Noah Van Nest is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and one year of industry experience. His prior roles include positions at BlueStem Wealth Partners and Interlachen Country Club. He has a background in education, with experience at Southern Methodist University, Southwest Christian High School, and Southview Middle School. Goldman Sachs Wealth Services advises a diverse client base, including individual investors and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm’s advisory teams customize strategies using proprietary analytical tools and leverage the broader Goldman Sachs ecosystem to provide comprehensive investment solutions.

Kylie Stevens is a Series 65-licensed financial advisor with Hightower Advisors, based in Dallas, TX. She has three years of industry experience, previously working at Dearborn and Creggs and H-E-B. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm provides various portfolio management and financial planning services with an emphasis on manager selection and access to proprietary research.

Aashka Dasgupta is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX. She holds the Series 66 designation and has one year of industry experience. Her prior roles include positions at The Stack, Emergent Method/Deloitte, and Texas A&M Health Science Center. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, supported by proprietary analytics and a broad integration within the Goldman Sachs ecosystem.

Jonathan Johnson is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been associated with Eagle Strategies since 2007 and operates Johnson Financial Strategies, LLC. Outside of his financial advisory work, he is an officer supporting the East Texas triathlon community and is involved in recording and sound mixing of church services. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers tailored advice across various program types and manages a significant portion of its assets on a non-discretionary basis, working with diverse client segments including retirement investors and institutional plan sponsors.

Jackson Lowe is a CFP® professional based in Dallas, TX, with three years of industry experience. He has been with Hightower Advisors since 2021, following prior roles at Highgate Hotels and PricewaterhouseCoopers. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct diversified portfolios.

Grace Upshaw is a financial advisor at Rockefeller Financial LLC with three years of industry experience. She holds the Series 66 designation and previously worked at Neuberger Berman and Fidelity Investments. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, operating with a Private Advisor model and a consolidated investment platform that provides discretionary, non-discretionary, and model-delivery solutions across multiple asset classes.

Michael Fuscardo is a financial advisor at PNC Wealth Management in Dallas, TX, holding a Series 66 designation with three years of industry experience. He has held positions at several firms, including Charles Schwab Bank and Thrivent Financial. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithmic risk assessment and delegated portfolio implementation with mutual funds and ETFs.

Charles Davis is a financial advisor at Citigroup Global Markets with 42 years of industry experience. He has been with Citigroup Global Markets since 2010 and holds the Series 63 designation. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, broker-dealer execution, custody services, and derivatives and futures services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles and arrangements.

Roberto Montiel is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at Citigroup since 2019 and previously held roles at JPMorgan Securities LLC and JPMorgan Chase Bank from 2014 to 2019. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and combines large institutional scale with unique market roles, including derivatives and futures services.

Mark Ganter is a financial advisor at Integrity Alliance, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked with Brokers International Financial Services, LLC since 2016. Outside of his advisory role, he is involved in insurance-related activities, including wholesaling life insurance and annuities as well as acting as an independent insurance agent selling life, annuities, and other fixed products. Integrity Alliance serves a broad client base, including individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and both wrap and non-wrap programs. The firm operates a large network of over 300 independent advisors managing approximately $5.4 billion in assets and provides investment advice through discretionary accounts, model portfolios, and third-party sub-advisers.

Christopher Messick is a CFP® with 32 years of industry experience, currently serving at Corient since 2025. Prior to joining Corient, he worked at firms including Northwestern Mutual Investment Management for 26 years and various entities under the Messick Peacock name. He is a board member of the Jesuit Foundation and the Ursuline Foundation, assisting with investment management decisions. Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team approach that integrates in-house strategies with third-party manager solutions. The firm offers specialized services through affiliates and emphasizes continuous portfolio monitoring and risk management.

Michael Shelley is a financial advisor at Rockefeller Financial LLC based in Dallas, TX, holding a Series 66 designation with 19 years of industry experience. His professional background includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank from 2010 to 2022, as well as Geary Securities, Inc. from 2008 to 2010. Outside of his advisory work, he is the sole proprietor of S Investments, LLC, an entity established for personal investments in oil, gas, and real estate opportunities. 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 portfolio management, financial planning, and consulting services, operating as both an investment advisor and a registered broker-dealer, with a distinctive focus on alternative investments and integrated wealth management solutions.

Kirrupan Theivakumar is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds a Series 66 designation and has eight years of experience at New York Life. Before his advisory role, he worked at Rutgers Law School for three years. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement plan advisory services through a large network of affiliated investment adviser representatives. The firm offers a variety of program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Brian Neal is a financial advisor with Equity Services, Inc. holding Series 63 and Series 66 licenses and has 10 years of industry experience. His prior roles include positions at National Life Group, Charles Schwab, TD Ameritrade, and Scottrade. Outside of his advisory work, Neal provides independent strengths-based coaching focused on personal development and leadership skills. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms, often utilizing third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.

Mason Gillan is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Goldman Sachs in 2021, he served in the United States Navy from 2013 to 2020. Gillan also has an academic affiliation with Southern Methodist University since 2020. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a mix of discretionary and non-discretionary managers, providing tailored services such as executive and personal wealth management, private family office support, and retirement plan education.

William White is a financial advisor with Eagle Strategies (NY Life) in Dallas, TX, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has worked at Eagle Strategies since 2020 and is also owner of Forge & Link Financial Group, LLC. Outside of his advisory roles, he serves as a Worship Minister at Oak Gardens Church in Dallas. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional clients, and plan sponsors. The firm emphasizes tailored advice and manages a large portion of its assets on a non-discretionary basis through various program offerings.

Tommy Fincher is a financial advisor at NewEdge Advisors with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at WhiteStone Wealth Advisors, Institute for Wealth Partners, and Cherry Financial Partners. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, emphasizing centralized due diligence and the use of technology to support advisors and clients.

Neil Resnik is a financial advisor at Equity Services, Inc. with 46 years of industry experience and holds a Series 63 designation. He has been with Equity Services since 2003 and has operated Resnik and Associates since 1980. Outside of his advisory work, he serves on the boards of local nonprofit organizations focused on social services and scholarships for at-risk youth. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

James Risalvato is a financial advisor at Allworth Financial, L.P. in Addison, TX, holding a Series 66 designation with seven years of industry experience. His career includes positions at firms such as Morgan Stanley, Fisher Investments, and Personal Capital Advisors Corporation. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using various model strategies and employs both discretionary and non-discretionary approaches, supported by proprietary technology and third-party sub-advisers.

Esosa Idemudia is a financial advisor with Empower Advisory Group in Dallas, TX, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. Prior to joining Empower in 2024, Idemudia spent nine years with Fidelity Brokerage Services, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to IRA and retail brokerage account holders, delivering services integrated with Empower’s recordkeeping and administrative platforms.