Cole Helton is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Beacon Pointe Advisors in 2025, he worked at The New Amsterdam Group and held various roles at Baylor University and other institutions. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party Independent Managers across active and passive strategies, and it offers proprietary private funds alongside comprehensive performance reporting and participant education.

Thomas Mccarty Jr. is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Goldman Sachs in 2021, he worked at Vermont Information Processing and Primerica in various advisory roles and was employed by Plattsburgh State University and Volo Aviation LLC. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, corporations, and institutions. The firm utilizes centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within an integrated financial group.

Joseph Church is a Certified Financial Planner® with 35 years of industry experience. He has worked at Rockefeller Financial LLC since 2021 and previously held roles at Bank of America and Merrill. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and distinguishes itself through its recapitalized ownership structure, role as a placement agent for private funds, and its Rockefeller Global Family Office platform.

Samuel Harris is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation with two years of industry experience. His prior roles include positions at State and Liberty and self-employment, alongside experience in education and travel-related work. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporations, and institutions. The firm leverages centralized investment resources and integrated financial services to deliver tailored wealth management solutions.

Samuel Chacon is a Series 66-licensed financial advisor with 23 years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and previously spent 19 years at The AYCO Company, L.P./Mercer Allied. Based in Dallas, TX, he is part of a large team serving a diverse client base. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm combines centralized investment resources and model portfolios with discretionary and non-discretionary management, providing tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support.

Christopher Todd Jr. is a financial advisor at PNC Wealth Management in Dallas, TX, holding Series 66 and Series 63 credentials with 12 years of industry experience. His prior roles include positions at BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., Bbva Securities Inc., and COMPASS Bank, where he worked for up to six years. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a discretionary online account available by invitation to employees. The firm utilizes algorithm-driven risk assessments and delegates portfolio implementation and proxy voting to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Francesca Engel is a financial advisor at Guardian Life with a Series 66 credential and two years of industry experience. She has worked at several firms, including Park Avenue Securities and Merrill, and has been with Guardian Life since 2020. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and investment advisory services.

Rimannuel Appling is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 licenses. He has 14 years of industry experience with prior roles at Charles Schwab & Co., Inc., Loan Depot, and TIAA-CREF. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across a range of securities. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly, distinguishing its model from many enterprise wealth managers.

Michael Quiroga is a financial advisor at Goldman Sachs Wealth Services based in Dallas, TX, with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Goldman Sachs since 2021, previously spending over two decades at Fidelity Brokerage Services and two years at The Ayco Company, L.P./Mercer Allied. 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 institutions. The firm combines centralized investment resources with tailored client solutions, leveraging its integration within a large financial group to offer a wide range of services and specialized programs.

Jared Harrington is a CFP® with nine years of industry experience currently advising clients at Mercer Global Advisors Inc. He previously worked at Fisher Investments and The Vanguard Group, Inc., and has experience as a self-employed advisor. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments, providing a range of advisory and planning services. The firm’s investment approach focuses on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and separate account managers, with offerings that include retirement plan consulting, tax management, and specialized programs.

Daniel De Anda is a financial advisor with Beacon Pointe Advisors, LLC in Dallas, TX. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Beacon Pointe Advisors in 2026, he worked at MGB Wealth Management, LLC and several other firms. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, pension and profit-sharing plans, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Damon Hurst is a financial advisor with Truist Advisory Services, holding a Series 63 designation and 15 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Frost Bank. Outside of his advisory work, he serves as treasurer for Ally's Wish, an organization supporting terminally ill mothers, and is a member of Driven 2 Value LLC, where he holds speaking engagements focused on personal growth and financial education. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting.

Connor Kelly is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Stifel, Bank of America, Merrill, and New York Life Insurance Company. Based in Dallas, TX, Kelly has been with Rockefeller Financial since 2025. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm combines wealth, trust, and insurance services within the Rockefeller Global Family Office platform and offers access to alternative and private investments through in-house and third-party managers.

Kimberley Holcomb is a CFA® charterholder with 29 years of industry experience, currently serving as an investment advisor at Kestra Advisory since 2016. She has been involved with Kestra Investment Services since 2005 and owns Holcomb Wealth Management, where she provides advisory and insurance services. Outside of her advisory roles, she also performs fiduciary duties in a legal capacity. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, employee education, and access to multiple management platforms. The firm serves a diverse client base, including large institutional investors, and supports complex investment solutions within a comprehensive supervisory framework.

Alex Taylor is a CFP® professional based in Dallas, TX, with 14 years of industry experience. He currently serves as an advisor at Corient, joining the firm in 2025 after roles at MPA Wealth, LLC and Raymond James Financial Services. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional entities. The firm employs a goals-based, team investment approach that integrates internal strategies with third-party managers and incorporates risk management tools and alternative investment options as appropriate.

David Smith is a financial advisor at Rockefeller Financial LLC with 22 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at UBS Financial Services Inc. from 2009 to 2023. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance capabilities and offers access to alternative and private investments through a range of in-house and third-party solutions.

Karel Story is a financial advisor with Kestra Advisory in Arlington, TX, holding Series 63 and Series 66 designations and totaling 30 years of industry experience. Prior to joining Kestra Advisory and Kestra Investment Services LLC in 2022, he spent 20 years with World Choice Securities, Inc. He is also involved in financial coaching, providing client relationship management and support services to Representatives and RIAs. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base that includes institutional and individual investors. The firm provides fiduciary consulting, plan design, investment advice, and access to multiple management platforms, serving clients ranging from plan sponsors to sovereign wealth funds.

Carolyn Kuhnel is a financial advisor with Truist Advisory Services in Dallas, TX, holding Series 63, 65, and 66 licenses and seven years of industry experience. Her work history includes roles at Truist Investment Services and earlier positions in healthcare and childcare organizations. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary strategies with third-party platform partnerships.

Austin Mitchell is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Corient in Dallas, TX. His prior experience includes roles at Raymond James Financial Services and Northwestern Mutual, where he worked for over 15 years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses advanced risk management tools to align portfolios with client objectives.

Christopher Wolf is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for 15 years before joining Rockefeller Financial and Rock & Co LLC in 2020. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.