Sean Coplen is a financial advisor with PNC Wealth Management in Richardson, TX. He holds a Series 66 designation and has four years of industry experience. Prior to joining PNC Investments LLC, he worked at Bank of America, Merrill, and Fidelity Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation only to PNC Bank employees. The program uses algorithm-driven risk assessments and invests primarily in mutual funds and ETFs with annual rebalancing, relying on third-party strategists and delegates for portfolio execution.

Olivia Roppolo is a financial advisor at Rockefeller Financial LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services Inc., Purshe Kaplan Sterling Investments, and Inscription Capital. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients with portfolio management, financial planning, and consulting services. The firm operates as both a registered investment advisor and broker-dealer, offering an integrated platform that includes discretionary and non-discretionary investment solutions across multiple asset classes.

Evan Potter is a financial advisor at Rockefeller Financial LLC based in Dallas, TX. He holds a Series 66 designation and joined the firm in 2025. Prior to his current role, he was a student at the University of Illinois at Urbana-Champaign. 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 discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Michael Putnam is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 63 and Series 66 credentials and has worked at GWFS Equities, MWA Financial Services Inc, and Modern Woodmen of America. Outside of his advisory role, he provides transportation services as an Uber driver during non-business hours. Empower Advisory Group offers financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, delivering point-in-time financial plans and optional managed account solutions.

John Snider is a financial advisor at Hightower Advisors in Dallas, TX, holding a Series 65 license with nine years of industry experience. He worked at Smith Anglin Financial, LLC for nine years before joining Hightower Advisors in 2025. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, offering access to a range of investment strategies through affiliated and third-party managers.

Skylar Pitman is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation. Pitman has been with Goldman Sachs since 2025, with prior experience that includes roles at Texas A&M University and Broadway Roofing. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients. The firm offers comprehensive financial planning and portfolio management services, leveraging strategic allocation models and proprietary research within the broader Goldman Sachs network.

Jared Sink is a financial advisor at Corient with five years of industry experience. He holds a Series 65 credential and previously worked at Fisher Investments, Trinity Wealth Securities, and Florida Financial Advisors. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charities, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and utilizes risk management tools and alternative investment options as appropriate.

Dustin Eldridge is a CFP® professional with 13 years of industry experience, currently serving at MAI Capital Management, LLC since 2025. His prior roles include positions at Waterloo Capital, TEAM Private Wealth Management, Tolleson Private Wealth Management, Carter Advisory Services, Southwestern Investment Group, and Raymond James. He serves on the boards of the USF Center for Entrepreneurship and the C5 Foundation of Texas, both nonprofit organizations. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutions. The firm manages $72.3 billion in assets and offers customized portfolio management using a variety of strategies and service models, alongside integrated financial planning and advisory roles including oversight of registered mutual funds and private investment vehicles.

Neil Rubinstein is a financial advisor with Rockefeller Financial LLC based in Dallas, TX. He holds a Series 66 designation and has 25 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers 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 placement and investment banking services.

Jules Jouvenat is a CFP® with 20 years of industry experience, currently with Hightower Advisors since 2026. His prior work includes roles at The Mather Group, The Vanguard Group, Charles Schwab, and USAA, where he spent nearly a decade in financial planning and advisory positions. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals and institutions. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers to deliver discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

Bradley Epstein is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has worked at Epstein & Kolacz Wealth Management for 20 years and has roles in related tax and accounting businesses, including Epstein & Company PC and EB Tax Advisors PLLC. Epstein is also involved in providing consulting services through BRAD EPSTEIN CPA PLLC. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement services, utilizing a combination of in-house and third-party investment models delivered through multiple platforms.

John Whaley is a Series 65 licensed financial advisor at Hightower Advisors with three years of industry experience. He has worked at several firms, including Cerity Partners LLC, Investec Wealth Management, and Pierce Capital Management. Hightower Advisors provides investment advisory and planning services to a broad mix of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to pooled vehicles and private funds. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research.

Tamaris Conkleton is a financial advisor at Kestra Advisory with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including NextEra Energy, RegEd, Grove Point Advisors, and H. Beck. Outside the financial sector, she was involved with Perfume & Heels between 2018 and 2019. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and manages multiple platforms, serving clients from large institutional investors to sovereign wealth funds.

Susan Monaghan is a financial advisor with Hightower Advisors who holds Series 65 and Series 63 licenses and has 10 years of industry experience. Prior to joining Hightower in 2024, she worked at The Vanguard Group, Personal Capital Advisors Corporation, Mercer Global Advisors, and Act Wealth Management. Hightower Advisors serves a diverse range of individual and institutional clients, providing investment advisory and planning services through a network of Advisor Practices. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and a variety of investment vehicles.

Victoria Staudinger is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. She holds Series 63 and Series 66 licenses and has 20 years of industry experience. She has worked with Eagle Strategies and affiliated New York Life entities since 2012 and operates under the DBA Maven Financial for brokering insurance products. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Clinton Warren is a financial advisor with Citigroup Global Markets in Dallas, TX, holding a Series 66 designation and 19 years of industry experience. Prior to joining Citigroup in 2025, he worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC for a combined 14 years. He serves on the investment and audit committees of the Dallas Museum of Art and is a board member of the HP Girls Lacrosse Club. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including in-house research and derivatives services.

Charles Fielder is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX. He holds a Series 66 designation and has recently begun his career in the industry, joining Goldman Sachs in 2026 after prior roles at Hilltop Securities, Morgan Stanley, and other positions including full-time education. 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 wealth programs. The firm’s advisory teams utilize strategic allocation models, manager selections, and a range of implementation platforms, supported by integrated resources across the Goldman Sachs ecosystem.

Wade Chessman is a CFP® with 21 years of industry experience, currently serving as an advisor at CWM, LLC since 2019. Prior to joining CWM, he operated Chessman Wealth Strategies for 15 years. He is also involved in recommending clients for healthcare sharing ministry programs and Medicare supplemental insurance referrals. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs a discretionary investment management approach that integrates in-house committees, third-party sub-advisors, and customization tools, with a particular emphasis on retirement plan fiduciary services and institutional client solutions.

Nelson Wood is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has been affiliated with New York Life and Nylife Securities since 2004 and operates the Wood Legacy Group, LLC, through which he brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types emphasizing tailored recommendations and manages a majority of its assets on a non-discretionary basis.

Matthew Mc Cann is a financial advisor at Goldman Sachs Wealth Services based in Dallas, TX, with eight years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and Morgan Stanley in various roles. 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 offers access to a wide range of investment solutions through its integrated platform and affiliated entities.