Sean Fitzpatrick is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. He holds a Series 66 designation and previously worked for Raymond James & Associates for 21 years before joining Janney Montgomery Scott in 2026. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

B. Voigt is a financial advisor with Corient in Dallas, TX, holding the ChFC® designation and Series 63 license, with 39 years of industry experience. Prior to joining Corient in 2026, Voigt spent ten years with Kestra Advisory and Kestra Investment Services. Outside of advisory work, Voigt is a limited partner in an estate planning-related entity and has been involved as a member and limited partner in other business ventures since the 1980s. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach integrating in-house strategies and third-party managers, with continuous portfolio monitoring and risk management tools.

Nick Nunu is a financial advisor at Allworth Financial, L.P. with two years of industry experience and a Series 65 designation. His prior roles include positions at eMoney Advisor LLC and Thimbleberry Financial. 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 portfolio strategies, asset management, financial planning, and retirement plan consulting, utilizing a mix of model portfolios and third-party sub-advisers.

Steven Shaw is a CFP®-certified financial advisor with 31 years of industry experience. He is currently with Fifth Third Securities, Inc., having joined in 2026, and previously worked at Ameriprise Financial Services and Comerica Securities. Shaw also serves as a financial advisor with Comerica Bank. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers various investment programs via the Passageway Managed Account platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Braden Howell is a CFP® professional based in Dallas, TX, with 20 years of industry experience. He is currently an advisor at Corient, having joined the firm in 2025. Prior to Corient, Howell worked at MPA Wealth, LLC and Messick Peacock & Associates, among other financial services firms. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions and incorporates risk management tools and alternative investments when appropriate.

Austin Winsett is a Series 65-licensed financial advisor with eight years of industry experience, currently with Savant Wealth Management. He previously worked at Exencial Wealth Advisors for eight years and at KPMG for four years. Outside of his advisory role, he serves as an advisor to a family-owned construction company, Drillworx Directional Drilling. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm uses a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust services.

Rodrigo De La Roca Pinzon is a financial advisor with Private Advisor Group, LLC in Dallas, TX, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Charles Schwab & Co. and TD Ameritrade. He has a background in the brewing industry through his work with 3 Nations Brewing Co. from 2016 to 2021. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting, employing a fiduciary-based advisory model that integrates proprietary and third-party investment strategies.

Garett Koch is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation and three years of industry experience. His work history includes roles at Goldman Sachs, Broadridge Financial Solutions, Johnson & Wales University, and Crystal Springs. 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 offers specialized programs such as Private Family Office services and Executive Wealth programs, leveraging strategic allocation models and extensive resources across the Goldman Sachs ecosystem.

Stephen Mathiason is a financial advisor at Equity Services, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including National Life Group and Ameritas Life Insurance. Outside of his advisory work, he serves as commissioner of the Gulf Coast Lacrosse Association, organizing teams and scheduling games. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes a mix of long-term strategies and specialized instruments through third-party asset managers and model portfolios.

Carl Cuff is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 24 years with Mercer Allied Company, L.P. Goldman Sachs Wealth Services advises a wide range of clients including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, utilizing strategic allocation models and a variety of implementation methods supported by proprietary research and analytics.

Carley Bohn is a financial advisor at MAI Capital Management, LLC with two years of industry experience. She holds the Series 65 designation and has previously worked at Evoke Advisors and Service Academy Capital Management LLC. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including individuals, families, sports professionals, trusts, and institutions. The firm manages a range of strategies through internal and external managers and offers additional services such as trust administration and insurance.

Jared Novak is a CFP®-credentialed financial advisor with 20 years of industry experience, currently affiliated with Commonwealth Financial Network in Dallas, TX. He previously spent 22 years with The Vanguard Group, Inc. and has been with Commonwealth Financial Network and Assay Wealth Partners, LLC since 2026. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Ryan Ozata is a financial advisor with GWN Securities Inc. in Mesquite, Texas, holding a Series 66 credential and 19 years of industry experience. He has been with GWN Securities since 2012. Outside of his advisory role, Ozata is involved in life insurance sales and operates an agency that sells Medicare supplements to retired teachers and their families. GWN Securities is an SEC-registered investment adviser and broker-dealer that manages approximately $3.65 billion across more than 37,000 client accounts. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, serving individual and business clients through a network of about 423 advisors.

Richard Buckland is a financial advisor with Valic Financial Advisors in Addison, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Key Investment Services and Key Bank. He is also an insurance agent for non-securities insurance products through Agia. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Tara Williams is a ChFC® and Series 66 licensed financial advisor with nine years of industry experience. She is currently with Hightower Advisors and has held prior roles at Smith Anglin Financial, Apex Fintech Solutions, and Lincoln Investment, among others. Hightower Advisors provides 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 approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct customized portfolios.

Anna Sanchez is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX. She holds a Series 66 designation and has one year of industry experience. Her prior work includes positions at U.S. Bancorp and Polaris Inc., as well as academic roles at Wake Forest University and Providence Academy. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm employs strategic and tactical allocation models and leverages capabilities across the broader Goldman Sachs ecosystem to deliver tailored investment solutions.

Tara Blair is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Blair has worked previously with Savagen Strategy and has been involved with New York Life Insurance Company and NYLIFE Securities LLC since 2018. She is also the owner of Time Wealth Strategies & Insurance Solutions LLC, which brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kendrick Crayton is a financial advisor at Transamerica Retirement Advisors, LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill, Bank of America, Robinhood Financial, and TD Ameritrade. Outside of his financial services career, he is the owner of Earn Your Weekend, a personal training business based in Dallas, TX. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education. The firm utilizes proprietary software and model portfolios developed with Morningstar Investment Management to tailor asset allocation and retirement guidance for its clients.

Jasmit Gill is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds the Series 66 designation and has worked previously at Rock & Co LLC and Merrill. Rockefeller Financial LLC serves 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 as both an investment adviser and a registered broker-dealer with capabilities including securities transactions, variable insurance sales, and placement and investment banking services.

Jamie Radke is a financial advisor at Corient with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Kestra Advisory and Kestra Investment Services. In addition to his advisory role, he is an operations manager and office manager at Smith, Frank & Partners, LLC, where he also supports the insurance department. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and specialized offerings through affiliates.