Sofia Maricevic is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has worked at firms including Brown Brothers Harriman & Co. and Broadleaf Results, Inc. Outside of her advisory role, she is involved as a video editor for Miller Music LLC, a social media channel. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning and portfolio management supported by specialized programs and an array of strategic investment tools. The firm leverages integrated capabilities across the Goldman Sachs ecosystem to deliver tailored solutions and access to alternative investments.

Duke Tran is a financial advisor with Commonwealth Financial Network in Dallas, TX, holding a Series 66 designation and 26 years of industry experience. He has been with Commonwealth since 2016. Outside of his advisory role, he is co-owner of Box Mac, LLC, a company involved in event planning and design. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Henry Woodruff is a financial advisor at IEQ Capital, LLC in Dallas, TX, holding a Series 65 designation with 10 years of industry experience. His prior roles include positions at EPIQ Capital Group and Iconiq Capital. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, and private funds. The firm focuses on separately managed accounts and family-office services, utilizing a centralized investment process that incorporates independent managers and alternative investments across liquid and private markets.

Perry Thompson is a financial advisor with Eagle Strategies (NY Life) in Dallas, TX, holding Series 63 and Series 66 licenses with nine years of industry experience. He has worked with Graystone Wealth Solutions, LLC since 2024 and has been affiliated with Eagle Strategies and New York Life since 2017. Outside of advisory work, he is involved in insurance brokering through outside carriers and co-owns a vacation home in Cahuita, Costa Rica, which is occasionally rented on Airbnb. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages primarily non-discretionary assets within an integrated New York Life affiliate structure.

Ana Campos is a financial advisor with Truist Advisory Services, holding a Series 66 designation and six years of industry experience. Her prior experience includes roles at TIAA-CREF and Merrill, as well as a decade at Bank of America. Outside of her advisory role, she is a manager of 214TX Investments LLC, a home remodeling and construction business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and an inter-affiliate integrated operating model.

Mary Norniella is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Irving, TX, and has seven years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously at The Ayco Company, L.P./Mercer Allied from 2015 to 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm delivers tailored offerings through a combination of centralized investment resources and affiliated managers, integrating banking and advisory services within a large financial group.

Steven Walton is a CFP® and holds a Series 66 license with 17 years of experience in the financial services industry. He has worked at Hightower Advisors since 2020 and previously spent ten years at GuideStone Financial Services and GuideStone Financial Resources. Walton is based in Dallas, TX. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions using both affiliated and third-party managers, offering a range of investment products and strategies tailored to various client needs.

William McMahan is a financial advisor at Cresset Asset Management, LLC with one year of industry experience. He previously worked at CH Investment Partners for four years and Crow Holdings for 26 years. Outside of his advisory role, he serves as a director overseeing the wind down and liquidation of Catmontu Insurance Company, Ltd. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies and offers services including portfolio management, wealth management, and private fund advisory.

Steven Lauterbach is a financial advisor at Oppenheimer with 40 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2003 and previously worked at CIBC World Markets Corp. from 2000 to 2003. Lauterbach holds Series 63 and Series 65 licenses. He also serves as co-trustee of the Kristina Reinertsen-Forehand 1999 Trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment programs and services, including discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

Nancy Pultz is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. She previously worked at Charles Schwab for two years and has an educational background from the University of Arkansas. 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 uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Nedim Saul is a financial advisor at Oppenheimer with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2017, following four years at Concert Wealth Management, Inc and Map Strategic Wealth Management. In addition to his advisory role, he is involved weekly with F45 Willow Bend, a fitness studio in Plano, TX. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of programs and advisory services, combining discretionary and non-discretionary management with strategic asset allocation and portfolio oversight.

Brad Chumley is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, Inc. and managing Chumley Investment Management. He is also a majority shareholder in Silverleaf Wealth Advisors and works as an independent insurance agent. Steward Partners Investment Advisory, LLC is an SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of advisory and managed account solutions.

Kolleen Freudiger is a CFP®-certified financial advisor at Creative Planning with 21 years of industry experience. She has worked at Creative Planning since 2020 and previously held roles at Stratford Consulting, LLC and Northwestern Mutual Investment Management. Creative Planning provides comprehensive investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning-led investment process that includes low-cost indexing, buy-and-hold strategies, and supplemental portfolio approaches, supported by a broad team and centralized investment infrastructure.

Brett Phillips is a financial advisor at VOYA Financial Advisors, Inc. in Dallas, TX, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with VOYA Financial Advisors since 2014. In addition to his advisory role, he works as an independent agent selling fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial providing financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporations. The firm combines in-house and outside strategists with technology-enabled tools to implement investment strategies, operating both on non-discretionary and limited discretionary bases.

Forrest Patterson is a ChFC® credentialed financial advisor at Integrity Alliance, LLC with five years of industry experience. His prior roles include positions at Bloom Financial Partners, Gradient Securities, and Northwestern Mutual. Outside of his advisory work, Patterson is an insurance agent with American Senior Benefits. Integrity Alliance, LLC is a large enterprise firm serving individual investors, corporations, and qualified retirement plans through a network of over 300 advisors managing approximately $5.4 billion in assets. The firm offers a range of services including portfolio management, financial planning, and both wrap and non-wrap programs, utilizing various investment approaches and maintaining dual registration as an investment adviser and broker-dealer.

Evan Radman is a Series 66-licensed financial advisor with 12 years of industry experience. He currently works at Citigroup Global Markets, where he has been employed since 2022. His prior experience includes roles at Frost Investment Services, Frost Brokerage Services, Raymond James & Associates, Bank of America, N.A., and Merrill. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains substantial in-house research and market roles uncommon among its peers.

John Mazzei is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with Mercer Global Advisors Inc. and has previously worked at Vanguard, Charles Schwab, and Fidelity. Outside of finance, Mazzei is a part-owner of Nurse Emily, LLC, a medical cosmetic company. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm uses a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, offering a range of portfolio management and planning services.

Monte Hinkle is a CFP®-designated financial advisor with 44 years of industry experience. He has been with VOYA Financial Advisors, Inc. since 2014 and previously worked at Voya Financial Partners, LLC and Osaic FA, Inc. In addition to his advisory role, he operates as an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. serves a broad client base including individuals, pension plans, charitable organizations, and corporate clients, offering financial planning, portfolio management, and retirement advisory services. The firm employs a combination of in-house and third-party strategies with a focus on client-approved investment policy statements and model allocations.

Richard Thome Jr. is a financial advisor at Rockefeller Financial LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Morgan Stanley. 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 services, and operates as a registered broker-dealer offering a broad range of investment and placement services.

John Saalfield is a financial advisor at Concurrent Investment Advisors, LLC in Dallas, TX, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at UBS Financial Services and Raymond James Financial Services. He is also the owner of Wealth Partners Alliance LLC, a business support company. Concurrent Investment Advisors is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, retirement plan advisory services, and sponsors a wrap fee program supported by a network of approximately 286 advisors.