Ryan Barcena is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding a Series 66 credential and bringing 15 years of industry experience. His career includes roles at Bank of America and Merrill Lynch from 2011 to 2019, followed by his current tenure at Rockefeller Financial since 2019. Outside of advising, he is involved as an investor in family-held and private real estate ventures. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm provides portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform offering discretionary and non-discretionary solutions, along with brokerage and placement services.

Stephanie Hays is a financial advisor with Principal Financial Services based in Southlake, TX. She holds a Series 66 designation and has 18 years of industry experience. Hays has been with Principal Life Insurance Company since 2011 and manages her own tax-related entity, Hays Financial Strategies. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Charles Mccahill is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JP Morgan Chase Bank and JP Morgan Securities. In addition to his advisory role, he is a partial owner of Short and Sweet Nutrition LLC, a company that provides custom nutrition advice. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including in-house research and futures commission merchant activities.

Roberto Martinez is a financial advisor with Steward Partners Investment Advisory, LLC based in Dallas, TX. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Martinez has worked with multiple Steward Partners entities since 2021 and has prior experience at Raymond James Financial Services, Prospera Financial Services, Cobra Trading, and Lincoln Financial Advisors. He serves on the advisory board of Reparto Familiar S.A. de C.V., a family-owned real estate business in Honduras. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering comprehensive investment advisory, financial planning, and managed account programs.

Megan Miles is a financial advisor at Rockefeller Capital Management with 15 years of industry experience. She holds a Series 66 designation and has worked at Merrill and Rockefeller Financial LLC prior to her current role. Megan is based in Dallas, TX. Rockefeller Capital Management is an enterprise firm with 157 advisors, offering wealth management services.

Wayne Mc Cullough is a CFP® with 26 years of experience in the financial services industry. He is currently with Beacon Pointe Advisors, LLC and has held roles at Innovation Partners LLC and Benchmark Private Wealth Management. Outside of advisory work, he has been involved with Crossfit Katy Trail. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base including individuals, institutions, and retirement plans. The firm employs a manager-focused approach using proprietary due diligence and third-party platforms, and sponsors proprietary investment vehicles as well as private funds.

Kelly Knight is a financial advisor at Citigroup Global Markets with 20 years of industry experience and holds a Series 66 designation. Prior to joining Citigroup in 2022, Knight worked at First Command Financial Services, Inc, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Citigroup Global Markets Inc. 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, providing a broad range of advisory programs and execution services.

Darios Powers II is a financial advisor at Rockefeller Financial LLC with a Series 66 credential. He has been with Rockefeller Financial since 2025 and previously worked at Morgan Stanley in 2022. Outside of finance, he has been involved with Jo's Famous Pizza since 2021. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing a range of investment and placement services.

Alysia Park is a financial advisor at Empower Advisory Group with 12 years of industry experience. She holds the Series 66 designation and previously worked at United Capital Financial Advisers for six years. 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 retail brokerage clients. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans along with optional managed account solutions.

Katherine Robertson is a Series 66-credentialed advisor at Corient with 23 years of industry experience. She previously worked at Smith, Frank & Partners and Kestra Advisory, with a longstanding connection to Kestra Investment Services, LLC. Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach with continual portfolio monitoring and risk management tools. The firm offers specialized services through affiliates, including private fund capabilities and corporate trustee services.

Scot Jackson is a CFP® professional with 14 years of industry experience, currently serving at Hightower Advisors since 2020. Prior to joining Hightower, he worked five years at Frontier Investment Management Co. He is also a 50% owner of Barefeet Photography and Design LLC, a family-owned business in Richardson, Texas, and serves as the Track and Field Commissioner for the Home School Athletic Association. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a range of portfolio strategies.

John Bazan is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at Merrill and Bank of America, N.A. before joining Rockefeller Capital Management in 2025. 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 uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

William Bowling is a CFP® professional with 24 years of experience in the financial services industry. He currently works at Hightower Advisors and previously held roles at THE Vanguard Group, Charles Schwab, and USAA, among others. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a focus on discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

David Catron is a CFA® charterholder and Series 66 registrant with 18 years of industry experience. He is currently an advisor at Hightower Advisors, where he has worked since 2020. Prior to joining Hightower, he held roles at Frontier Investment Management Co and USAA Financial Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes a multi-manager approach with manager selection, utilizing both affiliated and third-party managers, and offers a range of portfolio management and consulting services.

Trevor Dinh is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation and four years of industry experience. His career includes roles at Goldman Sachs Ayco Personal Financial Management and Wells Fargo. Goldman Sachs Wealth Services advises a diverse client base ranging from non‑high-net-worth individuals to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm employs strategic and tactical allocation models, manager selections, and a range of platforms and fee arrangements, leveraging proprietary analytics and integration across Goldman Sachs affiliates.

Jason Abbamonte is a CFP® professional with 16 years of experience in the financial services industry. He is currently with PNC Wealth Management and has previously worked at Charles Schwab and other firms. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account for employees that relies on algorithmic risk assessment and uses mutual funds and ETFs with annual rebalancing.

Luke Roe is a financial advisor with Goldman Sachs Wealth Services based in Irving, TX. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he had brief employment in the country club and trailer leasing sectors. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm employs strategic and tactical allocation models and offers a range of specialized wealth and wellness programs, leveraging the broader Goldman Sachs platform and its affiliated entities.

Allison Patella is a CFP®-certified financial advisor with nine years of industry experience, currently serving at Hightower Advisors since 2023. Prior to joining Hightower, she worked at Dimensional Fund Advisors for seven years. Outside of her advisory role, she has been involved with the Lone Star Field Hockey Club for over a decade. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes multi-manager solutions, manager selection, and offers a range of discretionary and non-discretionary portfolio management strategies supported by proprietary research.

Kylee Whitton is a financial advisor at Empower Advisory Group in Dallas, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Empower, Kylee worked at Chase Bank for four years and has experience in retail and hospitality sectors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients, delivering services through an integrated model aligned with Empower’s recordkeeping and administrative platforms.

Kalita Blessing is a CFP®-certified financial advisor with 33 years of industry experience, currently at Mercer Global Advisors Inc. She previously worked at Quest Capital Management Inc. and Raymond James Financial Services, Inc. Kalita is based in Dallas, TX. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory services that include financial, tax, retirement, and estate planning. The firm’s approach uses Modern Portfolio Theory to build globally diversified, risk-appropriate portfolios through a range of investment vehicles and offers specialized services such as retirement plan consulting and charitable advisory.