Leslie Reynoso is a CFP®, CFA®, and Series 65-licensed financial advisor with 12 years of industry experience. She has worked at Beacon Pointe Advisors, LLC since 2021 and previously held roles at Wealthstreet Investment Advisors, LLC and Gerald L. Ray & Associates, Ltd. She is based in Dallas, TX. Beacon Pointe Advisors provides investment advisory and consulting services to a wide range of individual and institutional clients, employing asset-allocation modeling and a formal manager due-diligence process to implement client strategies across third-party independent managers.

Andrew Smith is a CFP® with nine years of industry experience. He is currently a financial advisor at Kayne Anderson Rudnick Investment Management, LLC and has previously worked at Mariner Wealth Advisors, Personal Capital Advisors Corporation, and The Ayco Company, L.P./Mercer Allied. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, family offices, and high-net-worth individuals. The firm’s investment process focuses on fundamental research and incorporates proprietary governance and sustainability assessments across a range of active equity and fixed-income strategies.

Irfan Dossani is a financial advisor with Commonwealth Financial Network based in Dallas, TX. He holds a Series 66 designation and has 16 years of industry experience. His prior work includes roles at 360 Wealth Management, LLC and LPL Financial, and he has maintained his own CPA practice since 2005. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and practice-support services. The firm offers various program structures and discretionary portfolio management through its Investment Management and Research team.

Tim Sampson is a financial advisor with Equity Services, Inc. based in Dallas, TX, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His prior roles include positions at Premier Financial Alliance and Kovack Advisors, Inc. He is also involved as an associate and investor in an insurance and real estate business. 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, often utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Jorge Garcia is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. for 14 years. Outside of his advisory role, he is the owner of CBJG Investments DBA Sugar Grove Investments, an investment vehicle based in Austin, TX. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, with a focus on customized strategies using both in-house and third-party managers.

Andrew Khalaf is a financial advisor with Hightower Advisors in Dallas, TX. He holds a Series 65 designation and has been with Hightower since 2025. Prior to joining Hightower, Khalaf held positions at Charles Schwab and has academic experience at Southern Methodist University and Baylor University. 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, with an emphasis on manager selection, multi-manager solutions, and access to proprietary and third-party investment managers.

Gerald Gaeta is a financial advisor with RBC Rochdale, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked at City National Rochdale since 2020 and previously held roles at First Republic Securities Company, LLC, First Republic Investment Management, Inc., NYLIFE Securities Inc., and New York Life Insurance Company. Outside of finance, he is a guitarist and vocalist. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and institutional investors. The firm employs an active, multi-strategy investment approach combining quantitative analysis with fundamental research, utilizing proprietary tools and partnering with third-party sub-advisors to create tailored portfolios.

Alexander Pierce III is a financial advisor at Beacon Pointe Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Oxbow Advisors, LLC for 12 years before joining Beacon Pointe in 2023. Beacon Pointe Advisors provides investment advisory and consulting services to a broad range of individual and institutional clients. The firm employs a manager-driven investment approach, using a proprietary “Focus List” and asset-allocation modeling, and offers discretionary wealth management, retirement plan consulting, outsourced CIO solutions, and other fiduciary services.

Wade Catlin is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 23 years of industry experience. He worked at The Ayco Company, L.P./Mercer Allied Company, L.P. for 20 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and a range of tailored offerings, combining discretionary and non-discretionary management within a large integrated financial group.

Ami Doshi is a financial advisor at Hightower Advisors with six years of industry experience. Prior to joining Hightower in 2020, Ami held roles at Frontier Investment Management Co and participated in nonprofit-related activities at the Communities Foundation of Texas. She also has experience with social ventures through Inclusive Planet Technologies and Milaap Social Ventures USA. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research in portfolio construction.

Erik Linstrom is a Series 66 licensed financial advisor with 20 years of industry experience. He currently works at NewEdge Advisors and NewEdge Securities Inc, joining in 2024 after 14 years at JPMorgan Chase Bank NA and J.P. Morgan Securities LLC. Outside of his advisory role, Mr. Linstrom is the founder of Fortis Wealth Advisors and serves as trustee of his own revocable living trust. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, using a range of investment strategies and regular portfolio reviews.

Brett Diamond is a financial advisor at Steward Partners Investment Advisory, LLC with 26 years of industry experience. He holds a Series 63 designation and has worked at firms including Raymond James Financial Services and Morgan Stanley. He is also the owner of Park Cities Group, a financial advisory support company based in Dallas, TX. 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, and charitable organizations, offering investment advisory, financial planning, and managed account programs with both discretionary and non-discretionary portfolio management options.

Tracey Gledhill is a CFP® professional affiliated with Hightower Advisors with 16 years of experience in the financial industry. Her prior experience includes roles at The Vanguard Group, Sanctuary Advisors, and Merrill. Hightower 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, leveraging both affiliated and third-party managers alongside proprietary research and a variety of investment vehicles.

Sarah Quarles is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has prior work experience at Tulane University and several restaurant companies. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management supported by strategic and tactical allocation models, specialized wealth programs, and access to alternative investments, leveraging resources across the broader Goldman Sachs organization.

Katherine Archer is a financial advisor at Cresset Asset Management, LLC with 9 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at CH Investment Partners and Deutsche Bank Securities. She serves as an Investment Committee Board Member for the Dallas Regional Chamber. Cresset Asset Management manages approximately $71.9 billion in assets for a diverse client base, including individuals, families, trusts, retirement plans, and institutions. The firm employs a diversified, asset-allocation-driven investment approach using both active and passive strategies, supported by a structured due-diligence program and multiple affiliated entities.

Bryan Bracchi is a financial advisor with Commonwealth Financial Network based in Plano, TX. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. His prior roles include positions at Franklin Templeton Financial Services and Ascensus Broker Dealer Services. Outside of his advisory work, he is a managing member and co-owner of Scooper Dudes LLC, a business unrelated to investments. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, offering various advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support, while its Investment Management and Research team manages discretionary model portfolios.

Jerry Williams is a financial advisor with Lincoln Investment in Arlington, TX, holding over 56 years of industry experience. He has worked with Lincoln Investment since 2017 and previously spent 14 years at Legend Equities Corporation. In addition to his advisory role, he is involved in insurance sales and service for fixed and life products through Williams Financial Position. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning and retirement plan advice, utilizing a mix of in-house and third-party investment strategies managed by an Investment Management & Research team.

Henry Smith is a Series 66-licensed financial advisor at Rockefeller Financial LLC with two years of industry experience. Prior to joining Rockefeller Financial in 2025, he worked at UBS Financial Services and Sellside Group, LLC. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting through integrated services and a designated Private Advisor model.

Juan Hernandez is a financial advisor with FIFTH THIRD SECURITIES, Inc. based in Dallas, TX. He holds Series 63 and Series 66 designations and has 14 years of industry experience. His prior roles include positions at Ameriprise Financial Services, TCBI Securities, Texas Capital Bank, Wells Fargo, Regions Bank, and BBVA Compass Insurance Agency. FIFTH THIRD SECURITIES, Inc. serves a wide range of individual and institutional clients through both advisory and brokerage channels. The firm offers access to various managed account programs and portfolio management strategies on the Passageway platform, supported by a large team of advisors and affiliated entities.

Smridhi Sharma is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Irving, TX, and has two years of industry experience. Prior to joining Goldman Sachs, she held roles including UC Davis Orientation Leader and worked in the university's International Admissions Department. Outside of her advisory work, she manages a residential real estate property in Gurugram, India. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory services to a diverse client base, including individuals, high-net-worth households, corporations, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering tailored solutions through a combination of discretionary and non-discretionary managers within a large integrated financial group.