Tara Blair is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 65 and Series 63 credentials and seven years of industry experience. Her work history includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and Savagen Strategy. She is also the owner of Time Wealth Strategies & Insurance Solutions LLC, through which she sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through various program types and manages a substantial asset base primarily on a non-discretionary basis.

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.

Daniel Barker is a financial advisor with Carson Wealth and holds Series 63 and Series 65 licenses. He has 29 years of industry experience with prior roles at Cetera Advisor Networks LLC, Linsco/Private Ledger Corp. (formerly LPL Financial), Pinnacle Financial Group, and Summit Financial Group. Outside of his advisory work, Barker serves as a high school basketball referee with the Fort Worth Basketball Officials Association. CWM, LLC operates an enterprise platform overseeing approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, with an investment approach guided by an Investment Committee that uses fundamental and technical analysis to construct and monitor model portfolios.

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.

Matthew Ashley is a financial advisor with Rockefeller Financial LLC based in Dallas, TX. He holds the Series 66 designation and has 22 years of industry experience. His prior work includes roles at Rock & Co LLC, Bank of America, NA, and Merrill. Outside of advisory services, he is involved with Ashley Family Farms LLC, an investment vehicle. 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 portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, combining discretionary and non-discretionary solutions across various asset classes, while also operating as a registered broker-dealer.

Jaimeson Smith is a financial advisor with Creative Planning, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Robinhood Financial, Robinhood Markets, and Fidelity Brokerage Services. He serves on the board of the American Heart Association and participates on the family board of directors for Allen Associates, Inc. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process with an emphasis on low-cost indexing and buy-and-hold strategies, supplemented by specialized offerings such as direct indexing and tax-loss harvesting.

Zachary Murdock is a financial advisor with Principal Financial Services in Addison, TX, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Equitable Advisors and various positions outside finance, such as in the food service and retail sectors. He is also licensed as an insurance agent, providing sales and service of life, disability, long-term care, health, and group insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

James Lester is a financial advisor with Hornor, Townsend & Kent, LLC and holds the ChFC® and Series 63 credentials. He has 54 years of industry experience, including over 27 years with Hornor, Townsend & Kent and a long career managing his own agency, Jay Lester Agency. He also has experience in insurance sales and service through related brokerage activities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement consulting. The firm operates both advisory and broker-dealer services, featuring a comprehensive platform that includes third-party asset manager relationships and multiple account options.

Lisandra Slavik is a financial advisor with Truist Advisory Services in Dallas, TX, holding a Series 66 designation and eight years of industry experience. She has worked at Truist Investment Services and Truist Advisory Services since 2021 and previously spent over a decade at Fifth Third Bank and its securities division. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, implementing advice through discretionary manager relationships and consulting with a focus on inter-affiliate integration.

Steven Novak is a financial advisor with Corient in Dallas, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Morgan Stanley and RGT Wealth Advisors. He also serves as a guest lecturer and adjunct professor at the University of Kansas, teaching a course on estate planning for CFP and personal financial planning students. Corient serves a diverse client base including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based investment approach that combines in-house strategies with third-party managers and utilizes risk management tools and alternative investments where appropriate.

Jeffrey Dunn Jr. is a CFP® professional with 11 years of industry experience, currently advising at Hightower Advisors since 2025. His prior roles include positions at Smith Anglin Financial, Fisher Investments, and TIAA-CREF. He serves as the Dallas Chapter Membership Committee Chair for the Dallas Financial Planning Association and is an Executive Organizer for Dallas MeetUp events. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and various portfolio construction techniques.

Ryan Solt is a CFP® and holds a Series 65 license with seven years of industry experience. He is currently with Hightower Advisors and has prior experience at The Capital Chart Room, Coiner Enterprises LLC, OneAmerica Securities, and Integrity Financial Group, among others. He continues to service former clients through Integrity Financial Group and American United Life, primarily receiving life insurance renewals. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes discretionary and non-discretionary portfolio management, a focus on manager selection, and the use of affiliated and third-party managers across various investment vehicles.

Laura Lee is a CFP® professional with four years of experience in the financial industry. She currently works at Corient and previously spent nine years at RGT Wealth Advisors. 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 employs a goals-based, team investment approach combining in-house strategies with third-party manager solutions and utilizes advanced risk management tools to align portfolios with client objectives.

Carl Wagner is a financial advisor at Corient with a Series 65 designation and four years of industry experience. Prior to joining Corient, he worked at Lincoln Property Company for 16 years. Carl 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, and charitable organizations. The firm utilizes a goals-based, team investment approach combining in-house strategies and third-party managers, with ongoing portfolio monitoring and risk management.

Ian Mcgurran is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America. He holds a Series 66 designation and has five years of industry experience. Ian has been with Park Avenue Securities since 2019 and has over a decade of tenure with Guardian Life. Park Avenue Securities provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and discretionary management solutions supported by proprietary and third-party platforms.

Marshall Simmons is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. He has previously worked at Cambridge Investment Research Advisors Inc. and Prosper Mullins Private Wealth Management. Outside of finance, his background includes roles in education and nonprofit organizations. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services supported by both proprietary and third-party portfolio management solutions.

Kevin Benesh II is a CFA® charterholder with nine years of industry experience. He currently works at Cresset Asset Management, LLC, where he has been since 2026. Prior to joining Cresset, he spent nine years at JP Morgan Chase Bank. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets and serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, manager selection, and both active and passive implementation across public equities, fixed income, and alternatives, utilizing tools such as artificial intelligence and machine-learning for research and analysis.

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.

Donald Goodwin is a financial advisor at Guardian Life with Series 63 and Series 65 credentials and three years of industry experience. Prior to his current role, he worked at Northwestern Mutual Wealth Management Company and its affiliates. Outside of financial advising, he owns DG23 Fitness, a personal training business, and is a candidate for the McLendon Chisholm City Council. Guardian Life, through its subsidiary Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions including discretionary management, model-based strategies, and access to insurance and alternative investment products.

Daniel Edwards is a financial advisor at Carson Wealth based in Southlake, TX, holding a Series 66 designation with six years of industry experience. His work history includes roles at Cetera, Armstrong Purselley Wealth Management, Bank of America, and Merrill. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios guided by an Investment Committee and providing tailored investment solutions through various custodial and technology partnerships.