Larry Ferguson is a CFP® with 23 years of experience in the financial services industry. He has worked at Mercer Global Advisors since 2021 and previously spent significant time with Quest Capital Management and Raymond James Financial Services. He is based in Dallas, TX. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach, utilizing diversified portfolios with low-cost ETFs, index funds, and other strategies, while also offering specialized programs and educational initiatives.

Joseph Levi is a financial advisor with Truist Advisory Services in Dallas, TX, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior roles include positions at SunTrust Investment Services, JPMorgan Securities, and Synovus Securities. He serves as Vice President and Treasurer of the Board for the YMCA Foundation of Middle Tennessee. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships and technology-enhanced research to support investment decisions.

Jack Brown Jr. is a financial advisor at Commonwealth Financial Network with 55 years of industry experience. He holds Series 63 and Series 66 designations and has been with Commonwealth since 2016. Brown is also a part owner of Brown Ruth Advisors, LLC, an entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Corban Quarles is a financial advisor with Goldman Sachs Wealth Services based in Dallas, TX. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Goldman Sachs & Co. LLC and Goldman Sachs, as well as experience with Nightlight Donuts and Fellowship Bible Church. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, corporate participants, and institutional clients. The firm offers tailored investment strategies supported by research and technology, with access to services across the broader Goldman Sachs platform.

Stephen Snapp is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding Series 65 and Series 63 licenses with eight years of industry experience. He has worked at Goldman Sachs since 2019 and previously spent eight years at United Capital Financial Advisers. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office services and Executive Wealth programs. The firm integrates strategic allocation models, manager selections, and advanced analytics within the broader Goldman Sachs ecosystem to tailor solutions to client objectives.

Ben Roth is a financial advisor at NewEdge Advisors with 43 years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for over a decade. Mr. Roth is also the founder and wealth advisor of Fortis Wealth Advisors, LLC, through which he manages client financial assets. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Grant Howell is a financial advisor with Eagle Strategies (NY Life) in Dallas, TX, holding Series 63 and Series 65 designations and one year of industry experience. His prior roles include work with NYLIFE Securities, LLC and Bright & Associates, LLC. Outside of financial services, Howell has been involved with the Fellowship of Christian Athletes and Kanakuk Kamps. Eagle Strategies serves a diverse client base of individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm employs a range of program types and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Isaac Babalola is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Corient in Dallas, TX. He has worked previously at Mercer Advisors, Ameriprise, Northwestern Mutual, and held roles at Corient Services LLC and CIPW Service Company, LLC. 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 employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses advanced risk management tools to align portfolios with client objectives.

Mark Bachman is a CFA® charterholder with three years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Painted Porch Advisors, LLC, Celanese Corporation, and Textron. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using multi-factor tilts and low-cost index vehicles, along with comprehensive financial planning and consulting services.

Kevin Hermis is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2022. He previously held roles at Merrill, Baker Tilly Capital, Baker Tilly Financial, United Capital Financial Advisers, and MRZ 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 operates under a Private Advisor model and offers a consolidated investment platform delivering discretionary and non-discretionary portfolio management, financial planning, consulting, and brokerage services including placement and investment banking.

Jon Rucker is a financial advisor with Eagle Strategies (New York Life) based in Dallas, TX. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior roles include positions at GDS Wealth Management, Charles Schwab & Co., Inc., and Fidelity. 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 emphasizes tailored recommendations and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Nolan Feeney is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds a Series 66 designation and has prior experience at Scott Truckenbroad & Associates, Texas A&M University, and AbbVie. Feeney has been involved with community and educational organizations, including Texas A&M Rec Sports and the Aggie Research Program. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as 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, and brokerage services.

Tanner Little is a CFP® with three years of industry experience, currently an advisor at Prime Capital Financial. His prior experience includes roles at Edelman Financial Engines and JPMorgan Chase Bank, N.A. He has also worked in various capacities outside the financial industry, including at Holder's Jewelers and as a professional landman. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and third-party manager selection. The firm employs a range of investment strategies and offers family office services, tax advisory through an affiliated subsidiary, and consolidated reporting across various asset types.

Taylor Lones is a financial advisor at Hightower Advisors with one year of industry experience. He previously worked at VMG Health and NISA Investment Advisors and studied at the University of Missouri - Columbia. Outside of his advisory role, he coaches a youth volleyball team in Dallas. Hightower Advisors serves a diverse range of individual and institutional clients, offering investment advisory and planning services that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and various investment vehicles.

Caleb Ennin is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Rockefeller Financial, he worked at JB Capital LLC and Johnson Brunetti, and he was also involved with Oakwood Soccer Club. 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, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Sharain Taylor is a financial advisor with SPC in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. She has worked at SPC since 2011 and Parkland Securities since 2014. Outside of her advisory roles, she serves as a poll clerk for the Dallas County Elections Office during the 2024 election cycles and acts as an independent agent for Medicare plans. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and delivers customized, typically discretionary investment advice through various account programs, including partnerships with Fidelity and third-party providers.

Casey Vogel is a financial advisor at Hightower Advisors in Dallas, TX, holding Series 63 and Series 66 licenses with 14 years of industry experience. Prior to joining Hightower in 2025, Casey worked at Smith Anglin Financial, Fisher Investments, and Fidelity. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, employing a multi-manager investment approach that includes affiliated and third-party managers, mutual funds, ETFs, and alternative investments.

Jennifer O'neal is a Series 65 licensed financial advisor at IEQ Capital, LLC with two years of industry experience. She has held prior roles at EPIQ Capital Group, Anchor Capital GP, MKJO Capital Consulting, S. Brown Capital, and Halo Home. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, and private funds. The firm employs a centralized macro and manager research process and integrates alternative investments through an iCapital platform, managing approximately $35.4 billion in assets.

Rene Lopezvictoria is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. He holds the Series 66 and Series 65 credentials. His prior experience includes a role at United Capital Financial Advisers, LLC. Goldman Sachs Wealth Services provides financial planning and portfolio management for a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm’s advisory teams customize strategies using proprietary allocation models and offer a range of fee arrangements, leveraging capabilities across the broader Goldman Sachs organization.

Killian Regan is an advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. Prior to joining Rockefeller Financial, he worked at Infios, Oracle, and The University of 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 through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.