Wayne Worthington is a financial advisor at Hightower Advisors with nine years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining Hightower in 2025, he worked at Smith Anglin Financial, LLC for six years and held positions at several other firms. 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’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a range of investment vehicles and portfolio construction strategies.

Julie Petty is a financial advisor with Oppenheimer in Dallas, TX, holding Series 63 and Series 66 credentials and having 20 years of industry experience. She has been with Oppenheimer since 2005. Outside of her advisory work, she operates a small home business creating custom gifts and personalized items, and also offers occasional dog sitting services. Oppenheimer serves a wide range of clients, including individuals, corporations, pension plans, and charitable organizations, offering both discretionary and non-discretionary advisory services. The firm manages equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation, and it maintains custody of client assets while operating both broker-dealer and advisory businesses.

Michael Cummins is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at The Ayco Company, L.P./Mercer Allied for 21 years before joining Goldman Sachs in 2021. Cummins serves as an advisory board member at Salt Lake Mattress & Manufacturing Company, providing general business guidance. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers within an integrated financial group structure.

Joshua Battaglia is a financial advisor at Mariner based in Dallas, TX. He holds a Series 65 designation and has recently begun his career in the industry. Prior to joining Mariner, he was a student for 11 years. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers customized investment management, financial planning, retirement plan consulting, and integrated tax and family office services, supported by an investment committee and specialized internal teams.

Aileen Dizon is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She also serves as a college consultant at the Heartland Institute of Financial Education and is a member of the National Association of Registered Social Security Analysts, where she occasionally conducts public workshops on Social Security. In addition to her advisory role, she works as a senior HR information system analyst at CHRISTUS Health. Transamerica Financial Advisors serves a diverse range of clients, including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary model portfolios and third-party money managers.

Byron Jimmerson is a financial advisor at Foundations Investment Advisors LLC with five years of industry experience. He holds a Series 66 designation and has worked at several firms, including NEXT Financial Group and Compass Retirement. Foundations Investment Advisors serves a broad client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies, offering financial planning, investment management, and related services through a large network of affiliated offices. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach.

Alexandra Grinaldi is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Citigroup in 2025, she worked at UBS Financial Services for four years and J.P. Morgan Securities for ten years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, integrating in-house research and complex market roles in its approach.

Oliver De Ferrari is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Dycom Industries, Lighthouse Partners, and multiple positions in education. Goldman Sachs Wealth Services serves a broad range of clients including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning, portfolio management, and specialized offerings such as Private Family Office and Executive Wealth programs, leveraging integrated resources from the broader Goldman Sachs organization.

Jackson Andres is a Series 66 licensed financial advisor with Goldman Sachs Wealth Services in Dallas, TX, where he has worked for seven years. He has a total of four years of industry experience, including prior work at the University of Mississippi. Goldman Sachs Wealth Services provides financial planning and portfolio management for a diverse client base, including individual investors, executives, corporate participants, and institutional clients. The firm offers tailored investment strategies supported by proprietary research and integrates capabilities across the broader Goldman Sachs platform.

Nathan Osuna is a financial advisor with Hightower Advisors in Dallas, TX, holding a Series 65 designation and one year of industry experience. Prior to joining Hightower in 2024, he served in the U.S. Army for ten years and worked at Texas Tech University for two years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting with an emphasis on manager selection and customized portfolio construction.

Farheen Ahmed is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. She has held roles at Goldman Sachs Ayco, TD Ameritrade, and various other positions before joining Citigroup in 2023. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad array of investment advisory programs and clearing and custody services. The firm utilizes a multi-asset, multi-manager approach with both discretionary and non-discretionary programs and operates with significant institutional scale and specialized market roles.

Todd Amacher is a CFP® with 12 years of industry experience, currently serving as an advisor at Corient in Dallas, TX. His career includes nearly two decades at Rgt Wealth Advisors, LLC, followed by roles at CIPW Service Company, LLC and Corient Services LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs advanced risk management tools and alternative investment options.

Kevin Curley II is a financial advisor with Commonwealth Financial Network in Dallas, TX, holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at UBS Financial Services and Global Wealth Advisors, LLC. He is the sole owner of Koele Capital LLC, a private entity involved in securities, advisory, and insurance business activities. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and customized investment solutions, while providing operations, trading, technology, compliance, and practice-management support to affiliated advisors.

Patrick Mc Govern is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at Stifel, Raymond James & Associates, Merrill, H&H Risk Partners, and Sewell Automotive Companies. Outside of his advisory role, Mc Govern is involved with Texas Gun Experience. 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, operating also as a registered broker-dealer with services including securities transactions, variable insurance products, and investment banking.

Aleena Ajani is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has previously been affiliated with the University of Texas at Austin and the Red McCombs School of Business. Goldman Sachs Wealth Services advises a diverse client base, including individuals, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models and manager selections supported by proprietary research and integrates capabilities from across the Goldman Sachs ecosystem.

Michael Peschel is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior work includes positions at Wells Fargo Advisors and Raymond James Financial Services. Outside of advising, he is a partner in MPM Interests, LLC, a holding company, and a passive investor in a trampoline park business. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm that serves individuals, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors managing over 13,000 clients.

Reed Bailey is a financial advisor at IEQ Capital, LLC in Dallas, TX, holding a Series 66 designation and bringing five years of industry experience. His prior roles include six years at Morgan Stanley Smith Barney LLC and positions at Wellmark Blue Cross Blue Shield, HDH Advisors, LLC, Tarbell & Co., PLC, and Drake University. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and non-profits. The firm’s investment approach combines centralized macroeconomic research with client-specific Investment Policy Statements and uses a mix of liquid strategies, independent managers, and private alternative investments.

Howell Florence is a financial advisor with Hightower Advisors in Dallas, TX. He holds Series 63 and Series 65 designations and has 22 years of industry experience. Prior to joining Hightower in 2022, he worked at Fisher Investments, USAA Investment Management Company, and USAA Financial Planning Services. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and custom portfolio construction.

Hollis Stuckert is a financial advisor at NewEdge Advisors with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Brennan Financial Services and FSC Securities Corporation. Outside of advising, he owns a home restoration business, Corporate Discounts LLC. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management and consulting services, utilizing multiple program structures and centralized due diligence to support clients and advisors.

Gary Wallace is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Eagle Strategies, Wallace worked at Cain Watters & Associates, LLC and Bland Garvey PC. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.