Jesse Hill is a financial advisor with GWN Securities Inc. in Mesquite, TX, holding a Series 66 credential and five years of industry experience. Prior to joining GWN Securities in 2020, he worked at Axcent Networks and held academic positions at Tarleton State University and Florida Atlantic University. Hill also engages in life insurance sales and financial services through a separate business activity. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, with a distinctive history of incorporating market-timing and momentum-based strategies within its program suite.

Luke Roe is a financial advisor with Goldman Sachs Wealth Services based in Irving, TX. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he had brief employment in the country club and trailer leasing sectors. 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 employs strategic and tactical allocation models and offers a range of specialized wealth and wellness programs, leveraging the broader Goldman Sachs platform and its affiliated entities.

Allison Patella is a CFP®-certified financial advisor with nine years of industry experience, currently serving at Hightower Advisors since 2023. Prior to joining Hightower, she worked at Dimensional Fund Advisors for seven years. Outside of her advisory role, she has been involved with the Lone Star Field Hockey Club for over a decade. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes multi-manager solutions, manager selection, and offers a range of discretionary and non-discretionary portfolio management strategies supported by proprietary research.

Kylee Whitton is a financial advisor at Empower Advisory Group in Dallas, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Empower, Kylee worked at Chase Bank for four years and has experience in retail and hospitality sectors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients, delivering services through an integrated model aligned with Empower’s recordkeeping and administrative platforms.

Kalita Blessing is a CFP®-certified financial advisor with 33 years of industry experience, currently at Mercer Global Advisors Inc. She previously worked at Quest Capital Management Inc. and Raymond James Financial Services, Inc. Kalita is based in Dallas, TX. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory services that include financial, tax, retirement, and estate planning. The firm’s approach uses Modern Portfolio Theory to build globally diversified, risk-appropriate portfolios through a range of investment vehicles and offers specialized services such as retirement plan consulting and charitable advisory.

Leslie Reynoso is a CFP®, CFA®, and Series 65-licensed financial advisor with 12 years of industry experience. She has worked at Beacon Pointe Advisors, LLC since 2021 and previously held roles at Wealthstreet Investment Advisors, LLC and Gerald L. Ray & Associates, Ltd. She is based in Dallas, TX. Beacon Pointe Advisors provides investment advisory and consulting services to a wide range of individual and institutional clients, employing asset-allocation modeling and a formal manager due-diligence process to implement client strategies across third-party independent managers.

Andrew Smith is a CFP® with nine years of industry experience. He is currently a financial advisor at Kayne Anderson Rudnick Investment Management, LLC and has previously worked at Mariner Wealth Advisors, Personal Capital Advisors Corporation, and The Ayco Company, L.P./Mercer Allied. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, family offices, and high-net-worth individuals. The firm’s investment process focuses on fundamental research and incorporates proprietary governance and sustainability assessments across a range of active equity and fixed-income strategies.

Irfan Dossani is a financial advisor with Commonwealth Financial Network based in Dallas, TX. He holds a Series 66 designation and has 16 years of industry experience. His prior work includes roles at 360 Wealth Management, LLC and LPL Financial, and he has maintained his own CPA practice since 2005. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and practice-support services. The firm offers various program structures and discretionary portfolio management through its Investment Management and Research team.

Tim Sampson is a financial advisor with Equity Services, Inc. based in Dallas, TX, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His prior roles include positions at Premier Financial Alliance and Kovack Advisors, Inc. He is also involved as an associate and investor in an insurance and real estate business. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Jorge Garcia is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. for 14 years. Outside of his advisory role, he is the owner of CBJG Investments DBA Sugar Grove Investments, an investment vehicle based in Austin, TX. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, with a focus on customized strategies using both in-house and third-party managers.

Andrew Khalaf is a financial advisor with Hightower Advisors in Dallas, TX. He holds a Series 65 designation and has been with Hightower since 2025. Prior to joining Hightower, Khalaf held positions at Charles Schwab and has academic experience at Southern Methodist University and Baylor University. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes discretionary and non-discretionary portfolio management, with an emphasis on manager selection, multi-manager solutions, and access to proprietary and third-party investment managers.

Gerald Gaeta is a financial advisor with RBC Rochdale, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked at City National Rochdale since 2020 and previously held roles at First Republic Securities Company, LLC, First Republic Investment Management, Inc., NYLIFE Securities Inc., and New York Life Insurance Company. Outside of finance, he is a guitarist and vocalist. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and institutional investors. The firm employs an active, multi-strategy investment approach combining quantitative analysis with fundamental research, utilizing proprietary tools and partnering with third-party sub-advisors to create tailored portfolios.

Kendall Dungan is a financial advisor with Principal Financial Services in Addison, TX, holding Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at Fidelity Brokerage Services and Northwestern Mutual. Outside of finance, he owns an internet-based cookie company called Kendall's Kookies. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers financial planning, retirement plan consulting, and access to third-party money managers through both advisory and promoter arrangements.

Chase Petter is a financial advisor with Equity Services, Inc. in Addison, TX, holding Series 63 and Series 65 credentials. He has one year of industry experience and previously worked with National Life Group and Cetera Advisor Networks. In addition to his advisory role, he is active as an insurance agent with multiple firms. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, with a combination of long-term strategies and options for shorter-term trading.

Alexander Pierce III is a financial advisor at Beacon Pointe Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Oxbow Advisors, LLC for 12 years before joining Beacon Pointe in 2023. Beacon Pointe Advisors provides investment advisory and consulting services to a broad range of individual and institutional clients. The firm employs a manager-driven investment approach, using a proprietary “Focus List” and asset-allocation modeling, and offers discretionary wealth management, retirement plan consulting, outsourced CIO solutions, and other fiduciary services.

Wade Catlin is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 23 years of industry experience. He worked at The Ayco Company, L.P./Mercer Allied Company, L.P. for 20 years before joining Goldman Sachs in 2021. 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 a range of tailored offerings, combining discretionary and non-discretionary management within a large integrated financial group.

Ami Doshi is a financial advisor at Hightower Advisors with six years of industry experience. Prior to joining Hightower in 2020, Ami held roles at Frontier Investment Management Co and participated in nonprofit-related activities at the Communities Foundation of Texas. She also has experience with social ventures through Inclusive Planet Technologies and Milaap Social Ventures USA. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research in portfolio construction.

Erik Linstrom is a Series 66 licensed financial advisor with 20 years of industry experience. He currently works at NewEdge Advisors and NewEdge Securities Inc, joining in 2024 after 14 years at JPMorgan Chase Bank NA and J.P. Morgan Securities LLC. Outside of his advisory role, Mr. Linstrom is the founder of Fortis Wealth Advisors and serves as trustee of his own revocable living trust. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, using a range of investment strategies and regular portfolio reviews.

Brett Diamond is a financial advisor at Steward Partners Investment Advisory, LLC with 26 years of industry experience. He holds a Series 63 designation and has worked at firms including Raymond James Financial Services and Morgan Stanley. He is also the owner of Park Cities Group, a financial advisory support company based in Dallas, TX. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering investment advisory, financial planning, and managed account programs with both discretionary and non-discretionary portfolio management options.

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.