Lane Hedgecoke is a financial advisor at Hightower Advisors in Dallas, TX, holding a Series 65 designation with two years of industry experience. He has been with Hightower Advisors since 2023, following a decade-long prior career. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Andrew Wood is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019, following eight years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management supported by specialized programs and access to alternative investments, leveraging integrated capabilities across the Goldman Sachs ecosystem.

Gary Strawn is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Fare Holdings, LLC, Zander & Associates, and World Financial Group, Inc. He is also involved in the sale of insurance and specialty insurance products through Blue Cross Blue Shield of Texas. Transamerica Financial Advisors serves a wide range of clients including individual investors, retirement plans, trusts, and businesses, utilizing model portfolios and third-party managers to deliver investment advisory and brokerage services. The firm operates a large advisor network and offers integrated retirement plan services alongside proprietary and externally managed model portfolios.

Mark Vahala is a financial advisor with Eagle Strategies (New York Life) based in Dallas, TX. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. Mr. Vahala has been affiliated with Nylife Securities Inc. and New York Life Insurance Co. since 1994. Outside of his advisory role, he serves on the boards of Bishop Dunne Catholic High School and St. Cecilia's Catholic School and is a member of the Notre Dame Club of Dallas. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse group of individual and institutional clients. The firm offers various program types tailored to client objectives and Plan Sponsor criteria, with a significant portion of assets managed on a non-discretionary basis.

Brandon Keesee is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at Hightower Advisors since 2020 and previously held roles at Frontier Investment Management Co. and Cracker Barrel Old Country Store. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles including mutual funds, ETFs, and alternative investments.

Michael Armondo is a CFP® and ChFC® with 32 years of industry experience. He is currently affiliated with Rockefeller Financial LLC and Rock & Co LLC, having worked previously at Merrill for 25 years. He 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 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 placement and investment banking services.

Mark Mundy is a financial advisor at Ameritas Advisory Services, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Equitable Advisors and Ameritas Investment Corp. Outside of advising, he volunteers as a country music DJ on a Dallas radio station and serves on the board of a school for special needs children. Ameritas Advisory Services provides investment advisory and planning services to a diverse clientele, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of investment programs and employs a combination of model portfolios, mutual funds, ETFs, and individual securities to build customized client portfolios.

Emilio Garcia is a financial advisor with Transamerica Financial Advisors based in Plano, Texas, holding Series 63 and Series 65 credentials and over 20 years of industry experience. His work history includes roles in tax preparation, financial education, and multiple consulting and entrepreneurial ventures across e-commerce, insurance referral, and vehicle rental management. He also teaches financial education classes through the Heartland Institute of Financial Education. Transamerica Financial Advisors serves a wide range of clients, including individual investors, retirement plans, trusts, and corporations. The firm provides advisory and broker-dealer services through proprietary and third-party investment models, offering both discretionary and non-discretionary program options.

Alyssa Garcia is a financial advisor with Goldman Sachs Wealth Services based in Dallas, TX. She holds a Series 66 designation and has recently begun her career in the industry. Prior to joining Goldman Sachs, she has experience in management roles and hospitality. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm employs strategic allocation models and offers access to alternative investments, leveraging resources across the broader Goldman Sachs ecosystem.

Carolyn Sanchez is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds the Series 66 designation and has been with Goldman Sachs since 2009. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutions. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Dennis White is a financial advisor at First Command Advisory Services with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with First Command in various capacities since 2013. He also owns and operates Dennis B. White Financial Planning, LLC as an independent district advisor. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and monitor model portfolios and select third-party managers.

David Miracle is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds a Series 66 designation and has prior work history at Bank of America, where he worked for ten 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 provides discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Paul Rennie is a financial advisor at Guardian Life with 11 years of industry experience. He holds a Series 66 designation and has been with Guardian Life and its affiliates since 2014. In addition to his advisory work, he serves as executor for a family estate. Park Avenue Securities LLC, where Rennie practices under the Park Avenue® Wealth Management brand, offers brokerage and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs, third-party solutions, and integrated lending options.

Joseph Sowin is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 63 licenses and based in Dallas, TX. He has over 13 years of industry experience, including a lengthy tenure at Highland Capital Management from 2010 to 2023, followed by founding Sowin Advisory Group, LLC. He joined Citigroup in 2025. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs combined with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and holds unique market roles including operating as a swap dealer and futures commission merchant.

Brett Higgins is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 15 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 years with The AYCO Company, L.P./Mercer Allied. Based in Dallas, TX, his career includes significant tenure at prominent firms in the wealth management sector. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm provides financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs, utilizing strategic allocation models and proprietary analytics as part of an integrated approach within the broader Goldman Sachs ecosystem.

Shawna Alexander is a financial advisor with Rockefeller Financial LLC, holding the ChFC® and Series 66 credentials and bringing 12 years of industry experience. She previously worked at Bank of America and Merrill. Outside of advising, she is the owner and president of Elite Equine Exports, LLC, a business focused on buying, training, and selling sport horses. Rockefeller Financial LLC serves high-net-worth individuals, families, and institutional clients with portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and offers a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Jody Brown is a financial advisor at Principal Financial Services with 5 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Principal Securities, Inc. and Principal Life Insurance Company in 2026, she worked at Guardian Life Insurance Company and Park Avenue Securities from 2023 to 2026, and at PFS Investments Inc. and Primerica Financial Services from 2020 to 2022. She also served in a long-term role at Frisco ISD from 2000 to 2023. Brown serves on the board of directors for FASTPacs, a nonprofit organization based in Frisco, TX. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory arrangements.

James Tardy Jr. is a financial advisor at Corient based in Dallas, TX, with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Corient and its related entities since 2022, including previous experience at RGT Wealth Advisors. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charities, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investment options to align portfolios with client objectives.

Gary Brownfield is a CFP® with 25 years of industry experience, currently affiliated with Commonwealth Financial Network in Plano, TX. He has been associated with Commonwealth since 1999 and operates Gb Financial Services, LLC, a firm involved in securities and insurance activities. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a variety of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction and access to proprietary and third-party investment solutions.

Sa Vion Harris is a financial advisor at Concurrent Investment Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at Integra Global Advisors LLC, Corient, and Intercontinental Wealth Advisors LLC. Harris is also involved with Concurrent Private Wealth, an advisory business operated under the firm's DBA. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement advisory services, with an investment approach focused on customized, primarily long-term portfolios utilizing ETFs, mutual funds, individual securities, bonds, and alternative investments.