Tracey Gledhill is a CFP® professional affiliated with Hightower Advisors with 16 years of experience in the financial industry. Her prior experience includes roles at The Vanguard Group, Sanctuary Advisors, and Merrill. Hightower 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, leveraging both affiliated and third-party managers alongside proprietary research and a variety of investment vehicles.

Sarah Quarles is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has prior work experience at Tulane University and several restaurant companies. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management supported by strategic and tactical allocation models, specialized wealth programs, and access to alternative investments, leveraging resources across the broader Goldman Sachs organization.

Ricardo Lima is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and having 25 years of industry experience. His career includes roles at firms such as Purshe Kaplan Sterling Investments, Raymond James Financial Services, UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. Outside of advising, he is the owner of L5 Capital Partners, LLC, an investment vehicle focusing on private investment opportunities. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, retirement plan advisory services, and a wrap fee program, with a focus on customized, long-term portfolios using a range of investment vehicles and supported by a network of approximately 286 advisors.

Katherine Archer is a financial advisor at Cresset Asset Management, LLC with 9 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at CH Investment Partners and Deutsche Bank Securities. She serves as an Investment Committee Board Member for the Dallas Regional Chamber. Cresset Asset Management manages approximately $71.9 billion in assets for a diverse client base, including individuals, families, trusts, retirement plans, and institutions. The firm employs a diversified, asset-allocation-driven investment approach using both active and passive strategies, supported by a structured due-diligence program and multiple affiliated entities.

Arnolds Grava is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He has worked with Ameritas and its affiliates since 2006 and is also the founder of a personal financial task management software company aimed at integrating client financial planning with technology. Additionally, he operates The DI Center, LLC, which focuses on disability insurance and related products. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses a combination of model portfolios, mutual funds, ETFs, and individual securities, alongside multiple program platforms and third-party technology, to deliver customized investment solutions.

Michael Mikeska is a CFP®-certified financial advisor with 35 years of industry experience, currently with Concurrent Investment Advisors, LLC in Dallas, TX. His prior experience includes positions at Purshe Kaplan Sterling Investments and Raymond James Financial Services. He serves on the boards and finance committees of several non-profit organizations including C. C. Young, Dickinsons Place, and the YMCA of Metro Dallas Foundation. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, bonds, alternative investments, and independent sub-advisers, supported by a network of approximately 286 advisors.

Bryan Bracchi is a financial advisor with Commonwealth Financial Network based in Plano, TX. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. His prior roles include positions at Franklin Templeton Financial Services and Ascensus Broker Dealer Services. Outside of his advisory work, he is a managing member and co-owner of Scooper Dudes LLC, a business unrelated to investments. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, offering various advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support, while its Investment Management and Research team manages discretionary model portfolios.

Christopher Houghton is a financial advisor at NewEdge Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mercer Global Advisors, Lake Point Advisory Group, TD Ameritrade, and the Texas A&M Engineering Extension Service. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers comprehensive portfolio management, financial planning, and consulting services, utilizing a variety of program structures and technology tools to support advisor and client needs.

Sydney Hacker is a CFP® with three years of industry experience, currently with Mercer Global Advisors Inc. in Rockwall, TX. Prior to joining Mercer, Hacker held positions at Sanctuary Securities, Sanctuary Advisors, Fidelity Investments, and Equitable Advisors. Outside of finance, Hacker has experience working at Dillard's, Baylor University, and in the hospitality sector. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, nonprofits, and endowments, providing investment advisory as well as financial, tax, retirement, estate planning, and family office services. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios utilizing low-cost ETFs, index funds, and other specialized strategies.

Henry Smith is a financial advisor at Rockefeller Financial LLC in Dallas, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Rockefeller Financial in 2025, he worked at UBS Financial Services and Sellside Group, LLC. In 2022, he spent time traveling in Europe following his college graduation. 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 operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services through a Private Advisor model and consolidated investment platform.

Juan Hernandez is a financial advisor with FIFTH THIRD SECURITIES, Inc. based in Dallas, TX. He holds Series 63 and Series 66 designations and has 14 years of industry experience. His prior roles include positions at Ameriprise Financial Services, TCBI Securities, Texas Capital Bank, Wells Fargo, Regions Bank, and BBVA Compass Insurance Agency. FIFTH THIRD SECURITIES, Inc. serves a wide range of individual and institutional clients through both advisory and brokerage channels. The firm offers access to various managed account programs and portfolio management strategies on the Passageway platform, supported by a large team of advisors and affiliated entities.

Madison Friedman is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. Prior to joining Rockefeller Financial, Friedman held positions at Stack'd Oakland, CIFC Asset Management, Viva Los Tacos, and Marty B's, and also completed several years of full-time education. 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 discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Christian Hudnall is a financial advisor with Guardian Life and holds a Series 66 designation. He has 10 years of industry experience, with prior roles at J.P. Morgan Securities LLC and Merrill Lynch. Outside of his advisory work, Hudnall serves as an officer of the Dallas A&M Club and is a board member and treasurer for the Coppell Chamber of Commerce. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management, model-based strategies, and digital advisory solutions tailored to client needs.

Rawles Bell is a financial advisor with Beacon Pointe Advisors, LLC in Dallas, TX, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Benchmark Private Wealth Management, Innovation Partners, and Beacon Pointe Insurance Services, where he also acts as an insurance agent. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, implementing strategies primarily through allocations to third-party independent managers selected via a proprietary due-diligence process. The firm offers discretionary wealth management, financial planning, retirement plan consulting, outsourced CIO solutions, and sponsors proprietary investment vehicles.

Jeremy Hudson is a CFP® with 19 years of industry experience currently advising at Corient. His prior roles include a decade at RGT Wealth Advisors, LLC, and positions at CIPW Service Company, LLC and Corient Services LLC. He 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 and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies, third-party managers, and risk management tools to align portfolios with client objectives.

Qiliang Zhu is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He is also the founder and president of Dream Alliance, Inc., a consulting and marketing services firm that assists business clients in reaching their customers. Zhu has been with Transamerica Financial Advisors since 2012 and has worked in the financial services industry since 2004. Transamerica Financial Advisors serves a wide client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services with proprietary and third-party model portfolios, catering to both discretionary and non-discretionary investment approaches.

Joe Foster is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 63 designation. He has 36 years of industry experience, including roles at Ameritas Advisory Services, Canvas Financial, and other financial and insurance firms. Outside of advisory work, he serves on the board of a Christian ministry and provides exit planning services to business owners. Ameritas Advisory Services, LLC offers investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of portfolio construction tools and platforms, including model portfolios and sub-advisers, and operates within a mutual holding company structure with affiliated broker-dealer and insurance entities.

Christina Angelo is a financial advisor with Commonwealth Financial Network in Dallas, TX, holding a Series 66 designation and two years of industry experience. She has worked at Commonwealth since 2021 and also maintains a role at Day Reps, LLC since 2017. Previously, she was involved with C. Angelo Designs, Inc. and gnomadic boutique, inc. from 2013 to 2017. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while enabling affiliated advisors to operate under their own brands.

Victor Guadiana is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and having 10 years of industry experience. His prior work includes roles at Cetera and Avantax, with additional time at Institutional Securities Corp. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, and institutional clients. The firm offers both advisory and brokerage services through independent representatives and employs a mix of custodians and third-party managers, with a notable emphasis on non-discretionary account management.

Kirk Barrett is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Farther. His prior roles include positions at Silver Lake Capital Management, Malleck Wealth Management, Raymond James Financial Services, Fisher Investments, Avantax Advisory Services, and 1st Global Capital. Outside of his advisory work, he is a Gift Planner for the Lutheran Foundation of Southwest, focusing on legacy and charitable gift planning. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach uses Modern Portfolio Theory with bespoke allocations and proprietary algorithmic model portfolios, primarily investing in ETFs, mutual funds, equities, and fixed income.