Steven Wisdom is a CFP® professional with 43 years of industry experience, currently affiliated with Commonwealth Financial Network in Dallas, TX. He has been associated with Commonwealth since 1989 and has operated Swisdom Financial since 2000. Outside of advisory work, he is also a notary public. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, compliance, and practice-management services, while offering various discretionary and customized investment program options.

Hunter Shoemake is a CFP® with five years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC. Prior to joining MAI in 2026, he worked at Hilltop Securities and Charles Schwab & Co., Inc. Shoemake's background also includes roles outside finance at Golf Galaxy and Lifetime Fitness. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, institutions, and corporations. The firm offers customized portfolio strategies across multiple asset classes and integrates financial planning, tax, and administrative services through its affiliated companies.

Eric Doan is a financial advisor with Transamerica Financial Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked in various roles including positions at LegacyShield Solutions, inheritguard, LLC, and Doan Insurance Group, LLC. Outside of advisory work, Doan is involved in estate planning services and insurance sales, including health, vision, and dental insurance enrollment. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to institutions, providing both advisory and broker-dealer services through proprietary and third-party investment models with discretionary and non-discretionary program options.

Andrew Williams Jr. is a financial advisor with Kestra Advisory who holds Series 63 and 66 licenses and has 35 years of industry experience. He previously worked at Wfg Investments Inc. from 2010 to 2017. Williams also owns Williams Wealth Management Group, operating under Kestra’s registered representative and advisory services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers fiduciary services, plan design and compliance support, and access to multiple management platforms, managing approximately $79.8 billion in assets.

Ian Ogilvie is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank, National Association for 11 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 portfolio management, financial planning, and consulting services through a Private Advisor model and an integrated investment platform, and operates as a registered broker-dealer providing a range of investment and placement services.

Michael Barczak II is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He is currently with Carson Wealth in Dallas, TX, and previously worked at firms including Creative Planning, Lockton Financial Advisors, Wells Fargo Advisors, and Guardian Life. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors managing approximately $50.6 billion. The firm provides discretionary asset management, financial planning, variable sub-account management for annuities, sub-advisory relationships, and retirement plan services, supported by an Investment Committee that oversees model portfolios and offers tailored investment solutions.

Tallie Young is a financial advisor with Ameritas Advisory Services, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her career includes roles at Ameritas Life Insurance Corp., Ameritas Investment Corp., Principal Financial Services, and Carillon Investments, Inc. In addition to her advisory work, she owns and operates Tallie O. Young & Associates, LLC and has been involved with Shaklee, marketing nutritional supplements and natural products since 2012. Ameritas Advisory Services provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses, utilizing a range of model portfolios, mutual funds, ETFs, and individual securities across various program platforms.

Jason Weston is a financial advisor with Transamerica Financial Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and has held multiple roles in insurance and mortgage-related businesses since 2001. Weston is involved in residential mortgage loan origination and insurance sales as part of his broader professional activities. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides access to proprietary and third-party model portfolios with discretionary and non-discretionary options, and supports clients with affiliated retirement and recordkeeping entities.

Brian Bergman is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Hightower Advisors. His prior experience includes roles at Smith Anglin Financial, Fidelity Investments, and TD Ameritrade. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Malia Morales is a Private Wealth Advisor and managing partner of the Tyler, Bybee, Lane, Morales Group within Merrill Private Wealth Management. She has over 20 years of experience advising founders, corporate executives, and business owners. Malia leads a 12-person team and oversees $4 billion in assets as of January 2026. Her client focus includes areas such as college education planning, executive compensation, family wealth management strategies, legacy planning, philanthropic planning, and specialized services for women, sports, and entertainment professionals. Malia holds multiple professional designations including Certified Investment Management Analyst (CIMA), Certified Divorce Financial Analyst (CDFA), Chartered Retirement Planning Counselor (CRPC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She has been designated as a Senior Portfolio Manager within Merrill's Investment Advisory Program, managing discretionary personalized and defined investment strategies. Malia frequently speaks at industry conferences and has presented at events hosted by Forbes, Barron's, Standard & Poor's/Dow Jones, and State Street Global Advisors. She graduated from Stanford University with dual bachelor's degrees in Political Science and Media Communications with an emphasis in Media Technology and Psychology. Active in her community, Malia supports organizations such as the Child Rescue Coalition, for which she directed and produced a documentary about the abuse, exploitation, and trafficking of young children. She is also involved with Fundacion Social Antorchas de Vida, Funicancer, Operation Underground Railroad, and Thorn. Malia lives in Houston with her husband and two children.

Chandler Maxwell is a financial advisor with Ameritas Advisory Services, LLC in Dallas, TX, holding a Series 66 designation and four years of industry experience. He is also involved with Foster Financial Group, where he serves as a client service specialist. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions using model portfolios, mutual funds, ETFs, and individual securities across various program platforms.

Hudson White is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation. He has one year of industry experience, including prior roles at several firms such as Cornerstone Caregiving and Alpha 8. He also has experience at Baylor University and various organizations outside the financial sector. Goldman Sachs Wealth Services advises a broad client base, including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management supported by specialized teams and proprietary research, delivering tailored strategies through a variety of platforms and leveraging the broader Goldman Sachs network.

Peter Curtis is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Beacon Pointe Advisors, LLC in Dallas, TX, with three years of industry experience. His prior roles include positions at Greycourt & Co., INC., and the University of Pittsburgh. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual, corporate, pension, profit-sharing, and institutional clients. The firm employs a mix of active and passive strategies across public and private assets, integrates third-party independent managers via a proprietary “Focus List,” and offers detailed performance reporting and participant education.

Michael Kolacz is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Independent Financial Group since 2023 and previously spent seven years at International Assets Advisory, LLC. Kolacz is also an independent contractor assisting clients with estate planning documents and consulting on college tuition negotiation. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm employs both strategic asset allocation and multi-manager portfolio strategies across passive and active investments, serving clients through various advisory platforms and third-party manager programs.

Kathy Kaffer is a CFP®-certified financial advisor at Creative Planning with seven years of industry experience. She has worked at Creative Planning since 2020 and previously was with Thun Financial Advisors and Oscar Gruss & Son Incorporated. Creative Planning provides wealth management and financial planning services to a wide range of clients, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, complemented by selective private market exposure and other tailored investment options.

Theresa Gorin is a CFP® with 26 years of industry experience. She has worked at Rockefeller Financial LLC since 2023 and previously held positions at Bank of America, N.A. and Merrill, with a combined tenure of over two decades. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering placement and investment banking services alongside an integrated investment platform.

Andres Medina is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Creative Planning since 2014. He holds Series 63 and Series 66 licenses and is based in Austin, TX. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and offers a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by supplemental approaches and a broad range of retirement plan services.

Mark Griege is a financial advisor at Corient with 23 years of industry experience. He holds a Series 63 designation and previously worked at RGT Wealth Advisors, LLC for 37 years. Griege serves as a director and chair of the Compensation Committee at Veritex Holdings, Inc., a bank holding company based in Dallas. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining internal strategies with third-party managers and employs risk management tools and alternative investment options where appropriate.

Chad Smith is a CFP® and ChFC® with 29 years of industry experience. He is currently with Beacon Pointe Advisors, LLC, having joined the firm in 2025 after six years at Heritage Financial Planning, LLC and eleven years at H.D. Vest. He is based in Dallas, TX. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach using a proprietary “Focus List” and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Collin Bishop is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, he spent eleven years in education. 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 integrates strategic allocation models, manager selection, and various implementation methods, leveraging its affiliation with the broader Goldman Sachs ecosystem.