Matthew Speidel is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 credential and previously worked at PricewaterhouseCoopers. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm employs strategic and tactical allocation models and integrates resources from across the Goldman Sachs ecosystem to deliver tailored investment solutions.

William Glenn is a ChFC® credentialed financial advisor with four years of industry experience, currently with Hightower Advisors in Dallas, TX. His prior experience includes roles at Smith Anglin Financial, LLC, Bevinco Inc, and University of North Texas. From 2013 to 2021, he was involved with Tenant Link/Let's Party in a business capacity outside of finance. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm’s approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a broad range of portfolio management and consulting services.

Celine Waxham is a Series 66 licensed financial advisor with Rockefeller Financial LLC in Dallas, TX, and has three years of industry experience. She previously worked at Equitable Advisors and Moxie's and has experience with the Dallas Area Rape Crisis Center. Outside of her advisory work, she operates a dog sitting business. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates a registered broker-dealer and provides a range of investment solutions through its Private Advisor model and consolidated investment platform.

Pamela King is a financial advisor at Rockefeller Financial LLC with two years of industry experience. She holds a Series 66 designation and previously worked at Merrill and served on the Ashford Board of Education for nine 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 offers a range of investment and consulting services through a Private Advisor model and an integrated investment platform, combining portfolio management, brokerage, and alternative investment placement capabilities.

Michael Anderson is a financial advisor at Cresset Asset Management, LLC in Dallas, TX, holding a Series 65 credential with one year of industry experience. He previously worked at CH Investment Partners and HDVI. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm uses a diversified, asset-allocation-driven approach combining active and passive strategies, supported by a structured due-diligence program and multiple affiliated entities.

Shawn Stanley is a financial advisor with NewEdge Advisors in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining NewEdge Advisors and NewEdge Securities in 2024, he spent 10 years with JPMorgan Chase Bank NA and J.P. Morgan Securities. Outside of his advisory role, Mr. Stanley serves as Vice President of the Plano West Lacrosse Club, focusing on youth recruitment. NewEdge Advisors is a large registered investment adviser serving individuals, plans, corporations, and charitable organizations through a network of independent advisers. The firm offers diversified portfolio management and consulting services, employing various program structures and integrating technology tools to support both advisors and clients.

Charlotte Le Blanc is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. She holds a Series 65 designation and has previously worked at Fisher Investments and several other organizations, including Catholic Charities of Dallas and the University of Dallas. 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, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a range of investment vehicles and platforms.

Benjamin Estabrook is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation. Based in Dallas, TX, he has recent experience working at Goldman Sachs & Co. LLC and previously at Apex Capital Corp and Raymond James Financial. He also has a background in education, having worked at multiple schools from 2015 to 2022. 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 leverages strategic allocation models and proprietary research within the broader Goldman Sachs network to deliver tailored investment solutions and specialized wealth programs.

Noah Rubinstein is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. Prior to joining Rockefeller Financial, he worked at Amazon Web Services for five years and has an academic background from the University of Michigan. 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, operates as a registered broker-dealer, and provides placement and investment banking services through its integrated investment platform.

Remy Fields is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. He holds a Series 66 designation and previously worked at The AYCO Company, L.P./Mercer Allied for six years before joining Goldman Sachs & Co. LLC in 2021. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning, portfolio management, and specialized wealth services, utilizing strategic allocation models and a range of platforms supported by proprietary analytics and integrated capabilities across Goldman Sachs affiliates.

Andrew Nguyen is a financial advisor with Citigroup Global Markets in Dallas, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Citigroup Global Markets since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional scale with specialized market roles and arrangements.

Bryce Norniella is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services in Dallas, TX, bringing six years of industry experience. Prior to joining Goldman Sachs in 2021, he worked at The Ayco Company, L.P./Mercer Allied and was involved in real estate activities through Norniella Properties and Norniella Management Company. He is also a part-time real estate agent with 1st Broker Sponsor LLC. Goldman Sachs Wealth Services provides comprehensive financial planning and investment management to a diverse client base, including individuals, high-net-worth households, corporations, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, offering tailored services such as Executive Wealth and Private Family Office support.

Ehrynn Shephard is a Series 66 licensed advisor at Rockefeller Financial LLC with six years of industry experience. She previously worked at Morgan Stanley for eight years and Bank of Oklahoma for two years. Outside of her advisory role, Shephard is involved in jewelry sales as a Paparazzi Consultant and performs as a vocalist with the group Bad Neighbors. 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 an integrated investment platform, alongside registered broker-dealer services and alternative investment placement.

Nicole Korensky is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Clearing and in public education with Leander ISD. 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, financial planning, and consulting services, operating as both a registered investment adviser and broker-dealer with a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Michael Shockley is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Corient in Dallas, TX. His prior experience includes a 24-year tenure at Rgt Wealth Advisors, LLC, followed by roles at CIPW Service Company, LLC and Corient Services LLC. 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, combining in-house strategies with third-party managers and uses risk management tools and stress testing to align portfolios with client objectives.

Nicholas Blaine is a financial advisor at Creative Planning with Series 66 and Series 65 credentials and three years of industry experience. He previously worked at Fisher Investments for two years and spent nine years with Plano ISD. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, and corporations. The firm uses a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Nan Ginger is a financial advisor with Rockefeller Financial LLC based in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She previously worked at Merrill from 1982 to 2024 and Bank of America from 2009 to 2024 before joining Rockefeller Financial. Outside of her advisory role, Ginger owns and manages several real estate entities in Fayetteville, Arkansas. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutions, retirement plans, foundations, and corporations, offering portfolio management, financial planning, and consulting services. The firm operates with a Private Advisor model and a consolidated investment platform that provides discretionary, non-discretionary, and model-delivery solutions across various asset classes, and also maintains broker-dealer registration for securities transactions and alternative investment placements.

Matthew Powers is a CFP® and holds a Series 66 license, with 19 years of experience in financial advising. He has worked at Hightower Advisors since 2020, following prior roles at Frontier Investment Management Co., Guidestone Advisors, and Equitable Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager investment approach that includes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and proprietary research, serving clients through a network of advisor practices with capabilities that include alternative investments and custom indexing.

Laura Maxfield is a CFP® and holds a Series 65 license with 16 years of industry experience. She is currently with Corient, where she has worked since 2022, having previously held positions at Rgt Wealth Advisors, LLC and LEE Financial Company, LLC. Maxfield is based in Dallas, TX. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates individual security and fixed-income strategies with third-party manager solutions and specialized offerings such as family office and trustee services.

Sergio Andrade is a financial advisor with Primerica Advisors in Dallas, TX, holding a Series 65 credential and over 30 years of industry experience. He previously worked at New York Life Insurance Company for 34 years before joining Park Avenue Securities and Guardian Life Insurance Company in 2025. Andrade is also involved with Valorstone Wealth and Insurance Solutions LLC. Park Avenue Securities serves a diverse retail client base, offering brokerage and fee-based advisory services, financial planning, and consulting. The firm utilizes a variety of proprietary and third-party investment strategies and supports a wide range of account types and features.