Andrew Losty is a Certified Financial Planner® with 21 years of industry experience. He has been with Oppenheimer & Co since 2014 and previously worked at Northwestern Mutual Investment Management. Losty is based in Dallas, TX, and holds the Series 63 and Series 66 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services, including equity, balanced, and fixed-income portfolios managed through both discretionary and non-discretionary approaches.

Zachary White is a CFP® and CFA® with nine years of industry experience, currently serving as an advisor at Creative Planning since 2017. Prior to this, he worked at Tolleson Wealth Management from 2014 to 2017. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm manages approximately $295.6 billion in assets and employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Bryan Blake is a financial advisor with Equity Services, Inc. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has worked at National Life Group and Equity Services, Inc. since 2013. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes a blend of third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Paloma Alvarado is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked previously with NYlife Securities LLC and New York Life Insurance Company and currently operates Levanta Wealth Strategies, LLC. Alvarado serves as a board member for Bella Gardens, a nonprofit providing early childcare to underserved communities. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Joshua Garcia is a CFP® professional with six years of industry experience. He has been with Allworth Financial since 2022 and has prior experience at Sagepoint Financial, USAA, and City Bank. Before entering financial services, he worked for two years at Altitude Trampoline Park. Allworth Financial serves a diverse client base, offering financial planning, portfolio management, and retirement plan consulting. The firm employs both quantitative and qualitative analysis to provide customized investment strategies and manages various portfolios including ESG and specialty models.

Randy Bray is a financial advisor with Oppenheimer in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Oppenheimer since 2018 and previously spent time at Bank of America and Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of investment programs with both discretionary and non-discretionary advisory services, covering equity, balanced, and fixed-income portfolios through strategic asset allocation and manager selection.

Amanda Hill is a CFP® with five years of industry experience, currently serving as a financial advisor at Corient in Dallas, TX. Her previous roles include positions at Ameriprise Financial Services and Bank of America Merrill Lynch. Hill is active in the community as a board member of the American Cancer Society and participates in nonprofit advisory councils related to healthcare and charitable giving. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates proprietary strategies with third-party managers, incorporating risk management tools and alternative investments where appropriate.

Kempland Walley is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. Prior to joining Integrated Wealth Concepts, Walley worked at Baylor, Scott & White Health and has a background in higher education, including roles at the University of Michigan and Pennsylvania State University College of Medicine. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, consulting, and family office services, using customized portfolios with a long-term investment approach and a range of model and wrap fee options.

Dana Pingenot is a CFP® and Series 65 professional with 26 years of industry experience. She currently works at Corient and has held roles at Corient Services LLC, CIPW Service Company, LLC, Rgt Wealth Advisors, LLC, and Lee Financial Corporation. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that utilizes both in-house strategies and third-party managers, incorporating risk management tools and alternative investment opportunities.

Tyler Specht is a financial advisor at Creative Planning with a Series 66 designation and five years of industry experience. His previous roles include positions at Bank of America, Merrill, and Equitable Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse clientele, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering a range of institutional and retirement plan services.

Dan Drummond III is a financial advisor at Hightower Advisors with 21 years of industry experience. He holds the Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments and Smith Anglin Financial, LLC. Based in Dallas, TX, Drummond joined Hightower Advisors in 2025. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles such as mutual funds, ETFs, and alternative investments.

Jonathan Maldonado is a CFP® with 13 years of experience in the financial industry. He is currently with Rockefeller Financial LLC, joining the firm in 2024 after eight years at UBS Financial Services. He holds Series 63 and Series 66 licenses and is based in Dallas, TX. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing placement and investment banking services alongside its consolidated investment platform.

Samuel Scribner is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he was with The Ayco Company, L.P./Mercer Allied and The Ayco Company, L.P. He also has experience outside finance, having worked at Las Brisas Southwestern Steakhouse and Texas Tech University. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, and institutional clients. The firm integrates centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, leveraging its position within a large financial group to provide diverse and integrated solutions.

Paul Ochel is a CFP® with 20 years of experience in the financial industry. He has been with Allworth Financial, L.P. since 2020 and previously worked at RAA and its related entities from 2006 to 2020. Outside of his advisory role, he serves as a trustee managing investment accounts for a family member. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, and institutions, offering financial planning, portfolio management, and retirement plan consulting. The firm utilizes a combination of quantitative and qualitative analysis to create customized investment strategies across a variety of asset classes and model portfolios.

Anna Kelly is a CFP®-certified financial advisor with 15 years of industry experience. She currently works at Rockefeller Financial LLC and has prior experience at Bank of America and Merrill Lynch. Anna serves as a trustee for several family trusts, overseeing their investments. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating as both an investment advisor and a registered broker-dealer with capabilities including securities transactions and alternative investment placements.

Matthew Macek is a CFP® professional with seven years of industry experience currently with Allworth Financial, L.P. He has previously worked at firms including Wells Fargo Advisors and Fourthought Private Wealth. In 2023, he was involved with Sarasota County Veterans Services. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, and charitable organizations. The firm employs a combination of quantitative and qualitative analysis to offer customized investment strategies and comprehensive financial planning services.

Benjamin Casso is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he spent seven years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, 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, Personal Wealth, and Private Family Office support, integrating capabilities across its affiliated entities.

Matthew Thompson is a financial advisor at Beacon Pointe Advisors, LLC with five years of industry experience. His prior roles include positions at Whiterock Wealth Management Co. and Lee & Associates, LLC. He holds a Series 65 designation and is based in Dallas, TX. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Mark Dahl is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding Series 63 and Series 66 credentials and 27 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with capabilities in placement and investment banking services.

Rekeveia Dabney is a financial advisor at Empower Advisory Group with Series 63 and Series 66 licenses and one year of industry experience. Her prior work includes roles at Empower Financial Services, SwipeJobs, and RemX, as well as a period as a stay-at-home mom. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s integrated services utilize proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, delivered within plan lineups selected by sponsors.