Alexandra Evans is a financial advisor at Concurrent Investment Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Concurrent, she held roles at Abbott, CramCrew, Crossover Health, and Kroger. She is also a client associate with Wealth Partners Alliance. Concurrent Investment Advisors, LLC is an SEC-registered multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, utilizing customized, primarily long-term portfolios with ETFs, mutual funds, and other investment options.

Mary Lafield is a CFA® charterholder based in Dallas, TX, with nine years of industry experience. She is currently with Corient and has previously worked at RGT Wealth Advisors. 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 uses 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.

Vonda Warren is a Series 66 licensed financial advisor with 21 years of industry experience. She has been with Rockefeller Financial LLC since 2023 and previously worked at Merrill for 40 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 operates as a registered broker-dealer and offers discretionary and non-discretionary portfolio management, financial planning, and consulting, organizing client relationships around a Private Advisor model and a consolidated investment platform.

Stacie Harris Boyle is a Series 66-licensed financial advisor at Rockefeller Financial LLC with six years at the firm and a total of 16 years in the financial industry, including prior roles at Merrill and Bank of America. She has experience volunteering as PTO secretary at her son’s middle school in Dallas, TX. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, offering a range of portfolio management, financial planning, and investment banking services through an integrated platform and a distinctive Private Advisor model.

Chad Stief is a financial advisor with Truist Advisory Services in Dallas, TX, holding a Series 66 designation and six years of industry experience. He has worked at several firms, including Texas Capital Bank, Citigroup, Fidelity Investments, Edward Jones, and PepsiCo. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships, non-discretionary consulting, and AI-enabled research to support client investment decisions.

Elizabeth Wilson is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2021. Her prior roles include positions at Truist Advisory Services, BB&T Securities, Western Wealth Management, Monarch Advisory Group, and LPL Financial. She is based in Dallas, TX. 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 through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer that provides placement, investment banking, and insurance product services.

Adam Loveless is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 17 years of industry experience. He has worked previously at Merrill and Bank of America. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations, offering portfolio management, financial planning, and consulting. The firm operates a registered broker-dealer and provides access to a consolidated investment platform with a range of discretionary and non-discretionary solutions across asset classes.

Michael Hansen is a financial advisor at Allworth Financial, L.P. with one year of industry experience. He holds a Series 65 designation and has prior work experience at Lee Financial and Texas A&M University-Commerce. Allworth Financial serves a wide range of clients including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm provides financial and wealth planning, portfolio management, qualified retirement plan consulting, and education through newsletters, podcasts, and seminars, combining quantitative and qualitative analysis to implement customized investment strategies.

Lehman Mc Nabb is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America, Merrill, LPL Financial, and Tungsten Wealth Management. Outside his advisory work, he is involved with McNabb Brother's Investments, an LLC focused on real estate rental investments. Rockefeller Financial LLC serves 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, and consulting services, operating uniquely as both an advisory and a registered broker-dealer with integrated investment, placement, and banking capabilities.

Robert Sweeney is a financial advisor with Guardian Life based in Addison, TX. He holds Series 63 and Series 65 licenses and has 44 years of industry experience. His prior roles include positions at Park Avenue Securities, Hornor, Townsend & Kent, Spectrum Strategies, Mass Mutual Investors Services, and Ameriprise. He serves as president of the Roehampton Court Homeowners Association. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and discretionary management services, integrating proprietary and third-party investment platforms.

Adam Goldenberg is a financial advisor at Corient with 20 years of industry experience and holds a Series 66 designation. He has previously worked at RGT Wealth Advisors, LLC and CIPW Service Company, LLC. Outside of his advisory role, he serves as Chairman of the Board for Interfaith Family Services, an organization focused on poverty alleviation in Dallas, and is an investment committee member for the Trinity Christian Academy Foundation. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm utilizes a goals-based, team investment approach that combines proprietary strategies with third-party managers and employs risk management tools and continuous portfolio monitoring.

Tamra Enriquez is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has held roles at several firms, including Hilltop Securities and Cetera Advisor Networks. She is based in Dallas, TX. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, estates, and charitable organizations with a range of advisory and portfolio management services. The firm offers both discretionary and non-discretionary management through proprietary and third-party solutions.

Francis Amsler is a CFP® and CFA® charterholder with 32 years of industry experience. He is currently with Rockefeller Financial LLC, where he has worked since 2020, following previous roles at UBS Financial Services and Merrill. Outside of his advisory role, he is involved with USR Enterprises LLC, a family LLC used to facilitate rental property investments. 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 combines a Private Advisor model with a consolidated investment platform to offer discretionary and non-discretionary portfolio management, financial planning, and placement services, including a registered broker-dealer operation uncommon among enterprise advisers.

Donna Petrucello is a financial advisor with Steward Partners Investment Advisory, LLC in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 44 years of industry experience. Her prior roles include positions at Raymond James Financial Services, Inc. and Morgan Stanley Smith Barney. She is also the owner of Park Cities Group, a financial advisory support company. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individual and institutional clients, offering investment advisory, financial planning, pension consulting, and managed account programs through a combination of proprietary portfolios and third-party managers.

Connor Mc Garvey is a financial advisor at CIBC Private Wealth Advisors, Inc. in Dallas, TX, with five years of industry experience. He holds a Series 65 designation and has prior experience at Altschuler & Company, Southern Methodist University, and the Dallas County District Attorney's office. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, and investment companies. The firm employs a collaborative investment process involving internal teams and committees to offer customized portfolios and managed account programs, combining proprietary and external strategies across a broad range of asset classes.

Andrew Swedlund is a CFP® with 24 years of industry experience, currently serving at Rockefeller Financial LLC in Dallas, TX. His work history includes positions at Rock & Co LLC, Bank of America, Merrill, and UBS Financial Services. 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, broker-dealer services, and investment banking, organizing client relationships around a Private Advisor model and a consolidated investment platform.

Latisha Hagler Bickel is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. She holds the Series 66 designation and previously worked at Merrill from 2006 to 2022 before joining Rockefeller Capital Management in 2022. 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 services, operating as both a registered investment adviser and broker-dealer with a comprehensive investment platform that includes equities, fixed income, and alternatives.

Cole Verhulst is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. Prior to joining Rockefeller Financial in 2025, he worked at Meadowbrook Country Club and MyHouse Nightclub and Sportsbar, as well as Boone Valley Golf Club. 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, financial planning, and consulting services, operating both as an investment adviser and a registered broker-dealer, and utilizes a Private Advisor model supported by the Rockefeller Global Investment Management platform.

John Farris Sr. is a financial advisor at Commonwealth Financial Network with over 26 years of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors and Mony Securities Corporation. Outside of his advisory work, he owns a sole proprietorship involved in ranching and hay production and is co-owner of a family charitable foundation in Dallas, TX. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

James Markley is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Stephens Inc., Bank of America, N.A., and Merrill. 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 registered broker-dealer and provides a consolidated investment platform delivering discretionary and non-discretionary solutions across various asset classes.