Shawna Alexander is a financial advisor with Rockefeller Financial LLC, holding the ChFC® and Series 66 credentials and bringing 12 years of industry experience. She previously worked at Bank of America and Merrill. Outside of advising, she is the owner and president of Elite Equine Exports, LLC, a business focused on buying, training, and selling sport horses. Rockefeller Financial LLC serves high-net-worth individuals, families, and institutional clients with portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and offers a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Jody Brown is a financial advisor at Principal Financial Services with 5 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Principal Securities, Inc. and Principal Life Insurance Company in 2026, she worked at Guardian Life Insurance Company and Park Avenue Securities from 2023 to 2026, and at PFS Investments Inc. and Primerica Financial Services from 2020 to 2022. She also served in a long-term role at Frisco ISD from 2000 to 2023. Brown serves on the board of directors for FASTPacs, a nonprofit organization based in Frisco, TX. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory arrangements.

James Tardy Jr. is a financial advisor at Corient based in Dallas, TX, with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Corient and its related entities since 2022, including previous experience at RGT Wealth Advisors. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charities, 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 alternative investment options to align portfolios with client objectives.

Sa Vion Harris is a financial advisor at Concurrent Investment Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at Integra Global Advisors LLC, Corient, and Intercontinental Wealth Advisors LLC. Harris is also involved with Concurrent Private Wealth, an advisory business operated under the firm's DBA. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement advisory services, with an investment approach focused on customized, primarily long-term portfolios utilizing ETFs, mutual funds, individual securities, bonds, and alternative investments.

Ira Utay is a CFP®-credentialed financial advisor with 21 years of industry experience, currently serving at Hightower Advisors since 2020. His prior roles include positions at Frontier Investment Management, USAA Investment Management, USAA Financial Planning Services, Merrill, Banc of America Investment Services, and UBS Financial Services. Based in Dallas, TX, Utay’s background encompasses both individual and institutional financial planning and investment management. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, pension plans, charitable organizations, corporations, and financial institutions. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles and strategies.

Ryan Finnegan is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Northwestern Mutual and the Finnegan Auto Group. Goldman Sachs Wealth Services serves a diverse client base ranging from individual investors to institutional clients, providing tailored financial planning and portfolio management supported by strategic allocation models, specialized programs, and a wide range of advisory platforms.

Anastasia Maston is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Creative Planning since 2020. She previously worked at Stratford Consulting, LLC from 2013 to 2020. Outside of her advisory role, she is also an independent actor based in Dallas, 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 employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a broad range of affiliated non-investment businesses and private market investment activities.

Matthew Senter is a Series 65-licensed financial advisor with three years of industry experience. He currently works at Truist Advisory Services and has previously been employed at WPA Family Office, LLC and Brewer Attorneys & Counselors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program supported by both discretionary and non-discretionary advisor relationships.

Nicholas Easby Smith is a financial advisor at Kestra Advisory with five years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors, United Bank, Legacy National Bank, Goldmedal Autoplex, Firehouse Subs, and the University of Arkansas. Outside of his advisory role, he has worked as an Uber driver. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, employee education, and manages approximately $79.8 billion in assets, serving clients such as sovereign wealth funds and large institutional investors.

Darrell Amsden is a financial advisor with Equity Services, Inc. who holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience and has been with Equity Services and National Life Group since 2014. Besides his advisory role, he is registered as a life insurance sales agent and also acts as power of attorney for family members under specific circumstances. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms combining long-term strategies with options for shorter-term trading and employs a network of investment adviser representatives to deliver its services.

Frank Sloan is a financial advisor at EP Wealth Advisors with 25 years of industry experience. He held leadership roles at Sloan Investment Management, L.L.C. for 17 years prior to joining EP Wealth Advisors. He holds Series 63 and Series 65 licenses. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios and a variety of investment strategies, including fundamental, technical, and cyclical analysis, and provides additional services such as tax preparation and estate-document facilitation for qualifying clients.

Johnathan Rankin is a financial advisor at Sanctuary Advisors, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill before joining Sanctuary Advisors in 2019. He is also involved in an educational YouTube channel called Theorem Wealth Management, which focuses on sharing retirement planning ideas. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports independent advisors in delivering tailored investment management and consulting through a variety of account types and analytical approaches.

James Quaider is a financial advisor at Citigroup Global Markets with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His previous roles include positions at BBVA Wealth Solutions, USAA Investment Services Company, and USAA Financial Advisors. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Kathleen Gibson is a financial advisor at Cresset Asset Management, LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at CH-Investment Partners and the Southwestern Medical Foundation. Gibson serves as a board member of the Dallas College Foundation, participating in an investment advisory group to assist with overseeing the foundation’s investment consultant. Cresset Asset Management, LLC is an SEC-registered adviser managing approximately $71.9 billion in client assets across a diverse range of clients, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach using active and passive strategies, supported by a structured due-diligence process and multiple affiliated entities.

Kevin Harrington is a financial advisor at Eagle Strategies (NY Life) based in Dallas, TX. He holds Series 65 and Series 63 licenses and has five years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Co, Frisco Rush LLC, and KSM Consulting LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages a significant amount of assets on a non-discretionary basis.

James Schiermeyer is a financial advisor with Truist Advisory Services in Dallas, TX, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His prior roles include positions at Truist Investment Services, SunTrust Investment Services, SunTrust Bank, and BB&T Securities. Outside of his advisory work, he serves on the advisory board of Booker T. Washington High School for the Performing and Visual Arts and holds board membership at Bent Tree Country Club. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements and AI-enabled equity research tools.

Kelly Mills is a CFP® professional with five years of industry experience, currently serving at Corient in Dallas, TX. Prior to joining Corient, Mills held roles at RGT Wealth Advisors and CIPW Service Company, LLC. 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 combines in-house strategies with third-party manager solutions and employs various risk management tools to align portfolios with client objectives.

Cesar Romero is a financial advisor with Principal Financial Services in Addison, TX, holding the CFP® designation and Series 66 license with five years of industry experience. Prior to joining Principal, he worked at firms including Cetera Advisor Networks and Sageview Advisory. He is involved in the sales and service of outside fixed insurance products, including life, annuities, disability income, long-term care, health, and group insurance. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation generally carried out on a discretionary basis by these managers.

Ashvin Chheda is a financial advisor with Primerica Advisors based in Frisco, TX, holding the ChFC® designation and Series 63 and 66 licenses. He has 21 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of advisory work, he is involved in selling various insurance products such as whole life, term life, fixed annuities, disability income, and long-term care insurance. Park Avenue Securities LLC serves a diverse retail client base offering both brokerage and advisory services, including financial planning and retirement-plan consulting. The firm utilizes a combination of proprietary and third-party investment strategies and supports a range of account services such as securities-based lending and donor-advised funds.

Charles Griege III is a CFP® affiliated with Corient in Dallas, TX. He has been in the financial industry since 2023 with previous experience at CI RGT Wealth Advisors, Triumph Financial, Clemson University, and Highland Park High School. 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 combining in-house strategies with third-party managers and employs risk management tools and continuous portfolio monitoring.