Jared Vachon is a financial advisor at Equity Services, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Commonwealth Financial Network and Home Loan Investment Bank. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently using third-party asset managers and model portfolios, blending long-term strategies with options for shorter-term trading and specialized instruments.

Bradley Epstein is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has worked at Epstein & Kolacz Wealth Management for 20 years and has roles in related tax and accounting businesses, including Epstein & Company PC and EB Tax Advisors PLLC. Epstein is also involved in providing consulting services through BRAD EPSTEIN CPA PLLC. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement services, utilizing a combination of in-house and third-party investment models delivered through multiple platforms.

John Whaley is a Series 65 licensed financial advisor at Hightower Advisors with three years of industry experience. He has worked at several firms, including Cerity Partners LLC, Investec Wealth Management, and Pierce Capital Management. Hightower Advisors provides investment advisory and planning services to a broad mix of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to pooled vehicles and private funds. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research.

Tamaris Conkleton is a financial advisor at Kestra Advisory with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including NextEra Energy, RegEd, Grove Point Advisors, and H. Beck. Outside the financial sector, she was involved with Perfume & Heels between 2018 and 2019. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and manages multiple platforms, serving clients from large institutional investors to sovereign wealth funds.

Susan Monaghan is a financial advisor with Hightower Advisors who holds Series 65 and Series 63 licenses and has 10 years of industry experience. Prior to joining Hightower in 2024, she worked at The Vanguard Group, Personal Capital Advisors Corporation, Mercer Global Advisors, and Act Wealth Management. Hightower Advisors serves a diverse range of individual and institutional clients, providing investment advisory and planning services through a network of Advisor Practices. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and a variety of investment vehicles.

Victoria Staudinger is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. She holds Series 63 and Series 66 licenses and has 20 years of industry experience. She has worked with Eagle Strategies and affiliated New York Life entities since 2012 and operates under the DBA Maven Financial for brokering insurance products. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Clinton Warren is a financial advisor with Citigroup Global Markets in Dallas, TX, holding a Series 66 designation and 19 years of industry experience. Prior to joining Citigroup in 2025, he worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC for a combined 14 years. He serves on the investment and audit committees of the Dallas Museum of Art and is a board member of the HP Girls Lacrosse Club. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including in-house research and derivatives services.

Charles Fielder is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX. He holds a Series 66 designation and has recently begun his career in the industry, joining Goldman Sachs in 2026 after prior roles at Hilltop Securities, Morgan Stanley, and other positions including full-time education. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm’s advisory teams utilize strategic allocation models, manager selections, and a range of implementation platforms, supported by integrated resources across the Goldman Sachs ecosystem.

Wade Chessman is a CFP® with 21 years of industry experience, currently serving as an advisor at CWM, LLC since 2019. Prior to joining CWM, he operated Chessman Wealth Strategies for 15 years. He is also involved in recommending clients for healthcare sharing ministry programs and Medicare supplemental insurance referrals. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs a discretionary investment management approach that integrates in-house committees, third-party sub-advisors, and customization tools, with a particular emphasis on retirement plan fiduciary services and institutional client solutions.

Nelson Wood is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has been affiliated with New York Life and Nylife Securities since 2004 and operates the Wood Legacy Group, LLC, through which he brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types emphasizing tailored recommendations and manages a majority of its assets on a non-discretionary basis.

Matthew Mc Cann is a financial advisor at Goldman Sachs Wealth Services based in Dallas, TX, with eight years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and Morgan Stanley in various roles. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm employs strategic and tactical allocation models and offers access to a wide range of investment solutions through its integrated platform and affiliated entities.

Christopher Rachfal is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He is currently with Corient in Dallas, TX, where he has worked since 2022. His prior experience includes roles at RGT Wealth Advisors and Hirtle Callaghan & Co. LLC. Corient provides investment advisory and financial planning services to a broad 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 strategies with third-party manager solutions and focuses on continuous portfolio monitoring and risk management.

Hiren Patel is a financial advisor at Oppenheimer with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2021, following roles at Bank of America and Merrill. Outside of his advisory role, he is involved as an owner of a cryptocurrency mining venture. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and various investment vehicles to meet client objectives, with a distinctive approach that includes both discretionary and non-discretionary management programs.

Michelle Holaren is a financial advisor at Beacon Pointe Advisors, LLC in Dallas, TX, holding a Series 65 credential. She has experience across several roles within Wells Fargo and joined Beacon Pointe Advisors in 2022. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach and offers a range of services from wealth management to outsourced CIO solutions.

Steven Lauterbach II is a financial advisor at Oppenheimer with eight years of industry experience. He has been with Oppenheimer since 2017 and previously worked at the University of Texas from 2015 to 2017. He holds the Series 66 designation. Oppenheimer serves a wide range of clients, including individuals, corporations, pension plans, charitable organizations, and retirement plan fiduciaries. The firm provides advisory and brokerage services such as discretionary and non-discretionary investment management, financial planning, and private-fund management, using strategic asset allocation and a variety of investment vehicles to meet client objectives.

Michael Meadows is a financial advisor at Beacon Pointe Advisors, LLC with seven years of industry experience. He holds a Series 65 credential and has worked at Beacon Pointe Advisors since 2020. Prior to that, he was with Westwood Trust for five years. Meadows is also the President and CEO of Meadows Family Consulting Group, LLC, a consulting practice advising public charities on topics including fund-raising and governance, and serves as Vice President (independent contractor) for Foundation Management Inc., consulting with private foundations and non-profits. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach, utilizing a proprietary “Focus List” of independent managers and offers discretionary wealth management, retirement plan consulting, outsourced CIO solutions, and other fiduciary services.

Robert Franklin is a financial advisor at Equity Services, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Kestra Advisory and Essential Edge Compliance Consulting. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, utilizing third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Justin Leeson is a financial advisor with Hightower Advisors in Dallas, TX, holding Series 66 and Series 63 licenses and 23 years of industry experience. Prior to joining Hightower in 2020, he worked at Frontier Investment Management Co and Scottrade, Inc. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and consulting services.

Lauren Turbitt is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. She holds a Series 66 designation and has worked previously at Rock & Co LLC, Bank of America, N.A., and Merrill. Outside of her advisory work, she assists with bookkeeping for her family’s auto care business on a limited basis. 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 as both a registered investment adviser and broker-dealer with capabilities that include securities transactions, variable insurance products, placement, and investment banking services through an integrated investment platform.

Gerald Mattingly is a financial advisor at Fifth Third Securities, Inc. in Dallas, TX, holding Series 63, 65, and 66 licenses with 28 years of industry experience. His prior roles include positions at Frost Brokerage Services, PNC Investments, and BBVA-affiliated firms over the past decade. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers on the Passageway Managed Account platform, with an emphasis on customized risk profiles and a range of investment strategies.