Michael Shockley is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Corient in Dallas, TX. His prior experience includes a 24-year tenure at Rgt Wealth Advisors, LLC, followed by roles at CIPW Service Company, LLC and Corient Services LLC. 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 employs a goals-based, team investment approach, combining in-house strategies with third-party managers and uses risk management tools and stress testing to align portfolios with client objectives.

Nan Ginger is a financial advisor with Rockefeller Financial LLC based in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She previously worked at Merrill from 1982 to 2024 and Bank of America from 2009 to 2024 before joining Rockefeller Financial. Outside of her advisory role, Ginger owns and manages several real estate entities in Fayetteville, Arkansas. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutions, retirement plans, foundations, and corporations, offering portfolio management, financial planning, and consulting services. The firm operates with a Private Advisor model and a consolidated investment platform that provides discretionary, non-discretionary, and model-delivery solutions across various asset classes, and also maintains broker-dealer registration for securities transactions and alternative investment placements.

Matthew Powers is a CFP® and holds a Series 66 license, with 19 years of experience in financial advising. He has worked at Hightower Advisors since 2020, following prior roles at Frontier Investment Management Co., Guidestone Advisors, and Equitable Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager investment approach that includes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and proprietary research, serving clients through a network of advisor practices with capabilities that include alternative investments and custom indexing.

Laura Maxfield is a CFP® and holds a Series 65 license with 16 years of industry experience. She is currently with Corient, where she has worked since 2022, having previously held positions at Rgt Wealth Advisors, LLC and LEE Financial Company, LLC. Maxfield 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 and profit-sharing plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates individual security and fixed-income strategies with third-party manager solutions and specialized offerings such as family office and trustee services.

Sergio Andrade is a financial advisor at Guardian Life with a Series 65 designation and one year of industry experience. He previously worked at New York Life Insurance Company for 34 years. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides both advisor-led discretionary management and model-based strategies, with access to proprietary programs, third-party advisory solutions, and insurance products through its affiliation with Guardian Life.

Drew Norman is a CFP® and holds a Series 66 license. He is currently a financial advisor at IEQ Capital, LLC with seven years of industry experience. Prior to joining IEQ Capital, he worked at EPIQ Capital Group, UBS Financial Services, Frost Investment Services, Frost Brokerage Services, Bbva Compass, and the University of Mississippi. IEQ Capital, LLC provides portfolio management and investment advisory services to high-net-worth individuals, families, trusts, foundations, and other entities. The firm’s investment approach includes centralized macroeconomic research, client-specific Investment Policy Statements, and diversified portfolios composed of liquid strategies, independent managers, and private alternatives.

Douglas Devlin is a Series 66 credentialed financial advisor with 21 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously spent 17 years at The Ayco Company, L.P./Mercer Allied Company, L.P. He is based in Dallas, TX. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models, manager selections, and a variety of fee structures, with access to services across the broader Goldman Sachs ecosystem.

Andrea Islas is a financial advisor at Rockefeller Financial LLC in Dallas, TX. She holds a Series 66 designation and has over 10 years of industry experience, including a decade at Bank of America Private Bank prior to joining Rockefeller Financial in 2025. 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, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Donna Dyke Bajaj is a financial advisor at Oppenheimer with 54 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2005. Her prior experience includes roles at Credit Suisse Securities (USA) LLC and Pershing LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, using strategic and tactical asset allocation and both discretionary and non-discretionary management.

Michael Kane is a CFA® charterholder with 20 years of industry experience, currently advising at Beacon Pointe Advisors, LLC since 2021. His prior roles include positions at Wealthstreet Investment Advisors, LLC, Gerald L. Ray & Associates, Ltd., and Weisberg & Fields Inc. Kane is based in Dallas, TX. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, retirement-plan services, and outsourced CIO solutions to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers across active and passive strategies, supporting clients with portfolio management, performance reporting, and investment research.

Christopher Baker is a CFP® with 10 years of industry experience, currently affiliated with Cetera Planning Partners in Dallas, TX. His prior experience includes roles at Northwestern Mutual Investment Services, LPL Financial, Morgan Stanley, and Merrill. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering comprehensive financial planning, investment management, Social Security optimization, and retirement advice. The firm provides additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers, with an investment process that emphasizes diversified mutual fund and ETF allocations tailored to clients’ objectives and risk tolerance.

David Mcbee Jr. is a financial advisor with Concurrent Investment Advisors, LLC based in Dallas, TX. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His career includes over two decades at Wells Fargo and roles at Raymond James Financial Services and Purshe Kaplan Sterling Investments. Outside of advising, Mcbee is involved in operating MPM Interests, LLC, an entity used for partnership distribution and tax reporting within his practice. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors serving over 13,000 clients.

Kyle Stouffer is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Stephens Inc. for nine 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 portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, and it also operates as a registered broker-dealer providing placement and investment banking services.

Charles Thoele is a CFA® charterholder with 23 years of industry experience, currently serving at Corient in Dallas, TX. His prior experience includes over three decades at RGT Wealth Advisors, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, pension plans, and corporate entities. The firm utilizes 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.

Rajesh Sanchala is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds the ChFC® designation and Series 63 license, with 26 years of industry experience. Rajesh has been affiliated with New York Life Insurance Company and NYLife Securities LLC since 1999. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services primarily on a non-discretionary basis. The firm offers multiple advisory programs tailored to client and plan sponsor objectives within an integrated New York Life affiliate structure.

Hope Oliver is a Series 66-registered financial advisor with Rockefeller Financial LLC, based in Dallas, TX. She has three years of industry experience, including her current role at Rockefeller Financial since 2023 and prior academic positions at the University of Texas at Austin and Highland Park High School. 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, operating uniquely as a registered broker-dealer that also offers placement and investment banking services through a consolidated investment platform.

Paige Hatcher is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Stephens Inc. in Dallas, TX. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutions, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across various asset classes.

Rebecca Paterik is a CFP® with 39 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. Her work history includes roles at Podsednik & Company CPA and various CPA practices dating back to 1983. She is also a general lines agent specializing in non-variable insurance. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and third-party money managers, supporting both fee-based and commission-based client options.

Steven Blankenship is a CFP® with 11 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2025. Prior to this, he spent 21 years at Heritage Financial Planning, where he was a managing member and advisory representative. He continues to assist with client transitions related to the acquisition of Heritage Financial Planning by Beacon Pointe. 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, utilizing third-party platforms and a formal due-diligence process, and is notable for sponsoring proprietary investment vehicles and serving as an operating general partner in multiple private funds.

Edward Emery is a financial advisor with Eagle Strategies (NY Life) in Dallas, TX, holding Series 65 and Series 63 licenses and four years of industry experience. He has worked with several firms including TRI Wealth, LLC and NYLIFE Securities LLC. Outside of his advisory roles, Emery is associated with TRI Wealth, LLC, operating under that name to sell New York Life products and services. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.