Brent Norniella is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following seven years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support, and operates as part of a large integrated financial group with unique cross-affiliate capabilities.

Steven Szeligowski is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. He holds a Series 66 credential and previously worked at Bank of America and Merrill. 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, financial planning, and consulting services, operating uniquely as both a registered investment adviser and broker-dealer with capabilities in placement and investment banking.

Stephen Taylor is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services in Irving, TX, bringing four years of industry experience. He has been with Goldman Sachs since 2019. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, corporate and plan sponsors, and institutional clients, providing tailored financial planning and portfolio management. The firm integrates strategic allocation models and proprietary research with a range of service offerings, leveraging the broader Goldman Sachs ecosystem.

Monty Alspaugh is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Eagle Strategies since 2005 and associated with New York Life and Nylife Securities since 2001. Outside of his advisory role, he owns The Airfield Financial Group, LLC, an investment-related business. Eagle Strategies serves a diverse clientele including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and primarily manages assets on a non-discretionary basis.

Clayton Evans is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. based in Dallas, TX. His career includes roles at Quest Capital Management, Raymond James Financial Services, and Fidelity Investments. Mercer Global Advisors serves individuals, families, and various institutions by providing comprehensive investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and utilizes a range of strategies including low-cost ETFs, index funds, and separate account managers.

Paulina Schwarzbeck is a financial advisor at Rockefeller Financial LLC with five years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2020 to 2025. Outside of finance, she has experience in retail and education sectors. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations, offering portfolio management, financial planning, and consulting services. The firm operates under a Private Advisor model and provides a consolidated investment platform with access to discretionary and non-discretionary solutions across various asset classes.

Matthew Parkman is a financial advisor with Eagle Strategies (NY Life) in Dallas, TX, holding Series 65 and Series 63 licenses. He has one year of industry experience and has worked with Eagle Strategies, NYLife Securities LLC, and New York Life Insurance since 2025. Outside of finance, he is involved with Pax Pest Control. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides multiple program types tailored to client and plan sponsor objectives, with a majority of its assets managed on a non-discretionary basis.

Gregery Odell is a financial advisor at Principal Financial Services with the designations ChFC® and Series 63, and 35 years of industry experience. His prior experience includes roles at New York Life Insurance Co., Guardian Life Insurance Company, and The Prudential Insurance Company of America. He serves as Vice Chair for the Lone Star Chapter of the Precision Metalforming Association, supporting membership growth and board activities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple advisory and promoter arrangements.

Andrew Rosen is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2025. His prior roles include positions at Pegasus Real Estate Advisory LLC, Redstone Capital LLC, Sea Pine Technologies, and Redstone Ventures LLC. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, utilizing proprietary analytics and integrated resources across the Goldman Sachs ecosystem to tailor investment solutions.

Christopher Bowman is a CFP® with 19 years of industry experience. He has worked at Rockefeller Financial LLC since 2020 and previously spent 12 years at UBS Financial Services Inc. Outside of his advisory role, he is a general partner of Bridge Warriors LLC, an entity created to purchase raw land for family use. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, and institutional clients, offering portfolio management, financial planning, and brokerage services. The firm operates a Private Advisor model with a consolidated investment platform providing discretionary and non-discretionary solutions across various asset classes.

Robert Cox is a CFP® professional with 28 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2021. He previously worked at Quest Capital Management Inc. and Raymond James Financial Services, Inc. Cox is also licensed as an agent in non-variable insurance and holds roles related to insurance sales and estate administration. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, families, small businesses, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing various portfolio management strategies and offering comprehensive financial planning and consulting services.

Kevin Grant is a CFP® and ChFC® with 34 years of experience in the financial services industry. He has worked with Kestra Advisory since 2016 and has held roles at Higginbotham and its affiliates since 1998. In addition to his advisory work, he owns INCOME.FIT, a business focused on retirement income planning for individual participants in retirement plans. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party solutions.

Steven Baaden is a financial advisor with Oppenheimer in Dallas, TX, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has worked at Oppenheimer since 2013, following prior roles at Merrill, Citigroup Global Markets, and UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving individual and institutional clients, including high net worth individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of investment programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Bruce Tenenbaum is a financial advisor at Rockefeller Financial LLC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has held positions at UBS Financial Services Inc and Rock & Co LLC. Bruce is also a licensed insurance agent with RCM Insurance Svces LLC, an affiliate of his firm. 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 an investment adviser and registered broker-dealer with a consolidated investment platform that provides a range of discretionary and non-discretionary solutions.

Rakesh Patel is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Schwab Wealth Advisory since 2021, with prior experience at Charles Schwab and TD Ameritrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program sponsored by Charles Schwab & Co., Inc. The firm delivers advice using standard asset allocation models and Schwab research tools, conducting annual reviews without discretionary trading authority.

John Mcqueen is a financial advisor with Oppenheimer based in Dallas, TX, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Fahnestock & Co. Inc. since 2002. Mcqueen also maintains power of attorney over a family member’s IRA and retail account, managing those as needed. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Race Chong is a financial advisor at Hightower Advisors with one year of industry experience. He holds a Series 65 designation. His prior experience includes roles in education and construction before joining Hightower Advisors in 2025. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and various investment vehicles including mutual funds, ETFs, and alternative investments.

Ryder Stahl is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Goldman Sachs, he worked at Ayco, Catapult Partners, and Navy Capital. He also has a background in education from Southern Methodist University and The Taft School. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and charitable organizations. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth, Private Family Office support, and retirement plan education.

Bryan Clintsman is a CFP® and holds a Series 65 license with 26 years of industry experience. He has worked at Ernst & Young since 2000 and previously operated Clintsman Financial Planning for 20 years. He is currently affiliated with The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Bryan is a part of Focus Partners Wealth, LLC, which serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Steven Hale is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and TD Ameritrade. He has been with Schwab Wealth Advisory and Charles Schwab since 2017. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice primarily to clients enrolled in the Schwab Wealth Advisory program. Its approach leverages standard asset allocation models and Schwab research tools, with advisors recommending allocations while clients retain final trading decisions.