Lisa Emmons is a Certified Financial Planner (CFP®) with 21 years of industry experience. She has been with VOYA Financial Advisors, Inc. since 2014 and previously worked at Voya Financial Partners, LLC from 2007 to 2011. In addition to her advisory role, she is an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliated with Voya Financial, offering financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, and charitable organizations. The firm combines in-house and external strategists, model portfolios, and technology tools to support mostly non-discretionary client relationships managed by a large network of advisors.

Noah Van Nest is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and one year of industry experience. His prior roles include positions at BlueStem Wealth Partners and Interlachen Country Club. He has a background in education, with experience at Southern Methodist University, Southwest Christian High School, and Southview Middle School. Goldman Sachs Wealth Services advises a diverse client base, including individual investors and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm’s advisory teams customize strategies using proprietary analytical tools and leverage the broader Goldman Sachs ecosystem to provide comprehensive investment solutions.

Kylie Stevens is a Series 65-licensed financial advisor with Hightower Advisors, based in Dallas, TX. She has three years of industry experience, previously working at Dearborn and Creggs and H-E-B. Hightower Advisors offers 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 provides various portfolio management and financial planning services with an emphasis on manager selection and access to proprietary research.

Aashka Dasgupta is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX. She holds the Series 66 designation and has one year of industry experience. Her prior roles include positions at The Stack, Emergent Method/Deloitte, and Texas A&M Health Science Center. 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 utilizes strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, supported by proprietary analytics and a broad integration within the Goldman Sachs ecosystem.

Jonathan Johnson is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been associated with Eagle Strategies since 2007 and operates Johnson Financial Strategies, LLC. Outside of his financial advisory work, he is an officer supporting the East Texas triathlon community and is involved in recording and sound mixing of church services. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers tailored advice across various program types and manages a significant portion of its assets on a non-discretionary basis, working with diverse client segments including retirement investors and institutional plan sponsors.

Alyssa Benton is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Her prior work includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Grant Thornton. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a broad range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored wealth management solutions supported by a large integrated financial group.

Jackson Lowe is a CFP® professional based in Dallas, TX, with three years of industry experience. He has been with Hightower Advisors since 2021, following prior roles at Highgate Hotels and PricewaterhouseCoopers. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct diversified portfolios.

Grace Upshaw is a financial advisor at Rockefeller Financial LLC with three years of industry experience. She holds the Series 66 designation and previously worked at Neuberger Berman and Fidelity Investments. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, operating with a Private Advisor model and a consolidated investment platform that provides discretionary, non-discretionary, and model-delivery solutions across multiple asset classes.

Michael Fuscardo is a financial advisor at PNC Wealth Management in Dallas, TX, holding a Series 66 designation with three years of industry experience. He has held positions at several firms, including Charles Schwab Bank and Thrivent Financial. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithmic risk assessment and delegated portfolio implementation with mutual funds and ETFs.

Charles Davis is a financial advisor at Citigroup Global Markets with 42 years of industry experience. He has been with Citigroup Global Markets since 2010 and holds the Series 63 designation. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, broker-dealer execution, custody services, and derivatives and futures services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles and arrangements.

Roberto Montiel is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at Citigroup since 2019 and previously held roles at JPMorgan Securities LLC and JPMorgan Chase Bank from 2014 to 2019. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and combines large institutional scale with unique market roles, including derivatives and futures services.

Christopher Messick is a CFP® with 32 years of industry experience, currently serving at Corient since 2025. Prior to joining Corient, he worked at firms including Northwestern Mutual Investment Management for 26 years and various entities under the Messick Peacock name. He is a board member of the Jesuit Foundation and the Ursuline Foundation, assisting with investment management decisions. Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team approach that integrates in-house strategies with third-party manager solutions. The firm offers specialized services through affiliates and emphasizes continuous portfolio monitoring and risk management.

Michael Shelley is a financial advisor at Rockefeller Financial LLC based in Dallas, TX, holding a Series 66 designation with 19 years of industry experience. His professional background includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank from 2010 to 2022, as well as Geary Securities, Inc. from 2008 to 2010. Outside of his advisory work, he is the sole proprietor of S Investments, LLC, an entity established for personal investments in oil, gas, and real estate opportunities. 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 portfolio management, financial planning, and consulting services, operating as both an investment advisor and a registered broker-dealer, with a distinctive focus on alternative investments and integrated wealth management solutions.

Mason Gillan is a Series 66 licensed advisor with Goldman Sachs Wealth Services in Dallas, TX, bringing five years of industry experience. Prior to joining Goldman Sachs in 2021, he served in the United States Navy from 2013 to 2020. He also has an ongoing affiliation with Southern Methodist University since 2020. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, and institutional clients, delivering financial planning and portfolio management alongside specialized wealth services. The firm leverages integrated resources within the Goldman Sachs ecosystem to provide tailored strategies and access to alternative investments and financial wellness programs.

Michael Randazzo is a financial advisor with SPC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Sigma Planning Corporation and Sigma Financial Corporation since 2008. Outside of his advisory role, he operates Randazzo Financial Group as an independent licensed insurance agent, providing financial services and insurance products. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers.

William White is a financial advisor with Eagle Strategies (NY Life) in Dallas, TX, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has worked at Eagle Strategies since 2020 and is also owner of Forge & Link Financial Group, LLC. Outside of his advisory roles, he serves as a Worship Minister at Oak Gardens Church in Dallas. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional clients, and plan sponsors. The firm emphasizes tailored advice and manages a large portion of its assets on a non-discretionary basis through various program offerings.

Kyle Burgoyne is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at J.P. Morgan Securities LLC, Fisher Investments, Capital One Investing, and ClubCorp, as well as operating a general store business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services, catering to workplace, high-net-worth, and ultra-high-net-worth clients.

Esosa Idemudia is a financial advisor with Empower Advisory Group in Dallas, TX, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. Prior to joining Empower in 2024, Idemudia spent nine years with Fidelity Brokerage Services, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to IRA and retail brokerage account holders, delivering services integrated with Empower’s recordkeeping and administrative platforms.

Jimmy Fletcher is a financial advisor at Oppenheimer in Dallas, TX, with 20 years of industry experience. He has been with Oppenheimer since 2005 and holds Series 63 and Series 66 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm provides a range of programs and advisory services across equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation, with both discretionary and non-discretionary management options.

Brooke Rogers is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation. She has one year of industry experience, including roles at Kestra Investment Management and Goldman Sachs & Co. LLC. Prior to her advisory career, she spent several years in educational and community roles. 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 utilizes strategic allocation models, discretionary implementations, and proprietary analytics, supported by a broad ecosystem of Goldman Sachs affiliates.