Lisa Barnes is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill and Muskogee County Enhanced 911 Center prior to joining Rockefeller Financial. 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, operating as both a registered investment adviser and a broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

Addison Hughes is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds the Series 66 designation and previously worked at Goldman Sachs & Co. LLC. His background also includes roles in education and community tennis programs. Goldman Sachs Wealth Services advises a wide range of clients, from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models, manager selections, and proprietary research within the broader Goldman Sachs ecosystem to tailor solutions across various fee structures and platforms.

Connor Branch is a financial advisor at Allworth Financial, L.P. with one year of industry experience. He holds the Series 66 designation and has worked previously at AW Securities and Equitable Advisor, LLC. Outside of his advisory role, Connor serves as an umpire for high school baseball through the Texas Association of Sports Officials. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations by providing financial and wealth planning, portfolio management, retirement plan consulting, and variable annuity sub-account servicing. The firm utilizes both quantitative and qualitative analysis via an Investment Committee to create customized allocations across various investment vehicles and offers multiple model and specialist portfolio strategies.

Jaylen Jackson is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior roles include positions at Ally Invest Securities LLC, Wells Fargo Clearing Services LLC, and United Airlines. Eagle Strategies serves a diverse client base comprising individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jeff Rogers is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2020. In this role, he focuses on developing and motivating a team of financial professionals, providing coaching and feedback to enhance their planning skills and client education. Jeff has extensive experience within Fidelity Investments, having held various roles since 2007. His previous positions include Assistant Branch Manager, Retirement Solutions Senior Manager, Investment Solutions Manager, Service Manager, Private Client Group Representative, Premium Services Representative, and Financial Representative. This progression reflects his broad expertise in financial services and leadership. Specific details about Jeff's education, credentials, personal interests, or community involvement were not provided.

Randall Richter is a CFP® with 15 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2013. He operates his own LLC, Richter Wealth Management, and is also involved as a financial representative with Intirety Wealth Management, focusing on life insurance sales. Additionally, he assists employees with insurance benefits enrollment for Mesquite ISD. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm manages approximately $3.65 billion across more than 37,000 accounts and utilizes a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Connor Pearl is a financial advisor at Beacon Pointe Advisors, LLC in Dallas, TX, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Luminate Bank, Gateway First Bank, Wells Fargo Bank, and Legacy Texas Bank. 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 using both active and passive strategies, supported by a formal due-diligence process and proprietary investment vehicles.

Timothy White is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is currently with Rockefeller Financial LLC and Rockefeller Capital Management since 2025. His prior experience includes extensive tenures 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 provides portfolio management, financial planning, and consulting, operating as a registered broker-dealer with a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Joseph Bybee serves as a Private Wealth Advisor with Merrill Private Wealth Management, specializing in portfolio construction and management. Since joining Merrill in 2007, he has leveraged his extensive background, which includes his role as lead equity manager and head of the Houston office at Bank of America Private Bank (formerly U.S. Trust Co.). Prior to that, he was chief domestic equity portfolio manager at another trust company for nine years. Joe holds the Chartered Financial Analyst® (CFA®) designation and is a Senior Portfolio Manager authorized to build and manage personalized investment strategies that may include individual securities, Merrill model portfolios, and third-party strategies. He earned a bachelor's degree in economics and history from The University of the South and an MBA with honors from The University of Chicago Graduate School of Business. Joe is involved in the community through his board membership at Cho-Yeh Camp and Conference Center and has previously served as chairman of the board for the Texas Presbyterian Foundation.

David Gauhs is a Series 66 accredited financial advisor with 27 years of industry experience, currently with Fifth Third Securities, Inc. He has previously worked at Comerica Securities, Ameriprise Financial Services, Merrill, Banc of America Investment Services, and Quick & Reilly. Outside of his advisory role, he is involved with Financial Oxygen/Maestro, a cash management platform for corporate and institutional clients. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions such as corporations, trusts, and retirement accounts. The firm offers various investment advisory and brokerage services through multiple program types, including managed accounts and separately managed account strategies, supported by its position as a wholly owned subsidiary of Fifth Third Bank.

Melanie Kane is a financial advisor at Rockefeller Financial LLC in Dallas, TX, holding a Series 66 designation with one year of industry experience. She previously worked at Merrill from 2019 to 2023 and at Praxis Med International from 2016 to 2019. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates a registered broker-dealer, providing securities transactions, variable insurance products, placement, and investment banking services through a Private Advisor model and a consolidated investment platform.

Samuel Marshall is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked at Ayco since 2020 and has previous experience at Texas Tech University, Alliance Drywall, South Plains College, Tarrant County Community College, and the University of Mississippi. Goldman Sachs Wealth Services provides financial planning and portfolio management to individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm utilizes strategic and tactical allocation models along with discretionary and non-discretionary implementations, offering access to various investment platforms and affiliated capabilities across the Goldman Sachs ecosystem.

Jessica Smith is a financial advisor at Principal Financial Services with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Principal Life Insurance Company and Principal Securities Inc. since 2015. Outside of her advisory role, she serves as Chair of the Economic Legacy Committee for the Tau Rho Omega Chapter of Alpha Kappa Alpha Sorority, Inc. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Owen Mc Cone is a financial advisor with Carson Wealth, holding a Series 65 designation and based in Dallas, TX. He has been in the industry since 2026 and has held positions at several firms including CWM, LLC, Chessman Wealth Strategies, Vineyard Family Wealth Advisors, Integrity Road Wealth Partners, and Northwestern Mutual. Prior to entering the financial industry, he worked in education at Liberty University, Fayetteville High School, and Woodland Junior High School. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, retirement plan services, and access to alternative investments through a model portfolio approach overseen by an Investment Committee.

Norman Gunn is a CFP® professional with 27 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. He has held roles at Lane Gorman Trubitt, LLC and Lido Advisors, LLC among others. Outside of his advisory work, Gunn serves as President of Operations at LGT Insurance Services, where he is involved in long-term care, disability, and life insurance. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, offering comprehensive asset management and financial planning services. The firm utilizes various portfolio management strategies and technology platforms to support client wealth and estate planning.

Sarah Stubbs is a financial advisor at Beacon Pointe Advisors, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. from 2018 to 2023 and at The Spa-Los Gatos from 2012 to 2018. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base that includes individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Drew Steele is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2022, with prior experience at Amazon and the YMCA. Outside of his advisory role, he owns Seasick Hats LLC, a Dallas-based hat company involved in local event sales and management. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm integrates a range of proprietary strategies and affiliated capabilities across the Goldman Sachs ecosystem to tailor investment solutions and specialized wealth programs.

Grant Holloschutz is a financial advisor at Allworth Financial, L.P. with five years of industry experience and holds the Series 66 designation. His prior roles include positions at United Capital Financial Advisors, Bank of America, Merrill, Charles Schwab, and Morgan Stanley. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers a range of services including financial and wealth planning, portfolio management, qualified retirement plan consulting, and manages privately offered funds using both quantitative and qualitative investment approaches.

John M Burke is a financial advisor at Prime Capital Financial with 11 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Prime Capital Investment Advisors, LLC since 2018, following four years at Ascende Wealth Advisors, Inc. He is also involved with CHHSZ Holdings, LLC, a limited liability company that owns Prime Capital Investment Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, managing accounts on both discretionary and non-discretionary bases using varied investment strategies and platforms.

Claire Foster is a CFP® professional based in Dallas, TX, with three years of industry experience. She has worked at Corient since 2022 and previously held positions at RGT Wealth Advisors and KPMG. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates internal and third-party strategies, supported by continuous portfolio monitoring and risk management tools.