Shay Nolan is a financial advisor at Empower Advisory Group with five years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and client savings rates.

Christina Gumm is a Series 65-licensed financial advisor with seven years of industry experience. She currently works at CIBC Private Wealth Advisors, Inc., having previously been employed at United Capital Financial Advisers, LLC and Northern Trust. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm provides customized portfolio management and financial planning supported by an internal investment team and governance committees, managing approximately $67.8 billion in assets with a focus on delivering tailored solutions including options strategies and Family Office services.

Angela Gordon is a financial advisor with Steward Partners Investment Advisory, LLC in Dallas, TX, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Cambridge Investment Research Advisors, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance, and Lincoln Investment. She serves as president and board member of a homeowner's association in Arlington, TX, and works part-time as a self-employed grocery delivery provider. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account programs.

Xinyu Liu is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and three years of industry experience. Their prior roles include positions at LPL Financial, Cetera Wealth Services, Avantax Investment Services, and Paxel Consulting LLC. Liu is involved with Paxel Consulting LLC, a firm focused on international tax law and holistic financial planning. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and managed account solutions through proprietary and third-party platforms. The firm operates a fiduciary-based advisory model that incorporates various investment strategies and utilizes technology platforms to manage client assets.

Howard Sandefer is a Series 63-licensed financial advisor with 34 years of industry experience. He is currently with PNC Wealth Management and has previously worked at BBVA Securities Inc., BBVA Wealth Solutions Inc., Compass Bank, and BBVA Compass Insurance Agency. Outside of finance, he has been a karate instructor at Shote Karate-Do since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation only to employees. The firm utilizes approved model strategies executed via mutual funds and ETFs, with an emphasis on algorithm-driven portfolio selection and limited direct client contact.

Thomas Altimont is a financial advisor at Creative Planning with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Creative Planning since 2021. Prior to that, he was employed for four years at Lockton Investment Advisors and affiliated entities, and for two years at First Financial Bank. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and private market exposure.

Sylvia Mckinney is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and has been affiliated with World Financial Group since 2001. Her career also includes long-term roles with Mary Kay, Inc. and Parkland Health System. She is involved in the sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large advisor network and multiple platform programs, utilizing model portfolios and third-party managers for investment management.

Jared Tomsu is a CFP® professional with two years of industry experience, currently serving at Beacon Pointe Advisors, LLC. His prior roles include positions at Frontier Investment Management and The Capital Chart Room, LTD. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individuals, corporations, 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.

Steven Anglin is a financial advisor with Hightower Advisors in Dallas, TX, holding a Series 63 designation and 34 years of industry experience. His career includes long tenures at Smith Anglin & Co. and Smith Anglin Financial, LLC. Outside of advisory work, he is involved as a managing member or partner in several investment-related LLCs focused on oil and gas properties and family real estate partnerships. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers to deliver diversified portfolios that may include mutual funds, ETFs, alternative investments, and custom indexing.

Rusty Tally is a financial advisor at Rockefeller Financial LLC in Dallas, TX, holding Series 63 and Series 65 licenses with 50 years of industry experience. Prior to joining Rockefeller Financial in 2024, he worked for 16 years at UBS Financial Services Inc. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides portfolio management, financial planning, brokerage services, and investment banking through a consolidated advisor model and investment platform.

Jennifer Martin is a financial advisor at Creative Planning with 14 years of industry experience. She holds Series 66, Series 63, and Series 65 licenses. Her prior roles include positions at Lockton Investment Advisors LLC and Gurtin Municipal Bond Management. Creative Planning provides wealth management and financial planning services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, tax-loss harvesting, and selective private market exposure, managing approximately $295.6 billion in client assets.

Jacob Siadek is a CFP® professional with experience in the financial advisory industry since 2018. He is currently with Corient, where he has worked since 2024, following prior roles at Saville and Tolleson Wealth Management. Corient provides investment advisory and financial planning services to individual and 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, employing risk management tools and offering specialized services including private fund capabilities.

Mary Burress is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been with Transamerica Financial Advisors since 2014 and has also worked with organizations such as the Richardson Adult Literacy Center and Nomad Productions. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple advisory platforms, managing approximately $1.7 billion in regulatory assets under management.

Laura Haas is a financial advisor at NewEdge Advisors with a Series 65 designation and one year of industry experience. She previously attended The University of Texas at Austin. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support diverse client needs.

Natalie Berry is a financial advisor at Rockefeller Financial LLC with one year of industry experience. She holds Series 66 and Series 63 designations. Prior to joining Rockefeller Financial in 2025, she worked at Bank of America for 19 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Lindsey Crow is a financial advisor at Beacon Pointe Advisors, LLC with 27 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc for 10 years. Outside of her advisory role, she serves as secretary and bookkeeper for Cedar Families, LLC, a residential real estate partnership. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individual and institutional investors. The firm employs a manager-based investment approach, utilizing a proprietary focus list and a formal due-diligence process to select and monitor third-party independent managers.

Ashton Swartzfager is a financial advisor at Creative Planning with eight years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at J.P. Morgan Investment Management and Lockton Investment Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

James Mcenery is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs since 2021, following a 14-year tenure at The AYCO Company, L.P./Mercer Allied. Based in Dallas, TX, he serves clients through Goldman Sachs' integrated wealth management platform. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions including Executive Wealth, Personal Wealth, and Private Family Office support.

Brenda Cyprian is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding a Series 66 designation and 20 years of industry experience. She previously worked at Merrill from 2009 to 2026 before joining Rockefeller Capital Management and Rockefeller Financial LLC in 2026. Outside of advising, she co-owns a publishing LLC focused on novels and expanding into scriptwriting. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines discretionary and non-discretionary portfolio management with broker-dealer services and a consolidated investment platform that includes direct portfolio management and access to third-party managers, integrating trust, insurance, and asset management capabilities.

Matthew Rivera is a financial advisor at Hightower Advisors with three years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at Fisher Investments, Glenmede Trust Company, Mariner Wealth Advisors, The Vanguard Group, and Wealth Management Solutions. 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 affiliated and third-party managers along with a range of investment vehicles and portfolio management services.