Catherine Matthews is a financial advisor at Cresset Asset Management, LLC in Dallas, TX. She holds a Series 65 designation and has one year of industry experience, including prior roles at Bank of Texas and Sidley Austin. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and a combination of active and passive strategies across various asset classes.

Austin Schorn is a financial advisor at Rockefeller Financial LLC in Dallas, TX, holding a Series 66 designation. He joined Rockefeller Financial in 2026 and has prior work experience with Fast Signs and Bridge the Gap Medical Education LLC. 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, operating uniquely as both an investment adviser and registered broker-dealer with a consolidated investment platform and a wide range of personalized investment solutions.

Eric Bartel is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and bringing 20 years of industry experience. Prior to joining Kestra in 2022, he spent 15 years at World Choice Securities, Inc. Bartel is also involved with Financial Coaching LLC, providing investment advisory services and personal line insurance sales. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual investors. The firm provides fiduciary services, plan-level investment advice, and access to multiple management platforms, serving notable clients such as sovereign wealth funds and large institutional investors.

John Kendig is a Series 66 licensed financial advisor with eight years of industry experience, currently with Goldman Sachs Wealth Services in Dallas, TX. He has worked at Goldman Sachs & Co. LLC since 2019 and previously at The Ayco Company, L.P./Mercer Allied and GCATS Investments LLC. 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 employs strategic and tactical allocation models and integrates resources from across the Goldman Sachs organization to deliver customized wealth management solutions.

Brian Cloud is a CFP® professional with eight years of industry experience, currently serving at Corient. His career includes roles at RGT Wealth Advisors, LLC, and CIPW Service Company, LLC before joining Corient. 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 combining in-house strategies and third-party solutions, with continuous portfolio monitoring and risk management.

Richard Sun is a financial advisor at Farther with a Series 65 license and one year of industry experience. Prior to joining Farther, he worked at Fisher Investments and Fortress Investment Group. He also has experience in academia and other financial roles dating back to 2016. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income, supplemented by AI tools.

Amy Lin is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. She holds the Series 66 designation and has previously worked at Merrill, Morgan Stanley, and Bank of America. Outside of financial advising, she is an individual shareholder in a cooperative real estate business in Astoria, New York. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates a Private Advisor model supported by a consolidated investment platform and holds a broker-dealer registration, allowing it to provide a range of securities transactions, insurance products, and placement services.

Daniel Flusche is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services in Dallas, TX, bringing 15 years of industry experience. He previously worked for The AYCO Company, L.P./Mercer Allied from 2010 to 2021 before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm integrates centralized investment resources and model portfolios with tailored offerings such as Executive Wealth and Private Family Office support.

Watson Brown is a financial advisor with Commonwealth Financial Network in Dallas, TX, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Fidelity Investments and entrepreneurial experience at Brown Ruth Advisors LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $213 billion in client assets. The firm provides a wide adviser-support platform, including discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody services.

Domonique Lockridge is a CFP® with four years of industry experience, currently serving as a financial advisor at Empower Advisory Group. Prior to joining Empower, Lockridge held positions at Goldman Sachs & Co. LLC and Purshe Kaplan Sterling Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates, and recommends investment lineups selected by plan sponsors within its extensive affiliated network.

Brennan Laporte is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he was with The AYCO Company, L.P./Mercer Allied and Axa Advisors, LLC. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, leveraging its integration within a large financial group.

Hunter Kral is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds a Series 66 designation and has worked at BANK of AMERICA, Merrill, and Rockefeller Capital Management. Outside of his advisory role, he is the owner of King ARCH Investments LLC, a family business focused on real estate investments. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.

Briana Gonzales is a financial advisor at Beacon Pointe Advisors, LLC in Dallas, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Beacon Pointe Advisors, she worked briefly at Whiterock Wealth Management and has a background that includes roles at Free People and Grand Canyon University. 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 combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Lane Hedgecoke is a financial advisor at Hightower Advisors in Dallas, TX, holding a Series 65 designation with two years of industry experience. He has been with Hightower Advisors since 2023, following a decade-long prior career. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Andrew Wood is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019, following eight years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management supported by specialized programs and access to alternative investments, leveraging integrated capabilities across the Goldman Sachs ecosystem.

Mark Vahala is a financial advisor with Eagle Strategies (New York Life) based in Dallas, TX. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. Mr. Vahala has been affiliated with Nylife Securities Inc. and New York Life Insurance Co. since 1994. Outside of his advisory role, he serves on the boards of Bishop Dunne Catholic High School and St. Cecilia's Catholic School and is a member of the Notre Dame Club of Dallas. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse group of individual and institutional clients. The firm offers various program types tailored to client objectives and Plan Sponsor criteria, with a significant portion of assets managed on a non-discretionary basis.

Brandon Keesee is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at Hightower Advisors since 2020 and previously held roles at Frontier Investment Management Co. and Cracker Barrel Old Country Store. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles including mutual funds, ETFs, and alternative investments.

Michael Armondo is a CFP® and ChFC® with 32 years of industry experience. He is currently affiliated with Rockefeller Financial LLC and Rock & Co LLC, having worked previously at Merrill for 25 years. He is based in Dallas, TX. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Mark Mundy is a financial advisor at Ameritas Advisory Services, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Equitable Advisors and Ameritas Investment Corp. Outside of advising, he volunteers as a country music DJ on a Dallas radio station and serves on the board of a school for special needs children. Ameritas Advisory Services provides investment advisory and planning services to a diverse clientele, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of investment programs and employs a combination of model portfolios, mutual funds, ETFs, and individual securities to build customized client portfolios.

Alyssa Garcia is a financial advisor with Goldman Sachs Wealth Services based in Dallas, TX. She holds a Series 66 designation and has recently begun her career in the industry. Prior to joining Goldman Sachs, she has experience in management roles and hospitality. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm employs strategic allocation models and offers access to alternative investments, leveraging resources across the broader Goldman Sachs ecosystem.