Kirrupan Theivakumar is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds a Series 66 designation and has eight years of experience at New York Life. Before his advisory role, he worked at Rutgers Law School for three years. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement plan advisory services through a large network of affiliated investment adviser representatives. The firm offers a variety of program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Brian Neal is a financial advisor with Equity Services, Inc. holding Series 63 and Series 66 licenses and has 10 years of industry experience. His prior roles include positions at National Life Group, Charles Schwab, TD Ameritrade, and Scottrade. Outside of his advisory work, Neal provides independent strengths-based coaching focused on personal development and leadership skills. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms, often utilizing third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.

Mason Gillan is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Goldman Sachs in 2021, he served in the United States Navy from 2013 to 2020. Gillan also has an academic affiliation with Southern Methodist University since 2020. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a mix of discretionary and non-discretionary managers, providing tailored services such as executive and personal wealth management, private family office support, and retirement plan education.

William White is a financial advisor with Eagle Strategies (NY Life) in Dallas, TX, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has worked at Eagle Strategies since 2020 and is also owner of Forge & Link Financial Group, LLC. Outside of his advisory roles, he serves as a Worship Minister at Oak Gardens Church in Dallas. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional clients, and plan sponsors. The firm emphasizes tailored advice and manages a large portion of its assets on a non-discretionary basis through various program offerings.

Matthew Maresch is a financial advisor with TLG Advisors, Inc. holding Series 65 and Series 66 credentials and 22 years of industry experience. He has worked extensively with Equitable Advisors and has held roles including independent insurance agent and founder of Ashbury Boutique Wealth Management. Maresch is also involved in nonprofit educational activities through the Association of Financial Consultants and is founder of Senior Healthcare Planning LLC, an agency focused on Medicare agent development. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans, providing investment supervisory services, portfolio management, and fiduciary services. The firm’s investment process emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, and it offers a direct-to-consumer digital program, Starlight Portfolios, with portfolio reviews and tactical adjustments.

Tommy Fincher is a financial advisor at NewEdge Advisors with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at WhiteStone Wealth Advisors, Institute for Wealth Partners, and Cherry Financial Partners. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, emphasizing centralized due diligence and the use of technology to support advisors and clients.

Neil Resnik is a financial advisor at Equity Services, Inc. with 46 years of industry experience and holds a Series 63 designation. He has been with Equity Services since 2003 and has operated Resnik and Associates since 1980. Outside of his advisory work, he serves on the boards of local nonprofit organizations focused on social services and scholarships for at-risk youth. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Daniel Melander is a financial advisor at Transamerica Financial Advisors with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Integrated Trust Systems and Magellan Research Group. Outside of financial advising, he provides consulting and research services for Magellan Research Group and works as a referral sales associate for Integrated Trust Systems, supporting estate planning efforts. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party managed portfolios, offering discretionary and non-discretionary program options.

James Risalvato is a financial advisor at Allworth Financial, L.P. in Addison, TX, holding a Series 66 designation with seven years of industry experience. His career includes positions at firms such as Morgan Stanley, Fisher Investments, and Personal Capital Advisors Corporation. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using various model strategies and employs both discretionary and non-discretionary approaches, supported by proprietary technology and third-party sub-advisers.

Esosa Idemudia is a financial advisor with Empower Advisory Group in Dallas, TX, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. Prior to joining Empower in 2024, Idemudia spent nine years with Fidelity Brokerage Services, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to IRA and retail brokerage account holders, delivering services integrated with Empower’s recordkeeping and administrative platforms.

Jimmy Fletcher is a financial advisor at Oppenheimer in Dallas, TX, with 20 years of industry experience. He has been with Oppenheimer since 2005 and holds Series 63 and Series 66 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm provides a range of programs and advisory services across equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation, with both discretionary and non-discretionary management options.

Brooke Rogers is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation. She has one year of industry experience, including roles at Kestra Investment Management and Goldman Sachs & Co. LLC. Prior to her advisory career, she spent several years in educational and community roles. 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 utilizes strategic allocation models, discretionary implementations, and proprietary analytics, supported by a broad ecosystem of Goldman Sachs affiliates.

Matthew Speidel is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 credential and previously worked at PricewaterhouseCoopers. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm employs strategic and tactical allocation models and integrates resources from across the Goldman Sachs ecosystem to deliver tailored investment solutions.

William Glenn is a ChFC® credentialed financial advisor with four years of industry experience, currently with Hightower Advisors in Dallas, TX. His prior experience includes roles at Smith Anglin Financial, LLC, Bevinco Inc, and University of North Texas. From 2013 to 2021, he was involved with Tenant Link/Let's Party in a business capacity outside of finance. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm’s approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a broad range of portfolio management and consulting services.

Celine Waxham is a Series 66 licensed financial advisor with Rockefeller Financial LLC in Dallas, TX, and has three years of industry experience. She previously worked at Equitable Advisors and Moxie's and has experience with the Dallas Area Rape Crisis Center. Outside of her advisory work, she operates a dog sitting business. 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 and provides a range of investment solutions through its Private Advisor model and consolidated investment platform.

Pamela King is a financial advisor at Rockefeller Financial LLC with two years of industry experience. She holds a Series 66 designation and previously worked at Merrill and served on the Ashford Board of Education 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 a range of investment and consulting services through a Private Advisor model and an integrated investment platform, combining portfolio management, brokerage, and alternative investment placement capabilities.

Michael Anderson is a financial advisor at Cresset Asset Management, LLC in Dallas, TX, holding a Series 65 credential with one year of industry experience. He previously worked at CH Investment Partners and HDVI. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm uses a diversified, asset-allocation-driven approach combining active and passive strategies, supported by a structured due-diligence program and multiple affiliated entities.

Shawn Stanley is a financial advisor with NewEdge Advisors in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining NewEdge Advisors and NewEdge Securities in 2024, he spent 10 years with JPMorgan Chase Bank NA and J.P. Morgan Securities. Outside of his advisory role, Mr. Stanley serves as Vice President of the Plano West Lacrosse Club, focusing on youth recruitment. NewEdge Advisors is a large registered investment adviser serving individuals, plans, corporations, and charitable organizations through a network of independent advisers. The firm offers diversified portfolio management and consulting services, employing various program structures and integrating technology tools to support both advisors and clients.

Charlotte Le Blanc is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. She holds a Series 65 designation and has previously worked at Fisher Investments and several other organizations, including Catholic Charities of Dallas and the University of Dallas. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including 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, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a range of investment vehicles and platforms.

Benjamin Estabrook is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation. Based in Dallas, TX, he has recent experience working at Goldman Sachs & Co. LLC and previously at Apex Capital Corp and Raymond James Financial. He also has a background in education, having worked at multiple schools from 2015 to 2022. 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 leverages strategic allocation models and proprietary research within the broader Goldman Sachs network to deliver tailored investment solutions and specialized wealth programs.