Rebecca Hallman is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and eight years of industry experience. Prior to joining Rockefeller Financial, she worked at UBS Financial Services, Inc. for seven years and has experience at the University of Texas at Dallas. 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, and uniquely operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Michael Bender is a financial advisor at Empower Advisory Group with one year of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at Empower Financial Services, Inc. and Northern Electric, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and clients’ savings rates.

Nicholas Gerber is a financial advisor at Hightower Advisors with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Cerity Partners LLC, Arkadios Capital, BD4RIA, Inc., Karsten Financial Services, LP, and Scottrade. He also took a sabbatical in 2025. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm employs a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a variety of investment vehicles tailored for both discretionary and non-discretionary portfolio management.

Troy Jackson is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and one year of industry experience. His prior roles include positions at KeyBank, Paragon One, PriceWaterhouseCoopers, University at Albany Campus Center Management, and Target. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning and portfolio management along with specialized programs such as Private Family Office and Executive Wealth services. The firm utilizes strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, supported by proprietary and third-party analytics, and integrates resources across the broader Goldman Sachs platform.

Christopher Holmes is a financial advisor at IEQ Capital, LLC in Dallas, TX, holding a Series 65 designation with three years of industry experience. His prior roles include positions at EPIQ Capital Group, Tobacco Gallery, Barrow Hanley Global Investors, and Southern Methodist University. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and foundations, focusing on separately managed accounts and family-office services. The firm combines macro and manager research with allocations to liquid and private alternative investments, managing approximately $35.4 billion in assets.

Kevin Kuhnel is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Merrill, Bank of America, and BB&T Securities. Outside of advising, he owns and manages oil and gas interests through TIN ENERGY LLC and Oakwood Exploration and Development. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary approaches, supported by third-party platforms and manager due diligence, with a distinctive integration of affiliated broker-dealer and banking services.

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.

Austin Decker is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding the Series 66 designation and four years of industry experience. Prior to joining Eagle Strategies in 2025, he held roles at NYLife Securities LLC, New York Life Insurance Company, Bank of America, Merrill, Charles Schwab, TD Ameritrade, and other organizations. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives, with a focus on predominantly non-discretionary assets and fiduciary responsibility to retirement investors.

Jenna Blevins is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 25 years of industry experience. Her prior roles include positions at Crescent Financial Services, FSC Securities Corporation, The Retirement Group, and LPL Financial. She is also a commissioned notary in Southlake, TX. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a wide range of clients, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and a variety of program offerings such as financial planning, asset management, and specialized retirement plan consulting.

Nnamaka Nwanegbo is a financial advisor at Citigroup Global Markets with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Avantax Investment Services, TD Ameritrade, and the Dallas County Sheriffs' Department. Outside of her advisory role, she serves as a site manager for Carrington Homes SP, overseeing rent collection and mortgage payments. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale operations with unique market roles, including swap dealing and futures commission merchant activities.

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.

David Mccord is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He previously worked at Cornerstone Financial Services, Inc. for over three decades before joining his current firm in 2012. Outside of his advisory role, he serves as an elder for Dallas North Town Church Ministry Organization and manages operational administration for Liberty Silver & Gold, discussing gold and silver coin transactions with clients. 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 brokerage, portfolio management, financial planning, and retirement services through a national network of Investment Adviser Representatives, utilizing various advisory programs and third-party asset managers.

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.