Sara Doutt is a financial advisor at Citigroup Global Markets with 13 years of industry experience, all spent at Citi since 2013. She holds the Series 63 and Series 66 designations. Outside of her advisory role, Doutt is involved in film production and writing, serving as a producer, co-writer, and musical director on multiple projects that are currently being shopped to Hollywood studios. Citigroup Global Markets serves a wide range of individual and institutional clients through various wealth management and advisory programs. The firm employs multi-asset, multi-manager strategies and offers both discretionary and non-discretionary investment solutions, leveraging significant institutional scale and a broad range of market roles.

Travis Ames Sr. is a financial advisor with Primerica Advisors in McKinney, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked extensively with Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he is involved with Capital Wealth Advisory Group, assisting business owners in planning and executing strategies to improve their outcomes. Primerica Advisors serves a diverse retail client base, offering brokerage and advisory services including financial planning, retirement-plan consulting, and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services.

Justin Gibson is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 14 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, and previously held roles at BB&T Securities, Bank of America, and Merrill. Outside of his advisory work, he is a partner in a family limited partnership used for estate planning purposes. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and manager arrangements to administer its AMC Advantage manager-selection program.

Bradley Rouse is a CFA® charterholder based in Dallas, TX, with nine years of industry experience. He currently works at NewEdge Advisors and NewEdge Securities Inc, having held prior roles at firms including Protective Life and CONCOURSE FINANCIAL GROUP. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a variety of portfolio management and consulting services and utilizes multiple program structures to combine in-house and third-party investment strategies, supported by technology and centralized due diligence.

Anshul Singh is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 66, Series 65, and Series 63 designations. His prior experience includes roles at USAA Financial Planning Services and Ingenio Consulting. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms.

Michael Silverman is a financial advisor at Cresset Asset Management, LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at CH Investment Partners and Crow Holdings Capital Partners. Silverman serves on the boards of several nonprofit organizations, including Children's Health System of Texas, The Thomas Jefferson Foundation, and The Notre Dame of Dallas Schools Foundation, where he chairs or participates in their investment committees. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base. The firm focuses on diversified, asset-allocation-driven portfolio construction tailored to client objectives, utilizing both active and passive strategies and third-party managers, supported by a structured due-diligence and monitoring program.

Theodore Ellsworth is a financial advisor at Rockefeller Financial LLC with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked previously at Bank of America and Merrill. 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 investment banking services.

Jaclyn Mc Guire is a financial advisor at Independent Financial Group, LLC with one year of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Charles Schwab & Co., Inc. from 2024 to 2026. Independent Financial Group is a large advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement services, utilizing both in-house and third-party manager models and delivering advice through platforms such as AccessPoint and Schwab-custodied accounts.

Ariel Webb is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. Webb holds a Series 66 designation and has worked previously at The Ayco Company, Mercer Allied, UberEats, and Morgan Stanley. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and integrates a range of affiliated products and services within a large financial group.

Jordan Moore is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for four years and Sewell Automotive Companies for four years. Additionally, he is involved in fixed insurance sales, dedicating a portion of his business hours to this activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and various custody and consulting services.

Mark Hutchings is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following 15 years at The AYCO Company, L.P./Mercer Allied. Based in Dallas, TX, he provides advisory services within a large integrated financial group. Goldman Sachs Wealth Services offers financial planning, investment management, and related advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm uses centralized investment resources and model portfolios, delivering tailored solutions such as Executive Wealth and Private Family Office support.

Lucia Mwanzia is a financial advisor at Goldman Sachs Wealth Services based in Dallas, TX, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Goldman Sachs Ayco, UBS Financial Services, and First Horizon Bank, along with experience in education at Rhodes College. 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 employs strategic allocation models and utilizes proprietary and third-party analytics in its investment approach, supported by integration within the broader Goldman Sachs ecosystem.

Michael Scovel is a financial advisor with Eagle Strategies (NY Life) in Dallas, TX, holding a Series 63 license and bringing 32 years of industry experience. He has been associated with NYLIFE Securities LLC and New York Life Insurance Company since 2010. Outside of his advisory work, he serves as president of The American College and volunteers as a board member for Mane Gait, an organization providing horse therapy for children and veterans; he is also an author. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm provides customized advice through multiple program types and works extensively with both retail and institutional clients within an integrated New York Life affiliate structure.

Shane Schnitzius is a Series 66-licensed financial advisor with 19 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and spent 15 years at The AYCO Company, L.P./Mercer Allied prior to that. He is based in Dallas, TX. Goldman Sachs Wealth Services provides financial planning, investment management, and related advisory support to a broad range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm uses centralized investment resources and model portfolios, offering tailored services such as Executive Wealth, Personal Wealth, and Private Family Office support.

Rebecca Hallman is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and eight years of industry experience. Prior to joining Rockefeller Financial, she worked at UBS Financial Services, Inc. for seven years and has experience at the University of Texas at Dallas. 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, and uniquely operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Michael Bender is a financial advisor at Empower Advisory Group with one year of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at Empower Financial Services, Inc. and Northern Electric, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and clients’ savings rates.

Nicholas Gerber is a financial advisor at Hightower Advisors with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Cerity Partners LLC, Arkadios Capital, BD4RIA, Inc., Karsten Financial Services, LP, and Scottrade. He also took a sabbatical in 2025. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm employs a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a variety of investment vehicles tailored for both discretionary and non-discretionary portfolio management.

Christopher Holmes is a financial advisor at IEQ Capital, LLC in Dallas, TX, holding a Series 65 designation with three years of industry experience. His prior roles include positions at EPIQ Capital Group, Tobacco Gallery, Barrow Hanley Global Investors, and Southern Methodist University. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and foundations, focusing on separately managed accounts and family-office services. The firm combines macro and manager research with allocations to liquid and private alternative investments, managing approximately $35.4 billion in assets.

Kathy Phillips is a financial advisor with PNC Wealth Management in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Her prior roles include positions at LPL Financial, Simmons Bank, Compass Bank, and New York Life. Outside of her advisory work, she has served as a Notary Public since 2010. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only discretionary model account that utilizes algorithmic risk assessments and approved investment strategies with annual rebalancing.

Kevin Kuhnel is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Merrill, Bank of America, and BB&T Securities. Outside of advising, he owns and manages oil and gas interests through TIN ENERGY LLC and Oakwood Exploration and Development. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary approaches, supported by third-party platforms and manager due diligence, with a distinctive integration of affiliated broker-dealer and banking services.