Samuel Scribner is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he was with The Ayco Company, L.P./Mercer Allied and The Ayco Company, L.P. He also has experience outside finance, having worked at Las Brisas Southwestern Steakhouse and Texas Tech University. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, and institutional clients. The firm integrates centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, leveraging its position within a large financial group to provide diverse and integrated solutions.

Anna Kelly is a CFP®-certified financial advisor with 15 years of industry experience. She currently works at Rockefeller Financial LLC and has prior experience at Bank of America and Merrill Lynch. Anna serves as a trustee for several family trusts, overseeing their investments. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating as both an investment advisor and a registered broker-dealer with capabilities including securities transactions and alternative investment placements.

Benjamin Casso is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he spent seven years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support, integrating capabilities across its affiliated entities.

Matthew Thompson is a financial advisor at Beacon Pointe Advisors, LLC with five years of industry experience. His prior roles include positions at Whiterock Wealth Management Co. and Lee & Associates, LLC. He holds a Series 65 designation and is based in Dallas, TX. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Mark Dahl is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding Series 63 and Series 66 credentials and 27 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and UBS Financial Services. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with capabilities in placement and investment banking services.

Emily Lumley is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding Series 65 and Series 63 licenses and 10 years of industry experience. She has worked at Rockefeller Financial since 2020 and previously spent 15 years at Merrill. 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 discretionary and non-discretionary portfolio management, financial planning, consulting, and also operates as a registered broker-dealer offering a range of investment services through its Private Advisor model and consolidated investment platform.

Matthew Langhorst is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and worked at UBS Financial Services Inc for 15 years prior to joining Rockefeller Financial 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 provides discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Erica Fulbright is a financial advisor with Truist Advisory Services and holds a Series 66 designation. She has five years of industry experience, including prior roles at BB&T and GTE Financial. Outside of her advisory work, she manages an online retail business specializing in clothing and accessories. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platform arrangements, enhanced by AI-enabled research tools, to support its investment strategies.

Edward Wahlberg is a financial advisor at Rockefeller Financial LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill. 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 through a Private Advisor model and consolidated investment platform, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Patrick Mc Donald is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding Series 63 and Series 65 licenses with eight years of industry experience. He has been with Goldman Sachs & Co. LLC since 2018 and previously worked at Southern Methodist University from 2016 to 2018. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm employs strategic and tactical allocation models and offers specialized programs such as Private Family Office services and Financial Wellness, leveraging its connection to the broader Goldman Sachs network for integrated advisory solutions.

Namrata Shah is a financial advisor at Hightower Advisors with 18 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior experience includes 12 years at TIAA-CREF and a brief period at Frontier Investment Management Co. before joining Hightower in 2020. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions through a combination of affiliated and third-party managers, offering a broad range of portfolio management and consulting services.

Roger Meadors is a CFP® professional at Hightower Advisors with 14 years of industry experience. He previously worked at Smith Anglin Financial, LLC, LPL Financial, and Purshe Kaplan Sterling Investments, Inc. He is based in Dallas, TX. Hightower Advisors serves a diverse range of individual and institutional clients, offering investment advisory and planning services through a network of Advisor Practices. The firm emphasizes multi-manager solutions incorporating affiliated and third-party managers, proprietary research, and a variety of investment vehicles including mutual funds, ETFs, and alternative investments.

Gregory Mykytyn is a financial advisor at Beacon Pointe Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Beacon Pointe Advisors in 2025, he worked for Commerce Street Investment Management and Commerce Street Capital LLC from 2016 to 2025. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to individual investors, 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.

Todd Laluzerne is a financial advisor at Mercer Global Advisors Inc. based in Dallas, TX, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Amerivest Investment Management LLC, TD AMERITRADE Inc., Rockgate Financial Partners, and Royal Alliance. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is grounded in Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a variety of implementation options such as ETFs, mutual funds, and separate accounts.

Kade Merrill is a financial advisor with IEQ Capital, LLC in Dallas, TX. He holds the Series 63 and Series 66 designations and has one year of industry experience. Prior to joining IEQ Capital, Merrill worked for Charles Schwab from 2023 to 2025. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and non-profit organizations. The firm’s investment process is based on centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party independent managers, and private alternative investments.

Nicole Mosley is a CFP® with seven years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Dallas, TX. Her prior experience includes seven years at Marc Hill, CPA, before joining Mercer in 2018. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory approach with globally diversified portfolios, using low-cost index vehicles and multi-factor tilts, and offers various implementation options alongside financial and retirement planning, tax support, and estate-planning coordination.

Jesse Marroquin is a financial advisor at Truist Advisory Services with two years of industry experience. He holds the Series 66 and Series 63 designations and has worked previously at Charles Schwab & Co., Inc., Texas Capital Bank, and Valor Intelligence Processing. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary solutions.

Jonathan Keen is a Series 66-licensed financial advisor with 19 years of industry experience, currently with Fifth Third Securities, Inc. in Dallas, TX. His prior experience includes roles at Ameriprise and Comerica Securities. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both investment advisory and brokerage services. The firm offers multiple program types on its Passageway platform, providing access to mutual fund, ETF, SMA strategies, and direct indexing options.

Samantha Hoover is a CFP® professional with experience at Mercer Global Advisors Inc. since 2024 and prior roles including positions at AGIS Network and Northwestern Mutual. She is based in Dallas, TX. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other strategies.

Erick Dahl is a financial advisor at Hightower Advisors with 22 years of industry experience. He holds a Series 66 designation and has worked at Smith Anglin Financial, LLC and Mulvihill Asset Management, LLC prior to joining Hightower Advisors in 2025. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.