Alethia Dixon is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill for 28 years before joining Rockefeller Financial in 2026. Outside of her advisory role, she is the sole owner of a rental property in Houston, Texas. 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 under a Private Advisor model with a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Thornton Brown is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Brown Ruth Advisors and Meyers Research. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and back-office support, including operations, trading, technology, compliance, and practice management. The firm offers various investment solutions, including discretionary model portfolios and personalized indexing options.

Christopher Young is a CFP® professional with 30 years of industry experience. He has worked at Mercer Global Advisors since 2021 and previously spent over 25 years with Quest Capital Management and Raymond James Financial Services. In addition to his advisory role, he has maintained an independent insurance agency since 1997. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios utilizing a range of low-cost investment vehicles and specialized service offerings.

Justin Williams is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has prior experience with Strategic Estate Planning Services and Hillwood, a Perot Company. Williams served five years in the United States Marine Corps. He also assists agents in retirement planning through his role at Strategic Estate Planning Services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan services, operating a platform that integrates various managed models and supports advisor customization.

Allen Abney is a financial advisor at William Blair with 17 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Credit Suisse Securities (USA) LLC. Outside of his advisory role, he is a director of a family partnership involved in real estate and oil and gas investments. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, and corporate clients. The firm utilizes an active, research-driven approach across multiple asset classes and offers proprietary models and access to private funds and co-investment opportunities.

Zachary Etoch is a financial advisor at Farther in Dallas, TX, holding a Series 65 designation. He has experience working at MDD Forensic Accountants for six years and joined Farther in 2025. Prior to his professional career, he attended the University of Arkansas. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

Joshua Stelzer is a Series 66-licensed financial advisor with 16 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and was previously with The Ayco Company, L.P./Mercer Allied from 2013 to 2021. He is based in Dallas, TX. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm uses centralized investment resources and a combination of discretionary and non-discretionary managers to deliver tailored wealth management solutions.

Debra Selvidge is a financial advisor with Hightower Advisors in Dallas, TX. She holds the Series 65 designation and has 13 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments and Smith Anglin Financial. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, as well as access to alternative investments and custom indexing.

Patrick Norambuena is a financial advisor at PNC Wealth Management in Irving, TX, with five years of industry experience. He holds the Series 66 designation and previously worked at BANK of AMERICA, N.A., Merrill, The Prudential Insurance Company of America, and Pruco Securities LLC. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital discretionary model account for employees that employs algorithm-driven risk assessments and allocates investments via approved model strategies using mutual funds and ETFs.

Michael Bailey is a financial advisor at Beacon Pointe Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 credentials with 41 years of industry experience. His career includes roles at Raymond James & Associates and MGB Wealth Management, LLC prior to joining Beacon Pointe. Bailey is also a manager and member of B.B.W.M. Lease Partners, LLC, a non-investment-related entity. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base including individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

David Duque is a financial advisor at Valic Financial Advisors with 16 years of industry experience. He holds a Series 66 designation and has worked at Valic Financial Advisors since 2008, with additional roles at Park Avenue Securities, Guardian Life Insurance Company, and Agia. Outside of his advisory work, Duque serves as Sergeant of Arms on the Board of Directors for the Champions Rotary Club of Justin, TX. Valic Financial Advisors primarily 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 to construct client portfolios.

William Morris Wallrapp is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Fisher Investments and OneDigital, as well as a five-year period at Benedictine College. 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 a range of portfolio management and financial planning services within a Private Advisor model and maintains a registered broker-dealer status, allowing it to offer securities transactions, variable insurance products, and investment banking services.

Christopher Cavazos is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. He has worked at Goldman Sachs Personnel Financial Management since 2019 and served in the Texas Army National Guard since 2018, following prior service in the South Carolina Army National Guard and a five-year period at The Citadel, Military College of South Carolina. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and offers a range of tailored services, leveraging its integration within a large financial group to deliver comprehensive wealth management solutions.

Theodore Trottman is a financial advisor with Hightower Advisors in Plano, TX, holding Series 63 and Series 65 licenses and 10 years of industry experience. His prior roles include positions at Private Client Services, RFG Advisory, Prospera Financial Services, Raa, and Lincoln Financial Advisors Corporation. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, retirement consulting, and access to pooled investment vehicles. The firm’s advisory approach incorporates multi-manager solutions using affiliated and third-party managers supported by proprietary research, serving a broad client base including pension plans, charitable organizations, corporations, and other financial institutions.

Campbell Warren is a financial advisor at Mariner with a Series 65 credential and two years of industry experience. Prior to his current role, he has held positions at Mariner Wealth Advisors and has experience working at Barred Owl Butcher and Table as well as La Bodega. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services and family office capabilities.

John Winslow is a financial advisor at CIBC Private Wealth Advisors, Inc. in Dallas, TX, holding the CFA® designation and a Series 63 license with 18 years of industry experience. He has worked at CIBC Private Wealth Advisors since 2015. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, philanthropic planning, and coordinated Family Office services, utilizing a combination of proprietary and external investment strategies with oversight from dedicated investment committees.

Timothy Mayben is a financial advisor at United Planners Financial Services of America with 25 years of industry experience. He holds a Series 66 designation and has been with United Planners since 2003. He is also the president of The Mayben Company, a marketing entity, and is a licensed agent for non-variable insurance. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates both as a registered investment adviser and broker-dealer, offering an open-architecture platform with multiple custodians and third-party money managers, and provides a mix of fee-based and commission-based solutions.

Erica Puent is a CFP® professional at Creative Planning with six years of industry experience. Her prior work includes roles at Robert Walters Japan, Military OneSource, Fisher Investments, BKD Wealth Advisors, Charles Schwab & Co., Inc., and Old Fisherman's Grotto. She is based in Dallas, TX. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors and 151 offices.

Brittani Kutschke is a financial advisor at Citigroup Global Markets with a Series 66 designation and over a decade of experience that includes roles at Citigroup and Barclays. She is based in Dallas, TX. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a broad range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and is notable for its large institutional scale and unique market roles, including operating as a swap dealer and futures commission merchant.

James Yoo is a financial advisor at Oppenheimer with 32 years of industry experience. He has been with Oppenheimer since 1998 and holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services that include strategic and tactical asset allocation, manager selection, and both discretionary and non-discretionary portfolio management.