Rutledge Gordon is a financial advisor at Allworth Financial, L.P. with 26 years of industry experience. He has held roles at Retirement Advisors of America and RAA Wealth Management, LLC before joining Allworth Financial in 2020. Gordon holds Series 63 and Series 65 designations. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers a range of services such as financial and wealth planning, portfolio management, retirement plan consulting, and education through newsletters, podcasts, and seminars, using a mix of quantitative and qualitative analysis for customized investment strategies.

Jerome Deren is a financial advisor at Corient with 10 years of industry experience. He holds the Series 66 and Series 65 designations and previously worked at Summit Trail Advisors, Tiedemann Wealth Management, and Presidio Capital Advisors. 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 integrates in-house strategies with third-party managers and incorporates risk management tools and alternative investments where appropriate.

Rusty Tally is a financial advisor at Rockefeller Financial LLC in Dallas, TX, holding Series 63 and Series 65 licenses with 50 years of industry experience. Prior to joining Rockefeller Financial in 2024, he worked for 16 years at UBS Financial Services Inc. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides portfolio management, financial planning, brokerage services, and investment banking through a consolidated advisor model and investment platform.

Varunavi Shukla is a financial advisor with Goldman Sachs Wealth Services and holds a Series 66 designation. She has one year of industry experience and previously worked at The University of Texas at Dallas and Sally Beauty Holdings. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management, utilizing strategic allocation models, manager selections, and a range of fee arrangements, supported by tools such as tax-aware techniques and proprietary analytics.

Jennifer Williamson is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. She holds the Series 66 designation and has two years of industry experience. Outside of her advisory role, she volunteers at Bishop Lynch High School, assisting in the school store where merchandise is sold to students and parents. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and largely manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Wendy Kelly is a CFP® and holds a Series 65 license, with 17 years of industry experience. She has worked at Cerity Partners LLC since 2024 and previously spent nine years at Paladini Financial Advisors, LLC. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment framework that integrates proprietary quantitative methods with access to alternative and private market solutions.

Jonathan Lakin is a CFP® and CFA® with 16 years of experience in the financial services industry. He has worked at Wealth Enhancement Advisory Services, Mercer, Charles Schwab & Co., and Fidelity Investments. He is currently with Wealth Enhancement Advisory Services, LLC in Addison, TX. Wealth Enhancement Advisory Services provides financial planning, discretionary and non-discretionary asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets using diversified, risk-class based investment strategies that combine active and passive management, supported by a dedicated Investment Committee.

Jacob Siadek is a CFP® professional with experience in the financial advisory industry since 2018. He is currently with Corient, where he has worked since 2024, following prior roles at Saville and Tolleson Wealth Management. 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 uses a goals-based, team investment approach that integrates in-house strategies with third-party managers, employing risk management tools and offering specialized services including private fund capabilities.

Don Nguyen is a financial advisor with Eagle Strategies (NY Life) in Arlington, TX, holding Series 63 and Series 65 designations and one year of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, and Globe Life, among others. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and primarily manages assets on a non-discretionary basis.

Natalie Berry is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding Series 63 and Series 66 licenses, and has one year of industry experience. Prior to joining Rockefeller Financial, she worked at Bank of America for 19 years. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Lindsey Crow is a financial advisor at Beacon Pointe Advisors, LLC with 27 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc for 10 years. Outside of her advisory role, she serves as secretary and bookkeeper for Cedar Families, LLC, a residential real estate partnership. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individual and institutional investors. The firm employs a manager-based investment approach, utilizing a proprietary focus list and a formal due-diligence process to select and monitor third-party independent managers.

Joshua Pinchek is a CFP® professional with 23 years of experience in the financial services industry. He currently serves as an advisor at Creative Planning and has prior experience at Allworth Financial, L.P. and Retirement Advisors of America. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, 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.

Ashton Swartzfager is a financial advisor at Creative Planning with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at J.P. Morgan Investment Management, Lockton Investment Advisors, and other financial firms. Ashton is based in Dallas, TX. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, tax-loss harvesting, and selective private market exposure, managing approximately $295.6 billion in client assets through over 1,100 advisors.

Brenda Cyprian is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding a Series 66 designation and 20 years of industry experience. She previously worked at Merrill from 2009 to 2026 before joining Rockefeller Capital Management and Rockefeller Financial LLC in 2026. Outside of advising, she co-owns a publishing LLC focused on novels and expanding into scriptwriting. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines discretionary and non-discretionary portfolio management with broker-dealer services and a consolidated investment platform that includes direct portfolio management and access to third-party managers, integrating trust, insurance, and asset management capabilities.

Matthew Rivera is a financial advisor at Hightower Advisors in Dallas, TX, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Glenmede Trust Company, Mariner Wealth Advisors, and Fisher Investments. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, offering a range of portfolio management, financial planning, and retirement consulting solutions through a multi-manager investment approach that incorporates both affiliated and third-party managers.

Robert Hogue is a financial advisor at Oppenheimer with 45 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2009. His prior experience includes roles at Stanford Group Company, BNY Investment Center Inc., Pershing LLC, and Lockwood Financial Services, Inc. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services employing strategic and tactical asset allocation, manager selection, and both discretionary and non-discretionary management.

Miles Beck is a financial advisor at Beacon Pointe Advisors, LLC in Dallas, TX, holding Series 66 and Series 63 licenses with four years of industry experience. His prior roles include positions at Charles Schwab and JP Morgan & Chase. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced CIO 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 markets.

Joel Gomez is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Eagle Strategies, he worked with NYLIFE Securities LLC and New York Life Insurance Company. Gomez serves as a board member for Los Primos Dallas, a nonprofit mentoring high school students, and for the Country Place Homeowners Association, supporting community events. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple advisory programs tailored to client objectives and emphasizes non-discretionary asset management and fiduciary responsibilities, particularly in retirement plan consulting.

David Malleck is a financial advisor at Beacon Pointe Advisors, LLC with 44 years of industry experience. He holds a Series 63 designation and has worked previously at Raymond James Financial and Silver Lake Capital Partners LLC, where he served as managing partner overseeing the financial affairs of approximately 105 families. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base including individuals, corporations, pension plans, and other institutions. The firm employs both active and passive investment strategies and integrates third-party independent managers selected through due diligence for portfolio implementation.

Philip Pyrz is a financial advisor with Principal Financial Services in Addison, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 1999. In addition to his advisory role, he is licensed as an agent for life insurance, annuities, disability income, long-term care, and group insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically carried out on a discretionary basis by the third-party managers.