Lisa Emmons is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at VOYA Financial Advisors, Inc. since 2014. In addition to her advisory role, she operates as an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individual investors, institutional clients, and retirement plan sponsors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm delivers advice through various program structures, emphasizing non-discretionary recommendations and maintaining its dual registration as both an SEC-registered investment adviser and broker-dealer.

Donald Goodwin is a financial advisor with Primerica Advisors in Rockwall, TX, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual in various roles. Outside of finance, he owns DG23 Fitness, a personal training business, and is a candidate for the McLendon Chisholm City Council. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, with a range of proprietary and third-party investment programs and account-level services.

Rashi Poddar is a CFP® and CFA® with eight years of industry experience, currently serving as an advisor at Creative Planning since 2023. Prior to this, she worked at Nylife Securities LLC and New York Life Insurance Company from 2017 to 2023. Outside of financial advising, she is a board member of the Frisco Gifted Association and the CFA Society of Dallas/Fort Worth, and is involved in several nonprofit and entrepreneurial ventures including software consulting and franchise partnerships. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach with an emphasis on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Noah Van Nest is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and one year of industry experience. His prior roles include positions at BlueStem Wealth Partners and Interlachen Country Club. He has a background in education, with experience at Southern Methodist University, Southwest Christian High School, and Southview Middle School. Goldman Sachs Wealth Services advises a diverse client base, including individual investors and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm’s advisory teams customize strategies using proprietary analytical tools and leverage the broader Goldman Sachs ecosystem to provide comprehensive investment solutions.

Kylie Stevens is a Series 65-licensed financial advisor with Hightower Advisors, based in Dallas, TX. She has three years of industry experience, previously working at Dearborn and Creggs and H-E-B. Hightower Advisors offers 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 provides various portfolio management and financial planning services with an emphasis on manager selection and access to proprietary research.

Aashka Dasgupta is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation. She joined Goldman Sachs in 2024 and has prior experience at The Stack, Emergent Method/Deloitte, and Texas A&M Health Science Center. Dasgupta is based in Dallas, TX, and is a recent graduate of Texas A&M. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual and high-net-worth clients, as well as corporate, charitable, and institutional participants. The firm utilizes centralized investment resources and offers tailored services including Executive Wealth and Private Family Office support, operating within a large integrated financial group with diverse capabilities.

Jonathan Johnson is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been associated with Eagle Strategies since 2007 and operates Johnson Financial Strategies, LLC. Outside of his financial advisory work, he is an officer supporting the East Texas triathlon community and is involved in recording and sound mixing of church services. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers tailored advice across various program types and manages a significant portion of its assets on a non-discretionary basis, working with diverse client segments including retirement investors and institutional plan sponsors.

Alyssa Benton is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Her prior work includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Grant Thornton. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a broad range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored wealth management solutions supported by a large integrated financial group.

Jackson Lowe is a CFP® professional based in Dallas, TX, with three years of industry experience. He has been with Hightower Advisors since 2021, following prior roles at Highgate Hotels and PricewaterhouseCoopers. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct diversified portfolios.

Grace Upshaw is a financial advisor at Rockefeller Financial LLC with three years of industry experience. She holds the Series 66 designation and previously worked at Neuberger Berman and Fidelity Investments. 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 a range of portfolio management and financial planning services, operating with a Private Advisor model and a consolidated investment platform that provides discretionary, non-discretionary, and model-delivery solutions across multiple asset classes.

Michael Fuscardo is a financial advisor at PNC Wealth Management in Dallas, TX, holding a Series 66 designation with three years of industry experience. He has held positions at several firms, including Charles Schwab Bank and Thrivent Financial. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithmic risk assessment and delegated portfolio implementation with mutual funds and ETFs.

Charles Davis is a financial advisor at Citigroup Global Markets with 42 years of industry experience. He has been with Citigroup Global Markets since 2010 and holds the Series 63 designation. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, broker-dealer execution, custody services, and derivatives and futures services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles and arrangements.

Roberto Montiel is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at Citigroup since 2019 and previously held roles at JPMorgan Securities LLC and JPMorgan Chase Bank from 2014 to 2019. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and combines large institutional scale with unique market roles, including derivatives and futures services.

Daniel Solis is a financial advisor with PNC Wealth Management in Denton, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones, Citigroup, Citizens Securities Inc., and Deborah Wolfgram State Farm. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account that uses algorithm-driven risk assessments and managed strategies with mutual funds and ETFs.

Christopher Messick is a CFP® with 32 years of industry experience, currently serving at Corient since 2025. Prior to joining Corient, he worked at firms including Northwestern Mutual Investment Management for 26 years and various entities under the Messick Peacock name. He is a board member of the Jesuit Foundation and the Ursuline Foundation, assisting with investment management decisions. Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team approach that integrates in-house strategies with third-party manager solutions. The firm offers specialized services through affiliates and emphasizes continuous portfolio monitoring and risk management.

Michael Shelley is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley in various roles from 2010 to 2022. Outside of his advisory role, he is the sole proprietor of S Investments, LLC, which focuses on personal investments in oil, gas, and real estate opportunities. 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 and non-discretionary portfolio management, financial planning, brokerage services, and alternative investment placements.

Kirrupan Theivakumar is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds a Series 66 designation and has eight years of experience at New York Life. Before his advisory role, he worked at Rutgers Law School for three years. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement plan advisory services through a large network of affiliated investment adviser representatives. The firm offers a variety of program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Brian Neal is a financial advisor with Equity Services, Inc. holding Series 63 and Series 66 licenses and has 10 years of industry experience. His prior roles include positions at National Life Group, Charles Schwab, TD Ameritrade, and Scottrade. Outside of his advisory work, Neal provides independent strengths-based coaching focused on personal development and leadership skills. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms, often utilizing third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.

Mason Gillan is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Goldman Sachs in 2021, he served in the United States Navy from 2013 to 2020. Gillan also has an academic affiliation with Southern Methodist University since 2020. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a mix of discretionary and non-discretionary managers, providing tailored services such as executive and personal wealth management, private family office support, and retirement plan education.

Michael Randazzo is a financial advisor with SPC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Sigma Planning Corporation and Sigma Financial Corporation since 2008. Outside of his advisory role, he operates Randazzo Financial Group as an independent licensed insurance agent, providing financial services and insurance products. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers.