Douglas Devlin is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and over 20 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 17 years with The Ayco Company, L.P./Mercer Allied Company, L.P. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Andrea Islas is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and over 10 years of industry experience. She previously worked at Bank of America Private Bank for a decade before joining Rockefeller Financial in 2025. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting services. The firm integrates wealth, trust, and insurance capabilities and offers access to alternative and private investments through a variety of managed account options and placement services.

Donna Dyke Bajaj is a financial advisor at Oppenheimer in Dallas, TX, holding Series 63 and Series 65 licenses with 54 years of industry experience. She has been with Oppenheimer since 2005. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, retirement services, and financial planning. The firm employs strategic and tactical asset allocation, manager selection, and a variety of investment vehicles, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary management approaches.

Logan Nourie is a financial advisor with Principal Financial Services in Addison, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Principal Securities, Inc. and Principal Life Insurance Company in 2025, he worked briefly with Equitable Advisors, LLC. Outside of his advisory role, Nourie is also an insurance agent involved in the sales and service of fixed insurance products, including life, annuities, disability income, long-term care, health, and group insurance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm emphasizes direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Michael Kane is a CFA® charterholder with 19 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has previously worked at Wealthstreet Investment Advisors, LLC and Gerald L. Ray & Associates, Ltd. Kane is based in Dallas, TX. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, utilizing a mix of discretionary wealth management, retirement plan consulting, and outsourced CIO solutions. The firm employs a manager selection process based on a proprietary “Focus List” and uses third-party platforms such as Envestnet UMA to implement client strategies.

Danielle Rouseau is a financial advisor at Primerica Advisors with 24 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes ten years at Dempsey Lord Smith, LLC and multiple roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory work, she is involved in benefit counseling and works as a model home attendant. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services along with financial planning and retirement consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services including lending solutions and donor-advised funds.

Kyle Stouffer is a financial advisor at Rockefeller Financial LLC in Dallas, TX, holding a Series 66 license with nine years of industry experience. His prior work includes nine years at Stephens Inc. from 2016 to 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 portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform offering discretionary and non-discretionary solutions across multiple asset classes.

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.

Rajesh Sanchala is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds the ChFC® designation and Series 63 license, with 26 years of industry experience. Rajesh has been affiliated with New York Life Insurance Company and NYLife Securities LLC since 1999. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services primarily on a non-discretionary basis. The firm offers multiple advisory programs tailored to client and plan sponsor objectives within an integrated New York Life affiliate structure.

Hope Oliver is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and two years of industry experience. Prior to joining Rockefeller Financial in 2023, she worked at the University of Texas at Austin from 2019 to 2023 and at Highland Park High School from 2015 to 2019. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, with a focus on customized strategies and access to alternative and private investments.

Paige Hatcher is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Stephens Inc. before joining Rockefeller Financial 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer with capabilities including securities transactions, variable insurance products, and investment banking services.

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.

Stacy Crawford Jr. is a Series 66-licensed financial advisor with Guardian Life and Park Avenue Securities, bringing one year of industry experience. His prior roles include five years at Provision Financial Group LLC and three years as an Independent Medicare Benefits Advisor. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, and a variety of investment advisory programs.

Edward Emery is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds Series 65 and Series 63 licenses and has three years of industry experience. Emery’s professional background includes roles at TRI Wealth, LLC and Mogul Wealth Strategies, LLC, and he has experience in transportation and retail industries prior to entering financial services. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and managing a significant portion of assets on a non-discretionary basis.

Mason Schoen is a CFP® and holds a Series 65 license with five years of industry experience. He has been with Creative Planning since 2021 and previously held roles with Kansas State University and Clemson University Athletics. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Despina Mann is a financial advisor at Rockefeller Financial LLC based in Dallas, TX, with 26 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley and 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 offers portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer providing securities transactions, insurance products, and placement and investment banking services.

Jeffrey Dils is a Series 66-licensed advisor with Primerica Advisors and has two years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company and spent 18 years at Accenture prior to his financial services career. He serves on the board of My Possibilities, a nonprofit organization based in Plano, TX. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers transaction-based brokerage and fee-based advisory services, including proprietary advisory programs, third-party manager platforms, and account-level services such as lending solutions and donor-advised funds.

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.

Sophie Sulimowicz is a financial advisor at Oppenheimer with six years of industry experience and holds a Series 66 designation. Prior to joining Oppenheimer in 2026, she worked at Charles Schwab & Co., Inc. from 2020 to 2026. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs, including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs diverse investment approaches tailored to different programs, managing approximately $36.7 billion in assets as of December 31, 2025.