Adam Goldenberg is a financial advisor at Corient with 20 years of industry experience and holds a Series 66 designation. He has previously worked at RGT Wealth Advisors, LLC and CIPW Service Company, LLC. Outside of his advisory role, he serves as Chairman of the Board for Interfaith Family Services, an organization focused on poverty alleviation in Dallas, and is an investment committee member for the Trinity Christian Academy Foundation. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm utilizes a goals-based, team investment approach that combines proprietary strategies with third-party managers and employs risk management tools and continuous portfolio monitoring.

Tamra Enriquez is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has held roles at several firms, including Hilltop Securities and Cetera Advisor Networks. She is based in Dallas, TX. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, estates, and charitable organizations with a range of advisory and portfolio management services. The firm offers both discretionary and non-discretionary management through proprietary and third-party solutions.

Francis Amsler is a CFP® and CFA® with 31 years of experience in the financial services industry. He has worked at Rockefeller Financial LLC since 2020 and previously spent 12 years at UBS Financial Services. Outside of his advisory role, he is involved with USR Enterprises LLC and USR Enterprises 4, LLC, entities related to managing rental properties and personal property. 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 brokerage, insurance, placement, and investment banking services organized around a Private Advisor model and an integrated investment platform.

Donna Petrucello is a financial advisor with Steward Partners Investment Advisory, LLC in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 44 years of industry experience. Her prior roles include positions at Raymond James Financial Services, Inc. and Morgan Stanley Smith Barney. She is also the owner of Park Cities Group, a financial advisory support company. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individual and institutional clients, offering investment advisory, financial planning, pension consulting, and managed account programs through a combination of proprietary portfolios and third-party managers.

Connor Mc Garvey is a financial advisor at CIBC Private Wealth Advisors, Inc. in Dallas, TX, with five years of industry experience. He holds a Series 65 designation and has prior experience at Altschuler & Company, Southern Methodist University, and the Dallas County District Attorney's office. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, and investment companies. The firm employs a collaborative investment process involving internal teams and committees to offer customized portfolios and managed account programs, combining proprietary and external strategies across a broad range of asset classes.

Andrew Swedlund is a CFP® with 23 years of industry experience. He is currently with Rockefeller Financial LLC and Rock & Co LLC, where he has worked since 2020. Prior to that, he held roles at Bank of America, N.A. from 2011 to 2020 and Merrill from 2008 to 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 portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, combining discretionary and non-discretionary solutions across multiple asset classes.

Sachit Muduli is a financial advisor at Transamerica Financial Advisors with one year of industry experience. His credentials include Series 63 and Series 65 licenses. Prior to joining Transamerica, he worked at Wfgia and Boost Mobile and has been a student for over a decade. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary model portfolios and access to third-party money managers with discretionary and non-discretionary program options.

Latisha Hagler Bickel is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. She holds the Series 66 designation and previously worked at Merrill from 2006 to 2022 before joining Rockefeller Capital Management in 2022. 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 portfolio management, financial planning, and consulting services, operating as both a registered investment adviser and broker-dealer with a comprehensive investment platform that includes equities, fixed income, and alternatives.

Cole Verhulst is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. Prior to joining Rockefeller Financial in 2025, he worked at Meadowbrook Country Club and MyHouse Nightclub and Sportsbar, as well as Boone Valley Golf Club. 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 both as an investment adviser and a registered broker-dealer, and utilizes a Private Advisor model supported by the Rockefeller Global Investment Management platform.

John Farris Sr. is a financial advisor with Commonwealth Financial Network in Dallas, TX, holding a Series 66 designation and 25 years of industry experience. He has worked with Commonwealth since 2016 and was previously affiliated with WFG Investments, Inc. from 2012 to 2016. Outside of his advisory role, he is a co-owner of a charitable foundation and operates a ranching and hay production sole proprietorship in Texas. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, compliance, and practice management.

James Markley is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Stephens Inc., Bank of America, N.A., and Merrill. 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 and provides a consolidated investment platform delivering discretionary and non-discretionary solutions across various asset classes.

Drew Labarbera is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 66 designations and has 37 years of industry experience. He has been with Transamerica Financial Advisors since 2014 and has a long career that includes ownership and management roles in several businesses, including a golf course and real estate development. Outside of his advisory work, Labarbera is a part owner of Northern Challenge Golf Course and has been involved in land development around the course. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes a model portfolio and third-party manager approach, delivering advisory services through multiple platforms and a large network of advisors.

Irma Sandoval is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and has held roles with Colonial Life & Accident Insurance Company, WealthWave, Debtmerica Relief, and Wfgia. Outside of her advisory work, she is involved in administering employee benefits for companies through Colonial Life. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individual investors, employer-sponsored plans, trusts, estates, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms to deliver its advisory services.

Amanda Hill is a CFP® with five years of industry experience, currently serving as a financial advisor at Corient in Dallas, TX. Her previous roles include positions at Ameriprise Financial Services and Bank of America Merrill Lynch. Hill is active in the community as a board member of the American Cancer Society and participates in nonprofit advisory councils related to healthcare and charitable giving. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates proprietary strategies with third-party managers, incorporating risk management tools and alternative investments where appropriate.

Nitame Thomas Sr. is a financial advisor at Transamerica Financial Advisors with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with various organizations, including the U.S. Department of Labor and the Veterans Health Administration. He is the founder of Growapprised, a business education company focused on entrepreneurial growth and strategic oversight. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering a mix of advisory and broker-dealer services through proprietary and third-party model portfolios.

Kempland Walley is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. Prior to joining Integrated Wealth Concepts, he worked at Baylor, Scott & White Health and spent five years at the University of Michigan, following four years at the Pennsylvania State University College of Medicine. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, constructing customized portfolios with a long-term approach and employing internal management alongside third-party asset managers.

Dana Pingenot is a CFP® and Series 65 professional with 26 years of industry experience. She currently works at Corient and has held roles at Corient Services LLC, CIPW Service Company, LLC, Rgt Wealth Advisors, LLC, and Lee Financial Corporation. 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 employs a goals-based, team investment approach that utilizes both in-house strategies and third-party managers, incorporating risk management tools and alternative investment opportunities.

Tyler Specht is a financial advisor at Creative Planning with a Series 66 designation and five years of industry experience. His previous roles include positions at Bank of America, Merrill, and Equitable Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse clientele, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering a range of institutional and retirement plan services.

Dan Drummond III is a financial advisor at Hightower Advisors with 21 years of industry experience. He holds the Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments and Smith Anglin Financial, LLC. Based in Dallas, TX, Drummond joined Hightower Advisors in 2025. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles such as mutual funds, ETFs, and alternative investments.

Jonathan Maldonado is a CFP® with 13 years of experience in the financial industry. He is currently with Rockefeller Financial LLC, joining the firm in 2024 after eight years at UBS Financial Services. He holds Series 63 and Series 66 licenses and is based in Dallas, TX. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as 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 placement and investment banking services alongside its consolidated investment platform.