Jackson Andres is a Series 66 licensed financial advisor with Goldman Sachs Wealth Services in Dallas, TX, where he has worked for seven years. He has a total of four years of industry experience, including prior work at the University of Mississippi. Goldman Sachs Wealth Services provides financial planning and portfolio management for a diverse client base, including individual investors, executives, corporate participants, and institutional clients. The firm offers tailored investment strategies supported by proprietary research and integrates capabilities across the broader Goldman Sachs platform.

Nathan Osuna is a financial advisor with Hightower Advisors in Dallas, TX, holding a Series 65 designation and one year of industry experience. Prior to joining Hightower in 2024, he served in the U.S. Army for ten years and worked at Texas Tech University for two years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting with an emphasis on manager selection and customized portfolio construction.

Todd Amacher is a CFP® with 12 years of industry experience, currently serving as an advisor at Corient in Dallas, TX. His career includes nearly two decades 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, and corporations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs advanced risk management tools and alternative investment options.

Kevin Curley II is a financial advisor with Commonwealth Financial Network in Dallas, TX, holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at UBS Financial Services and Global Wealth Advisors, LLC. He is the sole owner of Koele Capital LLC, a private entity involved in securities, advisory, and insurance business activities. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and customized investment solutions, while providing operations, trading, technology, compliance, and practice-management support to affiliated advisors.

Patrick Mc Govern is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at Stifel, Raymond James & Associates, Merrill, H&H Risk Partners, and Sewell Automotive Companies. Outside of his advisory role, Mc Govern is involved with Texas Gun Experience. 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, operating also as a registered broker-dealer with services including securities transactions, variable insurance products, and investment banking.

Aleena Ajani is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has previously been affiliated with the University of Texas at Austin and the Red McCombs School of Business. Goldman Sachs Wealth Services advises a diverse client base, including individuals, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models and manager selections supported by proprietary research and integrates capabilities from across the Goldman Sachs ecosystem.

Reed Bailey is a financial advisor at IEQ Capital, LLC in Dallas, TX, holding a Series 66 designation and bringing five years of industry experience. His prior roles include six years at Morgan Stanley Smith Barney LLC and positions at Wellmark Blue Cross Blue Shield, HDH Advisors, LLC, Tarbell & Co., PLC, and Drake University. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and non-profits. The firm’s investment approach combines centralized macroeconomic research with client-specific Investment Policy Statements and uses a mix of liquid strategies, independent managers, and private alternative investments.

Howell Florence is a financial advisor with Hightower Advisors in Dallas, TX. He holds Series 63 and Series 65 designations and has 22 years of industry experience. Prior to joining Hightower in 2022, he worked at Fisher Investments, USAA Investment Management Company, and USAA Financial Planning Services. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and custom portfolio construction.

Hollis Stuckert is a financial advisor at NewEdge Advisors with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Brennan Financial Services and FSC Securities Corporation. Outside of advising, he owns a home restoration business, Corporate Discounts LLC. 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 wide range of portfolio management and consulting services, utilizing multiple program structures and centralized due diligence to support clients and advisors.

Gary Wallace is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 65 licenses. He has two years of industry experience, including prior roles at Cain Watters & Associates, LLC and Bland Garvey PC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement plan advisory services through a broad network of affiliated advisers. The firm emphasizes tailored recommendations across various program types and manages a significant portion of its assets on a non-discretionary basis.

Michael West is a financial advisor at Rockefeller Financial LLC in Dallas, TX, holding Series 66 and Series 63 licenses with 10 years of industry experience. His prior experience includes roles at Merrill, Bank of America, and Fidelity. Outside of his advisory work, he is a part owner of a real estate LLC based in Houston. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers a range of portfolio management and financial planning services within a Private Advisor model, combining discretionary and non-discretionary solutions across multiple asset classes and also operates as a registered broker-dealer.

Jason Bottenfield is a CFP®-certified financial advisor with 22 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has previously held positions at Raymond James Financial Services and Morgan Stanley. Outside of his advisory work, he owns a business related to sports education offering professional pitching lessons and is involved in a nationally televised race car team he co-owns with his wife. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets, serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and portfolio management solutions, emphasizing personalized investment strategies and third-party money manager selection.

Brent Anderson is a CFA® charterholder based in Dallas, TX, with 11 years of industry experience. He currently works at Corient and has previously been with RGT Wealth Advisors. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and incorporates various risk management tools and alternative investment options.

Shannon Miller is a financial advisor with Cresset Asset Management, LLC, holding Series 63, 66, and 65 licenses and two years of industry experience. Prior to joining Cresset, Miller worked at CH Investment Partners for five years and Crow Holdings Capital - Investment Partners for five years. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles through wealth management, portfolio management, retirement consulting, family office services, and private fund advisory.

Kamaljit Kaushal is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. His career includes positions at New York Life Insurance Company, Eagle Strategies, and Principal Securities Incorporated. Kaushal serves as a board member and immediate past president of the India Association of North Texas, an organization dedicated to preserving Asian Indian arts and culture. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third-party money managers through direct advisory programs and referral arrangements.

David Smith is a financial advisor at Rockefeller Financial LLC with 36 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Rockefeller Financial in 2025, he worked for UBS Financial Services for ten years. Outside of his advisory role, he operates a small farming business focused on goats and fish. 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, providing an integrated platform with discretionary and non-discretionary investment solutions.

Armando Torres is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and commercial arrangements.

Callum Harris is a financial advisor with Allworth Financial, L.P., holding a Series 65 credential and seven years of industry experience. His prior roles include positions at Lido Advisors, LLC, Goldman Sachs PFM, and United Capital Financial Advisers, LLC. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios using various model strategies and employs both discretionary and non-discretionary asset management, with ownership ties to private investment vehicles and the Ontario Teachers’ Pension Plan.

Jessica Ems is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. She holds the Series 66 designation and has previously worked at Stifel Nicolaus and Wells Fargo Clearing. 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, and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking services.

Zachary Snyder is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX. He holds a Series 66 designation and has been in the industry for one year. Prior to joining Goldman Sachs, he worked at Kestra Financial and Tiras Wealth Management, and he also spent several years at the University of Texas at Austin and McDonogh School. 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 uses a combination of strategic and tactical allocation models, manager selections, and a range of fee arrangements, supported by affiliated Goldman Sachs entities and specialized advisory programs.