Carl Wagner is a financial advisor at Corient with a Series 65 designation and four years of industry experience. Prior to joining Corient, he worked at Lincoln Property Company for 16 years. Carl is based in Dallas, TX. 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 utilizes a goals-based, team investment approach combining in-house strategies and third-party managers, with ongoing portfolio monitoring and risk management.

Cristian Barbalena is a financial advisor at Empower Advisory Group with a Series 66 designation and four years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, as well as Bank of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients, using an integrated model linked to Empower’s recordkeeping and administrative platforms.

Brian Sears is a financial advisor at MAI Capital Management, LLC with Series 63 and Series 65 licenses and 30 years of industry experience. His prior work includes roles at Service Academy Capital Management, Barclays Capital, Neuberger Berman, Lehman Brothers, and Merrill. He is a founding partner, chairman, and CEO of Service Academy Capital Management and holds a minority stake in an online music retailer. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of customized portfolio strategies implemented through in-house managers, sub-advisers, and other vehicles, with reported assets under management of $72.3 billion as of May 2026.

Ian Mcgurran is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America. He holds a Series 66 designation and has five years of industry experience. Ian has been with Park Avenue Securities since 2019 and has over a decade of tenure with Guardian Life. Park Avenue Securities provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and discretionary management solutions supported by proprietary and third-party platforms.

Marshall Simmons is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. He has previously worked at Cambridge Investment Research Advisors Inc. and Prosper Mullins Private Wealth Management. Outside of finance, his background includes roles in education and nonprofit organizations. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services supported by both proprietary and third-party portfolio management solutions.

Victor Gonzalez is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and four years of industry experience. He has previously worked at Wells Fargo Clearing, Wells Fargo Bank, and Best Buy. Outside of his advisory role, he works part-time providing transportation services for Uber Technologies. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers customized financial planning and portfolio management, leveraging strategic allocation models and a range of fee structures, supported by integrated resources from the broader Goldman Sachs organization.

Kevin Benesh II is a CFA® charterholder with nine years of industry experience. He currently works at Cresset Asset Management, LLC, where he has been since 2026. Prior to joining Cresset, he spent nine years at JP Morgan Chase Bank. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets and serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, manager selection, and both active and passive implementation across public equities, fixed income, and alternatives, utilizing tools such as artificial intelligence and machine-learning for research and analysis.

Lisa Emmons is a Certified Financial Planner (CFP®) with 21 years of industry experience. She has been with VOYA Financial Advisors, Inc. since 2014 and previously worked at Voya Financial Partners, LLC from 2007 to 2011. In addition to her advisory role, she is an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliated with Voya Financial, offering financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, and charitable organizations. The firm combines in-house and external strategists, model portfolios, and technology tools to support mostly non-discretionary client relationships managed by a large network of advisors.

Donald Goodwin is a financial advisor at Guardian Life with Series 63 and Series 65 credentials and three years of industry experience. Prior to his current role, he worked at Northwestern Mutual Wealth Management Company and its affiliates. Outside of financial advising, he owns DG23 Fitness, a personal training business, and is a candidate for the McLendon Chisholm City Council. Guardian Life, through its subsidiary Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions including discretionary management, model-based strategies, and access to insurance and alternative investment products.

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 in Dallas, TX. She holds the Series 66 designation and has one year of industry experience. Her prior roles include positions at The Stack, Emergent Method/Deloitte, and Texas A&M Health Science Center. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, supported by proprietary analytics and a broad integration within the Goldman Sachs ecosystem.

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.