Dylan Mc Donald is a Series 66-credentialed financial advisor with two years of industry experience. He is currently with Goldman Sachs Wealth Services and previously worked at Equitable Advisors, Clearfork Engineering, and Movement Mortgage. Outside of his advisory role, he is the sole proprietor of McDonald Property Investments. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients, offering financial planning and portfolio management alongside specialized programs and alternative investments. The firm utilizes strategic allocation models and proprietary analytics within the broader Goldman Sachs ecosystem to tailor investment solutions.

Shawn Stanley is a financial advisor at NewEdge Advisors with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for JPMorgan Chase Bank and J.P. Morgan Securities for ten years. Outside of his advisory role, he serves as Vice President of the Plano West Lacrosse Club, where he is involved in recruiting youth players. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Bismarck Darko is a CFP® and ChFC® with 12 years of experience in financial advisory roles. He currently serves as an investment advisor at Creative Planning and is also an investment advisory representative at Sageview Advisory Group, where he provides asset management services. His prior experience includes positions at Goldman Sachs, JPMorgan Chase, USAA Financial Advisors, and TIAA. Creative Planning offers investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a broad range of affiliated non-investment businesses such as an estate law firm, trust company, and retirement plan recordkeeping services.

Charlotte Le Blanc is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. She holds a Series 65 designation and has previously worked at Fisher Investments and several other organizations, including Catholic Charities of Dallas and the University of Dallas. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including 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, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a range of investment vehicles and platforms.

Benjamin Estabrook is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation. Based in Dallas, TX, he has recent experience working at Goldman Sachs & Co. LLC and previously at Apex Capital Corp and Raymond James Financial. He also has a background in education, having worked at multiple schools from 2015 to 2022. 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 leverages strategic allocation models and proprietary research within the broader Goldman Sachs network to deliver tailored investment solutions and specialized wealth programs.

Noah Rubinstein is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. Prior to joining Rockefeller Financial, he worked at Amazon Web Services for five years and has an academic background from the University of Michigan. 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 and financial planning services, operates as a registered broker-dealer, and provides placement and investment banking services through its integrated investment platform.

Remy Fields is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. He holds a Series 66 designation and previously worked at The AYCO Company, L.P./Mercer Allied for six years before joining Goldman Sachs & Co. LLC in 2021. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning, portfolio management, and specialized wealth services, utilizing strategic allocation models and a range of platforms supported by proprietary analytics and integrated capabilities across Goldman Sachs affiliates.

Andrew Nguyen is a financial advisor with Citigroup Global Markets in Dallas, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Citigroup Global Markets since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional scale with specialized market roles and arrangements.

Bryce Norniella is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services in Dallas, TX, bringing six years of industry experience. Prior to joining Goldman Sachs in 2021, he worked at The Ayco Company, L.P./Mercer Allied and was involved in real estate activities through Norniella Properties and Norniella Management Company. He is also a part-time real estate agent with 1st Broker Sponsor LLC. Goldman Sachs Wealth Services provides comprehensive financial planning and investment management to a diverse client base, including individuals, high-net-worth households, corporations, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, offering tailored services such as Executive Wealth and Private Family Office support.

Ehrynn Shephard is a financial advisor at Rockefeller Financial LLC with six years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for eight years and Bank of Oklahoma for two years. Outside of her advisory role, she is an independent consultant for Paparazzi jewelry sales and a vocalist with the group Bad Neighbors. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutions, and corporations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and consulting, and also operates as a registered broker-dealer providing a range of investment and placement services through its integrated investment platform.

Nicole Korensky is a financial advisor at Rockefeller Financial LLC with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Leander ISD. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm provides integrated services through affiliated trust and insurance entities, with access to alternative and private investments and a distinctive ownership structure involving significant institutional minority owners.

Nicholas Nixon is a financial advisor with Eagle Strategies (NY Life) in Dallas, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Cloud Wealth Strategies, NYLIFE Securities LLC, New York Life Insurance Company, and Lennar. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through various program types, with the majority of its assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Shockley is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Corient in Dallas, TX. His prior experience includes a 24-year tenure at Rgt Wealth Advisors, LLC, followed by roles at CIPW Service Company, LLC and Corient Services 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, combining in-house strategies with third-party managers and uses risk management tools and stress testing to align portfolios with client objectives.

Nan Ginger is a financial advisor at Rockefeller Financial LLC with 44 years of industry experience. She holds the Series 63 and Series 65 credentials and has previously worked at Bank of America and Merrill. Outside of her advisory role, she owns and manages several limited liability companies involved in real estate ownership and oversight in Fayetteville, Arkansas. Rockefeller Financial LLC serves 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, and alternative investments.

Christopher Stark is a financial advisor with Equity Services, Inc. and holds Series 63 and Series 65 designations. He has five years of industry experience, having worked previously at Knights of Columbus Asset Advisors LLC and Knights of Columbus Insurance. Stark is also active as an insurance agent with Texas National Financial Group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term investment strategies with options for shorter-term trading and offers access to multiple advisory platforms and third-party asset managers.

Matthew Powers is a CFP® and holds a Series 66 license with 18 years of industry experience. He has worked at Hightower Advisors since 2020 and previously spent five years at Frontier Investment Management Co. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to pooled vehicles and private funds. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Amy Crawford is a financial advisor at Creative Planning with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Creative Planning since 2020, following twelve years at Stratford Consulting, LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

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.