Shawn Moore is a CFP® with 20 years of industry experience, currently with Rockefeller Financial LLC. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, totaling 11 years at Morgan Stanley. Moore is based in Dallas, TX. 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 and financial planning services and operates as a registered broker-dealer, providing access to investment banking and alternative investment vehicles through its Private Advisor model and consolidated investment platform.

Christin Simon is a financial advisor at Janney Montgomery Scott with 16 years of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates Inc for 13 years and Oppenheimer for 3 years. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base through brokerage services, financial planning, advisory programs, and combines in-house portfolio management with third-party managers across multiple platforms.

Carl Larimore is a CFP® and holds a Series 65 license with 12 years of industry experience. He has worked primarily at Mercer Global Advisors Inc. since 2016, with a brief tenure at Pegasus Advisors in 2016. Larimore is based in Dallas, TX. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options including ETFs, mutual funds, and separately managed accounts.

Adam Gelmon is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. His prior roles include positions at Raymond James Financial Services and J.P. Morgan Securities. He is also the owner of The Sabin Group, a non-investment-related business based in Dallas, TX. Steward Partners Investment Advisory, LLC is a large SEC-registered RIA that manages approximately $36.7 billion in regulatory assets, serving individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment advisory and financial planning services, utilizing both discretionary and non-discretionary portfolio management strategies through proprietary and third-party solutions.

Daniel Oconnell is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Wells Fargo Investment Institute, Inc. in Dallas, TX. He has worked at Wells Fargo Private Bank since 2015 and joined Wells Fargo Investment Institute in 2021. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm focuses on delivering research and model guidance rather than exercising investment discretion or holding custody of client assets.

Sital Rahman is a financial advisor at Corient with 16 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at UBS, Stavis & Cohen Private Wealth, and Purshe Kaplan Sterling Investments. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates internal strategies with third-party manager solutions and employs continuous portfolio monitoring and risk management tools.

Rhyan Young is a financial advisor at Hightower Advisors with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Frontier Investment Management Co and TIAA-CREF. Hightower Advisors serves a diverse client base including individuals, institutions, and charitable organizations, offering investment advisory and planning services. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct portfolios across a range of investment vehicles.

Stephanie Walsh is a CFP® professional with 14 years of experience in financial advisory. She is currently with Rockefeller Financial LLC and has previously worked at Merrill Lynch and Bank of America. 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 discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Howard Swanfeldt II is a financial advisor with Fifth Third Securities, Inc. in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. His prior work includes 16 years at Comerica Securities Inc and time at Ameriprise Financial Services in various roles. Outside of his primary advisory duties, he coordinates with banking centers and money market products as a financial advisor affiliated with Comerica Bank. Fifth Third Securities, Inc. serves a broad mix of individual and institutional clients through investment advisory and brokerage channels. The firm offers a range of managed account programs via the Passageway platform, combining mutual fund, ETF, SMA, tax-overlay, and direct-indexing strategies, and operates as a wholly owned subsidiary of Fifth Third Bank.

Blake Maday is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds the Series 66 designation and has previously worked at Lilium Aviation, Mahalo Capital Partners, DoorDash, Inc., and Michigan State University. His background also includes six years with the United States Soccer Federation and nine years with the Novi Community School District. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate and institutional clients. The firm offers specialized programs such as Private Family Office services and Executive Wealth programs, utilizing strategic allocation models and proprietary analytics within the broader Goldman Sachs ecosystem.

Jeannette Maddox is a financial advisor at William Blair with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services and Morgan Stanley. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven management approach across various asset classes and provides proprietary models and access to private funds through its MB Investments Program.

Casey Spraberry is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and four years of industry experience. Prior to joining Goldman Sachs in 2022, Casey worked at Advantage xPO and held roles in hospitality and education. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base including individual, high-net-worth, corporate, and institutional clients, utilizing centralized investment resources and integrated financial group capabilities.

Manuel Esparza Jr. is a financial advisor at Guardian Life with 36 years of industry experience. He holds the ChFC® and Series 63 designations and has been affiliated with Guardian since 2014 and Park Avenue Securities since 2016. Outside of his advisory work, he serves as Treasurer of the South Texas chapter of NAIFA and is involved with charitable organizations such as Coyote Cooks and local parish finance councils. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and investment advisory services.

Burke Rogers is a Series 65-licensed financial advisor at NewEdge Advisors with one year of industry experience. Prior to joining NewEdge, he worked at Iqeq and has experience in both corporate and academic environments. 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 representatives. The firm offers a variety of portfolio management and consulting services, combining in-house manager selection with third-party models and uses technology tools and AI in its operations.

Melanie Rahilly is a financial advisor at IEQ Capital, LLC in Dallas, TX, holding a Series 65 designation with six years of industry experience. Her prior work includes roles at EPIQ Capital Group, LLC, Cornerstone, WelK Resort Group, Inc., and European Wax Center. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and nonprofit organizations. The firm’s investment process relies on centralized macroeconomic research and customized Investment Policy Statements, constructing portfolios from liquid strategies, third-party independent managers, and private alternative investments.

Judson Arrington is a financial advisor with VOYA Financial Advisors, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC. Outside of his advisory role, Arrington is involved in insurance and investment sales through his own entities, Arrington Financial and Independent Insurance. VOYA Financial Advisors, Inc. is an enterprise-scale firm that provides financial planning, portfolio management, retirement-plan advisory services, and access to unified managed accounts and third-party money managers. The firm serves individuals, pension plans, charitable organizations, and corporate clients through a large network of investment adviser representatives and combines in-house and external strategies with technology-enabled tools to implement client recommendations.

Shay Nolan is a financial advisor at Empower Advisory Group with five years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and client savings rates.

Christina Gumm is a Series 65-licensed financial advisor with seven years of industry experience. She currently works at CIBC Private Wealth Advisors, Inc., having previously been employed at United Capital Financial Advisers, LLC and Northern Trust. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm provides customized portfolio management and financial planning supported by an internal investment team and governance committees, managing approximately $67.8 billion in assets with a focus on delivering tailored solutions including options strategies and Family Office services.

Charles Wedemeyer is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. He has held prior roles at Mercer Global Advisors, Fisher Investments, The Vanguard Group, and Fidelity Investments, among others. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolios that include core-satellite, pure-index, and specialized strategies, and is noted for its integration of technology to manage held-away employer retirement accounts and its focus on airline industry employees through a dedicated division.

Angela Gordon is a financial advisor with Steward Partners Investment Advisory, LLC in Dallas, TX, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Cambridge Investment Research Advisors, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance, and Lincoln Investment. She serves as president and board member of a homeowner's association in Arlington, TX, and works part-time as a self-employed grocery delivery provider. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account programs.