Danielle Rouseau is a financial advisor with Guardian Life and holds Series 63 and Series 66 designations. She has 25 years of industry experience, including ten years at Dempsey Lord Smith, LLC, and multiple years within Guardian Life and Park Avenue Securities. Outside of her advisory work, she is involved as a Model Home Attendant and a Benefit Counselor. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party solutions.

David Mcbee Jr. is a financial advisor with Concurrent Investment Advisors, LLC based in Dallas, TX. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His career includes over two decades at Wells Fargo and roles at Raymond James Financial Services and Purshe Kaplan Sterling Investments. Outside of advising, Mcbee is involved in operating MPM Interests, LLC, an entity used for partnership distribution and tax reporting within his practice. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors serving over 13,000 clients.

Kyle Stouffer is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Stephens Inc. for nine 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 offers portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, and it also operates as a registered broker-dealer providing placement and investment banking services.

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 Series 66-registered financial advisor with Rockefeller Financial LLC, based in Dallas, TX. She has three years of industry experience, including her current role at Rockefeller Financial since 2023 and prior academic positions at the University of Texas at Austin and Highland Park High School. 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 that also offers placement and investment banking services through a consolidated investment platform.

Paige Hatcher is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Stephens Inc. in Dallas, TX. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutions, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across various asset classes.

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 financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including prior roles at Provision Financial Group L.L.C. and as an independent Medicare benefits advisor. His background includes work at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and investment management through a combination of advisor-led discretionary management and model-based strategies using proprietary and third-party platforms.

Edward Emery is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Eagle Strategies, he has worked at TRI Wealth, LLC, Mogul Wealth Strategies, LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various program types and emphasizes fiduciary responsibilities, managing the majority of its 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 with 26 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes nine years at Morgan Stanley and five years at 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Jeffrey Dils is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. Prior to his current role, he spent 18 years at Accenture and took a two-year retirement break. Outside of his advisory work, he serves on the boards of My Possibilities and My Possibilities Residential, nonprofit organizations based in Plano, Texas. Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

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 a Series 66 designation. Prior to joining Oppenheimer in 2026, she worked at Charles Schwab for six years and has experience with Bank of America, Merrill, Fidelity Investments, and Wells Fargo. Outside of her advisory role, she owns a personal real estate rental property. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of advisory and consulting services across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary investment approaches.

David Camarillo is a Certified Financial Planner® and Chartered Financial Consultant with 20 years of industry experience. He is currently with Hightower Advisors and has previously worked at Smith Anglin Financial, LLC and Purshe Kaplan Sterling Investments. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutions, utilizing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment vehicles such as mutual funds, ETFs, and alternative investments.

Mercedes Boyd is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds a Series 66 credential and has worked at Citigroup since 2022. Her prior experience includes roles at Bank of New York Mellon and Morgan Stanley. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight committees and integrates both discretionary and non-discretionary portfolios to address diverse client needs.

Nicholas Routzahn is a CFP® professional with 11 years of industry experience, currently affiliated with Rockefeller Financial LLC. His prior experience includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Bank of America, N.A., 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering a broad range of investment and insurance services through a consolidated investment platform.

Michael Williams is a Series 66-credentialed advisor with 11 years of industry experience, currently affiliated with Independent Financial Group, LLC in Dallas, TX. He has held multiple roles at Cornerstone Financial Services, Inc., where he also co-hosts the radio show Smart Money. Williams has an extensive background in financial services and education, including positions at Texas Tech University and Wayland Baptist University. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence across both passive and active investments to develop tailored client strategies.