Cameron Blann is a financial advisor at Goldman Sachs Wealth Services based in Dallas, TX. He holds the Series 66 designation and has been with Goldman Sachs – Ayco since 2025. Prior to this role, he worked in construction and energy sectors and spent several years in full-time education. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, leveraging its integrated financial group structure.

Brian Losak is a CFA® charterholder and holds the Series 66 license, with 17 years of experience in the financial industry. He has been with Truist Advisory Services since 2017 and previously worked at BBVA Securities Inc. and Compass Bank. He is based in Dallas, TX. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary strategies supported by third-party platforms and employs AI-enabled tools within its research and oversight processes.

Glenn Mealey is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. and Merrill. He serves as an advisory board member for the local Houston chapter of U.S. Vets, a charitable organization. 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, and operates as a registered broker-dealer offering a consolidated investment platform and a range of personalized investment solutions.

Jerry Tuma is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC. He has worked with Cornerstone Financial Services, Inc. since 1983 and has been with Independent Financial Group since 2012. Outside of advising, he is the owner of Liberty Silver & Gold, LLC, a company that sells physical gold and silver bullion and coins, and he is also an author and public speaker. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, utilizing a variety of advisory programs and third-party asset managers to meet diverse client needs.

Bradley Mcconkey is a CFP® certificant with 23 years of experience in financial advising. He has worked at Hightower Advisors since 2020 and was previously with Frontier Investment Management Co for seven years. He is based in Dallas, TX. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Rajiv Hargunani is a financial advisor at Oppenheimer with 19 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2014. Based in Dallas, TX, he serves clients through the firm’s broad range of advisory and brokerage services. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement plan fiduciaries. The firm’s investment approach includes strategic and tactical asset allocation, manager selection, and a variety of mutual fund, ETF, fixed-income, and equity strategies, with a notable emphasis on both discretionary and non-discretionary management.

John Ciaramitaro is a financial advisor at Rockefeller Financial LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Rockefeller Capital Management prior to his current role. 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 an integrated investment platform, while also operating as a registered broker-dealer providing securities transactions, insurance products, and investment banking services.

Karthik Muraliraj is a financial advisor with Commonwealth Financial Network in Dallas, TX, holding the ChFC® designation and Series 66 license. He has 17 years of industry experience, including prior roles at WFG Investments, Inc. and AXA Advisors, LLC. Muraliraj is also a part owner of MPACT Financial Group, LLC, an advisory and insurance operating company. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and practice management, allowing advisors discretion in portfolio construction alongside access to model portfolios developed by Commonwealth’s Investment Management and Research team.

Erin Williams is a financial advisor at Truist Advisory Services with Series 66 credentials and one year of industry experience. Prior to joining Truist, Williams held positions at Google, Maximus, and OpenText, among other organizations. Outside of financial services, Williams has experience working at the European Wax Center. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration within the Truist enterprise.

Tina Tannery is a financial advisor at Independent Financial Group, LLC with 25 years of industry experience. She holds a Series 66 designation and has been with Independent Financial Group since 2013. Tina is a notary public and a 50% owner of a DBA used for marketing purposes. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, managing approximately $11.3 billion in assets through a national network of Investment Adviser Representatives.

Jessica Boghetich is a CFP® professional with 11 years of industry experience, currently serving at Corient. She previously worked at RGT Wealth Advisors for 10 years and held roles at CIPW Service Company, LLC, and Corient Services LLC. She serves as an independent director and secretary of the nonprofit Council for Life. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party managers and offers affiliated private fund capabilities and specialized services.

John Baergen Jr. is a CFP®-certified financial advisor with 25 years of experience, currently with Principal Financial Services. He has been associated with Principal Securities and Principal Life Insurance Co. since 2005. Outside of his advisory work, he serves as a board member on the landscape committee for his local homeowners association. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Greg Rhodes is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding a Series 66 designation and bringing 24 years of industry experience. His career includes significant tenure at Merrill and Bank of America, NA. 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 a Private Advisor model with a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, and placement and investment banking services.

Kerry Mcgauran is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Stephens Inc. and BNY Mellon. 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 through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Bill Henry is a financial advisor at Wealth Enhancement Advisory Services, LLC with 20 years of industry experience. His prior roles include positions at LPL Financial, OSAIC, The Retirement Group, LLC, and FSC Securities Corporation. He also has a longstanding involvement with F.R.E.E., Inc., a business he has been associated with since 1979. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, utilizing a combination of passive and active investment strategies guided by an internal Investment Committee.

Wayne Worthington is a financial advisor at Hightower Advisors with nine years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining Hightower in 2025, he worked at Smith Anglin Financial, LLC for six years and held positions at several other firms. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a range of investment vehicles and portfolio construction strategies.

Julie Petty is a financial advisor at Oppenheimer with 19 years of industry experience. She has been with Oppenheimer since 2005 and holds Series 63 and Series 66 licenses. Outside of her advisory work, she operates a home business creating custom gifts and personalized items and also offers dog sitting services on occasion. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, providing advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic asset allocation and manager selection, offering both discretionary and non-discretionary programs, and acts as a qualified custodian for client assets.

Michael Cummins is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at The Ayco Company, L.P./Mercer Allied for 21 years before joining Goldman Sachs in 2021. Cummins serves as an advisory board member at Salt Lake Mattress & Manufacturing Company, providing general business guidance. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers within an integrated financial group structure.

Alexandra Grinaldi is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Citigroup in 2025, she worked at UBS Financial Services for four years and J.P. Morgan Securities for ten years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, integrating in-house research and complex market roles in its approach.

Oliver De Ferrari is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Dycom Industries, Lighthouse Partners, and multiple positions in education. Goldman Sachs Wealth Services serves a broad range of clients including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning, portfolio management, and specialized offerings such as Private Family Office and Executive Wealth programs, leveraging integrated resources from the broader Goldman Sachs organization.