Laura Maxfield is a CFP® and holds a Series 65 license with 16 years of industry experience. She is currently with Corient, where she has worked since 2022, having previously held positions at Rgt Wealth Advisors, LLC and LEE Financial Company, LLC. Maxfield 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 and profit-sharing plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates individual security and fixed-income strategies with third-party manager solutions and specialized offerings such as family office and trustee services.

Sergio Andrade is a financial advisor with Primerica Advisors in Dallas, TX, holding a Series 65 credential and over 30 years of industry experience. He previously worked at New York Life Insurance Company for 34 years before joining Park Avenue Securities and Guardian Life Insurance Company in 2025. Andrade is also involved with Valorstone Wealth and Insurance Solutions LLC. Park Avenue Securities serves a diverse retail client base, offering brokerage and fee-based advisory services, financial planning, and consulting. The firm utilizes a variety of proprietary and third-party investment strategies and supports a wide range of account types and features.

Drew Norman is a CFP® and holds a Series 66 license. He is currently a financial advisor at IEQ Capital, LLC with seven years of industry experience. Prior to joining IEQ Capital, he worked at EPIQ Capital Group, UBS Financial Services, Frost Investment Services, Frost Brokerage Services, Bbva Compass, and the University of Mississippi. IEQ Capital, LLC provides portfolio management and investment advisory services to high-net-worth individuals, families, trusts, foundations, and other entities. The firm’s investment approach includes centralized macroeconomic research, client-specific Investment Policy Statements, and diversified portfolios composed of liquid strategies, independent managers, and private alternatives.

Douglas Devlin is a Series 66 credentialed financial advisor with 21 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously spent 17 years at The Ayco Company, L.P./Mercer Allied Company, L.P. He is based in Dallas, TX. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models, manager selections, and a variety of fee structures, with access to services across the broader Goldman Sachs ecosystem.

Andrea Islas is a financial advisor at Rockefeller Financial LLC in Dallas, TX. She holds a Series 66 designation and has over 10 years of industry experience, including a decade at Bank of America Private Bank prior to joining Rockefeller Financial in 2025. 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.

Joel Carson is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 65 and Series 63 licenses and possessing 14 years of industry experience. He has worked at Hornor, Townsend & Kent since 2019 and previously held roles at Penn Mutual Life Insurance Company and Mass Mutual Investors Services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

John Eggleton is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Canvas Financial, Alamo Corporate Group, Ameritas Investment Corp, and Foster Financial Group. He is involved in assisting clients with life insurance policy sales through a family-related business activity. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and portfolio management using model portfolios, third-party sub-advisers, and custom strategies, with a focus on both individual and institutional clients.

Donna Dyke Bajaj is a financial advisor at Oppenheimer in Dallas, TX, holding Series 63 and Series 65 licenses with 54 years of industry experience. She has been with Oppenheimer since 2005. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, retirement services, and financial planning. The firm employs strategic and tactical asset allocation, manager selection, and a variety of investment vehicles, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary management approaches.

Logan Nourie is a financial advisor with Principal Financial Services in Addison, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Principal Securities, Inc. and Principal Life Insurance Company in 2025, he worked briefly with Equitable Advisors, LLC. Outside of his advisory role, Nourie is also an insurance agent involved in the sales and service of fixed insurance products, including life, annuities, disability income, long-term care, health, and group insurance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm emphasizes direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Michael Kane is a CFA® charterholder with 19 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has previously worked at Wealthstreet Investment Advisors, LLC and Gerald L. Ray & Associates, Ltd. Kane is based in Dallas, TX. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, utilizing a mix of discretionary wealth management, retirement plan consulting, and outsourced CIO solutions. The firm employs a manager selection process based on a proprietary “Focus List” and uses third-party platforms such as Envestnet UMA to implement client strategies.

Danielle Rouseau is a financial advisor at Primerica Advisors with 24 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes ten years at Dempsey Lord Smith, LLC and multiple roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory work, she is involved in benefit counseling and works as a model home attendant. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services along with financial planning and retirement consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services including lending solutions and donor-advised funds.

Kyle Stouffer is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Stephens Inc. for nine years before joining Rockefeller Financial in 2025. 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 with access to equities, fixed income, alternatives, and specialized managed account services.

Charles Thoele is a CFA® charterholder with 23 years of industry experience, currently serving at Corient in Dallas, TX. His prior experience includes over three decades at RGT Wealth Advisors, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, pension plans, and corporate entities. The firm utilizes a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Rajesh Sanchala is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds the ChFC® designation and Series 63 license, with 26 years of industry experience. Rajesh has been affiliated with New York Life Insurance Company and NYLife Securities LLC since 1999. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services primarily on a non-discretionary basis. The firm offers multiple advisory programs tailored to client and plan sponsor objectives within an integrated New York Life affiliate structure.

Hope Oliver is a financial advisor at Rockefeller Financial LLC with two years of industry experience. She holds a Series 66 designation and has previously worked at the University of Texas at Austin and Highland Park High School. 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 services, operating under a Private Advisor model supported by a consolidated investment platform that includes equities, fixed income, and alternatives.

Paige Hatcher is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Stephens Inc. in Dallas, TX. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutions, 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 various asset classes.

Rebecca Paterik is a CFP® with 39 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. Her work history includes roles at Podsednik & Company CPA and various CPA practices dating back to 1983. She is also a general lines agent specializing in non-variable insurance. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and third-party money managers, supporting both fee-based and commission-based client options.

Steven Blankenship is a CFP® with 11 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2025. Prior to this, he spent 21 years at Heritage Financial Planning, where he was a managing member and advisory representative. He continues to assist with client transitions related to the acquisition of Heritage Financial Planning by Beacon Pointe. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach, utilizing third-party platforms and a formal due-diligence process, and is notable for sponsoring proprietary investment vehicles and serving as an operating general partner in multiple private funds.

Stacy Crawford Jr. is a Series 66-licensed financial advisor with Guardian Life and Park Avenue Securities, bringing one year of industry experience. His prior roles include five years at Provision Financial Group LLC and three years as an Independent Medicare Benefits Advisor. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, and a variety of investment advisory programs.

Edward Emery is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds Series 65 and Series 63 licenses and has three years of industry experience. Emery’s professional background includes roles at TRI Wealth, LLC and Mogul Wealth Strategies, LLC, and he has experience in transportation and retail industries prior to entering financial services. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and managing a significant portion of assets on a non-discretionary basis.