Bryan Leake is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and 17 years of industry experience. He previously worked at The Keever Group and Ameriprise Financial Services, Inc. for 16 years and has held roles at Wellspring Associates and HighTower Advisors. Leake is also involved with Biltmore Financial Services as a paraplanner, assisting in financial and retirement planning. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, and businesses. The firm offers model portfolio solutions, discretionary asset management, and financial planning through a platform that integrates both internal and third-party managed models.

Stacey Tate is a financial advisor at Brookstone Capital Management LLC with 18 years of industry experience. She holds a Series 65 designation and has been involved with Brookstone since 2007. Prior to her current role, she worked at American Financial Retirement Insurance. Outside of her advisory work, Tate is a health and wellness coach with Optavia. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, offering discretionary management via model portfolios, unified managed accounts, and separately managed accounts.

Mark Hutchings is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following 15 years at The AYCO Company, L.P./Mercer Allied. Based in Dallas, TX, he provides advisory services within a large integrated financial group. Goldman Sachs Wealth Services offers financial planning, investment management, and related advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm uses centralized investment resources and model portfolios, delivering tailored solutions such as Executive Wealth and Private Family Office support.

Lucia Mwanzia is a financial advisor at Goldman Sachs Wealth Services based in Dallas, TX, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Goldman Sachs Ayco, UBS Financial Services, and First Horizon Bank, along with experience in education at Rhodes College. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm employs strategic allocation models and utilizes proprietary and third-party analytics in its investment approach, supported by integration within the broader Goldman Sachs ecosystem.

Shane Schnitzius is a Series 66-licensed financial advisor with 19 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and spent 15 years at The AYCO Company, L.P./Mercer Allied prior to that. He is based in Dallas, TX. Goldman Sachs Wealth Services provides financial planning, investment management, and related advisory support to a broad range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm uses centralized investment resources and model portfolios, offering tailored services such as Executive Wealth, Personal Wealth, and Private Family Office support.

Rebecca Hallman is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and eight years of industry experience. Prior to joining Rockefeller Financial, she worked at UBS Financial Services, Inc. for seven years and has experience at the University of Texas at Dallas. 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, and uniquely operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Michael Bender is a financial advisor at Empower Advisory Group with one year of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at Empower Financial Services, Inc. and Northern Electric, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and clients’ savings rates.

Nicholas Gerber is a financial advisor at Hightower Advisors with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Cerity Partners LLC, Arkadios Capital, BD4RIA, Inc., Karsten Financial Services, LP, and Scottrade. He also took a sabbatical in 2025. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm employs a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a variety of investment vehicles tailored for both discretionary and non-discretionary portfolio management.

Troy Jackson is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and one year of industry experience. His prior roles include positions at KeyBank, Paragon One, PriceWaterhouseCoopers, University at Albany Campus Center Management, and Target. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning and portfolio management along with specialized programs such as Private Family Office and Executive Wealth services. The firm utilizes strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, supported by proprietary and third-party analytics, and integrates resources across the broader Goldman Sachs platform.

Kevin Kuhnel is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Merrill, Bank of America, and BB&T Securities. Outside of advising, he owns and manages oil and gas interests through TIN ENERGY LLC and Oakwood Exploration and Development. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary approaches, supported by third-party platforms and manager due diligence, with a distinctive integration of affiliated broker-dealer and banking services.

Liam Mc Carthy is a financial advisor at Rockefeller Financial LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Texas Christian University and Lincoln-Sudbury Regional High School. 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 range of investment and placement services.

Blaire Vance is a financial advisor at Hightower Advisors with one year of industry experience holding a Series 65 designation. Prior to joining Hightower Advisors, Blaire worked for the United States House of Representatives and has academic experience at Texas Tech University. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional clients, pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm’s advisory model emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a broad range of investment options and operational support features.

John Mcmanus is a financial advisor at Rockefeller Financial LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc. for 15 years. 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, operating uniquely as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.

John Stoll is a financial advisor at Goldman Sachs Wealth Services based in Dallas, TX, with five years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2022, following roles at Charles Schwab Bank and Charles Schwab & Co., Inc. prior to that. Goldman Sachs Wealth Services advises a broad client base including individual investors across wealth levels, corporate participants, executives, plan sponsors, and institutions. The firm offers financial planning and portfolio management supported by specialized programs and integrated resources across the Goldman Sachs platform.

Kelly Ellebracht is a financial advisor at Hightower Advisors in Dallas, TX, with six years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for nine years. Ellebracht serves as President on the Board of Directors for the Fredericksburg ISD Education Foundation. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, offering access to both affiliated and third-party managers through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Thomas Stone is a CFP® professional with 10 years of experience in the financial services industry. He has worked at Mercer Global Advisors Inc. since 2026 and previously held roles at Box Financial Advisors, Box Insurance Agency, and Morgan Stanley Private Bank. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios implemented through a variety of investment vehicles and offers specialized services including retirement plan consulting and charitable advisory.

Jenna Blevins is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 25 years of industry experience. Her prior roles include positions at Crescent Financial Services, FSC Securities Corporation, The Retirement Group, and LPL Financial. She is also a commissioned notary in Southlake, TX. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a wide range of clients, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and a variety of program offerings such as financial planning, asset management, and specialized retirement plan consulting.

Nnamaka Nwanegbo is a financial advisor at Citigroup Global Markets with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Avantax Investment Services, TD Ameritrade, and the Dallas County Sheriffs' Department. Outside of her advisory role, she serves as a site manager for Carrington Homes SP, overseeing rent collection and mortgage payments. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale operations with unique market roles, including swap dealing and futures commission merchant activities.

Mike Bui is a financial advisor with Eagle Strategies (NY Life) in Arlington, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Eagle Strategies since 2012 and with New York Life Insurance Company and NYLife Securities LLC since 1998. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, with an emphasis on tailoring recommendations to client objectives across multiple program types.

Michael Hirsbrunner is a CFA® charterholder based in Dallas, TX, with nine years of industry experience. He has worked at Hightower Advisors since 2020 and previously spent nine years at Frontier Investment Management Co. Hightower Advisors offers 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 centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles and strategies.