Joseph Cundari is a financial advisor with Guardian Life and holds a Series 66 credential. He has one year of industry experience, with previous roles at BDS Connected Solutions and Mosaic/Acosta Sales and Marketing. Outside of advising, he is involved in outside insurance sales. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm utilizes a combination of advisor-led discretionary management and model-based strategies, providing tailored client relationships and access to insurance products and alternative investments.

Kevin Wright is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for six years before joining Rockefeller in 2020. Outside of his advisory role, he is a partner and manager of WS Legacy Ventures LLC, an investment entity involved in rental property operations. 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 securities transactions, variable insurance products, and placement and investment banking services.

Garry Scheufler is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior work includes ten years with Bank of America and Merrill, and he has been involved with TECS, Inc., an operating company he owns. Scheufler also mentors students in the Baylor University Professional Sales Program. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement advisory services, emphasizing customized, primarily long-term portfolios using ETFs, mutual funds, and other investments supported by affiliated sub-advisers and various platform integrations.

Jacob Brull is a financial advisor with Citigroup Global Markets in Dallas, TX, holding a Series 66 designation and 14 years of industry experience, all with Citigroup since 2012. Outside of his advisory role, he manages non-operating working interests in oil and gas leases through J-B Oil Investments, LLC, and oversees a family farming operation in Hays, Kansas. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including in-house research and derivatives trading.

Kimberly Arthur is a financial advisor at Wealth Enhancement Advisory Services, LLC with 22 years of industry experience. She holds the Series 66 designation and has worked previously at firms including Vista Investment Partners, Raymond James & Associates, and XO Wealth Management. Kimberly is based in Dallas, TX. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Amy Pryor is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Citigroup Global Markets in Dallas, TX. Her prior roles include positions at Merrill, JP Morgan Chase Bank NA, JP Morgan Securities LLC, Smith Group Asset Management, and Discovery Management, Ltd. Citigroup Global Markets Inc. serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm implements multi-asset, multi-manager strategies with both discretionary and non-discretionary options, combining large institutional scale with specialized market roles including swap dealer and futures commission merchant activities.

Michael Wollitz is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation with 19 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously spent 14 years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers comprehensive financial planning and portfolio management services supported by proprietary research, tactical allocation models, and a range of fee arrangements, leveraging the broader Goldman Sachs ecosystem for expanded product access and specialized client solutions.

Cassandra Guerrero is a CFP® and holds a Series 65 license, with 10 years of experience in the financial advisory industry. She has worked at firms including RGT Wealth Advisors and True North Advisors before joining Corient, where she has been since 2022. Guerrero is based in Dallas, TX. 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 corporate entities. The firm uses a goals-based, team investment approach with a combination of in-house strategies and third-party solutions, incorporating risk management tools and alternative investments as appropriate.

Joanna Jadlow is a CFP® with 13 years of industry experience and is currently with Corient in Dallas, TX. Her prior roles include long tenure at RGT Wealth Advisors, LLC, followed by positions at CIPW Service Company, LLC and Corient Services LLC. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house and third-party strategies, with continuous portfolio monitoring and risk management tools.

Robert Case is a financial advisor at Empower Advisory Group with four years of industry experience. He holds the Series 65 designation and has previously worked at Fisher Investments and Personal Capital Advisors Corporation. 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 clients. The firm’s approach integrates proprietary and third-party methodologies focusing on long-term portfolio returns, annual rebalancing, and savings rates, delivered within a model closely tied to Empower’s recordkeeping and administrative platforms.

Michael Smith is a financial advisor with CIBC Private Wealth Advisors, Inc. in Dallas, TX, holding Series 63, 65, and 66 designations and bringing 14 years of industry experience. He has previously worked at Venturi Private Wealth, Ryan Smith Consulting, Luther King Capital Management Corporation, and Raymond James Financial. Smith serves as a board member for Omni Courts, a company providing inventory management solutions for retailers. CIBC Private Wealth Advisors serves a diverse client base including high net worth individuals, families, trusts, and investment companies. The firm combines internal investment teams with external managers and utilizes customized portfolio strategies, including options hedges and structured notes, distinguishing itself by higher assets under management per advisor and its involvement with investment company clients.

Derek Demars is a financial advisor at Mercer Global Advisors Inc. with a Series 65 designation and over seven years of industry experience. His prior roles include positions at Leaf Commercial Capital, Inc. and involvement with Lakeshore Church. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, providing a range of investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a globally diversified investment approach grounded in Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and private fund platforms.

Einat Sadka is a financial advisor with Citigroup Global Markets in Dallas, TX, holding Series 63 and Series 65 licenses and with 22 years of industry experience. She has been with Citigroup and its related entities since 2007. Outside of her advisory role, she serves as managing member of EQUALI LLC, a bookkeeping business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad 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 security pricing, while providing tailored solutions for high-net-worth clients.

Robert Christiansen Jr. is a financial advisor with First Command Advisory Services holding Series 65 and Series 63 licenses and two years of industry experience. Prior to his financial services career, he served 26 years in the United States Air Force. Outside of advising, he operates a retail comic book business based in Vail, Arizona. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs featuring centrally managed model portfolios and third-party managers selected by its internal Investment Management Team and Wealth Portfolio Managers.

Christopher Barton is a financial advisor with Steward Partners Investment Advisory, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has worked at Steward Partners in various capacities since 2017 and previously at Raymond James Financial Services and Morgan Stanley Smith Barney. In addition to his advisory role, he serves as Divisional President of Sales and Recruiting for Steward Partners Investment Advisory. 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 a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Forrest Green is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Sanford C. Bernstein & Co. and JPMorgan Securities, LLC, including JPMorgan Chase Bank. He serves as a board member of the Houston Racquet Club, a private social and tennis club, where he participates in long-term facilities planning. 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 brokerage services through a Private Advisor model and a consolidated investment platform offering solutions across equities, fixed income, and alternatives.

Steven Lamon is a Series 66-licensed financial advisor with one year of experience, currently with Rockefeller Financial LLC. He previously worked at USAA for two years and spent six years at West Monroe Partners. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutions, retirement plans, foundations, and corporations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.

William Reed III is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 designations and three years of industry experience. His background includes roles at Morgan Stanley and One Network Enterprises, as well as earlier experience spanning several organizations. 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, placement, and investment banking services.

Cameron Sheets is a financial advisor at Rockefeller Financial LLC based in Dallas, TX. He holds a Series 66 credential and has recently begun his career in the financial industry, with prior experience at JPMorgan Chase Bank, J.P. Morgan Securities, and Amegy Bank. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm combines portfolio management, financial planning, and brokerage services within a Private Advisor model and a consolidated investment platform, offering a range of solutions across equities, fixed income, and alternative investments.

Arthur Alexander Jr. is a financial advisor at Rockefeller Financial LLC with 52 years of industry experience. He holds a Series 63 designation and has previously worked at Merrill and Bank of America. Outside of advising, he is a trustee of a family trust and holds a limited partnership interest in the Sandestin Beach Hilton Hotel in Florida. Rockefeller Financial LLC serves high-net-worth individuals, families, and institutional clients, offering portfolio management, financial planning, and investment services. The firm operates as a registered broker-dealer and provides access to a consolidated investment platform delivering discretionary and non-discretionary solutions across various asset classes.