Theresa Gorin is a CFP® with 26 years of industry experience. She has worked at Rockefeller Financial LLC since 2023 and previously held positions at Bank of America, N.A. and Merrill, with a combined tenure of over two decades. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering placement and investment banking services alongside an integrated investment platform.

Andres Medina is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Creative Planning since 2014. He holds Series 63 and Series 66 licenses and is based in Austin, TX. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and offers a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by supplemental approaches and a broad range of retirement plan services.

Mark Griege is a financial advisor at Corient with 23 years of industry experience. He holds a Series 63 designation and previously worked at RGT Wealth Advisors, LLC for 37 years. Griege serves as a director and chair of the Compensation Committee at Veritex Holdings, Inc., a bank holding company based in Dallas. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining internal strategies with third-party managers and employs risk management tools and alternative investment options where appropriate.

Chad Smith is a CFP® and ChFC® with 29 years of industry experience. He is currently with Beacon Pointe Advisors, LLC, having joined the firm in 2025 after six years at Heritage Financial Planning, LLC and eleven years at H.D. Vest. He is based in Dallas, TX. 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 using a proprietary “Focus List” and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Logan Frasier is a financial advisor at MAI Capital Management, LLC in Dallas, TX, holding a Series 65 credential with one year of industry experience. Prior to joining MAI, he worked at Treloar & Heisel and has been involved with Collegiate Entrepreneurs Painting Services. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, and retirement plan consulting services to a range of clients, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional investors. The firm offers customized portfolio management across multiple strategies and integrates financial planning and tax services into client relationships.

Robert Mitzel is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds the Series 66 designation and has been with Citigroup Global Markets since 2006. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, brokerage execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale alongside specialized market roles such as security-based swap dealing and futures commission merchant services.

Nishant Mehta is a CFP® professional with experience at Mercer Global Advisors Inc. since 2026. Prior to joining Mercer, he worked at Guidehouse for 13 years and was affiliated with Texas Tech University for two years. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm’s approach utilizes Modern Portfolio Theory to build globally diversified, risk-appropriate portfolios through a range of investment vehicles, and it offers specialized services including retirement plan consulting and charitable advisory.

Angela Bacon is a financial advisor at Rockefeller Financial LLC with 34 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at UBS Financial Services Inc. from 2008 to 2020 before joining Rockefeller Financial in 2020. 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 also operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Katherine Tallett is a financial advisor at IEQ Capital, LLC with four years of industry experience. She holds a Series 65 designation and has worked previously at EPIQ Capital Group, Fisher Investments, Vision Financial Group, and has been involved with organizations such as the Toilet Board Coalition and the World Food Prize Foundation. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, and nonprofit organizations. The firm’s investment process involves centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios constructed from liquid strategies, third-party managers, and private alternative investments.

John Tyler is a Private Wealth Advisor within Merrill Private Wealth Management. He has been with Merrill since 2009 and began his career in financial services at Bernstein Global Wealth Management, working with ultra-affluent clients across various industries. John advises senior corporate executives, closely held business owners, and ultra-affluent families on multiple aspects of their financial lives. John specializes in providing strategic guidance for business owners preparing for and executing liquidity events, as well as assisting C-suite executives with managing concentrated stock positions and implementing diversification strategies for Section 16 insiders. His client focus areas include corporate executive services, executive and equity compensation, family wealth management, legacy planning, and portfolio management. He holds a Bachelor's Degree from Stephen F. Austin State University and is a Chartered Financial Consultant (ChFC), Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and holds a Sports & Entertainment designation. John serves on the Advisory Council for the Business School at Stephen F. Austin State University and is involved with the Klein Education Foundation, Big Brothers/Big Sisters of Houston, and chairs the Finance Committee at John Wesley United Methodist Church. In his personal time, he enjoys fishing, golfing, hunting, and spending time with his family.

Christopher Ford is a CFP® with nine years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2020. Prior to joining Hightower, he worked at Frontier Investment Management Co and United Capital Financial Advisers. He also spent one year at Texas Tech University early in his career. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm focuses on manager selection and multi-manager strategies, utilizing both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.

Jason Nunez is a financial advisor with Transamerica Financial Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and possessing eight years of industry experience. He has been with Transamerica Financial Advisors since 2018 and also serves as an independent contractor with Net Law Group Inc., providing affordable estate planning and legal services. Additionally, he is a member of the United States Naval Academy Alumni Association North Texas Chapter, where he is involved in membership administration and outreach. 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 a combination of advisory and broker-dealer services with various proprietary and third-party investment programs, operating as both a registered investment adviser and broker-dealer.

Michael Lee is a financial advisor at Transamerica Financial Advisors with 20 years of industry experience. He holds Series 63 and Series 65 credentials. In addition to his advisory role since 2012, Lee serves as the superintendent of Booker Independent School District and is the owner of a family farm. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, supporting both discretionary and non-discretionary investment programs.

Mary Lafield is a CFA® charterholder based in Dallas, TX, with nine years of industry experience. She is currently with Corient and has previously worked at RGT Wealth Advisors. 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 that integrates in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Vonda Warren is a Series 66 licensed financial advisor with 21 years of industry experience. She has been with Rockefeller Financial LLC since 2023 and previously worked at Merrill for 40 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 operates as a registered broker-dealer and offers discretionary and non-discretionary portfolio management, financial planning, and consulting, organizing client relationships around a Private Advisor model and a consolidated investment platform.

Stacie Harris Boyle is a Series 66-licensed financial advisor at Rockefeller Financial LLC with six years at the firm and a total of 16 years in the financial industry, including prior roles at Merrill and Bank of America. She has experience volunteering as PTO secretary at her son’s middle school in Dallas, TX. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, offering a range of portfolio management, financial planning, and investment banking services through an integrated platform and a distinctive Private Advisor model.

Chad Stief is a financial advisor with Truist Advisory Services in Dallas, TX, holding a Series 66 designation and six years of industry experience. He has worked at several firms, including Texas Capital Bank, Citigroup, Fidelity Investments, Edward Jones, and PepsiCo. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships, non-discretionary consulting, and AI-enabled research to support client investment decisions.

Elizabeth Wilson is a CFP® with 36 years of industry experience. She is currently with Rockefeller Financial LLC and has held positions at Truist Advisory Services, BB&T Securities, Western Wealth Management, Monarch Advisory Group, and LPL Financial. Rockefeller Financial LLC serves 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 that includes discretionary and non-discretionary solutions across multiple asset classes.

Adam Loveless is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 17 years of industry experience. He has worked previously at Merrill and Bank of America. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations, offering portfolio management, financial planning, and consulting. The firm operates a registered broker-dealer and provides access to a consolidated investment platform with a range of discretionary and non-discretionary solutions across asset classes.

Lehman McNabb is a Series 66 licensed financial advisor with four years of industry experience. He is currently with Rockefeller Financial LLC and has prior experience at Bank of America, Merrill, LPL Financial, and Tungsten Wealth Management. Outside of his advisory role, he is involved in McNabb Brother's Investments, an LLC focused on real estate rental activities. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutions, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services, operating uniquely as both an investment advisor and a registered broker-dealer with access to a broad range of investment and banking solutions through its Private Advisor model and the Rockefeller Global Investment Management platform.