Laura Haas is a financial advisor at NewEdge Advisors with a Series 65 designation and one year of industry experience. She previously attended The University of Texas at Austin. 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 range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support diverse client needs.

Natalie Berry is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding Series 63 and Series 66 licenses, and has one year of industry experience. Prior to joining Rockefeller Financial, she worked at Bank of America for 19 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Lindsey Crow is a financial advisor at Beacon Pointe Advisors, LLC with 27 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc for 10 years. Outside of her advisory role, she serves as secretary and bookkeeper for Cedar Families, LLC, a residential real estate partnership. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individual and institutional investors. The firm employs a manager-based investment approach, utilizing a proprietary focus list and a formal due-diligence process to select and monitor third-party independent managers.

Ashton Swartzfager is a financial advisor at Creative Planning with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at J.P. Morgan Investment Management, Lockton Investment Advisors, and other financial firms. Ashton is based in Dallas, TX. 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, tax-loss harvesting, and selective private market exposure, managing approximately $295.6 billion in client assets through over 1,100 advisors.

James Mcenery is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs since 2021, following a 14-year tenure at The AYCO Company, L.P./Mercer Allied. Based in Dallas, TX, he serves clients through Goldman Sachs' integrated wealth management platform. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions including Executive Wealth, Personal Wealth, and Private Family Office support.

Brenda Cyprian is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding a Series 66 designation and 20 years of industry experience. She previously worked at Merrill from 2009 to 2026 before joining Rockefeller Capital Management and Rockefeller Financial LLC in 2026. Outside of advising, she co-owns a publishing LLC focused on novels and expanding into scriptwriting. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines discretionary and non-discretionary portfolio management with broker-dealer services and a consolidated investment platform that includes direct portfolio management and access to third-party managers, integrating trust, insurance, and asset management capabilities.

Matthew Rivera is a financial advisor at Hightower Advisors in Dallas, TX, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Glenmede Trust Company, Mariner Wealth Advisors, and Fisher Investments. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, offering a range of portfolio management, financial planning, and retirement consulting solutions through a multi-manager investment approach that incorporates both affiliated and third-party managers.

Miles Beck is a financial advisor at Beacon Pointe Advisors, LLC in Dallas, TX, holding Series 66 and Series 63 licenses with four years of industry experience. His prior roles include positions at Charles Schwab and JP Morgan & Chase. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced CIO services to a diverse client base including individuals, 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 markets.

Daniel Madia is a Series 66 licensed financial advisor with 13 years of industry experience. He has been with Goldman Sachs Wealth Services since 2021 and previously spent 10 years at The AYCO Company, L.P./Mercer Allied. Based in Dallas, TX, Madia 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 high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering tailored solutions such as Executive Wealth and Private Family Office support.

Tiffany Garza is a CFP® and Series 66-registered advisor with 16 years of industry experience. She is currently with Mercer Global Advisors Inc. and previously worked at Quest Capital Management and Raymond James Financial Services. Outside of her advisory role, she manages a rental property in Richardson, TX. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios using low-cost index vehicles, multi-factor tilts, and tax management.

Diane Giddens is a financial advisor at Fifth Third Securities, Inc. in Dallas, TX, with 36 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Ameriprise Financial Services and Comerica Securities. Outside of her advisory role, she is involved with Maestro/ICS, a cash management platform serving institutional, retail, and corporate clients. Fifth Third Securities serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, and retirement accounts, through investment advisory and brokerage channels. The firm offers multiple investment programs via its Passageway Managed Account Platform, combining third-party portfolio managers with a range of strategies such as mutual funds, ETFs, separately managed accounts, and direct indexing.

Cole Helton is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Beacon Pointe Advisors in 2025, he worked at The New Amsterdam Group and held various roles at Baylor University and other institutions. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party Independent Managers across active and passive strategies, and it offers proprietary private funds alongside comprehensive performance reporting and participant education.

Jesus Maymi is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been affiliated with Transamerica since 2012 and is also an author and motivational speaker, writing self-help books and serving as president of Empowered Life Ministries. His work includes ministry activities and writing, including the publication of "A Coming Man's Devotional." Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm delivers services through a large advisor network and multiple program platforms, employing model portfolios and third-party managers to implement its advisory model.

Joseph Church is a financial advisor at Rockefeller Financial LLC with 35 years of industry experience. He holds a CFP® designation along with Series 63 and 66 licenses. Joseph previously worked at Bank of America and Merrill across overlapping periods from 2005 to 2021. 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 services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Samuel Harris is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation with two years of industry experience. His prior roles include positions at State and Liberty and self-employment, alongside experience in education and travel-related work. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporations, and institutions. The firm leverages centralized investment resources and integrated financial services to deliver tailored wealth management solutions.

Samuel Chacon is a Series 66-licensed financial advisor with 23 years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and previously spent 19 years at The AYCO Company, L.P./Mercer Allied. Based in Dallas, TX, he is part of a large team serving a diverse client base. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm combines centralized investment resources and model portfolios with discretionary and non-discretionary management, providing tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support.

Christopher Todd Jr. is a financial advisor at PNC Wealth Management in Dallas, TX, holding Series 66 and Series 63 credentials with 12 years of industry experience. Prior to joining PNC Wealth Management in 2021, he worked at BBVA-related firms from 2015 to 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithmic risk assessment and third-party managed strategies to implement investments primarily in mutual funds and ETFs.

Francesca Engel is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. She has held roles at several firms, including Merrill, Bank of America N.A., and Planning Alliance. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and 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 combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and advisory solutions tailored to client needs.

Michael Quiroga is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at The Ayco Company, L.P./Mercer Allied and Fidelity Brokerage Services, Inc. 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 uses strategic allocation models and a variety of platforms to tailor solutions and integrates capabilities across Goldman Sachs affiliates to offer a broad range of services.

Daniel De Anda is a financial advisor with Beacon Pointe Advisors, LLC in Dallas, TX. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Beacon Pointe Advisors in 2026, he worked at MGB Wealth Management, LLC and several other firms. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, pension and profit-sharing plans, 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.