment advisory, brokerage, financial planning, and retirement plan services. The firm utilizes a mix of model portfolios and manager-driven sleeves, providing both discretionary and predominantly non-discretionary investment options.

Shay Nolan is a financial advisor at Empower Advisory Group with four years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC. Nolan’s background includes roles outside finance, such as work with the Boys and Girls Club and East Carolina University. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Christina Gumm is a financial advisor at CIBC Private Wealth Advisors, Inc. in Dallas, TX, holding a Series 65 designation with six years of industry experience. She previously worked at United Capital Financial Advisers, LLC and Northern Trust. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a disciplined investment process with internal teams and committees to create customized portfolios, blending proprietary and external strategies, including options hedges and structured notes.

Angela Gordon is a financial advisor with Steward Partners Investment Advisory, LLC in Dallas, TX, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Cambridge Investment Research Advisors, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance, and Lincoln Investment. She serves as president and board member of a homeowner's association in Arlington, TX, and works part-time as a self-employed grocery delivery provider. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account programs.

Thomas Altimont is a financial advisor at Creative Planning with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Creative Planning since 2021. Prior to that, he was employed for four years at Lockton Investment Advisors and affiliated entities, and for two years at First Financial Bank. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and private market exposure.

Jared Tomsu is a CFP® professional with two years of industry experience, currently serving at Beacon Pointe Advisors, LLC. His prior roles include positions at Frontier Investment Management and The Capital Chart Room, LTD. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individuals, 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.