Christopher Rachfal is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He is currently with Corient in Dallas, TX, where he has worked since 2022. His prior experience includes roles at RGT Wealth Advisors and Hirtle Callaghan & Co. LLC. Corient provides investment advisory and financial planning services to a broad client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and focuses on continuous portfolio monitoring and risk management.

Hiren Patel is a financial advisor at Oppenheimer with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2021, following roles at Bank of America and Merrill. Outside of his advisory role, he is involved as an owner of a cryptocurrency mining venture. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and various investment vehicles to meet client objectives, with a distinctive approach that includes both discretionary and non-discretionary management programs.

Michelle Holaren is a financial advisor at Beacon Pointe Advisors, LLC in Dallas, TX, holding a Series 65 credential. She has experience across several roles within Wells Fargo and joined Beacon Pointe Advisors in 2022. 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-focused investment approach and offers a range of services from wealth management to outsourced CIO solutions.

Steven Lauterbach II is a financial advisor at Oppenheimer with eight years of industry experience. He has been with Oppenheimer since 2017 and previously worked at the University of Texas from 2015 to 2017. He holds the Series 66 designation. Oppenheimer serves a wide range of clients, including individuals, corporations, pension plans, charitable organizations, and retirement plan fiduciaries. The firm provides advisory and brokerage services such as discretionary and non-discretionary investment management, financial planning, and private-fund management, using strategic asset allocation and a variety of investment vehicles to meet client objectives.

Michael Meadows is a financial advisor at Beacon Pointe Advisors, LLC with seven years of industry experience. He holds a Series 65 credential and has worked at Beacon Pointe Advisors since 2020. Prior to that, he was with Westwood Trust for five years. Meadows is also the President and CEO of Meadows Family Consulting Group, LLC, a consulting practice advising public charities on topics including fund-raising and governance, and serves as Vice President (independent contractor) for Foundation Management Inc., consulting with private foundations and non-profits. 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-of-managers approach, utilizing a proprietary “Focus List” of independent managers and offers discretionary wealth management, retirement plan consulting, outsourced CIO solutions, and other fiduciary services.

Justin Leeson is a financial advisor with Hightower Advisors in Dallas, TX, holding Series 66 and Series 63 licenses and 23 years of industry experience. Prior to joining Hightower in 2020, he worked at Frontier Investment Management Co and Scottrade, Inc. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and consulting services.

Lauren Turbitt is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. She holds a Series 66 designation and has worked previously at Rock & Co LLC, Bank of America, N.A., and Merrill. Outside of her advisory work, she assists with bookkeeping for her family’s auto care business on a limited basis. 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 capabilities that include securities transactions, variable insurance products, placement, and investment banking services through an integrated investment platform.

Gerald Mattingly is a financial advisor at Fifth Third Securities, Inc. in Dallas, TX, holding Series 63, 65, and 66 licenses with 28 years of industry experience. His prior roles include positions at Frost Brokerage Services, PNC Investments, and BBVA-affiliated firms over the past decade. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers on the Passageway Managed Account platform, with an emphasis on customized risk profiles and a range of investment strategies.

Sara Doutt is a financial advisor at Citigroup Global Markets with 13 years of industry experience, all spent at Citi since 2013. She holds the Series 63 and Series 66 designations. Outside of her advisory role, Doutt is involved in film production and writing, serving as a producer, co-writer, and musical director on multiple projects that are currently being shopped to Hollywood studios. Citigroup Global Markets serves a wide range of individual and institutional clients through various wealth management and advisory programs. The firm employs multi-asset, multi-manager strategies and offers both discretionary and non-discretionary investment solutions, leveraging significant institutional scale and a broad range of market roles.

Justin Gibson is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 14 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, and previously held roles at BB&T Securities, Bank of America, and Merrill. Outside of his advisory work, he is a partner in a family limited partnership used for estate planning purposes. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and manager arrangements to administer its AMC Advantage manager-selection program.

Bradley Rouse is a CFA® charterholder based in Dallas, TX, with nine years of industry experience. He currently works at NewEdge Advisors and NewEdge Securities Inc, having held prior roles at firms including Protective Life and CONCOURSE FINANCIAL GROUP. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a variety of portfolio management and consulting services and utilizes multiple program structures to combine in-house and third-party investment strategies, supported by technology and centralized due diligence.

Anshul Singh is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 66, Series 65, and Series 63 designations. His prior experience includes roles at USAA Financial Planning Services and Ingenio Consulting. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms.

Michael Silverman is a financial advisor at Cresset Asset Management, LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at CH Investment Partners and Crow Holdings Capital Partners. Silverman serves on the boards of several nonprofit organizations, including Children's Health System of Texas, The Thomas Jefferson Foundation, and The Notre Dame of Dallas Schools Foundation, where he chairs or participates in their investment committees. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base. The firm focuses on diversified, asset-allocation-driven portfolio construction tailored to client objectives, utilizing both active and passive strategies and third-party managers, supported by a structured due-diligence and monitoring program.

Theodore Ellsworth is a financial advisor at Rockefeller Financial LLC with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked previously at Bank of America 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 offers discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Ariel Webb is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. Webb holds a Series 66 designation and has worked previously at The Ayco Company, Mercer Allied, UberEats, and Morgan Stanley. 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 leverages centralized investment resources and integrates a range of affiliated products and services within a large financial group.

Jordan Moore is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for four years and Sewell Automotive Companies for four years. Additionally, he is involved in fixed insurance sales, dedicating a portion of his business hours to this activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and various custody and consulting services.

Mark Hutchings is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following 15 years at The AYCO Company, L.P./Mercer Allied. Based in Dallas, TX, he provides advisory services within a large integrated financial group. Goldman Sachs Wealth Services offers financial planning, investment management, and related advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm uses centralized investment resources and model portfolios, delivering tailored solutions such as Executive Wealth and Private Family Office support.

Lucia Mwanzia is a financial advisor at Goldman Sachs Wealth Services based in Dallas, TX, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Goldman Sachs Ayco, UBS Financial Services, and First Horizon Bank, along with experience in education at Rhodes College. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm employs strategic allocation models and utilizes proprietary and third-party analytics in its investment approach, supported by integration within the broader Goldman Sachs ecosystem.

Michael Scovel is a financial advisor with Eagle Strategies (NY Life) in Dallas, TX, holding a Series 63 license and bringing 32 years of industry experience. He has been associated with NYLIFE Securities LLC and New York Life Insurance Company since 2010. Outside of his advisory work, he serves as president of The American College and volunteers as a board member for Mane Gait, an organization providing horse therapy for children and veterans; he is also an author. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm provides customized advice through multiple program types and works extensively with both retail and institutional clients within an integrated New York Life affiliate structure.

Shane Schnitzius is a Series 66-licensed financial advisor with 19 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and spent 15 years at The AYCO Company, L.P./Mercer Allied prior to that. He is based in Dallas, TX. Goldman Sachs Wealth Services provides financial planning, investment management, and related advisory support to a broad range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm uses centralized investment resources and model portfolios, offering tailored services such as Executive Wealth, Personal Wealth, and Private Family Office support.