Matthew Rivera is a financial advisor with Hightower Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Fisher Investments, Glenmede Trust Company, Mariner Wealth Advisors, The Vanguard Group, Inc., and Wealth Management Solutions. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager strategies, utilizing both affiliated and third-party managers across various investment vehicles and solutions.

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 with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at Charles Schwab and JP Morgan & Chase. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual and institutional clients. The firm combines proprietary asset-allocation modeling with third-party independent managers across active and passive strategies and offers specialized private fund opportunities alongside traditional portfolio management.

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.

Daniel Madia is a Series 66 licensed financial advisor with 13 years of industry experience. He has been with Goldman Sachs Wealth Services since 2021 and previously spent 10 years at The AYCO Company, L.P./Mercer Allied. Based in Dallas, TX, Madia provides advisory services within a large integrated financial group. Goldman Sachs Wealth Services offers financial planning, investment management, and related advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering tailored solutions such as Executive Wealth and Private Family Office support.

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.

Tiffany Garza is a CFP® and Series 66-registered advisor with 16 years of industry experience. She is currently with Mercer Global Advisors Inc. and previously worked at Quest Capital Management and Raymond James Financial Services. Outside of her advisory role, she manages a rental property in Richardson, TX. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios using low-cost index vehicles, multi-factor tilts, and tax management.

Diane Giddens is a financial advisor at Fifth Third Securities, Inc. in Dallas, TX, with 36 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Ameriprise Financial Services and Comerica Securities. Outside of her advisory role, she is involved with Maestro/ICS, a cash management platform serving institutional, retail, and corporate clients. Fifth Third Securities serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, and retirement accounts, through investment advisory and brokerage channels. The firm offers multiple investment programs via its Passageway Managed Account Platform, combining third-party portfolio managers with a range of strategies such as mutual funds, ETFs, separately managed accounts, and direct indexing.

Cole Helton is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Beacon Pointe Advisors in 2025, he worked at The New Amsterdam Group and held various roles at Baylor University and other institutions. Beacon Pointe Advisors provides wealth advisory, consulting, 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 employs a combination of asset-allocation modeling and third-party Independent Managers across active and passive strategies, and it offers proprietary private funds alongside comprehensive performance reporting and participant education.

Joseph Church is a financial advisor at Rockefeller Financial LLC with 35 years of industry experience. He holds a CFP® designation along with Series 63 and 66 licenses. Joseph previously worked at Bank of America and Merrill across overlapping periods from 2005 to 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 provides portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Samuel Harris is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation with two years of industry experience. His prior roles include positions at State and Liberty and self-employment, alongside experience in education and travel-related work. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporations, and institutions. The firm leverages centralized investment resources and integrated financial services to deliver tailored wealth management solutions.

Samuel Chacon is a Series 66-licensed financial advisor with 23 years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and previously spent 19 years at The AYCO Company, L.P./Mercer Allied. Based in Dallas, TX, he is part of a large team serving a diverse client base. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm combines centralized investment resources and model portfolios with discretionary and non-discretionary management, providing tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support.

Christopher Todd Jr. is a financial advisor at PNC Wealth Management in Dallas, TX, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with multiple BBVA-affiliated entities, including BBVA Wealth Solutions Inc. and BBVA Compass Insurance Agency. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and third-party managed model strategies primarily executed with mutual funds and ETFs.

Evan McGrath is a financial advisor at Allworth Financial, L.P. with eight years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at RAA and Securities Service Network, Inc. before joining Allworth Financial in 2020. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, including model allocations and specialized approaches such as Buffered Equity ETFs and options-based overlays, and utilizes technology to manage held-away employer retirement accounts.

Todd Wiggins is a financial advisor with Oppenheimer in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at several major firms, including UBS Financial Services, Morgan Stanley, and Citigroup Global Markets, before joining Oppenheimer in 2016. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of advisory programs and combines discretionary and non-discretionary services across equity, balanced, and fixed-income portfolios, with a notable portion of assets managed on a non-discretionary basis.

Francesca Engel is a financial advisor at Guardian Life with a Series 66 credential and two years of industry experience. She has worked at several firms, including Park Avenue Securities and Merrill, and has been with Guardian Life since 2020. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and investment advisory services.

Michael Quiroga is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at The Ayco Company, L.P./Mercer Allied and Fidelity Brokerage Services, Inc. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm uses strategic allocation models and a variety of platforms to tailor solutions and integrates capabilities across Goldman Sachs affiliates to offer a broad range of services.

Daniel De Anda is a financial advisor with Beacon Pointe Advisors, LLC in Dallas, TX. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Beacon Pointe Advisors in 2026, he worked at MGB Wealth Management, LLC and several other firms. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, pension and profit-sharing plans, 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.

Joel Williams is a financial advisor with SPC, holding a Series 66 designation and 21 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2013. Outside of his advisory role, he provides general accounting services and prepares financial statements for Van's Kitchen in Dallas, TX. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a structure that integrates affiliated broker-dealers and insurance agencies to provide a range of fiduciary and non-fiduciary services.