Hudson White is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation. He has one year of industry experience, including prior roles at several firms such as Cornerstone Caregiving and Alpha 8. He also has experience at Baylor University and various organizations outside the financial sector. Goldman Sachs Wealth Services advises a broad client base, including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management supported by specialized teams and proprietary research, delivering tailored strategies through a variety of platforms and leveraging the broader Goldman Sachs network.

Peter Curtis is a CFP® and holds a Series 65 license, with two years of industry experience. He is currently with Beacon Pointe Advisors, LLC in Dallas, TX, where he has worked since 2023. His prior experience includes roles at Greycourt & Co., Inc. and the University of Pittsburgh. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses a combination of third-party independent managers, asset-allocation modeling, and rigorous due diligence to implement client strategies across various investment platforms.

Michael Kolacz is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked at Independent Financial Group since 2023 and previously was with International Assets Advisory, LLC for seven years. He also co-manages Epstein & Kolacz Wealth Management, where he has been involved since 1982. Outside of advisory work, he provides estate planning legal services and assists clients with college tuition negotiation through separate consulting roles. Independent Financial Group is a large advisory and brokerage firm serving individuals, trusts, corporations, and plan sponsors with integrated investment advisory programs, financial planning, and retirement services. The firm utilizes a combination of in-house and third-party investment models to deliver tailored strategies and operates both as a registered investment adviser and an active broker-dealer.

Kathy Kaffer is a CFP® professional at Creative Planning with six years of industry experience. She previously worked at Thun Financial Advisors and Oscar Gruss & Son Incorporated and spent two years studying for the CFA designation. She is based in Dallas, TX. 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 client assets through a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and comprehensive retirement plan services.

Theresa Gorin is a Certified Financial Planner® with 26 years of industry experience. She is currently with Rockefeller Financial LLC and has previously worked at Bank of America, N.A. and Merrill. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting through an integrated platform that includes trust and insurance services.

Andres Medina is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Creative Planning since 2014. He holds Series 63 and Series 66 licenses and is based in Austin, TX. 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 offers a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by supplemental approaches and a broad range of retirement plan services.

Mark Griege is a financial advisor at Corient with 23 years of industry experience. He holds a Series 63 designation and previously worked at RGT Wealth Advisors, LLC for 37 years. Griege serves as a director and chair of the Compensation Committee at Veritex Holdings, Inc., a bank holding company based in Dallas. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining internal strategies with third-party managers and employs risk management tools and alternative investment options where appropriate.

Chad Smith is a CFP® and ChFC® with 29 years of industry experience. He is currently with Beacon Pointe Advisors, LLC, having joined the firm in 2025 after six years at Heritage Financial Planning, LLC and eleven years at H.D. Vest. He is based in Dallas, TX. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach using a proprietary “Focus List” and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Logan Frasier is a financial advisor at MAI Capital Management, LLC in Dallas, TX, holding a Series 65 credential with one year of industry experience. Prior to joining MAI, he worked at Treloar & Heisel and has been involved with Collegiate Entrepreneurs Painting Services. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, and retirement plan consulting services to a range of clients, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional investors. The firm offers customized portfolio management across multiple strategies and integrates financial planning and tax services into client relationships.

Darrell Delphen is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Independent Financial Group since 2013 and was affiliated with Cornerstone Financial Services, Inc. for 11 years. Outside of his advisory role, he is involved as an independent contractor with Liberty Silver & Gold, LLC, offering physical precious metal bullion sales. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm provides brokerage, portfolio management, financial planning, and retirement plan services, delivering advisory programs through its AccessPoint platform and third-party asset managers.

Christene Dino Hobbs is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. Her career includes roles at firms such as Bates Wealth Strategies and Paperhouse Financial Group. Outside of her advisory work, she serves as a board member for Tackle Tomorrow, a nonprofit focused on improving early childhood literacy in underserved communities. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailoring recommendations to client objectives and plan sponsor criteria while delivering advice through multiple program types.

Robert Mitzel is a Series 66 licensed financial advisor with Citigroup Global Markets in Dallas, TX, bringing 19 years of industry experience. He has been with Citigroup Global Markets since 2006. Citigroup Global Markets Inc. serves individual and institutional clients across multiple segments including workplace, high-net-worth, and ultra-high-net-worth. The firm offers a broad range of investment advisory programs, broker-dealer execution, and custody services, employing multi-asset, multi-manager strategies with internal oversight and a combination of large institutional scale and specialized market roles.

Nishant Mehta is a CFP® professional with experience at Mercer Global Advisors Inc. since 2026. Prior to joining Mercer, he worked at Guidehouse for 13 years and was affiliated with Texas Tech University for two years. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm’s approach utilizes Modern Portfolio Theory to build globally diversified, risk-appropriate portfolios through a range of investment vehicles, and it offers specialized services including retirement plan consulting and charitable advisory.

Tim Dowden is a CFP® certificant with 24 years of industry experience, currently serving as an advisor at Prime Capital Financial since 2024. He previously worked at Financial Engines Advisors L.L.C. for eight years and Tmfs Advisors, LLC for two years. Dowden is also involved in the sale and service of fixed insurance products through related business activities. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans with asset management, financial planning, qualified retirement plan services, and family office offerings. The firm employs a variety of strategies including core/satellite, thematic, and tactical approaches and provides consolidated reporting, tax advisory services, and continuity mechanisms alongside its investment advisory services.

Angela Bacon is a financial advisor at Rockefeller Financial LLC with 34 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc for 12 years before joining Rockefeller Financial in 2020. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and provides a consolidated investment platform delivering a range of discretionary and non-discretionary investment solutions.

Katherine Tallett is a financial advisor at IEQ Capital, LLC in Dallas, TX, holding a Series 65 license with three years of industry experience. Her prior experience includes roles at EPIQ Capital Group, Fisher Investments, and Vision Financial Group. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm emphasizes separately managed accounts and alternative investments through a centralized research process and offers specialized services such as PPLI sub-advisory and digital asset exposure.

John Tyler is a Private Wealth Advisor within Merrill Private Wealth Management. He has been with Merrill since 2009 and began his career in financial services at Bernstein Global Wealth Management, working with ultra-affluent clients across various industries. John advises senior corporate executives, closely held business owners, and ultra-affluent families on multiple aspects of their financial lives. John specializes in providing strategic guidance for business owners preparing for and executing liquidity events, as well as assisting C-suite executives with managing concentrated stock positions and implementing diversification strategies for Section 16 insiders. His client focus areas include corporate executive services, executive and equity compensation, family wealth management, legacy planning, and portfolio management. He holds a Bachelor's Degree from Stephen F. Austin State University and is a Chartered Financial Consultant (ChFC), Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and holds a Sports & Entertainment designation. John serves on the Advisory Council for the Business School at Stephen F. Austin State University and is involved with the Klein Education Foundation, Big Brothers/Big Sisters of Houston, and chairs the Finance Committee at John Wesley United Methodist Church. In his personal time, he enjoys fishing, golfing, hunting, and spending time with his family.

Christopher Ford is a CFP® with nine years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2020. Prior to joining Hightower, he worked at Frontier Investment Management Co and United Capital Financial Advisers. He also spent one year at Texas Tech University early in his career. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm focuses on manager selection and multi-manager strategies, utilizing both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.

Jason Nunez is a financial advisor with Transamerica Financial Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and possessing eight years of industry experience. He has been with Transamerica Financial Advisors since 2018 and also serves as an independent contractor with Net Law Group Inc., providing affordable estate planning and legal services. Additionally, he is a member of the United States Naval Academy Alumni Association North Texas Chapter, where he is involved in membership administration and outreach. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services with various proprietary and third-party investment programs, operating as both a registered investment adviser and broker-dealer.

Mary Lafield is a CFA® charterholder based in Dallas, TX, with nine years of industry experience. She is currently with Corient and has previously worked 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 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 employs risk management tools and stress testing to align portfolios with client objectives.