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.

Carter Street is a financial advisor at Allworth Financial, L.P. with 10 years of industry experience. He holds the CFP® and Series 66 certifications and has previously worked at firms including J.P. Morgan Securities LLC, Merrill, and Bank of America, N.A. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using various model strategies and employs technology to manage held-away employer retirement accounts without client login credentials.

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.

Valarie Wright is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her career includes roles at Cabot Lodge Securities LLC, IFS Securities Inc., Fuller Wealth Management, Keller Williams, and Raymond James & Associates. She also serves as a FINRA arbitrator in Dallas, TX. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management supported by quantitative and fundamental research.

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, with two years of industry experience. He is currently with Beacon Pointe Advisors, LLC in Dallas, TX, where he has worked since 2023. His prior experience includes roles at Greycourt & Co., Inc. and the University of Pittsburgh. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses a combination of third-party independent managers, asset-allocation modeling, and rigorous due diligence to implement client strategies across various investment platforms.

James Hall is a CFP® with nine years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. since 2025. His prior experience includes roles at First Command Financial Services and Ayco/Goldman Sachs & Co. LLC. Allworth Financial is a fee-based SEC-registered adviser providing asset management and financial planning services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm uses customized portfolios with model strategies and third-party sub-advisers, and is notable for its ownership structure and specialized divisions including services for airline industry employees.

Kathy Kaffer is a CFP® professional at Creative Planning with six years of industry experience. She previously worked at Thun Financial Advisors and Oscar Gruss & Son Incorporated and spent two years studying for the CFA designation. She is based in Dallas, 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 client assets through a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and comprehensive retirement plan services.

Stephen Valelly is a financial advisor at Wealth Enhancement Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fuller Wealth Management, LLC and Raymond James & Associates. In addition to his advisory role, he is also an insurance agent based in Dallas, TX. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

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.

Logan Frasier is a financial advisor at MAI Capital Management, LLC in Dallas, TX, holding a Series 65 credential with one year of industry experience. Prior to joining MAI, he worked at Treloar & Heisel and has been involved with Collegiate Entrepreneurs Painting Services. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, and retirement plan consulting services to a range of clients, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional investors. The firm offers customized portfolio management across multiple strategies and integrates financial planning and tax services into client relationships.

Darrell Delphen is a financial advisor with Independent Financial Group, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His career includes roles at Cornerstone Financial Services, Inc. and Transamerica Financial Advisors. Outside of his advisory work, he serves as an independent contractor involved in the sale of physical precious metals through Liberty Silver & Gold, LLC and holds an insurance agent representative position. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse clientele including individuals, high-net-worth clients, trusts, corporations, and charitable organizations. The firm uses a combination of firm- and third-party models to develop client strategies, incorporating both passive and active investments across a range of risk profiles.

Christene Dino Hobbs is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. Her career includes roles at firms such as Bates Wealth Strategies and Paperhouse Financial Group. Outside of her advisory work, she serves as a board member for Tackle Tomorrow, a nonprofit focused on improving early childhood literacy in underserved communities. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailoring recommendations to client objectives and plan sponsor criteria while delivering advice through multiple program types.

Ava Overman is a financial advisor with Valic Financial Advisors in Addison, TX, holding a Series 66 designation and bringing 17 years of industry experience. She has been with Valic Financial Advisors since 2013 and also works as an agent for Agia, a role involving non-securities insurance products. Valic Financial Advisors serves primarily U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Robert Mitzel is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds the Series 66 designation and has been with Citigroup Global Markets since 2006. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, brokerage execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale alongside specialized market roles such as security-based swap dealing and futures commission merchant services.

Nishant Mehta is a CFP® professional with experience at Mercer Global Advisors Inc. since 2026. Prior to joining Mercer, he worked at Guidehouse for 13 years and was affiliated with Texas Tech University for two years. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm’s approach utilizes Modern Portfolio Theory to build globally diversified, risk-appropriate portfolios through a range of investment vehicles, and it offers specialized services including retirement plan consulting and charitable advisory.

Tim Dowden is a CFP® certificant with 24 years of industry experience, currently serving as an advisor at Prime Capital Financial since 2024. He previously worked at Financial Engines Advisors L.L.C. for eight years and Tmfs Advisors, LLC for two years. Dowden is also involved in the sale and service of fixed insurance products through related business activities. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans with asset management, financial planning, qualified retirement plan services, and family office offerings. The firm employs a variety of strategies including core/satellite, thematic, and tactical approaches and provides consolidated reporting, tax advisory services, and continuity mechanisms alongside its investment advisory services.