Liam Mc Carthy is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Rockefeller Financial in 2023, he worked at Texas Christian University from 2019 to 2023 and at Lincoln-Sudbury Regional High School from 2015 to 2019. 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, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Blaire Vance is a financial advisor at Hightower Advisors with one year of industry experience holding a Series 65 designation. Prior to joining Hightower Advisors, Blaire worked for the United States House of Representatives and has academic experience at Texas Tech University. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional clients, pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm’s advisory model emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a broad range of investment options and operational support features.

John Mcmanus is a financial advisor at Rockefeller Financial LLC in Dallas, TX, holding Series 63 and Series 66 licenses with 28 years of industry experience. He previously worked at UBS Financial Services Inc. for 15 years before joining Rockefeller Financial in 2024. Outside of his advisory role, he is the sole member of JSKJCM LLC, an investment-related business. 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 and financial planning services through a Private Advisor model and a consolidated investment platform, with the distinctive feature of being a registered broker-dealer that also provides placement and investment banking services.

John Stoll is a financial advisor at Goldman Sachs Wealth Services based in Dallas, TX, with five years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2022, following roles at Charles Schwab Bank and Charles Schwab & Co., Inc. prior to that. Goldman Sachs Wealth Services advises a broad client base including individual investors across wealth levels, corporate participants, executives, plan sponsors, and institutions. The firm offers financial planning and portfolio management supported by specialized programs and integrated resources across the Goldman Sachs platform.

Kelly Ellebracht is a financial advisor at Hightower Advisors in Dallas, TX, with six years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for nine years. Ellebracht serves as President on the Board of Directors for the Fredericksburg ISD Education Foundation. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, offering access to both affiliated and third-party managers through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Michael Hirsbrunner is a CFA® charterholder based in Dallas, TX, with nine years of industry experience. He has worked at Hightower Advisors since 2020 and previously spent nine years at Frontier Investment Management Co. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm’s advisory approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles and strategies.

Don Saulic is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Hightower Advisors since 2015. He is also the owner of King Crown Capital Corporation, where he provides business and executive strategy planning and consulting services. Additionally, he is involved in insurance sales. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm offers a multi-manager investment approach utilizing affiliated and third-party managers, with solutions that incorporate mutual funds, ETFs, alternative investments, and custom indexing.

Peter I. Myers is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at RBC Capital Markets, Raymond James & Associates, and UBS Financial Services. Based in Dallas, TX, he joined Rockefeller in 2025. 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 portfolio management, financial planning, and consulting services, operating also as a registered broker-dealer that provides securities transactions, variable insurance products, and investment banking services.

Kenneth Mcclanahan is a CFP® and ChFC® with 18 years of industry experience, currently serving at Corient in Dallas, TX. His career includes 15 years at RGT Wealth Advisors, LLC prior to joining Corient and its related entities. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining internal strategies with third-party managers and employs advanced risk management tools and alternative investment options.

Greg Gentry serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. He works with investors to prepare and maintain financial plans tailored to their individual planning goals and needs. Greg's professional experience at Fidelity Investments began in 2013, progressing through roles including Investor Center Account Executive, Account Executive, and Financial Consultant. He holds an Arkansas Insurance License, supporting his work in financial consulting. Further details about his education, credentials, personal interests, or community involvement are not provided.

Nathan Pinzon is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Thrivent Financial, New York Life, and Neiman Marcus. Outside of his advisory work, he is the owner of Lakewood Private Capital LLC and also works as an insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent financial professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Dylan Moore is a financial advisor at Vanguard Advisers with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Fidelity Investments and has experience outside finance with the Orange County Sheriff's Department. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach with portfolios constructed mostly from Vanguard funds and ETFs.

Kirstyn Rodriguez is a financial advisor at Merrill with four years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Pappas Restaurants Inc. in addition to her current role. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Edwards is a financial advisor with LPL Financial in Plano, TX, holding a Series 66 designation and two years of industry experience. His prior work includes roles at UrbanFootprint, Ekata, Unearth Technologies, and academic positions at Princeton University and the University of Tennessee Chattanooga. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, supported by extensive operational and research tools and a broad platform of advisory and non-advisory financial services.

Lisa Childs is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2014. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies managed by internal teams and third-party managers, serving individuals, high-net-worth clients, and various institutional investors.

Eric McMurdie is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and previously worked for FSC Securities Corporation for 16 years before joining OSAIC in 2023. Outside of his advisory role, he is Vice President of The McMurdie Group Inc. and owns an insurance business assisting clients with life, disability, and long-term care coverage. OSAIC Wealth, Inc. serves a wide range of clients including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, and access to various managed-account platforms using a combination of proprietary asset-allocation tools and third-party solutions.

Stephanie Gardner is a Series 65 and Series 63 licensed financial advisor with eight years of industry experience. She is currently with Primerica Advisors and has a history with Primerica Financial Services since 2004. Gardner also has experience at Providence Group Realty. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

David Winston is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Prior to joining LPL Financial in 2020, he was affiliated with Securities America Advisors, Inc. and Securities America, Inc. for over a decade. He is also the business owner of Express Legal Funding, which provides loans to individuals involved in litigation awaiting settlement funds. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

David Byrd is a financial advisor at Raymond James & Associates in Dallas, TX, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2010. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and government entities, providing financial planning, non-discretionary investment consulting, and municipal advisory services.

Nicholas Lalonde is a CFP® professional with 12 years of industry experience. He is currently with LPL Financial and has previously worked at Edward Jones and Raymond James Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.