Molly Williams is a financial advisor at Rockefeller Financial LLC based in Dallas, TX. She holds a Series 66 designation and began her advisory career in 2025 following prior roles at Texas A&M and Trinity Christian Academy. 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 services through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.

Brooks Panhans is a financial advisor at Hightower Advisors with seven years of industry experience. He previously worked at JPMorgan Securities and JPMorgan Chase Bank. Outside of finance, he is a passive investor in 4Minds AI, a startup developing an enterprise AI platform for custom, domain-specific AI models. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Park Mc Curdy is a financial advisor with Ameritas Advisory Services, LLC based in Dallas, TX. He holds a Series 66 designation and has one year of industry experience, including prior roles at Northwestern Mutual and Baylor University. Outside of his advisory work, he assists financial advisors through his involvement with Foster Financial Group. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by a network of Investment Adviser Representatives and third-party partners.

John Norman is a ChFC® with 32 years of industry experience, currently serving as an advisor at Hornor, Townsend & Kent, LLC since 2004. He holds multiple roles in insurance brokerage, including partnerships at firms specializing in life, disability, long-term care insurance, and annuities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory network, offering tailored financial planning and retirement consulting alongside brokerage services. The firm manages a diverse advisory platform featuring third-party asset manager relationships and both discretionary and non-discretionary account options.

Jacob Howell is a CFP® professional with three years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Dallas, TX. He has worked at Howell Financial Group and New York Life entities since 2019. His early career includes roles at Young Life Columbia and Kanakuk Kamps. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory program types and manages a significant portion of assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Morgan Lineberry is a financial advisor with Transamerica Financial Advisors, holding Series 66 and Series 63 designations and seven years of industry experience. His prior work includes roles at WFGIA, Tata Consultancy Services, Transamerica Capital Inc., Park Avenue Securities, and Guardian Life Insurance. Outside the financial industry, he has been involved since 2009 with Lineberry Kicking LLC and Kohl's Professional Kicking Camps. 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 both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Cameron Blann is a financial advisor at Goldman Sachs Wealth Services based in Dallas, TX. He holds the Series 66 designation and has been with Goldman Sachs – Ayco since 2025. Prior to this role, he worked in construction and energy sectors and spent several years in full-time education. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, leveraging its integrated financial group structure.

Brian Losak is a CFA® charterholder and holds the Series 66 license, with 17 years of experience in the financial industry. He has been with Truist Advisory Services since 2017 and previously worked at BBVA Securities Inc. and Compass Bank. He is based in Dallas, TX. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary strategies supported by third-party platforms and employs AI-enabled tools within its research and oversight processes.

Glenn Mealey is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. and Merrill. He serves as an advisory board member for the local Houston chapter of U.S. Vets, a charitable organization. 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, and operates as a registered broker-dealer offering a consolidated investment platform and a range of personalized investment solutions.

Jerry Tuma is a financial advisor at Independent Financial Group, LLC in Dallas, TX, with 44 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Tuma has been associated with Cornerstone Financial Services, Inc. since 1983 and has been with Independent Financial Group since 2012. In addition to his advisory work, he is the owner of Liberty Silver & Gold, LLC, which sells physical gold and silver bullion and coins, and he is also an author and public speaker. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services utilizing both firm and third-party models, combining passive and active investment strategies across standard risk profiles.

Bradley Mcconkey is a CFP® certificant with 23 years of experience in financial advising. He has worked at Hightower Advisors since 2020 and was previously with Frontier Investment Management Co for seven years. He is based in Dallas, TX. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Rajiv Hargunani is a financial advisor at Oppenheimer in Dallas, TX with 19 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2014, following previous roles at Raymond James Financial and Morgan Stanley. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary investment approaches.

John Ciaramitaro is a financial advisor at Rockefeller Financial LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Rockefeller Capital Management prior to his current role. 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 services through a Private Advisor model and an integrated investment platform, while also operating as a registered broker-dealer providing securities transactions, insurance products, and investment banking services.

Karthik Muraliraj is a financial advisor with Commonwealth Financial Network in Dallas, TX, holding the ChFC® designation and Series 66 license. He has 17 years of industry experience, including prior roles at WFG Investments, Inc. and AXA Advisors, LLC. Muraliraj is also a part owner of MPACT Financial Group, LLC, an advisory and insurance operating company. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and practice management, allowing advisors discretion in portfolio construction alongside access to model portfolios developed by Commonwealth’s Investment Management and Research team.

Erin Williams is a financial advisor at Truist Advisory Services with Series 66 credentials and one year of industry experience. Prior to joining Truist, Williams held positions at Google, Maximus, and OpenText, among other organizations. Outside of financial services, Williams has experience working at the European Wax Center. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration within the Truist enterprise.

Tina Tannery is a financial advisor with Independent Financial Group, LLC in Richardson, Texas, holding a Series 66 designation and 26 years of industry experience. She previously worked at LPL Financial for 12 years before joining Independent Financial Group in 2013. Outside of her advisory role, she is a notary public and co-owns a marketing DBA related to her business activities. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm offers financial planning, portfolio management through various platforms, and utilizes a combination of strategic asset allocation and multi-manager portfolios across risk profiles.

Jessica Boghetich is a CFP® professional with 11 years of industry experience, currently serving at Corient. She previously worked at RGT Wealth Advisors for 10 years and held roles at CIPW Service Company, LLC, and Corient Services LLC. She serves as an independent director and secretary of the nonprofit Council for Life. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party managers and offers affiliated private fund capabilities and specialized services.

Bibhu Chapagain is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. He has worked within Goldman Sachs and its affiliated Personal Financial Management Group since 2022. Prior to his advisory role, he held various positions at Berry College, including roles in the Business and Finance Office and Student Enterprise. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large, integrated financial group.

John Baergen Jr. is a CFP®-certified financial advisor with 25 years of experience, currently with Principal Financial Services. He has been associated with Principal Securities and Principal Life Insurance Co. since 2005. Outside of his advisory work, he serves as a board member on the landscape committee for his local homeowners association. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Greg Rhodes is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding a Series 66 designation and bringing 24 years of industry experience. His career includes significant tenure at Merrill and Bank of America, NA. 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 combines a Private Advisor model with a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, and placement and investment banking services.