Stephen Wiggins is a financial advisor with Equity Services, Inc. in Fort Worth, TX. He holds Series 65 and Series 63 licenses and has 18 years of industry experience, including roles at Fidelity Investments and National Life Group. Equity Services, Inc. offers financial planning, consulting, and asset management to a range of clients such as individuals, corporations, trusts, and charitable organizations. The firm provides multiple advisory platforms, combining long-term investment strategies with options for shorter-term trading, and operates as both a broker-dealer and an SEC-registered investment adviser.

Christopher Wolf is a financial advisor at Rockefeller Financial LLC based in Dallas, TX, with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill from 2005 to 2020. He has been with Rockefeller Financial LLC and Rock & Co LLC since 2020. 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 offering discretionary, non-discretionary, and model-delivery solutions across various asset classes, and operates as a registered broker-dealer providing a broad range of investment and financial services.

Ryan Barcena is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Rockefeller Capital Management, Bank of America, and Merrill. Outside of his advisory role, he is involved as an investor in several family and partner-run real estate ventures. 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 within a Private Advisor model, alongside broker-dealer capabilities and access to alternative investment vehicles.

Stephanie Hays is a financial advisor with Principal Financial Services based in Southlake, TX. She holds a Series 66 designation and has 18 years of industry experience. Hays has been with Principal Life Insurance Company since 2011 and manages her own tax-related entity, Hays Financial Strategies. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Charles Mccahill is a financial advisor with Citigroup Global Markets in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at JP Morgan Chase Bank and JP Morgan Securities, and he is a partial owner of Short and Sweet Nutrition LLC, a company that provides custom nutrition advice. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional scale with in-house research, derivatives capabilities, and bespoke discretionary solutions.

Mason King is a CFA® charterholder with 13 years of industry experience. He has worked at Luther King Capital Management Corporation in Fort Worth, TX since 2004, totaling 22 years at the firm. Luther King Capital Management Corporation advises institutional and individual clients, including trusts, foundations, pension plans, government entities, and registered investment companies. The firm offers a range of services such as separately managed portfolios, sub-advisory and model portfolio services, and serves as investment adviser to seven mutual funds.

Megan Miles is a financial advisor at Rockefeller Financial LLC in Dallas, TX, holding a Series 66 designation and bringing 15 years of industry experience. She has worked with Merrill from 2007 to 2019 before joining Rockefeller Financial LLC in 2019 and continuing with Rockefeller Capital Management from 2024 onward. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations, offering portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform.

Robert Gecker is a financial advisor at Allworth Financial, L.P. in Addison, TX, holding Series 63 and Series 65 credentials with 29 years of industry experience. His prior work includes over a decade with Retirement Advisors of America and its affiliated entities. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm employs a combination of quantitative and qualitative analysis through an Investment Committee to provide customized portfolio allocations and offers various model strategies and specialist portfolios.

John King is a CFA® charterholder with 20 years of industry experience. He has been with Luther King Capital Management Corporation since 1994. The firm advises a diverse client base including individuals, trusts, foundations, pension plans, government entities, registered investment companies, and private investment partnerships. Luther King Capital Management Corporation manages separate accounts, sub-advisory and model portfolio services, and the LKCM Funds, employing fundamental, bottom-up analysis across various equity and fixed income strategies.

Kevin Motley is a financial advisor at Valic Financial Advisors with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, Comerica Securities, Bank of America, and Merrill. In addition to his advisory role, he is appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Kelly Knight is a financial advisor at Citigroup Global Markets with 20 years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2022, following prior roles at First Command Financial Services and Wells Fargo. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with a notable combination of large institutional scale and unique market roles.

Darios Powers II is a financial advisor at Rockefeller Financial LLC based in Dallas, TX, holding a Series 66 designation. He has experience working at Morgan Stanley and has been with Rockefeller Financial since 2025. Outside of his financial career, he has been involved with Jo's Famous Pizza since 2021. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting. The firm operates a broker-dealer and provides a consolidated investment platform with discretionary and non-discretionary solutions across multiple asset classes.

Grantham Akerly is a CFP® professional with six years of industry experience, currently affiliated with Allworth Financial, L.P. He previously worked at Ausdal Financial Partners and CFO4Life, and has experience dating back to EY and Baylor University. Allworth Financial serves individual and high-net-worth clients as well as institutional investors, offering financial planning, portfolio management, and retirement plan consulting. The firm integrates quantitative and qualitative analysis to create customized investment strategies and provides educational resources such as newsletters and seminars.

Alysia Park is a financial advisor at Empower Advisory Group with 13 years of industry experience. She holds the Series 66 designation and previously worked at United Capital Financial Advisers from 2017 to 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm offers integrated services that combine proprietary and third-party planning methodologies with recordkeeping and administrative platforms.

Katherine Robertson is a Series 66-credentialed advisor at Corient with 23 years of industry experience. She previously worked at Smith, Frank & Partners and Kestra Advisory, with a longstanding connection to Kestra Investment Services, LLC. Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach with continual portfolio monitoring and risk management tools. The firm offers specialized services through affiliates, including private fund capabilities and corporate trustee services.

Scot Jackson is a CFP® professional with 14 years of industry experience, currently serving at Hightower Advisors since 2020. Prior to joining Hightower, he worked five years at Frontier Investment Management Co. He is also a 50% owner of Barefeet Photography and Design LLC, a family-owned business in Richardson, Texas, and serves as the Track and Field Commissioner for the Home School Athletic Association. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a range of portfolio strategies.

James Maher is a financial advisor at Hightower Advisors in Dallas, TX, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at Calamos Wealth Management, Mai Capital Management, Fisher Investments, Ameriprise Financial Services, and Edward Jones. He also served in the United States Air Force Reserve for 21 years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering multi-manager solutions and a combination of discretionary and non-discretionary portfolio management. The firm’s approach includes the use of proprietary research and a variety of investment vehicles, serving both domestic and international clients with an emphasis on manager selection and customized portfolio construction.

John Bazan is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America, N.A. and Merrill. Bazan 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and also operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

William Bowling is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2025. His prior experience includes roles at THE Vanguard Group, Charles Schwab, USAA, and Ameriprise. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

David Catron is a CFA® charterholder and Series 66 registrant with 18 years of industry experience. He is currently an advisor at Hightower Advisors, where he has worked since 2020. Prior to joining Hightower, he held roles at Frontier Investment Management Co and USAA Financial Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes a multi-manager approach with manager selection, utilizing both affiliated and third-party managers, and offers a range of portfolio management and consulting services.