Kalie Goudy is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and 12 years of industry experience. She has been with Schwab Wealth Advisory since 2016 and affiliated with Charles Schwab since 2013. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses standard asset-allocation models and internal research tools to guide investment selections, with recommendations tailored to clients’ goals and risk tolerance.

Heather Brown is a financial advisor at Rockefeller Financial LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc for 10 years before joining Rockefeller Financial 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 uniquely as both an advisory firm and a registered broker-dealer that provides access to a broad range of investment solutions and alternative investment vehicles.

Julie Anderson is a financial advisor at Beacon Pointe Advisors, LLC with 16 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. for 12 years before joining Beacon Pointe in 2023. Beacon Pointe Advisors provides investment advisory and consulting services to a wide range of individual and institutional clients, utilizing a proprietary manager selection process and offering solutions such as discretionary wealth management, retirement plan consulting, and outsourced CIO services. The firm also sponsors proprietary investment vehicles and serves as an operating general partner for multiple private funds.

Wesley Wood is a financial advisor with Sanctuary Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Wood is also the owner of Wood Private Wealth Management LLC, where he provides financial planning and educational services to individuals and families without making investment recommendations. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering services such as portfolio management, financial planning, and retirement plan consulting through a large network of independent advisers. The firm employs various analytical approaches and offers discretionary and non-discretionary account management, with a platform that includes multiple affiliations and a fiduciary standard when agreements are in place.

John Hamlin 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, LLC and Columbia Capital, as well as work at the University of Virginia. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, and non-profit organizations. The firm’s investment process is based on centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios constructed from a mix of liquid strategies, third-party independent managers, and private alternative investments.

Andrew Sawyer is a CFP® with three years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning, he worked at Veterans United Home Loans and spent time in educational roles at the University of Missouri and Lafayette High School. Creative Planning is an enterprise firm managing approximately $217 billion in assets, providing investment advisory and financial planning services to a diverse client base including individuals, corporations, and retirement plans. The firm emphasizes a financial planning-led investment approach with a focus on low-cost indexing and offers a range of supplemental strategies alongside affiliated legal, trust, and recordkeeping services.

Timothy Parsley is a financial advisor with Hightower Advisors in Dallas, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Hightower in 2025, he worked at Chessman Wealth Strategies, CWM, LLC, and Edward Jones. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, charitable organizations, and corporations. The firm emphasizes multi-manager solutions and manager selection, offering a range of discretionary and non-discretionary portfolio management strategies through affiliated and third-party managers.

Henry Jackson is a Series 65-licensed financial advisor at Cerity Partners LLC with one year of industry experience. His prior roles include positions at Worldwide Express and CBI Insurance, as well as experience at Baylor University and Kentucky Country Day. Cerity Partners advises a diverse client base ranging from individuals and families to institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment framework focused on client-specific profiles, proprietary quantitative methods, and access to alternative and private market solutions.

Pedro Campos Mejorado is a CFP® with eight years of industry experience currently serving as a financial advisor at Schwab Wealth Advisory, Inc. Since 2021, he has held various roles within Charles Schwab-affiliated entities and previously worked at JP Morgan securities. Outside of his advisory work, he has also worked as a delivery driver for Uber. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses Charles Schwab’s asset-allocation models and internal research tools to guide investment selection, with a focus on client goals and risk tolerance.

Charles Garner is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, where he has worked since 2021. His prior experience includes roles at USAA Investment Management Company, USAA Financial Planning Services, Ameriprise, Wells Fargo Clearing, and Prudential Equity Group. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance focuses on asset allocation and investment selection using internal research tools and model portfolios, with client authorization required for all trades.

Kevin Mc Devitt is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Goldman Sachs Wealth Services in Dallas, TX. Prior to joining Goldman Sachs, he worked for Morningstar, Inc. for twelve years. 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 offers tailored investment strategies supported by proprietary research, alternative investment access, and integrated services across the broader Goldman Sachs network.

Matthew Sibley is a CFP® professional based in Dallas, TX, with 17 years of industry experience. He is currently with Corient and has previously worked at MPA Wealth, LLC, Raymond James Financial Services, and Northwestern Mutual Investment Services. 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 uses a goals-based, team investment approach integrating in-house strategies with third-party managers and risk management tools.

Alexander Ladage is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 25 years of industry experience. He previously worked at UBS Financial Services Inc. for 14 years and Merrill for 8 years. 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 while operating as a registered broker-dealer that provides securities transactions, variable insurance products, and investment banking services through a Private Advisor model and an integrated investment platform.

Curtis Woodard is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63, 65, and 66 licenses and possessing 12 years of industry experience. His previous roles include positions at Soltis Investment Advisors LLC, Kyriba, Thryv, Copart, Lamar National Bank, and TD Ameritrade. Woodard is also a passive investor in residential real estate with family and friends. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through its network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives and serves both individual and institutional investors, with a significant portion of its assets managed on a non-discretionary basis.

Daniel Foster is a CFP® and holds a Series 65 license, with 25 years of experience in the financial advisory industry. He has been with Creative Planning since 2009, based in Fort Worth, TX. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and comprehensive retirement plan services.

Andrew Sorenson is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and having 21 years of industry experience. He has worked at The AYCO Company, L.P./Mercer Allied since 2004. Goldman Sachs Wealth Services serves a wide range of clients, including individual investors, corporate participants, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates extensive resources across the Goldman Sachs network, utilizing strategic allocation models and proprietary analytics to tailor investment solutions.

Robert Ahearn is a CFP® professional with 22 years of experience in the financial industry. He has been with Eagle Strategies (NY Life) since 2017 and has held positions with NYLIFE Securities LLC and New York Life Insurance Company since 2016. Eagle Strategies serves a diverse range of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm provides tailored advice across multiple program types, including financial plans, fee-based advice, retirement plan consulting, and co-advisory relationships, with an emphasis on meeting client objectives and plan sponsor criteria.

George Sorto is a CFP® professional with nine years of experience in the financial industry. He is currently with Schwab Wealth Advisory and Charles Schwab, having previously worked at TD Ameritrade and Fidelity Brokerage Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm’s advice is based on standard asset-allocation models and internal research tools, with services tailored to clients’ goals and risk tolerance.

Dylan Jones is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including TD Ameritrade, Robinhood Financial, and Charles Schwab. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and selected Charles Schwab & Co.-referred clients. The firm’s guidance utilizes Schwab’s asset-allocation models and internal research, offering tailored recommendations on a variety of investment options while requiring client authorization for trades.

Brian Sayers is a financial advisor with Oppenheimer based in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2003 and previously spent six years at CIBC World Markets Corp. Sayers also serves as trustee of the Brian D Sayers Trust. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs, offering a broad range of investment and retirement services. The firm provides both discretionary and non-discretionary advisory services across equity, balanced, and fixed-income portfolios and is notable for maintaining custody of client assets while operating its broker-dealer and advisory businesses.