David Reynolds is a CFP® and ChFC® professional with 14 years of experience in financial advisory. He has worked at Mercer Global Advisors Inc. since 2024, with prior experience at PNC Private Bank from 2015 to 2024. He is based in Dallas, TX. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, business owners, corporate plan sponsors, foundations, and nonprofits. The firm uses a Modern Portfolio Theory-based approach, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and employs a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Martin Ezelle is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has worked at Forge & Link Financial Group, LLC, Mogul Wealth Strategies LLC, and New York Life Insurance Company, among others. Outside of finance, he has an independent acting career in television, film, and theater. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a range of advisory programs and emphasizes tailoring recommendations according to client objectives and plan sponsor criteria.

Clayton Keyes is a CFP®-designated financial advisor at NewEdge Advisors with four years of industry experience. Prior to joining NewEdge Advisors and NewEdge Securities LLC in 2026, he held positions at Evergreen Wealth Advisors, Charles Schwab Bank, Charles Schwab, Bank of America, Merrill, and Bank of America Merrill Lynch. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and centralized due diligence, and incorporates technology tools and artificial intelligence in its operations.

Jacob Lyle is a Series 65 licensed financial advisor at Corient with one year of industry experience. Prior to joining Corient, he worked at Plante Moran Financial Advisors and held various positions in financial and educational settings. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team-driven investment approach that incorporates in-house strategies, third-party managers, and customized asset allocation, with continuous portfolio monitoring and risk management.

Luke La Manna is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, he held roles at Baker Hughes and Chessman Wealth Strategies. Outside of finance, he operated Southlake ATA Martial Arts for four years. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management utilizing strategic allocation models, specialized programs, and a range of platforms, while leveraging the broader Goldman Sachs network for expanded product access and services.

Bradyn Papke is a financial advisor at Corient in Dallas, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Corient in 2025, he worked at Raymond James Financial Services and Bank of America Merrill Lynch. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that combines internal strategies with third-party managers and employs risk management tools and alternative investments when appropriate.

Marvin Petty Jr. is a CFP® with 35 years of industry experience, currently affiliated with United Planners' Financial Services of America as well as North Star Wealth Strategies. He has been engaged with United Planners and affiliated entities since 2011 and owns North Star Wealth Strategies, where he also manages non-variable insurance services. United Planners Financial Services is a national wealth-management enterprise with approximately $12.77 billion in assets under management and around 359 advisors. The firm serves a diverse client base including individuals, retirement plans, corporations, trusts, and institutional clients, offering advisory and brokerage services through independent representatives using a range of custodians and third-party money managers.

Dorothy Thomas is a CFP® and holds a Series 66 designation, currently serving as a financial advisor at Mercer Global Advisors Inc. in Dallas, TX. She has eight years of industry experience, with prior roles at Raymond James Financial Services, Inc. and Quest Capital Management. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, using a variety of implementation options such as ETFs, mutual funds, and separate account solutions.

Lori Welborn is a financial advisor with PNC Wealth Management in Dallas, TX, holding a Series 63 designation and 29 years of industry experience. Her prior roles include positions at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and Compass Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven investment platform available to select PNC Bank employees. The firm uses approved model strategies executed by delegated investment managers with a focus on mutual funds and ETFs.

Ryan Primrose is a Series 66-licensed financial advisor with Hightower Advisors in Dallas, TX, where he has worked since 2019. He has three years of prior experience at JP Morgan Chase Bank. Primrose has a total of seven years in the industry. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, charitable organizations, and financial institutions. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.

Tyler Lane is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in providing personalized financial guidance to individuals, families, entrepreneurs, small business owners, and corporate executives. He focuses on aligning wealth structures with each client's unique purpose, assisting clients with areas such as college education planning, family wealth management strategies, legacy planning, philanthropic planning, portfolio management, and tax minimization. With a Bachelor's Degree from Baylor University and professional designations including Chartered Financial Analyst (CFA), Personal Investment Advisor (PIA), and Sports & Entertainment (SE), Tyler helps clients develop thoughtful frameworks to address complex financial issues. He is a member of the CFA Society Houston and contributes to the community through involvement with the Houston House Foundation at Ronald McDonald House of Houston. Outside of his professional responsibilities, Tyler enjoys spending time with his family and engaging in activities such as baseball, football, golfing, hunting, reading, soccer, tennis, traveling, and watching movies. He is married and a father of four.

Morgan Richey is a financial advisor at Rockefeller Financial LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Merrill before joining Rockefeller Financial. Outside of finance, he is involved in a sole proprietorship restaurant business, where he assists with guest seating and supporting servers. 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 a range of portfolio management and financial planning services and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

Liane Pavon Lodeiro is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at The Ayco Company, L.P./Mercer Allied and The University of Texas at Dallas. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering tailored services through both discretionary and non-discretionary managers, and integrates offerings across its affiliated financial entities.

Thomas Davis is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been associated with Eagle Strategies and New York Life since 2012 and operates under the DBA Maus and Associates for brokering non-registered insurance products. Eagle Strategies serves a diverse clientele including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm delivers tailored advice through multiple program types and maintains a predominantly non-discretionary asset base, working within an integrated New York Life affiliate structure.

Tiffany Kirgan is a financial advisor with Eagle Strategies (New York Life) in Dallas, TX, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has been with Eagle Strategies since 2006 and is also affiliated with New York Life Insurance Company and Johnson Financial Group, where she operates under the DBA Capital 5 Family Wealth. Kirgan serves on the advisory board of The Heritage Institute and is a board member of the East Texas Crisis Center, a shelter for battered women and children. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional investors, and plan sponsors. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Molly Williams is a financial advisor at Rockefeller Financial LLC based in Dallas, TX. She holds a Series 66 designation and began her advisory career in 2025 following prior roles at Texas A&M and Trinity Christian Academy. 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 through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.

Brooks Panhans is a financial advisor at Hightower Advisors with seven years of industry experience. He previously worked at JPMorgan Securities and JPMorgan Chase Bank. Outside of finance, he is a passive investor in 4Minds AI, a startup developing an enterprise AI platform for custom, domain-specific AI models. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Park Mc Curdy is a financial advisor with Ameritas Advisory Services, LLC in Dallas, TX. He holds the Series 66 designation and has been in the industry since 2024, with prior experience at Northwestern Mutual and Baylor University. Outside of advising, he has worked in the food service industry at Palio's Pizza Cafe. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement-plan advisory services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

John Norman is a ChFC® with 32 years of industry experience, currently serving as an advisor at Hornor, Townsend & Kent, LLC since 2004. He holds multiple roles in insurance brokerage, including partnerships at firms specializing in life, disability, long-term care insurance, and annuities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory network, offering tailored financial planning and retirement consulting alongside brokerage services. The firm manages a diverse advisory platform featuring third-party asset manager relationships and both discretionary and non-discretionary account options.

Jacob Howell is a CFP® professional with three years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Dallas, TX. He has worked at Howell Financial Group and New York Life entities since 2019. His early career includes roles at Young Life Columbia and Kanakuk Kamps. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory program types and manages a significant portion of assets on a non-discretionary basis within the integrated New York Life affiliate structure.