Zachary Egbert is a ChFC® credentialed financial advisor with 20 years of industry experience, currently serving at GWN Securities Inc. since 2012. He is also the managing partner of Egbert Wealth Management, which is noted as an investment-related side business maintained for tax purposes. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs, incorporating both discretionary portfolio management and financial planning with a combination of affiliated and unaffiliated sub-advisers.

Bradley Mickelson is a CFA® charterholder with four years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Spectrum Advisors, Fisher Investments, and Barrow Hanley Global Investors. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory, with a focus on multi-factor tilts, low-cost index vehicles, and tax management.

Michael Zeier is a financial advisor at CIBC Private Wealth Advisors, Inc. in Dallas, TX, holding a Series 65 designation with 11 years of industry experience. He has been with CIBC Private Wealth since 2014. CIBC Private Wealth Advisors offers investment and wealth advisory services to a broad client base, including high net worth individuals, families, trusts, corporations, and investment companies. The firm provides customized portfolio management, financial planning, and coordinated Family Office services, utilizing a combination of proprietary and external investment strategies overseen by internal committees.

Ann Mcclain is a financial advisor at Rockefeller Financial LLC with 29 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill for 28 years before joining Rockefeller Capital Management and then Rockefeller Financial LLC. 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 also operates as a registered broker-dealer offering placement and investment banking services alongside its consolidated investment platform.

William Diehl is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 66 designation and 27 years of industry experience. He previously worked at UBS Financial Services Inc. for 14 years before joining Beacon Pointe in 2023. Outside of his advisory role, he serves as a trustee for family trusts and is an officer of a family-owned investment LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses a manager-focused, asset-allocation approach supported by proprietary due diligence and offers a range of services from discretionary wealth management to outsourced CIO solutions.

Leticia Perrine is a financial advisor at Citigroup Global Markets with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Citigroup since 2010, following prior roles at Deutsche Bank Securities and Lehman Brothers. Outside of her advisory work, she is a managing member of Texas Kraft Post LLC, a non-investment-related business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including roles as a swap dealer and futures commission merchant.

Philip Strunk is a CFP® with 20 years of industry experience, currently advising at Commonwealth Financial Network since 2016. His prior experience includes roles at Mpact, where he is a co-owner of MPACT Financial Group, LLC, and Equitable Advisors. He is based in Dallas, TX. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and their individual and institutional clients. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Kevin Kurtz is a CFP® and CFA® with 25 years of industry experience. He currently works at Rockefeller Financial LLC and previously spent 11 years at Morgan Stanley Private Bank, National Association. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides portfolio management, financial planning, and consulting services, operating uniquely as both a registered investment adviser and broker-dealer with a broad investment platform that includes equities, fixed income, alternatives, and customized managed accounts.

Emma Salzman is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at The Ayco Company, L.P./Mercer Allied and JP Morgan. Goldman Sachs Wealth Services advises a broad client base, including both non‑high-net-worth and high-net-worth individuals, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management tailored to client objectives, utilizing strategic allocation models and a range of services such as Private Family Office and Specialized Executive Wealth programs.

David Matthews is a financial advisor at Allworth Financial, L.P. in Addison, TX, holding a Series 66 designation with 22 years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., TD Waterhouse Investor Services, Inc., Amerivest Investment Management LLC, Ameritrade Inc., and Wells Fargo Investments, LLC. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and education through various media, employing both quantitative and qualitative analysis to implement customized investment strategies.

Parichart Arredondo is a financial advisor with Commonwealth Financial Network in Dallas, TX, holding a Series 66 credential and over 21 years of industry experience. She has worked at firms including Equitable Advisors and WFG Advisors, LP. Outside of her advisory role, she hosts the Whine Time Forum podcast and is co-owner of Jatem International, LLC, a beauty product company. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm offers a comprehensive adviser-support platform with various managed-account programs, third-party asset manager access, and custody and clearing services.

Larry Ferguson is a CFP® with 23 years of experience in the financial services industry. He has worked at Mercer Global Advisors since 2021 and previously spent significant time with Quest Capital Management and Raymond James Financial Services. He is based in Dallas, TX. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach, utilizing diversified portfolios with low-cost ETFs, index funds, and other strategies, while also offering specialized programs and educational initiatives.

Joseph Levi is a financial advisor with Truist Advisory Services in Dallas, TX, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior roles include positions at SunTrust Investment Services, JPMorgan Securities, and Synovus Securities. He serves as Vice President and Treasurer of the Board for the YMCA Foundation of Middle Tennessee. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships and technology-enhanced research to support investment decisions.

Jack Brown Jr. is a financial advisor at Commonwealth Financial Network with 55 years of industry experience. He holds Series 63 and Series 66 designations and has been with Commonwealth since 2016. Brown is also a part owner of Brown Ruth Advisors, LLC, an entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Corban Quarles is a financial advisor with Goldman Sachs Wealth Services based in Dallas, TX. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Goldman Sachs & Co. LLC and Goldman Sachs, as well as experience with Nightlight Donuts and Fellowship Bible Church. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, corporate participants, and institutional clients. The firm offers tailored investment strategies supported by research and technology, with access to services across the broader Goldman Sachs platform.

Stephen Snapp is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX. He holds Series 65 and Series 63 licenses and has eight years of industry experience. Prior to joining Goldman Sachs in 2019, he worked at United Capital Financial Advisers, LLC from 2011 to 2019. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers comprehensive financial planning and portfolio management, utilizing strategic allocation models and a range of service platforms supported by proprietary analytics and affiliated Goldman Sachs entities.

Ben Roth is a financial advisor at NewEdge Advisors with 43 years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for over a decade. Mr. Roth is also the founder and wealth advisor of Fortis Wealth Advisors, LLC, through which he manages client financial assets. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Grant Howell is a financial advisor with Eagle Strategies (NY Life) in Dallas, TX, holding Series 63 and Series 65 designations and one year of industry experience. His prior roles include work with NYLIFE Securities, LLC and Bright & Associates, LLC. Outside of financial services, Howell has been involved with the Fellowship of Christian Athletes and Kanakuk Kamps. Eagle Strategies serves a diverse client base of individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm employs a range of program types and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

James Edwards is a financial advisor with Janney Montgomery Scott in Dallas, TX, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He previously worked at Raymond James & Associates for 23 years and UBS Financial Services for 9 years. Edwards is a limited partner in a private investment entity based in Houston. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, consulting, and advisory services.

Isaac Babalola is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Corient in Dallas, TX. He has worked previously at Mercer Advisors, Ameriprise, Northwestern Mutual, and held roles at Corient Services LLC and CIPW Service Company, LLC. 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 employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses advanced risk management tools to align portfolios with client objectives.