Heath Dowell is a CFP® with 12 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory Inc and Charles Schwab & Co., Inc, having joined in 2025. His prior experience includes roles at The Vanguard Group and TD Ameritrade. Dowell also maintains an inactive LLC from a previous business opportunity. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit within Schwab, with a distinct fee structure and does not exercise discretionary trading authority for its clients.

Joshua Dietz is a financial advisor with Schwab Wealth Advisory and holds a Series 65 designation. He has prior experience with Texas Capital Bank Private Wealth Advisors, New York Life, and Dietz Law Firm, PLLC. Outside of his advisory role, he is the owner and president of ECO Group, LLC, a company that receives overriding royalty interests from oil and gas production. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across various asset types while leaving final trading decisions to clients.

Lisa Johnson is a financial advisor at Goldman Sachs Wealth Services with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Goldman Sachs - Ayco since 2021, TD AMERITRADE since 2018, and Travelers Insurance from 2016 to 2018. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm employs strategic and tactical allocation models and provides clients access to a range of fee arrangements, proprietary research tools, and affiliated Goldman Sachs capabilities.

Jason Gower is a CFP®-credentialed financial advisor with 17 years of industry experience. He has worked at Creative Planning, Inc. since 2020 and previously spent six years with Stratford Consulting, LLC. He is based in Addison, TX. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and a range of retirement plan services.

David Rosecrans is a CFP® with five years of industry experience, currently affiliated with Empower Advisory Group in Dallas, TX. His prior experience includes roles at GWFS Equities, Inc. and Lincoln Financial Advisors Corporation, as well as six years at Dupre Logistics LLC. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning approach.

Debra Young is a financial advisor at Rockefeller Financial LLC with 41 years of industry experience. She holds a Series 63 designation and previously worked at Merrill for 42 years before joining Rockefeller Capital Management and Rockefeller Financial LLC in 2025. 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 a registered investment adviser and broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.

Pierce Halsted is a CFA® charterholder and holds a Series 66 license, with seven years of industry experience. He is currently with Beacon Pointe Advisors, LLC, having joined in 2023, and previously worked at UBS Financial Services from 2019 to 2023. His early career includes multiple roles at Baylor University from 2015 to 2019. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer (OCIO) services to a diverse client base including individuals, corporations, and institutional investors. The firm employs a combination of proprietary asset-allocation modeling and third-party Independent Managers, utilizing both active and passive strategies across public and private asset classes.

James Herr is a CFA® charterholder based in Dallas, TX, with four years of industry experience. He has worked at Corient since 2022 and previously spent eleven years at RGT Wealth Advisors. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers, employing risk management tools and offering access to alternative investments and private funds through its affiliated platforms.

Lane Weitz is a financial advisor with Principal Financial Services in Dallas, TX, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked with Principal Securities, Union Financial, APEX Retirement, and Principal Life Insurance Company. Outside of his advisory work, he serves as a board member at large for the Preston Green Homeowners Association and is affiliated with the University of Georgia Alumni DFW chapter. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement consulting, and access to third-party money manager solutions.

Deny Paul is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and five years of industry experience. Prior to joining Goldman Sachs in 2021, he worked at Baker Tilly and held positions at UT Southwestern Medical Center and The University of Texas at Dallas. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers a range of tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Stuart Schwartz is a financial advisor with Oppenheimer in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Oppenheimer since 2009 and previously worked at Banc of America Investment Services, Inc. from 2005 to 2009. Outside of his advisory work, he is a partner in a retail clothing business focusing on ladies’ outerwear and serves as trustee for separate property trusts established for his children. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of advisory programs that include strategic and tactical asset allocation, manager selection, consulting, and retirement services across both discretionary and non-discretionary accounts.

Kyle Deatherage is a financial advisor with Kestra Advisory, holding the CFP® designation and Series 63 and 65 licenses, with 29 years of industry experience. He has been affiliated with Kestra Advisory since 2016 and also owns Deatherage Financial Consulting, through which he provides advisory and insurance services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large institutional investors. The firm provides fiduciary services, plan design, compliance testing, and employee education, leveraging multiple management platforms and extensive third-party relationships.

Karl Cole is a financial advisor with Independent Financial Group, LLC in Coppell, TX. He holds the CFP® designation and a Series 63 license, with 37 years of industry experience. Prior to joining Independent Financial Group in 2017, he worked at LPL Financial LLC for 14 years. Outside of his advisory role, he is an officer and owner of a marketing DBA, Cole Financial, which offers securities, insurance, and advisory services. 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 uses both firm- and third-party models to develop tailored investment strategies, combining active and passive management across a range of risk profiles.

Levi Taylor is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services in Dallas, TX. He has been with Goldman Sachs since 2024, with prior experience at Daikin and HEB, as well as entrepreneurial activities with Trident Aquatics LLC. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutions. The firm offers tailored investment strategies supported by proprietary and third-party research and integrates capabilities across the broader Goldman Sachs ecosystem.

Allen Horak is a financial advisor at Kestra Advisory with one year of industry experience. He holds the Series 66 designation and has professional experience at firms including Applied Systems, Inc., EZLynx, and NetSuite/Oracle. Outside of his advisory role, Horak serves as a board member of Infinix Global and operates a CPA consultancy focused on business, financial, and accounting services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets, with a client roster that includes sovereign wealth funds.

Dylan Harig is a financial advisor with GWN Securities Inc. in Colleyville, TX, holding the ChFC® designation and Series 66 license, with 21 years of industry experience. He has worked at Highland Capital Brokerage and GWN Securities since 2012. Outside of his advisory role, he serves as Managing Director of RISE, a Medicare-related business, and is involved with Redwood Financial, focusing on fixed annuity and insurance products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm manages approximately $3.65 billion across over 37,000 accounts and offers a range of managed-account programs, including unique legacy market-timing and momentum-based strategies.

Alexandra Wirth is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. She holds a Series 66 designation and has worked previously at The Ayco Company, L.P./Mercer Allied and Keiter CPA's. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized executive wealth programs. The firm integrates strategic allocation models and proprietary analytics, leveraging the broader Goldman Sachs ecosystem to provide a range of advisory services and investment solutions.

Ross Norman is a financial advisor with Goldman Sachs Wealth Services based in Dallas, TX. He holds the Series 66 designation and has 18 years of industry experience, including 13 years at The Ayco Company, L.P./Mercer Allied before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering tailored financial planning and portfolio management. The firm employs strategic and tactical allocation models, discretionary and non-discretionary implementations, and proprietary analytics, supported by the resources of the broader Goldman Sachs ecosystem.

Christopher Sanchez is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. His prior work includes roles at Citizens Securities, Citizens Bank, Carrington Advisors, and TIAA. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides services including financial planning, portfolio management, wrap programs, and plan-sponsor consulting, primarily delivering advice through non-discretionary recommendation-based programs.

Frank Zuch is a financial advisor with Oppenheimer in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Fahnestock & Co. Inc. since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs, including asset management, consulting, retirement services, and financial planning, and manages portfolios using strategic and tactical asset allocation with both discretionary and non-discretionary approaches.