John Mazzei is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with Mercer Global Advisors Inc. and has previously worked at Vanguard, Charles Schwab, and Fidelity. Outside of finance, Mazzei is a part-owner of Nurse Emily, LLC, a medical cosmetic company. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm uses a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, offering a range of portfolio management and planning services.

Jing Xu is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 credentials. Xu has 22 years of industry experience and has previously worked with firms including LPL Financial, Cetera, and Avantax Advisory Services. In addition to financial advising, Xu is a partner at a tax preparation and accounting firm and co-manages a family ranch. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes a range of investment strategies and technology platforms while offering access to third-party managers and proprietary solutions.

Malcolm Jett Jr. is a financial advisor at Goldman Sachs Wealth Services based in Dallas, TX. He holds a Series 66 designation and has two years of industry experience, all with Goldman Sachs following a decade as a student. Goldman Sachs Wealth Services serves a broad client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes a range of strategic investment models and operational tools, integrating capabilities from across the Goldman Sachs ecosystem to provide tailored advisory solutions.

Karyn Senne is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has prior experience at the Royal Bank of Canada and Texas Christian University. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm uses strategic allocation models and manager selections combined with discretionary and non-discretionary implementations, supported by proprietary analytics and integration with the broader Goldman Sachs ecosystem.

Richard Thome Jr. is a financial advisor at Rockefeller Financial LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Morgan Stanley. 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 services, and operates as a registered broker-dealer offering a broad range of investment and placement services.

John Saalfield is a financial advisor at Concurrent Investment Advisors, LLC in Dallas, TX, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at UBS Financial Services and Raymond James Financial Services. He is also the owner of Wealth Partners Alliance LLC, a business support company. Concurrent Investment Advisors is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, retirement plan advisory services, and sponsors a wrap fee program supported by a network of approximately 286 advisors.

Noah Mitchell is a financial advisor at PNC Wealth Management with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Equitable. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessments and approved mutual fund and ETF strategies managed by PNC or third-party strategists.

Lisa Barnes is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill and Muskogee County Enhanced 911 Center prior to joining Rockefeller Financial. 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 a range of portfolio management, financial planning, and consulting services, operating as both a registered investment adviser and a broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

Addison Hughes is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds the Series 66 designation and previously worked at Goldman Sachs & Co. LLC. His background also includes roles in education and community tennis programs. Goldman Sachs Wealth Services advises a wide range of clients, from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models, manager selections, and proprietary research within the broader Goldman Sachs ecosystem to tailor solutions across various fee structures and platforms.

Jeff Rogers is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2020. In this role, he focuses on developing and motivating a team of financial professionals, providing coaching and feedback to enhance their planning skills and client education. Jeff has extensive experience within Fidelity Investments, having held various roles since 2007. His previous positions include Assistant Branch Manager, Retirement Solutions Senior Manager, Investment Solutions Manager, Service Manager, Private Client Group Representative, Premium Services Representative, and Financial Representative. This progression reflects his broad expertise in financial services and leadership. Specific details about Jeff's education, credentials, personal interests, or community involvement were not provided.

Randall Richter is a CFP® with 15 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2013. He operates his own LLC, Richter Wealth Management, and is also involved as a financial representative with Intirety Wealth Management, focusing on life insurance sales. Additionally, he assists employees with insurance benefits enrollment for Mesquite ISD. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm manages approximately $3.65 billion across more than 37,000 accounts and utilizes a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Connor Pearl is a financial advisor at Beacon Pointe Advisors, LLC in Dallas, TX, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Luminate Bank, Gateway First Bank, Wells Fargo Bank, and Legacy Texas Bank. 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-focused investment approach using both active and passive strategies, supported by a formal due-diligence process and proprietary investment vehicles.

Timothy White is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is currently with Rockefeller Financial LLC and Rockefeller Capital Management since 2025. His prior experience includes extensive tenures at Bank of America 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 portfolio management, financial planning, and consulting, operating as a registered broker-dealer with a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Joseph Bybee serves as a Private Wealth Advisor with Merrill Private Wealth Management, specializing in portfolio construction and management. Since joining Merrill in 2007, he has leveraged his extensive background, which includes his role as lead equity manager and head of the Houston office at Bank of America Private Bank (formerly U.S. Trust Co.). Prior to that, he was chief domestic equity portfolio manager at another trust company for nine years. Joe holds the Chartered Financial Analyst® (CFA®) designation and is a Senior Portfolio Manager authorized to build and manage personalized investment strategies that may include individual securities, Merrill model portfolios, and third-party strategies. He earned a bachelor's degree in economics and history from The University of the South and an MBA with honors from The University of Chicago Graduate School of Business. Joe is involved in the community through his board membership at Cho-Yeh Camp and Conference Center and has previously served as chairman of the board for the Texas Presbyterian Foundation.

Melanie Kane is a financial advisor at Rockefeller Financial LLC in Dallas, TX, holding a Series 66 designation with one year of industry experience. She previously worked at Merrill from 2019 to 2023 and at Praxis Med International from 2016 to 2019. 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 a registered broker-dealer, providing securities transactions, variable insurance products, placement, and investment banking services through a Private Advisor model and a consolidated investment platform.

Samuel Marshall is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked at Ayco since 2020 and has previous experience at Texas Tech University, Alliance Drywall, South Plains College, Tarrant County Community College, and the University of Mississippi. Goldman Sachs Wealth Services provides financial planning and portfolio management to individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm utilizes strategic and tactical allocation models along with discretionary and non-discretionary implementations, offering access to various investment platforms and affiliated capabilities across the Goldman Sachs ecosystem.

Christie Russell is a CFP® and ChFC® with 11 years of industry experience. She is currently affiliated with Guardian Life and Park Avenue Securities, with prior experience at Northwestern Mutual Wealth Management Company. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and digital advisory solutions.

Owen Mc Cone is a financial advisor with Carson Wealth, holding a Series 65 designation and based in Dallas, TX. He has been in the industry since 2026 and has held positions at several firms including CWM, LLC, Chessman Wealth Strategies, Vineyard Family Wealth Advisors, Integrity Road Wealth Partners, and Northwestern Mutual. Prior to entering the financial industry, he worked in education at Liberty University, Fayetteville High School, and Woodland Junior High School. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, retirement plan services, and access to alternative investments through a model portfolio approach overseen by an Investment Committee.

Norman Gunn is a CFP® professional with 27 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. He has held roles at Lane Gorman Trubitt, LLC and Lido Advisors, LLC among others. Outside of his advisory work, Gunn serves as President of Operations at LGT Insurance Services, where he is involved in long-term care, disability, and life insurance. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, offering comprehensive asset management and financial planning services. The firm utilizes various portfolio management strategies and technology platforms to support client wealth and estate planning.

Sarah Stubbs is a financial advisor at Beacon Pointe Advisors, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. from 2018 to 2023 and at The Spa-Los Gatos from 2012 to 2018. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base that includes individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.