Patrick Mc Govern is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at Stifel, Raymond James & Associates, Merrill, H&H Risk Partners, and Sewell Automotive Companies. Outside of his advisory role, Mc Govern is involved with Texas Gun Experience. 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, operating also as a registered broker-dealer with services including securities transactions, variable insurance products, and investment banking.

Howell Florence is a financial advisor with Hightower Advisors in Dallas, TX. He holds Series 63 and Series 65 designations and has 22 years of industry experience. Prior to joining Hightower in 2022, he worked at Fisher Investments, USAA Investment Management Company, and USAA Financial Planning Services. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and custom portfolio construction.

Christopher Patton is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 65 and Series 63 designations and 16 years of industry experience. His prior work experience includes roles at Charles Schwab & Co., Inc., USAA, and Sullivan Financial Partners. Outside of advising, he has been involved with AdvoCare, a sports nutrition company, since 2011. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and other entities, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory services including model-based and customized portfolio management under a fiduciary standard.

Gary Wallace is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 65 licenses. He has two years of industry experience, including prior roles at Cain Watters & Associates, LLC and Bland Garvey PC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement plan advisory services through a broad network of affiliated advisers. The firm emphasizes tailored recommendations across various program types and manages a significant portion of its assets on a non-discretionary basis.

Michael West is a financial advisor at Rockefeller Financial LLC in Dallas, TX, holding Series 66 and Series 63 licenses with 10 years of industry experience. His prior experience includes roles at Merrill, Bank of America, and Fidelity. Outside of his advisory work, he is a part owner of a real estate LLC based in Houston. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers a range of portfolio management and financial planning services within a Private Advisor model, combining discretionary and non-discretionary solutions across multiple asset classes and also operates as a registered broker-dealer.

Alexandria Reyes is a financial advisor with Schwab Wealth Advisory and holds a Series 66 credential. She has six years of industry experience, including roles at Charles Schwab & Co., J.P. Morgan Securities, Merrill, and Bank of America. Reyes's background also includes work at Texas Women's University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its advisory services.

Manuel Cruz is a Certified Financial Planner® with five years of industry experience. He is currently with Schwab Wealth Advisory and Charles Schwab, where he has worked since 2022. Prior to that, he held roles at Raymond James & Associates, Deloitte LLP, American National Bank, and served six years in the U.S. Air Force. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations. The firm uses Charles Schwab’s asset allocation models and research tools, delivering advice while leaving final trading decisions to clients.

Melissa Trask is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 66 and Series 63 designations and 10 years of industry experience. She has worked with TIAA and its related entities since 2018 and was previously employed at TD Ameritrade from 2016 to 2018. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides model-based and customized portfolio management within a vertically integrated group that also advises a donor-advised fund.

Brent Anderson is a CFA® charterholder based in Dallas, TX, with 11 years of industry experience. He currently works at Corient and has previously been with RGT Wealth Advisors. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and incorporates various risk management tools and alternative investment options.

Shannon Miller is a financial advisor with Cresset Asset Management, LLC, holding Series 63, 66, and 65 licenses and two years of industry experience. Prior to joining Cresset, Miller worked at CH Investment Partners for five years and Crow Holdings Capital - Investment Partners for five years. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles through wealth management, portfolio management, retirement consulting, family office services, and private fund advisory.

Kamaljit Kaushal is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. His career includes positions at New York Life Insurance Company, Eagle Strategies, and Principal Securities Incorporated. Kaushal serves as a board member and immediate past president of the India Association of North Texas, an organization dedicated to preserving Asian Indian arts and culture. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third-party money managers through direct advisory programs and referral arrangements.

Kurt Miscinski is a financial advisor with Cerity Partners LLC in Southlake, TX, holding Series 63 and Series 65 registrations and bringing 16 years of industry experience. He has been with HPM Partners LLC since 2010. Cerity Partners provides customized wealth management services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and proprietary quantitative screening in its investment approach, alongside offering specialized services such as retirement plan consulting and access to alternative and private-market investments.

David Smith is a financial advisor at Rockefeller Financial LLC with 36 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Rockefeller Financial in 2025, he worked for UBS Financial Services for ten years. Outside of his advisory role, he operates a small farming business focused on goats and fish. 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 and financial planning services and operates as a registered broker-dealer, providing an integrated platform with discretionary and non-discretionary investment solutions.

Wallace Eason is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Schwab, he spent 30 years at State Farm Insurance. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning discussions, and investment recommendations using Schwab’s proprietary research tools and standard asset allocation models.

Daniel Saur is a financial advisor with Beacon Pointe Advisors, LLC in Plano, TX, holding a Series 63 designation and bringing 31 years of industry experience. His prior roles include leadership at Kalos Capital, Inc. and founding D.R. Saur Financial, Inc. He is also a licensed insurance agent involved in life, disability, and long-term care insurance sales. 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 proprietary due diligence and a mix of active and passive strategies, and is notable for sponsoring proprietary investment vehicles and serving as an operating general partner for private funds.

Armando Torres is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and commercial arrangements.

Claudia Brown is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 licenses. She has 31 years of industry experience, including previous roles at Guided Path Financial and Lewis Brown. Her outside activities include serving as a notary public. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm offers a broad platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody services.

Callum Harris is a financial advisor at Allworth Financial, L.P. with seven years of industry experience. He holds a Series 65 designation and has worked previously at Lido Advisors, LLC, Goldman Sachs PFM, and United Capital Financial Advisers, LLC. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm utilizes a range of model portfolio strategies, incorporates third-party sub-advisers, and uses proprietary technology to manage held-away retirement accounts, with a notable focus on airline industry employees and private real estate and credit investments.

Corey Durden is a financial advisor at TIAA-CREF with three years of industry experience. He holds a Series 66 designation and has prior experience at Ernst & Young Investment Advisers LLP and Wayfair. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing TIAA-administered employer retirement plan relationships. The firm operates a fiduciary advisory model that distinguishes between one-time planning services and ongoing portfolio management through model portfolios or customized solutions.

Jessica Ems is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. She holds the Series 66 designation and has previously worked at Stifel Nicolaus and Wells Fargo Clearing. 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, and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking services.