Dylan Vertner is a Series 66-licensed advisor at Goldman Sachs Wealth Services with four years of industry experience. Prior to joining Goldman Sachs in 2022, he worked at Veterans United Home Loans and has held various roles including at Columbia Country Club, University of Missouri Operations, and Macklan Ent. Outside of advisory work, he is an independent contractor at TaskRabbit, performing general labor tasks. Goldman Sachs Wealth Services serves a wide range of clients from individual investors to institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm employs strategic and tactical allocation models supported by proprietary analytics and integrates capabilities across Goldman Sachs affiliates to deliver comprehensive wealth advisory solutions.

Randy Roe is a financial advisor at Goldman Sachs Wealth Services with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Goldman Sachs since 2021, following a 23-year tenure at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Kerese Traille is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Goldman Sachs, Merrill, Deutsche Bank Securities, and DB USA Core Corporation. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates as both an investment advisor and registered broker-dealer, providing a range of discretionary and non-discretionary investment solutions alongside placement and investment banking services.

Robert Williams is a financial advisor with Schwab Wealth Advisory, holding the Series 63 and Series 65 designations and having 10 years of industry experience. His prior roles include positions at Empower Financial Services, The Vanguard Group, and BBVA Securities. Williams is based in Westlake, Texas. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm recommends investments while leaving final trading decisions to clients and conducts at least annual account reviews.

Deborah Duckworth is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with Transamerica Financial Advisors since 2012 and has held roles at related Transamerica entities and other firms since 2005. Her activities include the sale of insurance and non-insurance products for companies affiliated with Transamerica. Transamerica Financial Advisors serves a broad client base including individuals, employer-sponsored retirement plans, trusts, and businesses, offering investment advisory and brokerage services through a large advisor network and multiple program platforms that utilize model portfolios and third-party managers.

Amy Sabin is a financial advisor with Steward Partners Investment Advisory, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her career includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and Raymond James Financial Services. Outside of her advisory work, she is the owner and patent holder of Tude & Es Privata, a business that designs and sells yoga leggings, and she also teaches spin classes for the Young Men's Christian Association. 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 and profit-sharing plans, corporations, trusts, estates, and charitable organizations, providing investment advisory, financial planning, pension consulting, and managed account programs through both proprietary and third-party portfolio management solutions.

Jeffrey Bopp is a financial advisor with Steward Partners Investment Advisory, LLC in Dallas, TX. He holds Series 63 and Series 65 designations and has 11 years of industry experience. His prior experience includes eight years at Cambridge Investment Research Advisors Inc and nine years as a self-employed advisor. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of advisory and managed account services through both proprietary and third-party solutions.

Bryan Topelsohn is a financial advisor with Eagle Strategies (NY Life) in Flower Mound, TX, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has been associated with New York Life Insurance Co since 1999 and NYLIFE Distributors LLC since 2003. Outside of his advisory role, he occasionally resells NFL and other event tickets related to his personal seat license. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Guy Wayman is a financial advisor with Hightower Advisors in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at Frontier Investment Management Co and Steele Capital Management, Inc. before joining Hightower in 2020. Hightower provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Sergio Garcia is a CFP® professional affiliated with Hightower Advisors in Dallas, TX, with 15 years of experience in the financial industry. He has held roles at several firms, including BFS Advisory Group, DBT Wealth Consultants, and Quest Capital Management. Garcia serves on The Dallas Foundation's Professional Advisor Advisory Council. Hightower Advisors provides investment advisory and planning services to a diverse client base, including institutional and individual investors. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and a range of investment vehicles.

Stacey Kirkpatrick is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Farther since 2025. Her prior roles include positions at Raymond James Financial Services and Cetera, among others. Outside of finance, she was previously involved in operating SDK Desserts LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform combined with in-person meetings. The firm employs a Modern Portfolio Theory-based approach, using proprietary model portfolios with algorithmic rebalancing, and incorporates exchange-traded funds, mutual funds, equities, fixed income, and AI tools in portfolio management.

Teresa Campbell is a Series 66-registered financial advisor with Goldman Sachs Wealth Services, bringing 17 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 13 years at The Ayco Company, LP/Mercer Allied. Goldman Sachs Wealth Services offers 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 utilizes centralized investment resources and model portfolios, delivering customized solutions through both discretionary and non-discretionary management within a large integrated financial group.

Kirk Badii is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and bringing 15 years of industry experience. His prior roles include positions at Cantella & Co., Raymond James Financial Services, UBS Financial Services, and Credit Suisse Securities. Badii operates marketing entities for securities and advisory services under the names Badii Group Private Wealth Management and Badii Group, LLC. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse clientele, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms and employs a combination of strategic asset allocation, multi-manager portfolios, and a mix of passive and active investment exposures.

Corey Orthengren is a CFP® professional with experience at Corient and related entities since 2021, as well as prior roles at SFMG Wealth Advisors, Amarillo National Bank, and West Texas A&M University. 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 corporate entities. The firm employs a goals-based, team investment approach combining proprietary strategies and third-party managers, with ongoing portfolio monitoring and risk management.

Sulaiman Khan is a financial advisor at Citigroup Global Markets with one year of industry experience. He holds the Series 66 designation and has previously worked at The Vant Group and Oblique Consult. Citigroup Global Markets serves individual and institutional clients across multiple segments, offering a wide range of advisory programs and brokerage services. The firm employs multi-asset, multi-manager investment strategies with both discretionary and non-discretionary options, supported by internal standards and oversight committees.

Randi Howard is an advisor at Kestra Advisory with Series 63 and Series 66 credentials and eight years of industry experience. Her prior roles include positions at Thrivent Financial, Stifel Nicolaus & Co., Bank of America, and Merrill. She is also registered as a Client Service Specialist with CD Wealth Management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving clients such as large institutional investors and sovereign wealth funds.

Kylie Brennan is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services in Dallas, Texas. She joined Goldman Sachs in 2026 and has one year of industry experience. Prior to her advisory role, she has a background that includes several years of babysitting and nannying services. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm integrates strategic asset allocation and manager selection with advanced tools and analytics, delivering tailored solutions through various fee structures and platforms.

Kevin Parrill is a CFP® professional with 19 years of experience in the financial services industry. He currently works at Rockefeller Financial LLC and previously held roles at Stifel Nicolaus & Co. Inc. and Bank of America, N.A. He serves as a director of the Fred and Charlotte Parrill Foundation, a charitable organization. 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 services through a Private Advisor model and a unified investment platform, combining brokerage, placement, and asset management capabilities.

Hallie Fraze is a financial advisor at Schwab Wealth Advisory with a Series 66 credential and less than one year of industry experience. Prior to joining Schwab, she held various roles at companies including Target, University of North Texas, and Oklahoma State University Dini. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across a range of asset classes. The firm operates within the Charles Schwab ecosystem, delivering advice through standard asset allocation models without discretionary trading authority.

Zachary Fisher is a financial advisor at Schwab Wealth Advisory with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Schwab Wealth Advisory in 2022, he worked at Charles Schwab and Levi Strauss & Co., and has also been affiliated with the University of North Texas. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem using proprietary research tools and standard asset allocation models, without exercising discretionary trading authority over client accounts.