Drew Steele is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2022, with prior experience at Amazon and the YMCA. Outside of his advisory role, he owns Seasick Hats LLC, a Dallas-based hat company involved in local event sales and management. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm integrates a range of proprietary strategies and affiliated capabilities across the Goldman Sachs ecosystem to tailor investment solutions and specialized wealth programs.

Claire Foster is a CFP® professional based in Dallas, TX, with three years of industry experience. She has worked at Corient since 2022 and previously held positions at RGT Wealth Advisors and KPMG. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates internal and third-party strategies, supported by continuous portfolio monitoring and risk management tools.

Sean Hennessey is a CFP® with 25 years of experience in financial advisory services. He currently works at Truist Advisory Services and Truist Investment Services and has held previous roles at BB&T Securities, BB&T, Wells Fargo Clearing, Merrill, and Banc of America Investment Services. Outside of advisory work, he owns a rental property in Longview, Texas. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

Gosby King Jr. is a financial advisor with Transamerica Financial Advisors in Dallas, TX, holding Series 65 and Series 63 licenses and possessing 28 years of industry experience. He has been with Transamerica since 2012 and is also an author, engaged in book publishing since 2019. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment models.

Richard Mazzola is a financial advisor at Focus Partners Wealth, LLC in Dallas, TX, holding Series 63 and Series 66 credentials with 29 years of industry experience. His prior roles include positions at Churchill Management Group and TD Ameritrade. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.

Joshua Hoff is a financial advisor at Concurrent Investment Advisors, LLC with 19 years of industry experience. He holds the Series 66 designation and previously spent 17 years at IPI Wealth Management and Investment Planners, Inc. Hoff also works as an independent contractor for Wealth Partners Alliance. Concurrent Investment Advisors, LLC is a multi-team, SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, individual securities, and alternative investments, supported by a network of approximately 286 advisors.

Sean Fitzpatrick is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. He holds a Series 66 designation and previously worked for Raymond James & Associates for 21 years before joining Janney Montgomery Scott in 2026. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Hudson Roe is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding Series 63 and Series 65 designations and four years of industry experience. Prior to joining Goldman Sachs in 2022, he worked at Velvet Taco for two years and studied at Texas Tech University from 2015 to 2020. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management supported by proprietary research, with integration across Goldman Sachs affiliates offering clients a range of specialized wealth services and investment options.

B. Voigt is a financial advisor with Corient in Dallas, TX, holding the ChFC® designation and Series 63 license, with 39 years of industry experience. Prior to joining Corient in 2026, Voigt spent ten years with Kestra Advisory and Kestra Investment Services. Outside of advisory work, Voigt is a limited partner in an estate planning-related entity and has been involved as a member and limited partner in other business ventures since the 1980s. Corient provides investment advisory and financial planning services to a diverse client base that includes 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 integrating in-house strategies and third-party managers, with continuous portfolio monitoring and risk management tools.

Anthony Saltarski Jr. is a financial advisor with Savant Wealth Management, holding Series 63 and Series 65 credentials and 15 years of industry experience. Prior to joining Savant Wealth Management in 2026, he worked at Exencial Wealth Advisors, LLC, Avantax Advisory Services, and Avantax Investment Services. He is also an equity partner of less than 5% at Exencial Wealth Advisors. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Steven Shaw is a CFP®-certified financial advisor with 31 years of industry experience. He is currently with Fifth Third Securities, Inc., having joined in 2026, and previously worked at Ameriprise Financial Services and Comerica Securities. Shaw also serves as a financial advisor with Comerica Bank. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers various investment programs via the Passageway Managed Account platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Braden Howell is a CFP® professional based in Dallas, TX, with 20 years of industry experience. He is currently an advisor at Corient, having joined the firm in 2025. Prior to Corient, Howell worked at MPA Wealth, LLC and Messick Peacock & Associates, among other financial services firms. 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 corporations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions and incorporates risk management tools and alternative investments when appropriate.

Austin Winsett is a Series 65-licensed financial advisor with eight years of industry experience, currently with Savant Wealth Management. He previously worked at Exencial Wealth Advisors for eight years and at KPMG for four years. Outside of his advisory role, he serves as an advisor to a family-owned construction company, Drillworx Directional Drilling. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm uses a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust services.

Rodrigo De La Roca Pinzon is a financial advisor with Private Advisor Group, LLC in Dallas, TX, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Charles Schwab & Co. and TD Ameritrade. He has a background in the brewing industry through his work with 3 Nations Brewing Co. from 2016 to 2021. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting, employing a fiduciary-based advisory model that integrates proprietary and third-party investment strategies.

Garett Koch is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation and three years of industry experience. His work history includes roles at Goldman Sachs, Broadridge Financial Solutions, Johnson & Wales University, and Crystal Springs. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers specialized programs such as Private Family Office services and Executive Wealth programs, leveraging strategic allocation models and extensive resources across the Goldman Sachs ecosystem.

Carl Cuff is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 24 years with Mercer Allied Company, L.P. Goldman Sachs Wealth Services advises a wide range of clients including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, utilizing strategic allocation models and a variety of implementation methods supported by proprietary research and analytics.

Carley Bohn is a financial advisor at MAI Capital Management, LLC with two years of industry experience. She holds the Series 65 designation and has previously worked at Evoke Advisors and Service Academy Capital Management LLC. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including individuals, families, sports professionals, trusts, and institutions. The firm manages a range of strategies through internal and external managers and offers additional services such as trust administration and insurance.

Jared Novak is a CFP®-credentialed financial advisor with 20 years of industry experience, currently affiliated with Commonwealth Financial Network in Dallas, TX. He previously spent 22 years with The Vanguard Group, Inc. and has been with Commonwealth Financial Network and Assay Wealth Partners, LLC since 2026. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Ryan Ozata is a financial advisor with GWN Securities Inc. in Mesquite, Texas, holding a Series 66 credential and 19 years of industry experience. He has been with GWN Securities since 2012. Outside of his advisory role, Ozata is involved in life insurance sales and operates an agency that sells Medicare supplements to retired teachers and their families. GWN Securities is an SEC-registered investment adviser and broker-dealer that manages approximately $3.65 billion across more than 37,000 client accounts. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, serving individual and business clients through a network of about 423 advisors.

Tara Williams is a ChFC® and Series 66 licensed financial advisor with nine years of industry experience. She is currently with Hightower Advisors and has held prior roles at Smith Anglin Financial, Apex Fintech Solutions, and Lincoln Investment, among others. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct customized portfolios.