Charles Fielder is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX. He holds a Series 66 designation and has recently begun his career in the industry, joining Goldman Sachs in 2026 after prior roles at Hilltop Securities, Morgan Stanley, and other positions including full-time education. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm’s advisory teams utilize strategic allocation models, manager selections, and a range of implementation platforms, supported by integrated resources across the Goldman Sachs ecosystem.

Wade Chessman is a CFP® with 21 years of industry experience, currently serving as an advisor at CWM, LLC since 2019. Prior to joining CWM, he operated Chessman Wealth Strategies for 15 years. He is also involved in recommending clients for healthcare sharing ministry programs and Medicare supplemental insurance referrals. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs a discretionary investment management approach that integrates in-house committees, third-party sub-advisors, and customization tools, with a particular emphasis on retirement plan fiduciary services and institutional client solutions.

Vishwas Singh is a financial advisor with Goldman Sachs Wealth Services in Irving, TX, holding Series 63 and Series 65 licenses and two years of industry experience. His work history includes multiple roles within Goldman Sachs and prior positions related to academic and engineering organizations. Goldman Sachs Wealth Services offers financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutions, utilizing strategic allocation models and access to a broad range of affiliated capabilities across the Goldman Sachs platform.

Matthew Mc Cann is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 credential with nine years of industry experience. His prior roles include positions at JPMorgan Chase, J.P. Morgan Securities, and Morgan Stanley. He also spent a year working with Benziger Family Winery. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning and portfolio management alongside specialized services such as Private Family Office and Executive Wealth programs. The firm uses a combination of strategic asset allocation, manager selection, and proprietary tools, leveraging its integration within the broader Goldman Sachs ecosystem.

Christopher Rachfal is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He is currently with Corient in Dallas, TX, where he has worked since 2022. His prior experience includes roles at RGT Wealth Advisors and Hirtle Callaghan & Co. LLC. Corient provides investment advisory and financial planning services to a broad 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 that integrates in-house strategies with third-party manager solutions and focuses on continuous portfolio monitoring and risk management.

Michelle Holaren is a financial advisor at Beacon Pointe Advisors, LLC in Dallas, TX, holding a Series 65 credential. She has experience across several roles within Wells Fargo and joined Beacon Pointe Advisors in 2022. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach and offers a range of services from wealth management to outsourced CIO solutions.

Michael Meadows is a financial advisor at Beacon Pointe Advisors, LLC with seven years of industry experience. He holds a Series 65 credential and has worked at Beacon Pointe Advisors since 2020. Prior to that, he was with Westwood Trust for five years. Meadows is also the President and CEO of Meadows Family Consulting Group, LLC, a consulting practice advising public charities on topics including fund-raising and governance, and serves as Vice President (independent contractor) for Foundation Management Inc., consulting with private foundations and non-profits. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach, utilizing a proprietary “Focus List” of independent managers and offers discretionary wealth management, retirement plan consulting, outsourced CIO solutions, and other fiduciary services.

Nicholas Purgason is a Series 65-credentialed financial advisor with eight years of industry experience at Independent Financial Partners. He has worked at Independent Financial Partners since 2018 and also serves as an assistant principal at Grand Prairie Independent School District. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with options for centralized asset management, supports a formal retirement-plan advisory practice, and serves individual, charitable, corporate, and high-net-worth clients.

Justin Leeson is a financial advisor with Hightower Advisors in Dallas, TX, holding Series 66 and Series 63 licenses and 23 years of industry experience. Prior to joining Hightower in 2020, he worked at Frontier Investment Management Co and Scottrade, Inc. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and consulting services.

Lauren Turbitt is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. She holds a Series 66 designation and has worked previously at Rock & Co LLC, Bank of America, N.A., and Merrill. Outside of her advisory work, she assists with bookkeeping for her family’s auto care business on a limited basis. 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 as both a registered investment adviser and broker-dealer with capabilities that include securities transactions, variable insurance products, placement, and investment banking services through an integrated investment platform.

Gerald Mattingly is a financial advisor at Fifth Third Securities, Inc. in Dallas, TX, holding Series 63, 65, and 66 licenses with 28 years of industry experience. His prior roles include positions at Frost Brokerage Services, PNC Investments, and BBVA-affiliated firms over the past decade. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers on the Passageway Managed Account platform, with an emphasis on customized risk profiles and a range of investment strategies.

Sara Doutt is a financial advisor at Citigroup Global Markets with 13 years of industry experience, all spent at Citi since 2013. She holds the Series 63 and Series 66 designations. Outside of her advisory role, Doutt is involved in film production and writing, serving as a producer, co-writer, and musical director on multiple projects that are currently being shopped to Hollywood studios. Citigroup Global Markets serves a wide range of individual and institutional clients through various wealth management and advisory programs. The firm employs multi-asset, multi-manager strategies and offers both discretionary and non-discretionary investment solutions, leveraging significant institutional scale and a broad range of market roles.

Justin Gibson is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 14 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, and previously held roles at BB&T Securities, Bank of America, and Merrill. Outside of his advisory work, he is a partner in a family limited partnership used for estate planning purposes. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and manager arrangements to administer its AMC Advantage manager-selection program.

Steven Huynh is a financial advisor with Eagle Strategies (NY Life) based in Irving, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior work includes roles at New York Life Insurance Company, Nylife Securities LLC, The Guardian Life Insurance Company, and Park Avenue Securities. Outside of his advisory work, he owns The WASP Group LLC, a commercial property investment entity. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored solutions through various program types, with the majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Phillip Hebert is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 designations and six years of industry experience. He has worked at Integrity Alliance since 2022 and has been affiliated with National Agents Alliance since 2016. Outside of investment advisory, Hebert is involved in insurance product sales through National Agents Alliance and Freedom Financial Group. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans with over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, delivering investment advice through discretionary accounts, model portfolios, and third-party sub-advisers.

Bradley Rouse is a CFA® charterholder based in Dallas, TX, with nine years of industry experience. He currently works at NewEdge Advisors and NewEdge Securities Inc, having held prior roles at firms including Protective Life and CONCOURSE FINANCIAL GROUP. NewEdge Advisors is a large 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 variety of portfolio management and consulting services and utilizes multiple program structures to combine in-house and third-party investment strategies, supported by technology and centralized due diligence.

Ty Chesnut is a financial advisor at Creative Planning with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Cetera Advisors, Sageview Advisory Group, LPL Financial, and Fidelity Investments. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning-led investment process with low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Anshul Singh is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 66, Series 65, and Series 63 designations. His prior experience includes roles at USAA Financial Planning Services and Ingenio Consulting. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms.

Michael Silverman is a financial advisor at Cresset Asset Management, LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at CH Investment Partners and Crow Holdings Capital Partners. Silverman serves on the boards of several nonprofit organizations, including Children's Health System of Texas, The Thomas Jefferson Foundation, and The Notre Dame of Dallas Schools Foundation, where he chairs or participates in their investment committees. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base. The firm focuses on diversified, asset-allocation-driven portfolio construction tailored to client objectives, utilizing both active and passive strategies and third-party managers, supported by a structured due-diligence and monitoring program.

Ariel Webb is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. Webb holds a Series 66 designation and has worked previously at The Ayco Company, Mercer Allied, UberEats, and Morgan Stanley. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and integrates a range of affiliated products and services within a large financial group.