Brandon Falkquay is a financial advisor with Equity Services, Inc. He holds a Series 66 designation and has two years of industry experience, including roles at Fidelity Investments, Robinhood Markets, and National Life Group. His background also includes academic affiliations with Southern Methodist University and Morehouse College. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms and third-party asset managers, offering a mix of long-term investment strategies and options for shorter-term trading.

Taylor Lones is a financial advisor at Hightower Advisors with one year of industry experience. He previously worked at VMG Health and NISA Investment Advisors and studied at the University of Missouri - Columbia. Outside of his advisory role, he coaches a youth volleyball team in Dallas. Hightower Advisors serves a diverse range of individual and institutional clients, offering investment advisory and planning services that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and various investment vehicles.

Michael Tannery is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Independent Financial Group since 2013. Outside of his advisory role, Tannery owns and operates an accounting and tax services firm, Michael Tannery, PLLC, and serves as a volunteer board member for the Richardson YMCA. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives.

Caleb Ennin is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Rockefeller Financial, he worked at JB Capital LLC and Johnson Brunetti, and he was also involved with Oakwood Soccer Club. 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, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Sharain Taylor is a financial advisor with SPC in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. She has worked at SPC since 2011 and Parkland Securities since 2014. Outside of her advisory roles, she serves as a poll clerk for the Dallas County Elections Office during the 2024 election cycles and acts as an independent agent for Medicare plans. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and delivers customized, typically discretionary investment advice through various account programs, including partnerships with Fidelity and third-party providers.

Richard Winters is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning in 2023, he worked at Allworth Financial, L.P. and Raa. Outside of his advisory role, he is involved with Varsity Tutors, a tutoring service. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning-led investment approach with a focus on low-cost indexing and buy-and-hold strategies, supported by a broad range of affiliated non-investment businesses such as an affiliated law firm and trust company.

Casey Vogel is a financial advisor at Hightower Advisors in Dallas, TX, holding Series 63 and Series 66 licenses with 14 years of industry experience. Prior to joining Hightower in 2025, Casey worked at Smith Anglin Financial, Fisher Investments, and Fidelity. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, employing a multi-manager investment approach that includes affiliated and third-party managers, mutual funds, ETFs, and alternative investments.

Jennifer O'neal is a Series 65 licensed financial advisor at IEQ Capital, LLC with two years of industry experience. She has held prior roles at EPIQ Capital Group, Anchor Capital GP, MKJO Capital Consulting, S. Brown Capital, and Halo Home. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, and private funds. The firm employs a centralized macro and manager research process and integrates alternative investments through an iCapital platform, managing approximately $35.4 billion in assets.

Rene Lopezvictoria is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. He holds the Series 66 and Series 65 credentials. His prior experience includes a role at United Capital Financial Advisers, LLC. Goldman Sachs Wealth Services provides financial planning and portfolio management for a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm’s advisory teams customize strategies using proprietary allocation models and offer a range of fee arrangements, leveraging capabilities across the broader Goldman Sachs organization.

Killian Regan is an advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. Prior to joining Rockefeller Financial, he worked at Infios, Oracle, and The University of Texas. 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 through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Sean Coplen is a financial advisor with PNC Wealth Management in Richardson, TX. He holds a Series 66 designation and has four years of industry experience. Prior to joining PNC Investments LLC, he worked at Bank of America, Merrill, and Fidelity Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation only to PNC Bank employees. The program uses algorithm-driven risk assessments and invests primarily in mutual funds and ETFs with annual rebalancing, relying on third-party strategists and delegates for portfolio execution.

Olivia Roppolo is a financial advisor at Rockefeller Financial LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services Inc., Purshe Kaplan Sterling Investments, and Inscription Capital. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients with portfolio management, financial planning, and consulting services. The firm operates as both a registered investment advisor and broker-dealer, offering an integrated platform that includes discretionary and non-discretionary investment solutions across multiple asset classes.

Evan Potter is a financial advisor at Rockefeller Financial LLC based in Dallas, TX. He holds a Series 66 designation and joined the firm in 2025. Prior to his current role, he was a student at the University of Illinois at Urbana-Champaign. 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, consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Michael Putnam is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 63 and Series 66 credentials and has worked at GWFS Equities, MWA Financial Services Inc, and Modern Woodmen of America. Outside of his advisory role, he provides transportation services as an Uber driver during non-business hours. Empower Advisory Group offers financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, delivering point-in-time financial plans and optional managed account solutions.

John Snider is a financial advisor at Hightower Advisors in Dallas, TX, holding a Series 65 license with nine years of industry experience. He worked at Smith Anglin Financial, LLC for nine years before joining Hightower Advisors in 2025. 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 emphasizes manager selection and multi-manager solutions, offering access to a range of investment strategies through affiliated and third-party managers.

Skylar Pitman is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation. Pitman has been with Goldman Sachs since 2025, with prior experience that includes roles at Texas A&M University and Broadway Roofing. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients. The firm offers comprehensive financial planning and portfolio management services, leveraging strategic allocation models and proprietary research within the broader Goldman Sachs network.

Jared Sink is a financial advisor at Corient with five years of industry experience. He holds a Series 65 credential and previously worked at Fisher Investments, Trinity Wealth Securities, and Florida Financial Advisors. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charities, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and utilizes risk management tools and alternative investment options as appropriate.

Dustin Eldridge is a CFP® professional with 13 years of industry experience, currently serving at MAI Capital Management, LLC since 2025. His prior roles include positions at Waterloo Capital, TEAM Private Wealth Management, Tolleson Private Wealth Management, Carter Advisory Services, Southwestern Investment Group, and Raymond James. He serves on the boards of the USF Center for Entrepreneurship and the C5 Foundation of Texas, both nonprofit organizations. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutions. The firm manages $72.3 billion in assets and offers customized portfolio management using a variety of strategies and service models, alongside integrated financial planning and advisory roles including oversight of registered mutual funds and private investment vehicles.

Neil Rubinstein is a financial advisor with Rockefeller Financial LLC based in Dallas, TX. He holds a Series 66 designation and has 25 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Jules Jouvenat is a CFP® with 20 years of industry experience, currently with Hightower Advisors since 2026. His prior work includes roles at The Mather Group, The Vanguard Group, Charles Schwab, and USAA, where he spent nearly a decade in financial planning and advisory positions. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals and institutions. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers to deliver discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.