Fang Hsi Lee is a financial advisor with Private Advisor Group, LLC and holds the Series 66 designation. Lee has three years of industry experience and has previously worked at Avantax, Cetera, and LPL Financial. Outside of advisory work, Lee provides tax accounting and financial consulting services through roles at Lam, Po & Xu, CPA's P.C. and Paxel Consulting LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based model and combines in-house portfolio management with third-party strategists and technology platforms.

Chelsey Yacos is a financial advisor at Cresset Asset Management, LLC in Dallas, TX, holding a Series 65 designation. She has worked in the investment industry since 2011, previously with Cushing Asset Management and CH Investment Partners before joining Cresset in 2024. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets, serving individuals, families, trusts, retirement plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies, supported by a structured due-diligence program and private-fund management across multiple asset classes.

Anthony Gibson is a financial advisor at Cetera Planning Partners in Dallas, TX, holding a Series 65 credential with one year of industry experience. He has previously worked at Avantax and World Financial Group and operates a virtual tax practice, MMG Tax Group LLC, where he focuses on tax resolution, planning, and preparation. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm integrates tax planning and estate services with a diversified investment approach tailored to client objectives and risk tolerance.

Caleb Loud is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked with multiple firms, including Innovative Wealth Strategies LLC and Cloud Wealth Strategies LLC, where he serves as owner. Loud is a board member and Membership Chair for NAIFA Dallas and also serves as Secretary on the board of DFW Aviation Happy Hour, a commercial aviation networking organization that supports charity events. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice and manages a substantial portion of assets on a non-discretionary basis, working with a broad range of client types including defined contribution plans and charitable organizations.

Michael Hutter is a financial advisor with Empower Advisory Group in Dallas, TX, holding Series 63 and Series 66 licenses and having 12 years of industry experience. His prior work includes positions at GWFS Equities, Inc. and Mutual of America Securities LLC. Outside of his advisory role, he is also an associate at Manatech, Inc., where he sells healthcare products. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as certain IRA and retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Gregory Richesin is a financial advisor with Truist Advisory Services and holds Series 63 and Series 66 credentials. He has 21 years of industry experience, including roles at CitiGroup Global Markets, Merrill, and Bank of America prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management approaches and utilizes third-party platforms and AI-enabled research tools in its investment process.

Shawn Obrien is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. Prior to joining Citigroup in 2023, he worked at Shedd Capital, Texas Capital Bank, and held various roles including at 7-Eleven Inc. and Stonebriar Country Club. He was also involved with the University of Texas from 2019 to 2023. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with in-house research and oversight committees, operating at a large institutional scale with specialized market roles.

William Hutson is a financial advisor with Transamerica Retirement Advisors, LLC in Euless, TX, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2015. Outside of his advisory role, he works as a food delivery driver for DoorDash. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with programs offering managed advice and investment education. The firm uses proprietary software and model portfolios from Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

David Jeffery is a CFP® and CFA® based in Dallas, TX, with four years of industry experience. He currently serves at Corient and has previously worked at RGT Wealth Advisors and American Airlines. 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 security strategies with third-party managers and customized asset allocation, utilizing risk management tools and private fund platforms.

David Bittermann is a CFA® charterholder with 43 years of industry experience. He is currently with Oppenheimer, where he has worked for 23 years, including his time at Fahnestock & Co. Inc. in Dallas, TX. Oppenheimer is a registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm offers diversified investment programs with both discretionary and non-discretionary management, focusing on strategic asset allocation, manager selection, and comprehensive portfolio oversight.

Weston Pollock is a financial advisor with Hightower Advisors, holding a Series 66 designation and 24 years of industry experience. He previously worked at Smith Anglin Financial, LLC for 18 years and Purshe Kaplan Sterling Investments, Inc. for 12 years. Outside of advisory work, he operates a sole proprietorship focused on group insurance. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Vivian Phan is a financial advisor at Rockefeller Financial LLC with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Rockefeller Financial, she worked at Prudent Money Financial Services and Charles Schwab & Co., Inc. Her background also includes roles outside the financial industry and a period of full-time education. Rockefeller Financial LLC serves 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, operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

Jason Brown is a CFP® with 12 years of industry experience. He currently works at Farther and previously held positions at Fisher Investments, Fidelity, and Wells Fargo. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, utilizing proprietary model portfolios and algorithmic rebalancing with a mix of ETFs, mutual funds, individual equities, and fixed income.

Christian Schenkel is a financial advisor at Goldman Sachs Wealth Services based in Dallas, TX. He holds the Series 66 designation and has three years of industry experience. Prior to joining Goldman Sachs, he worked at eBay for one year. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm utilizes strategic and tactical allocation models and offers specialized programs such as Private Family Office services and Financial Wellness, leveraging resources across the Goldman Sachs ecosystem.

Kenneth Brown is a financial advisor with Commonwealth Financial Network in Dallas, TX, holding Series 63 and Series 66 licenses with 38 years of industry experience. He has been with Commonwealth since 2016. Brown is also a part owner and partner of Brown Ruth Advisors, LLC, an operating company for securities, advisory, and insurance services. 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 managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Carolyn Pike is a financial advisor at Money Concepts Capital Corp with one year of industry experience. She holds Series 63 and Series 65 credentials and has been associated with Money Concepts since 2013. Outside of her advisory role, she is a certified Rolfer practicing structural integration therapy and a professional violinist and music teacher. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary portfolio programs supported by third-party managers and technology platforms.

Mark French Jr. is a Series 66-licensed financial advisor at Rockefeller Financial LLC with five years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc, Bank of America, N.A., and Merrill. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients by providing discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and offers a consolidated investment platform that includes equities, fixed income, alternatives, and personalized managed account services.

Andrew Balettie is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 66 licenses with three years of industry experience. He has worked with Eagle Strategies and related entities since 2023 and serves as a board member of Wesleyan Christian Academy, a Christian pre-school. Additionally, he acts as an adjudicator for the Pride of Texas Music Festivals, supporting school band, choir, and orchestra programs. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisors. The firm emphasizes tailored advice delivered through multiple program types, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Mark Howard is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked with Eagle Strategies since 2022 and previously with Momentum Wealth Strategies and New York Life Insurance Company since 2013. Howard serves on several community and nonprofit boards, including the Dallas Business Club, Bishop Lynch High School, and the Catholic Foundation of Dallas. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis.

Nathan Hill is a CFP® with five years of industry experience, currently working at Cerity Partners LLC since 2024. His prior experience includes roles at Paladini Financial Management, Cain Watters & Associates, and Ernst & Young. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset-allocation and manager selection processes, with offerings across private markets and affiliated retirement plan consulting and insurance services.