Scott Phillips is a financial advisor at MAI Capital Management, LLC in Dallas, TX, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Evoke Advisors and Service Academy Capital Management, LLC. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers a broad range of customized portfolio strategies, combining in-house management with third-party sub-advisers and integrates financial planning and tax services into many client relationships.

Erik Russell is a CFP® designated financial advisor at Corient with two years of industry experience. He has worked at several firms including RGT Wealth Advisors, Frost Brokerage Services, Frost Bank, and Versus Bank. He 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 plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and incorporates advanced risk management and alternative investments where appropriate.

Joshua Hendrick is a financial advisor with Commonwealth Financial Network in Dallas, TX, holding Series 66 and Series 63 designations and three years of industry experience. He has previously worked at Equitable Advisors and AXA Advisors. Outside of his advisory work, he is also active as a performer and musician. Commonwealth Financial Network is a dual-registered broker/dealer and investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a broad support platform that includes managed-account programs, access to third-party asset managers, and custody services.

Jensen Weynands is a financial advisor at Farther with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including RBC Capital Markets and UBS. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform supplemented by in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, utilizing proprietary model portfolios and algorithmic rebalancing with a mix of ETFs, mutual funds, equities, and fixed income instruments.

Robert Denton is a financial advisor with Rockefeller Financial LLC based in Dallas, TX. He holds Series 63 and Series 65 licenses and has 32 years of industry experience, including prior roles at Bank of America NA and Merrill Lynch. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, 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 that includes discretionary and non-discretionary management across multiple asset classes.

Audra Ross is a financial advisor with Voya Financial Advisors, Inc. in Dallas, TX, holding a Series 66 credential and three years of industry experience. Prior to joining Voya, she worked for seven years at Children's Medical Center of Plano. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement plan advisory services through a large network of representatives, utilizing a combination of in-house and external strategists, model portfolios, and technology-enabled tools.

David Sims is a CFP® with 18 years of industry experience, currently affiliated with Principal Financial Services. His career includes roles at Principal Securities Incorporated and Principal Life Insurance Company since 2013, as well as prior experience with USAA Financial Planning Services and LPL Financial LLC. He is the owner of Ten Talents Wealth Management, a separate business entity. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through distinct advisory and promoter arrangements.

Katherine Pyle is a financial advisor at Cresset Asset Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at CH Investment Partners from 2022 to 2024. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies, supported by a structured due diligence program and a range of services including portfolio management, financial planning, and private fund advisory.

Michael Buss is a financial advisor at Rockefeller Financial LLC based in Dallas, TX, with nine years of industry experience. He holds the Series 66 designation and has worked at Rockefeller Capital Management, Bank of America, N.A., and Merrill. 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 as both an investment advisor and a registered broker-dealer with a consolidated investment platform offering a broad range of direct and model-driven portfolio solutions.

David Reynolds is a CFP® and ChFC® professional with 14 years of experience in financial advisory. He has worked at Mercer Global Advisors Inc. since 2024, with prior experience at PNC Private Bank from 2015 to 2024. He is based in Dallas, TX. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, business owners, corporate plan sponsors, foundations, and nonprofits. The firm uses a Modern Portfolio Theory-based approach, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and employs a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Martin Ezelle is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has worked at Forge & Link Financial Group, LLC, Mogul Wealth Strategies LLC, and New York Life Insurance Company, among others. Outside of finance, he has an independent acting career in television, film, and theater. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a range of advisory programs and emphasizes tailoring recommendations according to client objectives and plan sponsor criteria.

Clayton Keyes is a CFP®-designated financial advisor at NewEdge Advisors with four years of industry experience. Prior to joining NewEdge Advisors and NewEdge Securities LLC in 2026, he held positions at Evergreen Wealth Advisors, Charles Schwab Bank, Charles Schwab, Bank of America, Merrill, and Bank of America Merrill Lynch. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and centralized due diligence, and incorporates technology tools and artificial intelligence in its operations.

Jacob Lyle is a financial advisor at Corient with a Series 65 credential and two years of industry experience. His prior roles include positions at Plante Moran Financial Advisors and several other firms. 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 corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and employs risk management tools to align portfolios with client objectives.

Luke La Manna is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, he held roles at Baker Hughes and Chessman Wealth Strategies. Outside of finance, he operated Southlake ATA Martial Arts for four years. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management utilizing strategic allocation models, specialized programs, and a range of platforms, while leveraging the broader Goldman Sachs network for expanded product access and services.

Bradyn Papke is a financial advisor at Corient based in Dallas, TX, with five years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services and Bank of America among other firms. Corient provides investment advisory and financial planning services to a wide range of clients including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions and offers specialized services through various affiliates.

Marvin Petty Jr. is a CFP® with 35 years of industry experience, currently affiliated with United Planners' Financial Services of America as well as North Star Wealth Strategies. He has been engaged with United Planners and affiliated entities since 2011 and owns North Star Wealth Strategies, where he also manages non-variable insurance services. United Planners Financial Services is a national wealth-management enterprise with approximately $12.77 billion in assets under management and around 359 advisors. The firm serves a diverse client base including individuals, retirement plans, corporations, trusts, and institutional clients, offering advisory and brokerage services through independent representatives using a range of custodians and third-party money managers.

Dorothy Thomas is a CFP® and holds a Series 66 designation, currently serving as a financial advisor at Mercer Global Advisors Inc. in Dallas, TX. She has eight years of industry experience, with prior roles at Raymond James Financial Services, Inc. and Quest Capital Management. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, using a variety of implementation options such as ETFs, mutual funds, and separate account solutions.

Lori Welborn is a financial advisor with PNC Wealth Management in Dallas, TX, holding a Series 63 designation and 29 years of industry experience. Her prior roles include positions at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and Compass Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven investment platform available to select PNC Bank employees. The firm uses approved model strategies executed by delegated investment managers with a focus on mutual funds and ETFs.

John Garcia is a financial advisor with Concurrent Investment Advisors, LLC based in Dallas, TX. He holds Series 63 and Series 66 credentials and has 20 years of industry experience, including 15 years at Edward Jones and subsequent roles at Raymond James Financial Services and PKS Investments. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, bonds, alternative investments, and sub-advisers, supported by a range of operational tools and institutional relationships.

Ryan Primrose is a Series 66-licensed financial advisor with Hightower Advisors in Dallas, TX, where he has worked since 2019. He has three years of prior experience at JP Morgan Chase Bank. Primrose has a total of seven years in the industry. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, charitable organizations, and financial institutions. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.