Sergio Andrade is a financial advisor at Guardian Life with a Series 65 designation and one year of industry experience. He previously worked at New York Life Insurance Company for 34 years. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides both advisor-led discretionary management and model-based strategies, with access to proprietary programs, third-party advisory solutions, and insurance products through its affiliation with Guardian Life.

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.

John Eggleton is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 20 years of industry experience. His work history includes roles at Ameritas Investment Corp, Foster Financial Group, Canvas Financial, Alamo Corporate Group, and AllianceBernstein L.P. He has also assisted family members with life insurance policy transactions. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses a variety of investment vehicles and program platforms, combining firm-developed and third-party model portfolios, along with technology solutions and specialized strategies.

Michael Kane is a CFA® charterholder with 20 years of industry experience, currently advising at Beacon Pointe Advisors, LLC since 2021. His prior roles include positions at Wealthstreet Investment Advisors, LLC, Gerald L. Ray & Associates, Ltd., and Weisberg & Fields Inc. Kane is based in Dallas, TX. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, retirement-plan services, and outsourced CIO solutions to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers across active and passive strategies, supporting clients with portfolio management, performance reporting, and investment research.

David Mcbee Jr. is a financial advisor with Concurrent Investment Advisors, LLC based in Dallas, TX. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His career includes over two decades at Wells Fargo and roles at Raymond James Financial Services and Purshe Kaplan Sterling Investments. Outside of advising, Mcbee is involved in operating MPM Interests, LLC, an entity used for partnership distribution and tax reporting within his practice. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors serving over 13,000 clients.

Kyle Stouffer is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Stephens Inc. for nine years. 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 portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, and it also operates as a registered broker-dealer providing placement and investment banking 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.

Hope Oliver is a Series 66-registered financial advisor with Rockefeller Financial LLC, based in Dallas, TX. She has three years of industry experience, including her current role at Rockefeller Financial since 2023 and prior academic positions 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, operating uniquely as a registered broker-dealer that also offers placement and investment banking services through a consolidated investment platform.

Chin Po is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Prior to joining Private Advisor Group and LPL Financial in 2026, he worked at Cetera and Avantax Advisory Services, among other firms. He also operates Paxel Consulting LLC, which provides accounting, tax preparation, and business consulting services, and is involved with an education nonprofit organization as a director. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers managed account solutions including proprietary platforms and third-party TAMPs, employing multiple investment strategies and a fiduciary-based advisory model.

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.

Despina Mann is a financial advisor at Rockefeller Financial LLC with 26 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes nine years at Morgan Stanley and five years at Southwest Securities Inc. 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 securities transactions, variable insurance products, and investment banking services.

Ashish Khanna is a financial advisor at Hightower Advisors with 12 years of industry experience. He holds the Series 66 designation and previously worked at Frontier Investment Management Co. from 2016 to 2020 before joining Hightower in 2020. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers access to various investment vehicles such as mutual funds, ETFs, alternative investments, and custom indexing.

David Camarillo is a Certified Financial Planner® and Chartered Financial Consultant with 20 years of industry experience. He is currently with Hightower Advisors and has previously worked at Smith Anglin Financial, LLC and Purshe Kaplan Sterling Investments. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutions, utilizing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment vehicles such as mutual funds, ETFs, and alternative investments.

Mallory Moser is a financial advisor at Cetera Planning Partners with two years of industry experience. She holds a Series 65 credential and previously worked at Avantax Planning Partners and M2 Financial Strategies LLC. Outside of her advisory role, Moser is an associate at ICAN, Inc., a company specializing in navigation and communications software, where she assists with client relationships and project support. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers investment management, comprehensive financial planning, and unique ancillary services such as tax preparation and estate planning through third-party providers, with a diversified investment approach tailored to client objectives and risk tolerance.

Mercedes Boyd is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds a Series 66 credential and has worked at Citigroup since 2022. Her prior experience includes roles at Bank of New York Mellon and Morgan Stanley. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight committees and integrates both discretionary and non-discretionary portfolios to address diverse client needs.

Nicholas Routzahn is a CFP® professional with 11 years of industry experience, currently affiliated with Rockefeller Financial LLC. His prior experience includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Bank of America, N.A., and Merrill. 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 broad range of investment and insurance services through a consolidated investment platform.