Christopher Messick is a CFP® with 32 years of industry experience, currently serving at Corient since 2025. Prior to joining Corient, he worked at firms including Northwestern Mutual Investment Management for 26 years and various entities under the Messick Peacock name. He is a board member of the Jesuit Foundation and the Ursuline Foundation, assisting with investment management decisions. Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team approach that integrates in-house strategies with third-party manager solutions. The firm offers specialized services through affiliates and emphasizes continuous portfolio monitoring and risk management.

Michael Shelley is a financial advisor at Rockefeller Financial LLC based in Dallas, TX, holding a Series 66 designation with 19 years of industry experience. His professional background includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank from 2010 to 2022, as well as Geary Securities, Inc. from 2008 to 2010. Outside of his advisory work, he is the sole proprietor of S Investments, LLC, an entity established for personal investments in oil, gas, and real estate opportunities. 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 portfolio management, financial planning, and consulting services, operating as both an investment advisor and a registered broker-dealer, with a distinctive focus on alternative investments and integrated wealth management solutions.

Brian Neal is a financial advisor with Equity Services, Inc. holding Series 63 and Series 66 licenses and has 10 years of industry experience. His prior roles include positions at National Life Group, Charles Schwab, TD Ameritrade, and Scottrade. Outside of his advisory work, Neal provides independent strengths-based coaching focused on personal development and leadership skills. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms, often utilizing third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.

Mason Gillan is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Goldman Sachs in 2021, he served in the United States Navy from 2013 to 2020. Gillan also has an academic affiliation with Southern Methodist University since 2020. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a mix of discretionary and non-discretionary managers, providing tailored services such as executive and personal wealth management, private family office support, and retirement plan education.

Michael Randazzo is a financial advisor with SPC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Sigma Planning Corporation and Sigma Financial Corporation since 2008. Outside of his advisory role, he operates Randazzo Financial Group as an independent licensed insurance agent, providing financial services and insurance products. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers.

William White is a financial advisor with Eagle Strategies (NY Life) in Dallas, TX, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has worked at Eagle Strategies since 2020 and is also owner of Forge & Link Financial Group, LLC. Outside of his advisory roles, he serves as a Worship Minister at Oak Gardens Church in Dallas. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional clients, and plan sponsors. The firm emphasizes tailored advice and manages a large portion of its assets on a non-discretionary basis through various program offerings.

Tommy Fincher is a financial advisor at NewEdge Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at WhiteStone Wealth Advisors, Institute for Wealth Partners, Institute for Wealth Advisors, Onyx Wealth Advisors, and Transamerica Financial Advisors. 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 a wide range of portfolio management and consulting services and utilizes multiple program structures combining in-house and third-party manager solutions with technology-supported tools.

Neil Resnik is a financial advisor at Equity Services, Inc. with 46 years of industry experience and holds a Series 63 designation. He has been with Equity Services since 2003 and has operated Resnik and Associates since 1980. Outside of his advisory work, he serves on the boards of local nonprofit organizations focused on social services and scholarships for at-risk youth. Equity Services, Inc., doing business 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, often using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

James Risalvato is a financial advisor at Allworth Financial, L.P. in Addison, TX, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Empower Advisory Group, Personal Capital Advisors Corporation, GDS Wealth Management, Fisher Investments, and Morgan Stanley. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services, utilizing both quantitative and qualitative analysis to deliver customized investment solutions across various asset classes and specialized portfolios.

Kyle Burgoyne is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at J.P. Morgan Securities LLC, Fisher Investments, Capital One Investing, and ClubCorp, as well as operating a general store business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services, catering to workplace, high-net-worth, and ultra-high-net-worth clients.

Esosa Idemudia is a financial advisor with Empower Advisory Group in Dallas, TX, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. Prior to joining Empower in 2024, Idemudia spent nine years with Fidelity Brokerage Services, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to IRA and retail brokerage account holders, delivering services integrated with Empower’s recordkeeping and administrative platforms.

Jimmy Fletcher is a financial advisor at Oppenheimer in Dallas, TX, with 20 years of industry experience. He has been with Oppenheimer since 2005 and holds Series 63 and Series 66 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm provides a range of programs and advisory services across equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation, with both discretionary and non-discretionary management options.

Brooke Rogers is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation. She has one year of industry experience, including roles at Kestra Investment Management and Goldman Sachs & Co. LLC. Prior to her advisory career, she spent several years in educational and community roles. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm utilizes strategic allocation models, discretionary implementations, and proprietary analytics, supported by a broad ecosystem of Goldman Sachs affiliates.

Matthew Speidel is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 credential and previously worked at PricewaterhouseCoopers. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm employs strategic and tactical allocation models and integrates resources from across the Goldman Sachs ecosystem to deliver tailored investment solutions.

William Glenn is a ChFC® credentialed financial advisor with four years of industry experience, currently with Hightower Advisors in Dallas, TX. His prior experience includes roles at Smith Anglin Financial, LLC, Bevinco Inc, and University of North Texas. From 2013 to 2021, he was involved with Tenant Link/Let's Party in a business capacity outside of finance. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm’s approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a broad range of portfolio management and consulting services.

Celine Waxham is a Series 66 licensed financial advisor with Rockefeller Financial LLC in Dallas, TX, and has three years of industry experience. She previously worked at Equitable Advisors and Moxie's and has experience with the Dallas Area Rape Crisis Center. Outside of her advisory work, she operates a dog sitting business. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates a registered broker-dealer and provides a range of investment solutions through its Private Advisor model and consolidated investment platform.

Pamela King is a financial advisor at Rockefeller Financial LLC with two years of industry experience. She holds a Series 66 designation and previously worked at Merrill and served on the Ashford Board of Education for nine years. 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 a range of investment and consulting services through a Private Advisor model and an integrated investment platform, combining portfolio management, brokerage, and alternative investment placement capabilities.

Michael Anderson is a financial advisor at Cresset Asset Management, LLC in Dallas, TX, holding a Series 65 credential with one year of industry experience. He previously worked at CH Investment Partners and HDVI. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm uses a diversified, asset-allocation-driven approach combining active and passive strategies, supported by a structured due-diligence program and multiple affiliated entities.

Dylan Mc Donald is a Series 66-credentialed financial advisor with two years of industry experience. He is currently with Goldman Sachs Wealth Services and previously worked at Equitable Advisors, Clearfork Engineering, and Movement Mortgage. Outside of his advisory role, he is the sole proprietor of McDonald Property Investments. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients, offering financial planning and portfolio management alongside specialized programs and alternative investments. The firm utilizes strategic allocation models and proprietary analytics within the broader Goldman Sachs ecosystem to tailor investment solutions.

Shawn Stanley is a financial advisor with NewEdge Advisors in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining NewEdge Advisors and NewEdge Securities in 2024, he spent 10 years with JPMorgan Chase Bank NA and J.P. Morgan Securities. Outside of his advisory role, Mr. Stanley serves as Vice President of the Plano West Lacrosse Club, focusing on youth recruitment. NewEdge Advisors is a large registered investment adviser serving individuals, plans, corporations, and charitable organizations through a network of independent advisers. The firm offers diversified portfolio management and consulting services, employing various program structures and integrating technology tools to support both advisors and clients.