Michael Putnam is a financial advisor with Empower Advisory Group in Rockwall, TX, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Empower, he worked at GWFS Equities, MWA Financial Services Inc, and Modern Woodmen of America. Outside of his advisory role, he provides transportation services through Uber during non-business hours. Empower Advisory Group offers financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as select IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party planning tools focused on long-term portfolio returns and saving rates, with services delivered alongside Empower’s administrative and recordkeeping platforms.

John Snider is a financial advisor at Hightower Advisors in Dallas, TX, holding a Series 65 license with nine years of industry experience. He worked at Smith Anglin Financial, LLC for nine years before joining Hightower Advisors in 2025. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, offering access to a range of investment strategies through affiliated and third-party managers.

Skylar Pitman is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation. Pitman has been with Goldman Sachs since 2025, with prior experience that includes roles at Texas A&M University and Broadway Roofing. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients. The firm offers comprehensive financial planning and portfolio management services, leveraging strategic allocation models and proprietary research within the broader Goldman Sachs network.

Jared Sink is a financial advisor at Corient with five years of industry experience. He holds a Series 65 credential and previously worked at Fisher Investments, Trinity Wealth Securities, and Florida Financial Advisors. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charities, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and utilizes risk management tools and alternative investment options as appropriate.

Dustin Eldridge is a CFP® with 13 years of industry experience, currently serving at MAI Capital Management, LLC since 2025. His prior experience includes roles at Waterloo Capital, TEAM Private Wealth Management LLC, Tolleson Private Wealth Management, Carter Advisory Services, and Raymond James Financial Services. Eldridge serves on the boards of the USF Center for Entrepreneurship and the C5 Foundation of Texas, both nonprofit organizations. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio strategies across various asset classes and serves both product-sponsor and advisory roles, managing over $72 billion in assets.

Christopher Sheets is a financial advisor at Rockefeller Financial LLC with 24 years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Securities, JPMorgan Chase Bank, and Alliance Capital Management/Sanford C. Bernstein. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers portfolio management, financial planning, and consulting services, operating as both an investment advisor and a registered broker-dealer with capabilities in securities transactions, insurance products, and investment banking.

Neil Rubinstein is a financial advisor with Rockefeller Financial LLC based in Dallas, TX. He holds a Series 66 designation and has 25 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Jules Jouvenat is a CFP® with 20 years of industry experience, currently with Hightower Advisors since 2026. His prior work includes roles at The Mather Group, The Vanguard Group, Charles Schwab, and USAA, where he spent nearly a decade in financial planning and advisory positions. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals and institutions. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers to deliver discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

Jared Vachon is a financial advisor at Equity Services, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Commonwealth Financial Network and Home Loan Investment Bank. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently using third-party asset managers and model portfolios, blending long-term strategies with options for shorter-term trading and specialized instruments.

Bradley Epstein is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has held roles at Epstein & Kolacz Wealth Management since 2006 and maintains a CPA practice through Epstein & Company PC. Epstein is also involved in tax preparation and consulting services with EB Tax Advisors PLLC. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence, providing discretionary and non-discretionary portfolio management through various platforms.

John Whaley is a Series 65 licensed financial advisor at Hightower Advisors with three years of industry experience. He has worked at several firms, including Cerity Partners LLC, Investec Wealth Management, and Pierce Capital Management. Hightower Advisors provides investment advisory and planning services to a broad mix of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to pooled vehicles and private funds. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research.

Tamaris Conkleton is a financial advisor at Kestra Advisory with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including NextEra Energy, RegEd, Grove Point Advisors, and H. Beck. Outside the financial sector, she was involved with Perfume & Heels between 2018 and 2019. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and manages multiple platforms, serving clients from large institutional investors to sovereign wealth funds.

Kayla Feeley is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX. She holds a Series 66 designation and has one year of industry experience. Her prior roles include positions at Mandarin Oriental, Elevate Spin LLC, Circle Wealth Management, and Clemson University. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored investment strategies supported by specialized teams and integrates resources across the broader Goldman Sachs organization.

Susan Monaghan is a financial advisor at Hightower Advisors with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at The Vanguard Group, Personal Capital Advisors Corporation, Mercer Global Advisors, and Act Wealth Management. 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, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a network of Advisor Practices.

John James II is a financial advisor at Concurrent Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Wealth Partners Alliance and other organizations, including P2 Pathway Public Affairs and the London School of Economics. 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 focuses on customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, bonds, alternative investments, and sub-advisers, supported by a network of approximately 286 advisors.

Victoria Staudinger is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. She holds Series 63 and Series 66 licenses and has 20 years of industry experience. She has worked with Eagle Strategies and affiliated New York Life entities since 2012 and operates under the DBA Maven Financial for brokering insurance products. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Clinton Warren is a financial advisor with Citigroup Global Markets in Dallas, TX, holding a Series 66 designation and 19 years of industry experience. Prior to joining Citigroup in 2025, he worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC for a combined 14 years. He serves on the investment and audit committees of the Dallas Museum of Art and is a board member of the HP Girls Lacrosse Club. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including in-house research and derivatives services.

Charles Fielder is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX. He holds a Series 66 designation and has recently begun his career in the industry, joining Goldman Sachs in 2026 after prior roles at Hilltop Securities, Morgan Stanley, and other positions including full-time education. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm’s advisory teams utilize strategic allocation models, manager selections, and a range of implementation platforms, supported by integrated resources across the Goldman Sachs ecosystem.

Wade Chessman is a CFP® professional with 22 years of industry experience, currently serving at Carson Wealth since 2019. He previously operated Chessman Wealth Strategies for 15 years. Outside of advising, Chessman is involved in recommending clients for healthcare sharing and Medicare supplemental insurance programs. Carson Wealth is an enterprise platform overseeing approximately $50.6 billion through a network of over 650 advisors. The firm provides discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that manages model portfolios and offers tailored investment solutions.

Nelson Wood is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has been affiliated with New York Life and Nylife Securities since 2004 and operates the Wood Legacy Group, LLC, through which he brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types emphasizing tailored recommendations and manages a majority of its assets on a non-discretionary basis.