Joshua Phillips is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Eagle Strategies, he worked at Enterprise Mobility for nine years. Outside of his advisory role, Phillips owns and operates Fire Pit and Chill, an internet retail store specializing in outdoor living items. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated representatives. The firm delivers customized advice and solutions across multiple programs, with a large portion of assets managed on a non-discretionary basis.

Austin Mitchell is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Corient in Dallas, TX. His prior experience includes roles at Raymond James Financial Services and Northwestern Mutual, where he worked for over 15 years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses advanced risk management tools to align portfolios with client objectives.

Christopher Wolf is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. He holds the Series 66 designation and previously worked for Merrill from 2005 to 2020 before joining Rockefeller Financial and Rock & Co LLC in 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 provides portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, and it uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Ryan Barcena is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding a Series 66 credential and bringing 15 years of industry experience. His career includes roles at Bank of America and Merrill Lynch from 2011 to 2019, followed by his current tenure at Rockefeller Financial since 2019. Outside of advising, he is involved as an investor in family-held and private real estate ventures. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm provides portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform offering discretionary and non-discretionary solutions, along with brokerage and placement services.

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 based in Dallas, TX. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Martinez has worked with multiple Steward Partners entities since 2021 and has prior experience at Raymond James Financial Services, Prospera Financial Services, Cobra Trading, and Lincoln Financial Advisors. He serves on the advisory board of Reparto Familiar S.A. de C.V., a family-owned real estate business in Honduras. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering comprehensive investment advisory, financial planning, and managed account programs.

Megan Miles is a financial advisor at Rockefeller Capital Management with 15 years of industry experience. She holds a Series 66 designation and has worked at Merrill and Rockefeller Financial LLC prior to her current role. Megan is based in Dallas, TX. Rockefeller Capital Management is an enterprise firm with 157 advisors, offering wealth management services.

Wayne Mc Cullough is a CFP® with 26 years of experience in the financial services industry. He is currently with Beacon Pointe Advisors, LLC and has held roles at Innovation Partners LLC and Benchmark Private Wealth Management. Outside of advisory work, he has been involved with Crossfit Katy Trail. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base including individuals, institutions, and retirement plans. The firm employs a manager-focused approach using proprietary due diligence and third-party platforms, and sponsors proprietary investment vehicles as well as private funds.

Robert Gecker is a financial advisor at Allworth Financial, L.P. with 29 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Retirement Advisors of America from 2008 to 2020. Gecker has been with Allworth Financial since 2020. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using various strategies, employs third-party sub-advisers, and manages both discretionary and non-discretionary engagements, with specialized services including an Airline division and management of privately offered funds.

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.

Kelly Knight is a financial advisor at Citigroup Global Markets with 20 years of industry experience and holds a Series 66 designation. Prior to joining Citigroup in 2022, Knight worked at First Command Financial Services, Inc, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, providing a broad range of advisory programs and execution services.

Darios Powers II is a financial advisor at Rockefeller Financial LLC with a Series 66 credential. He has been with Rockefeller Financial since 2025 and previously worked at Morgan Stanley in 2022. Outside of finance, he has been involved with Jo's Famous Pizza since 2021. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing a range of investment and placement services.

Grantham Akerly is a CFP® with six years of industry experience currently advising at Allworth Financial, L.P. He previously worked at Ausdal Financial Partners and CFO4Life, and has held roles at EY and Baylor University. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios using a mix of model strategies and employs technology to manage held-away employer retirement accounts without client login information.

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 with Rockefeller Financial LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at Merrill and Bank of America, N.A. before joining Rockefeller Capital Management 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

William Bowling is a CFP® professional with 24 years of experience in the financial services industry. He currently works at Hightower Advisors and previously held roles at THE Vanguard Group, Charles Schwab, and USAA, among others. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a focus on discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

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.