Carl Cuff is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 24 years at Mercer Allied Company, L.P. based in Dallas, TX. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, corporations, and institutions. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, offering tailored wealth management solutions and integrated services through its extensive financial group.

Carley Bohn is a financial advisor at MAI Capital Management, LLC in Dallas, TX, holding a Series 65 designation with two years of industry experience. Prior to joining MAI, Bohn 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 offers customized portfolio management across multiple strategies and serves in both product-sponsor and advisory capacities, managing over $72 billion in assets.

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.

Richard Buckland is a financial advisor with Valic Financial Advisors in Addison, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Key Investment Services and Key Bank. He is also an insurance agent for non-securities insurance products through Agia. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Tara Williams is a financial advisor at Hightower Advisors with nine years of industry experience. She holds the ChFC® and Series 66 designations and has previously worked at Smith Anglin Financial, Apex Fintech Solutions, Creating & Managing Wealth, Lincoln Investment, and Foresight Financial. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach includes multi-manager solutions and the use of proprietary research to support portfolio construction across various asset classes and strategies.

Anna Sanchez is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX. She holds a Series 66 designation and has one year of industry experience. Her prior work includes positions at U.S. Bancorp and Polaris Inc., as well as academic roles at Wake Forest University and Providence Academy. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm employs strategic and tactical allocation models and leverages capabilities across the broader Goldman Sachs ecosystem to deliver tailored investment solutions.

Tara Blair is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 65 and Series 63 licenses and seven years of industry experience. She has worked with Eagle Strategies since 2023 and has been involved with New York Life-affiliated entities since 2018. Outside of her advisory roles, she operated CrossFit BYOB for six years. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria, managing a majority of its assets on a non-discretionary basis.

Kendrick Crayton is a financial advisor at Transamerica Retirement Advisors, LLC with three years of industry experience. He holds the Series 66 and Series 63 credentials. Prior to joining Transamerica, he worked at Merrill, Bank of America, Robinhood Financial, and TD Ameritrade. Outside of his advisory role, he is the owner of Earn Your Weekend, a personal training business based in Dallas, TX. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice and education programs, utilizing proprietary software and model portfolios overseen by Morningstar Investment Management. The firm operates at scale with a large client base and focuses on asset allocation and retirement planning guidance without targeting high-net-worth or corporate clients.

Jasmit Gill is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and Rock & Co LLC. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and offers access to alternative investments and private funds through its Rockefeller Global Family Office platform.

William Dugan is a financial advisor at IEQ Capital, LLC in Dallas, TX, holding a Series 65 designation with nine years of industry experience. His prior work includes roles at EPIQ Capital Group and Iconiq Capital. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, and nonprofit organizations. The firm uses a centralized macroeconomic research-driven investment process and offers discretionary SMA management alongside family-office and administrative services, with a focus on clients typically having net worths of $10 million or more.

Jamie Radke is a financial advisor at Corient with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Kestra Advisory and Kestra Investment Services. In addition to his advisory role, he is an operations manager and office manager at Smith, Frank & Partners, LLC, where he also supports the insurance department. 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 managers and specialized offerings through affiliates.

Matthew Ashley is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 22 years of industry experience. He previously worked at Merrill and Bank of America before joining Rockefeller Financial and Rock & Co LLC in 2019. Outside of his advisory role, Mr. Ashley is involved with Ashley Family Farms LLC, an investment vehicle. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments through a comprehensive advisory platform.

Zachary Murdock is a financial advisor with Principal Financial Services in Addison, TX, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Equitable Advisors and various positions outside finance, such as in the food service and retail sectors. He is also licensed as an insurance agent, providing sales and service of life, disability, long-term care, health, and group insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Thu Dang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her background includes roles at several health insurance providers such as Molina Health Care, Aetna, Cigna, BlueCross BlueShield, Friday Health Insurance, and United Health Care. She is involved with the Heartland Institute of Financial Education, a nonprofit focused on promoting financial literacy. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes a variety of model portfolios and third-party managers, delivering services through multiple platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA, with regulatory assets under management of approximately $1.7 billion.

David Guyett is a CFP® professional with 43 years of industry experience, currently affiliated with Commonwealth Financial Network since 2012. He also operates Guyett Wealth Advisors, which focuses on fixed insurance and securities business. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services along with operational, trading, technology, and compliance support. The firm offers advisors discretion in portfolio construction and manages discretionary model portfolios through its Investment Management and Research team.

Peter Ruth is a financial advisor at Commonwealth Financial Network with 20 years of industry experience. He holds the Series 66 designation and has been with Commonwealth since 2016. He is also part owner of Brown Ruth Advisors, LLC, through which he sells fixed annuity products. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing 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 services.

Lisandra Slavik is a financial advisor with Truist Advisory Services in Dallas, TX, holding a Series 66 designation and eight years of industry experience. She has worked at Truist Investment Services and Truist Advisory Services since 2021 and previously spent over a decade at Fifth Third Bank and its securities division. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, implementing advice through discretionary manager relationships and consulting with a focus on inter-affiliate integration.

Steven Novak is a financial advisor with Corient in Dallas, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Morgan Stanley and RGT Wealth Advisors. He also serves as a guest lecturer and adjunct professor at the University of Kansas, teaching a course on estate planning for CFP and personal financial planning students. Corient serves a diverse client base including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based investment approach that combines in-house strategies with third-party managers and utilizes risk management tools and alternative investments where appropriate.

Jeffrey Dunn Jr. is a CFP® professional with 11 years of industry experience, currently advising at Hightower Advisors since 2025. His prior roles include positions at Smith Anglin Financial, Fisher Investments, and TIAA-CREF. He serves as the Dallas Chapter Membership Committee Chair for the Dallas Financial Planning Association and is an Executive Organizer for Dallas MeetUp events. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and various portfolio construction techniques.