Rebecca Sizelove is a CFP® with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. She has held positions at Charles Schwab & Co., Inc., Charles Schwab Bank, J.P. Morgan Securities LLC, JPMorgan Chase Bank, and TD Ameritrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm's advice is delivered through standard asset allocation models and Schwab research tools, with final trading decisions left to clients.

Austin Schorn is a financial advisor at Rockefeller Financial LLC in Dallas, TX, holding a Series 66 designation. He joined Rockefeller Financial in 2026 and has prior work experience with Fast Signs and Bridge the Gap Medical Education LLC. 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 uniquely as both an investment adviser and registered broker-dealer with a consolidated investment platform and a wide range of personalized investment solutions.

Eric Bartel is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and bringing 20 years of industry experience. Prior to joining Kestra in 2022, he spent 15 years at World Choice Securities, Inc. Bartel is also involved with Financial Coaching LLC, providing investment advisory services and personal line insurance sales. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual investors. The firm provides fiduciary services, plan-level investment advice, and access to multiple management platforms, serving notable clients such as sovereign wealth funds and large institutional investors.

John Kendig is a Series 66 licensed financial advisor with eight years of industry experience, currently with Goldman Sachs Wealth Services in Dallas, TX. He has worked at Goldman Sachs & Co. LLC since 2019 and previously at The Ayco Company, L.P./Mercer Allied and GCATS Investments LLC. 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 employs strategic and tactical allocation models and integrates resources from across the Goldman Sachs organization to deliver customized wealth management solutions.

Brian Cloud is a CFP® professional with eight years of industry experience, currently serving at Corient. His career includes roles at RGT Wealth Advisors, LLC, and CIPW Service Company, LLC before joining Corient. 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 uses a goals-based, team investment approach combining in-house strategies and third-party solutions, with continuous portfolio monitoring and risk management.

Richard Sun is a financial advisor at Farther with a Series 65 license and one year of industry experience. Prior to joining Farther, he worked at Fisher Investments and Fortress Investment Group. He also has experience in academia and other financial roles dating back to 2016. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income, supplemented by AI tools.

Amy Lin is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Morgan Stanley. Outside of her advisory role, she is an individual shareholder in a real estate cooperative in Astoria, New York. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and provides a consolidated investment platform with discretionary and non-discretionary solutions across multiple asset classes.

Emily Lopez is a financial advisor with Schwab Wealth Advisory in Westlake, TX, holding Series 63 and Series 66 licenses. She has five years of industry experience, including roles at Robinhood Financial, Fidelity Investments, and GM Financial. Her background also includes work outside finance at Polytechnic United Methodist Church and Texas Wesleyan University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its advisory model from many enterprise wealth managers.

Daniel Flusche is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services in Dallas, TX, bringing 15 years of industry experience. He previously worked for The AYCO Company, L.P./Mercer Allied from 2010 to 2021 before joining Goldman Sachs in 2021. 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 integrates centralized investment resources and model portfolios with tailored offerings such as Executive Wealth and Private Family Office support.

Nehemiah Jefferson is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 65 licenses. He has prior experience as a tax attorney at Esquire Tax Firm Americas Tax Attorney Carrington, where he worked for nine years before joining Schwab in 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its approach from many enterprise wealth managers.

Watson Brown is a financial advisor with Commonwealth Financial Network in Dallas, TX, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Fidelity Investments and entrepreneurial experience at Brown Ruth Advisors LLC. 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 around $213 billion in client assets. The firm provides a wide adviser-support platform, including discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody services.

Domonique Lockridge is a CFP® with four years of industry experience, currently serving as a financial advisor at Empower Advisory Group. Prior to joining Empower, Lockridge held positions at Goldman Sachs & Co. LLC and Purshe Kaplan Sterling Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates, and recommends investment lineups selected by plan sponsors within its extensive affiliated network.

Christopher Leyda is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Equitable Advisors, LLC, and Charles Schwab & Co., Inc. He also has experience in education and entrepreneurial activities. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice primarily through the Schwab Wealth Advisory program, serving clients with annual reviews and investment recommendations across various asset classes while leaving final trading decisions to clients.

Callie Rainwater is a financial advisor with Schwab Wealth Advisory and holds a Series 66 credential. She has four years of industry experience, including roles at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. Outside of her advisory work, she is a co-owner and managing member of Rainwater Geospatial LLC, where she oversees accounting and legal compliance. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing standardized asset allocation models and Schwab research tools. The firm primarily serves clients with wealth management education, retirement planning, and investment recommendations while leaving final trading decisions to the clients.

Brennan Laporte is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he was with The AYCO Company, L.P./Mercer Allied and Axa Advisors, LLC. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, leveraging its integration within a large financial group.

Ronald Regan is a Certified Financial Planner® with 26 years of industry experience. He is currently with Schwab Wealth Advisory and Charles Schwab, where he has worked since 2022. Prior to that, he held roles at TD AMERITRADE and Fidelity Brokerage Services. He serves as Co-Chair of the Dallas Chapter of the Market Technicians Association, organizing monthly events and managing communications. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations that leverage Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit of Charles Schwab, with advice delivered through client-directed investment decisions rather than discretionary management.

Hunter Kral is a financial advisor at Rockefeller Financial LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of his advisory role, Kral is the owner of King ARCH Investments LLC, a family business focused on real estate investments. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates a registered broker-dealer that offers securities transactions, variable insurance products, and investment banking services.

Timothy Mullaney is a financial advisor at Transamerica Financial Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at various organizations including WealthWave, NetLaw Inc., and Champion Health, Inc. His outside activities include providing financial education courses through the Heartland Institute of Financial Education and serving as a notary. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary program options.

Briana Gonzales is a financial advisor at Beacon Pointe Advisors, LLC in Dallas, TX, holding a Series 65 credential. She has been with Beacon Pointe Advisors since 2024 and previously worked at Whiterock Wealth Management and Free People. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs a combination of proprietary asset-allocation modeling and third-party independent managers, using both active and passive strategies across various asset classes.

Lane Hedgecoke is a financial advisor at Hightower Advisors in Dallas, TX, holding a Series 65 designation with two years of industry experience. He has been with Hightower Advisors since 2023, following a decade-long prior career. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.