Christopher Wolf is a financial advisor at Rockefeller Financial LLC based in Dallas, TX, with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill from 2005 to 2020. He has been with Rockefeller Financial LLC and Rock & Co LLC since 2020. 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 combines a Private Advisor model with a consolidated investment platform offering discretionary, non-discretionary, and model-delivery solutions across various asset classes, and operates as a registered broker-dealer providing a broad range of investment and financial services.

Ryan Barcena is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Rockefeller Capital Management, Bank of America, and Merrill. Outside of his advisory role, he is involved as an investor in several family and partner-run real estate ventures. 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, financial planning, and consulting services within a Private Advisor model, alongside broker-dealer capabilities and access to alternative investment vehicles.

Charles Mccahill is a financial advisor with Citigroup Global Markets in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at JP Morgan Chase Bank and JP Morgan Securities, and he is a partial owner of Short and Sweet Nutrition LLC, a company that provides custom nutrition advice. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional scale with in-house research, derivatives capabilities, and bespoke discretionary solutions.

Roberto Martinez is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and over 27 years of industry experience. His prior roles include positions at Raymond James Financial Services, Prospera Financial Services, Lincoln Financial Advisors, and Morgan Stanley. Martinez serves as a board member of Reparto Familiar S.A. de C.V., a family-owned real estate business in Honduras. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management solutions.

Megan Miles is a financial advisor at Rockefeller Financial LLC in Dallas, TX, holding a Series 66 designation and bringing 15 years of industry experience. She has worked with Merrill from 2007 to 2019 before joining Rockefeller Financial LLC in 2019 and continuing with Rockefeller Capital Management from 2024 onward. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations, offering portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform.

Wayne Mc Cullough is a CFP® with 27 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2022. His prior roles include positions at Benchmark Private Wealth Management, Deutsche Bank Securities Inc., and A. G. Edwards & Sons, Inc. He is also an agent at Beacon Pointe Insurance Services, LLC, where he sells life, health, and accident insurance products. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual, corporate, pension, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Robert Gecker is a financial advisor at Allworth Financial, L.P. in Addison, TX, holding Series 63 and Series 65 credentials with 29 years of industry experience. His prior work includes over a decade with Retirement Advisors of America and its affiliated entities. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm employs a combination of quantitative and qualitative analysis through an Investment Committee to provide customized portfolio allocations and offers various model strategies and specialist portfolios.

Kevin Motley is a financial advisor at Valic Financial Advisors with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, Comerica Securities, Bank of America, and Merrill. In addition to his advisory role, he is appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Darios Powers II is a financial advisor at Rockefeller Financial LLC based in Dallas, TX, holding a Series 66 designation. He has experience working at Morgan Stanley and has been with Rockefeller Financial since 2025. Outside of his financial career, he has been involved with Jo's Famous Pizza since 2021. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting. The firm operates a broker-dealer and provides a consolidated investment platform with discretionary and non-discretionary solutions across multiple asset classes.

Grantham Akerly is a CFP® professional with six years of industry experience, currently affiliated with Allworth Financial, L.P. He previously worked at Ausdal Financial Partners and CFO4Life, and has experience dating back to EY and Baylor University. Allworth Financial serves individual and high-net-worth clients as well as institutional investors, offering financial planning, portfolio management, and retirement plan consulting. The firm integrates quantitative and qualitative analysis to create customized investment strategies and provides educational resources such as newsletters and seminars.

Katherine Robertson is a Series 66-credentialed advisor at Corient with 23 years of industry experience. She previously worked at Smith, Frank & Partners and Kestra Advisory, with a longstanding connection to Kestra Investment Services, LLC. Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach with continual portfolio monitoring and risk management tools. The firm offers specialized services through affiliates, including private fund capabilities and corporate trustee services.

Scot Jackson is a CFP® professional with 14 years of industry experience, currently serving at Hightower Advisors since 2020. Prior to joining Hightower, he worked five years at Frontier Investment Management Co. He is also a 50% owner of Barefeet Photography and Design LLC, a family-owned business in Richardson, Texas, and serves as the Track and Field Commissioner for the Home School Athletic Association. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a range of portfolio strategies.

James Maher is a financial advisor at Hightower Advisors in Dallas, TX, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at Calamos Wealth Management, Mai Capital Management, Fisher Investments, Ameriprise Financial Services, and Edward Jones. He also served in the United States Air Force Reserve for 21 years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering multi-manager solutions and a combination of discretionary and non-discretionary portfolio management. The firm’s approach includes the use of proprietary research and a variety of investment vehicles, serving both domestic and international clients with an emphasis on manager selection and customized portfolio construction.

John Bazan is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America, N.A. and Merrill. Bazan is based in Dallas, TX. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and also operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

William Bowling is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2025. His prior experience includes roles at THE Vanguard Group, Charles Schwab, USAA, and Ameriprise. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

David Catron is a CFA® charterholder and Series 66 registrant with 18 years of industry experience. He is currently an advisor at Hightower Advisors, where he has worked since 2020. Prior to joining Hightower, he held roles at Frontier Investment Management Co and USAA Financial Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes a multi-manager approach with manager selection, utilizing both affiliated and third-party managers, and offers a range of portfolio management and consulting services.

Trevor Dinh is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation and four years of industry experience. His career includes roles at Goldman Sachs Ayco Personal Financial Management and Wells Fargo. Goldman Sachs Wealth Services advises a diverse client base ranging from non‑high-net-worth individuals to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm employs strategic and tactical allocation models, manager selections, and a range of platforms and fee arrangements, leveraging proprietary analytics and integration across Goldman Sachs affiliates.

Jason Abbamonte is a CFP® professional with 16 years of experience in the financial services industry. He is currently with PNC Wealth Management and has previously worked at Charles Schwab and other firms. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account for employees that relies on algorithmic risk assessment and uses mutual funds and ETFs with annual rebalancing.

Jesse Hill is a financial advisor with GWN Securities Inc. in Mesquite, TX, holding a Series 66 credential and five years of industry experience. Prior to joining GWN Securities in 2020, he worked at Axcent Networks and held academic positions at Tarleton State University and Florida Atlantic University. Hill also engages in life insurance sales and financial services through a separate business activity. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, with a distinctive history of incorporating market-timing and momentum-based strategies within its program suite.

Allison Patella is a CFP® with nine years of industry experience, currently serving as a financial advisor at Hightower Advisors. She has worked at Hightower since 2023 and previously spent seven years with Dimensional Fund Advisors. Outside of her advisory role, she was involved with the Lone Star Field Hockey Club for two years. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s advisory approach focuses on manager selection and multi-manager strategies, utilizing both affiliated and third-party managers across various investment vehicles.