Carl Carlos is a financial advisor at Wealth Enhancement Advisory Services, LLC with 27 years of industry experience. He holds the Series 66 designation and has worked at firms including Cabot Lodge Securities, Fuller Wealth Management, Ifs Securities Inc., and Raymond James & Associates. Outside of his advisory work, he serves as a board member managing the Lake Ioni Hunting/Fishing Club in Elkhart, TX. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting through a network of advisors, utilizing a strategic investment process that combines passive and active management with quantitative and fundamental research.

David Silva is a financial advisor at Concurrent Investment Advisors, LLC with 22 years of industry experience. He has held advisory roles at firms including Raymond James Financial Services Advisors and Edward Jones. Silva is also involved with Jack Silva Holdings, a family real estate business. Concurrent Investment Advisors, LLC is a multi-team 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 plan services, utilizing a customized investment approach that includes ETFs, mutual funds, and alternative investments.

Lindsay Dreyer is a financial advisor at Rockefeller Financial LLC based in Dallas, TX, holding the Series 66 designation with 10 years of industry experience. She previously worked at Merrill for six years before joining Rockefeller Financial in 2021. 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 combines a Private Advisor model with a consolidated investment platform, offering discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer providing placement and investment banking services.

Manolo Alvarez is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and three years of industry experience. He has held roles at Goldman Sachs & Co LLC since 2023 and serves as a lecturer at the University of Texas at Dallas, teaching Business Communications, Ethics, and Leadership. Additionally, he is the owner of Cassette Deck Automotive, a mobile auto mechanic business. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, providing financial planning and portfolio management alongside specialized offerings such as Private Family Office services and Alternative Investments. The firm integrates resources from across the Goldman Sachs ecosystem to tailor strategies and deliver comprehensive wealth management solutions.

Shelia English is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 11 years of industry experience. Her career includes eight years at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., followed by positions at Merrill and Citigroup Global Markets. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with distinctive market roles, including acting as a security-based swap dealer and futures commission merchant.

Christopher Poisson is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation and six years of industry experience. He previously worked at The Ayco Company, L.P./Mercer Allied and Park & Longstreet, PC. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored services including Executive Wealth, Personal Wealth, and Private Family Office support, delivered through a combination of discretionary and non-discretionary managers.

Tyler Ressel is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Rockefeller Capital Management, Bank of America, N.A., 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Anna White is a financial advisor with NewEdge Advisors in Dallas, TX, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Merrill and Raymond James & Associates. 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 investment adviser representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools, including recent applications of artificial intelligence in business operations.

Darrel Preston is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Inc. and Bank of America, NA prior to joining Rockefeller Financial in 2020. Based in Dallas, TX, he has spent the bulk of his career in wealth management roles at prominent financial institutions. 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, and operates as a registered broker-dealer, offering a consolidated investment platform and a Private Advisor model tailored to client needs across multiple asset classes.

Robert Messett Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Commonwealth since 2017 and previously worked at WFG Investments from 2011 to 2017. He is also co-owner of Messett Rice & Associates, a private entity facilitating securities, advisory, and insurance businesses. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients by providing advisory programs, technology, investment management, and practice-management support. The firm offers a range of portfolio construction options and discretionary model portfolios managed by its Investment Management and Research team.

Tyler Bethea is a financial advisor at Cresset Asset Management, LLC with eight years of industry experience. He previously worked for nine years at Crow Holdings Capital. Tyler serves as a board member and investment committee member for the West Dallas Community School Foundation. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware investment approach across public equities, fixed income, and alternatives.

Brian Hattendorf is a financial advisor at Hightower Advisors with 15 years of industry experience. He holds a Series 65 designation and previously worked for Frontier Investment Management Co. for 20 years before joining Hightower Advisors in 2020. Hightower provides investment advisory and planning services to a diverse group of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a range of investment vehicles.

David Stephenson is a financial advisor with Principal Financial Services in Richardson, TX, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Symonds Wealth Management and Next Level Insurance LLC. Outside of his advisory work, he serves on the board of Soul's Harbor and is involved in a business selling custom-made writing instruments as well as co-owning and managing SpeedShield in Addison, TX. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm’s advisory services encompass financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Gerald Dahlander II is a financial advisor at Rockefeller Financial LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes 11 years at Bank of America, NA, and a long tenure at Merrill from 1994 to 2020. 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 investment banking services. The firm operates under a Private Advisor model and maintains a consolidated investment platform delivering discretionary and non-discretionary solutions across various asset classes.

Todd Kitzens is a financial advisor at Farther with a Series 65 designation and three years of industry experience. His prior work includes roles at BRP US Inc. and Saatchi & Saatchi, as well as a position at the University of Arizona. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Paula Feinberg is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with Steward Partners and Raymond James across multiple affiliated firms since 2013. Feinberg serves on the board of the Dallas Opera House Hart Institute for Women Conductors and participates on the investment advisory committee for St. Rita's Catholic Community. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

Ashley Heineman is a financial advisor at Concurrent Investment Advisors, LLC with 2 years of industry experience. Heineman holds a Series 65 designation and previously worked at Fisher Investments, United Capital Financial Advisors, and Goldman Sachs Personal Financial Management. 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 focuses on customized, long-term investment portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors serving over 13,000 clients.

Nidhi Chetanbhai Patel is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. Prior to joining Goldman Sachs, Patel held positions at Robert Half, Floral Vale Dental Excellence, and New Jersey City University. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and affiliated teams to offer tailored wealth management solutions within a large integrated financial group.

Scott Phillips is a financial advisor at MAI Capital Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Evoke Advisors and Service Academy Capital Management, LLC. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a diverse range of strategies and offers trust and insurance administrative services.

Erik Russell is a CFP® designated financial advisor at Corient with two years of industry experience. He has worked at several firms including RGT Wealth Advisors, Frost Brokerage Services, Frost Bank, and Versus Bank. He is based in Dallas, TX. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and incorporates advanced risk management and alternative investments where appropriate.