Karyn Senne is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has prior experience at the Royal Bank of Canada and Texas Christian University. 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 uses strategic allocation models and manager selections combined with discretionary and non-discretionary implementations, supported by proprietary analytics and integration with the broader Goldman Sachs ecosystem.

Monte Hinkle is a CFP® professional with 44 years of industry experience, currently advising at VOYA Financial Advisors, Inc. since 2014. He holds a Series 63 license and operates as an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors serves a diverse client base, including individuals, institutions, retirement plan sponsors, and high-net-worth individuals, offering services such as financial planning, portfolio management, and plan-sponsor consulting through various program structures.

Richard Thome Jr. is a Series 66-licensed financial advisor with 16 years of industry experience, currently with Rockefeller Financial LLC since 2025. He previously worked at Bank of America, N.A. and Merrill, spanning from 2010 to 2025. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and corporations. The firm provides portfolio management, financial planning, and consulting through a Private Advisor model and offers both discretionary and non-discretionary investment solutions across various asset classes.

John Saalfield is a financial advisor at Concurrent Investment Advisors, LLC in Dallas, TX, with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including UBS Financial Services and Raymond James Financial Services. Saalfield is also the owner of Wealth Partners Alliance LLC, a business support company. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors serving over 13,000 clients.

Lisa Barnes is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill and Muskogee County Enhanced 911 Center prior to joining Rockefeller Financial. 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 portfolio management, financial planning, and consulting services, operating as both a registered investment adviser and a broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

Addison Hughes is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds the Series 66 designation and previously worked at Goldman Sachs & Co. LLC. His background also includes roles in education and community tennis programs. Goldman Sachs Wealth Services advises a wide range of clients, from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models, manager selections, and proprietary research within the broader Goldman Sachs ecosystem to tailor solutions across various fee structures and platforms.

Connor Branch is a financial advisor at Allworth Financial, L.P. with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisor, LLC. Outside of his advisory role, he umpires high school baseball games in the Collin County Baseball Umpires Association. 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 a range of model strategies and employs third-party sub-advisers when appropriate.

Randall Richter is a CFP® with 15 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2013. He operates his own LLC, Richter Wealth Management, and is also involved as a financial representative with Intirety Wealth Management, focusing on life insurance sales. Additionally, he assists employees with insurance benefits enrollment for Mesquite ISD. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm manages approximately $3.65 billion across more than 37,000 accounts and utilizes a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Connor Pearl is a financial advisor at Beacon Pointe Advisors, LLC in Dallas, TX, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Luminate Bank, Gateway First Bank, Wells Fargo Bank, and Legacy Texas Bank. 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-focused investment approach using both active and passive strategies, supported by a formal due-diligence process and proprietary investment vehicles.

Timothy White is a CFP® with 18 years of industry experience, currently advising at Rockefeller Financial LLC. He has held roles at Rockefeller Capital Management since 2025 and previously worked at Bank of America and Merrill. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering a broad range of portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and provides access to discretionary and non-discretionary investment solutions across multiple asset classes through a consolidated investment platform.

Joseph Bybee serves as a Private Wealth Advisor with Merrill Private Wealth Management, specializing in portfolio construction and management. Since joining Merrill in 2007, he has leveraged his extensive background, which includes his role as lead equity manager and head of the Houston office at Bank of America Private Bank (formerly U.S. Trust Co.). Prior to that, he was chief domestic equity portfolio manager at another trust company for nine years. Joe holds the Chartered Financial Analyst® (CFA®) designation and is a Senior Portfolio Manager authorized to build and manage personalized investment strategies that may include individual securities, Merrill model portfolios, and third-party strategies. He earned a bachelor's degree in economics and history from The University of the South and an MBA with honors from The University of Chicago Graduate School of Business. Joe is involved in the community through his board membership at Cho-Yeh Camp and Conference Center and has previously served as chairman of the board for the Texas Presbyterian Foundation.

David Gauhs is a Series 66 accredited financial advisor with 27 years of industry experience, currently with Fifth Third Securities, Inc. He has previously worked at Comerica Securities, Ameriprise Financial Services, Merrill, Banc of America Investment Services, and Quick & Reilly. Outside of his advisory role, he is involved with Financial Oxygen/Maestro, a cash management platform for corporate and institutional clients. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions such as corporations, trusts, and retirement accounts. The firm offers various investment advisory and brokerage services through multiple program types, including managed accounts and separately managed account strategies, supported by its position as a wholly owned subsidiary of Fifth Third Bank.

Melanie Kane is a financial advisor at Rockefeller Financial LLC in Dallas, TX, holding a Series 66 designation with one year of industry experience. She previously worked at Merrill from 2019 to 2023 and at Praxis Med International from 2016 to 2019. 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, providing securities transactions, variable insurance products, placement, and investment banking services through a Private Advisor model and a consolidated investment platform.

Samuel Marshall is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked at Ayco since 2020 and has previous experience at Texas Tech University, Alliance Drywall, South Plains College, Tarrant County Community College, and the University of Mississippi. Goldman Sachs Wealth Services provides financial planning and portfolio management to individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm utilizes strategic and tactical allocation models along with discretionary and non-discretionary implementations, offering access to various investment platforms and affiliated capabilities across the Goldman Sachs ecosystem.

Jessica Smith is a financial advisor at Principal Financial Services with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Principal Life Insurance Company and Principal Securities Inc. since 2015. Outside of her advisory role, she serves as Chair of the Economic Legacy Committee for the Tau Rho Omega Chapter of Alpha Kappa Alpha Sorority, Inc. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Owen Mc Cone is a financial advisor at CWM, LLC with Series 65 credentials and less than one year of industry experience. His prior work history includes roles at Chessman Wealth Strategies, Vineyard Family Wealth Advisors, Integrity Road Wealth Partners, and Northwestern Mutual. Before entering the financial industry, he worked in education at Liberty University, Fayetteville High School, and Woodland Junior High School. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan services, utilizing model portfolios governed by an in-house Investment Committee and incorporating fundamental and technical analysis alongside third-party sub-advisors.

Norman Gunn is a CFP® professional with 27 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. He has held roles at Lane Gorman Trubitt, LLC and Lido Advisors, LLC among others. Outside of his advisory work, Gunn serves as President of Operations at LGT Insurance Services, where he is involved in long-term care, disability, and life insurance. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, offering comprehensive asset management and financial planning services. The firm utilizes various portfolio management strategies and technology platforms to support client wealth and estate planning.

Sarah Stubbs is a financial advisor at Beacon Pointe Advisors, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. from 2018 to 2023 and at The Spa-Los Gatos from 2012 to 2018. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base that includes individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Drew Steele is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2022, with prior experience at Amazon and the YMCA. Outside of his advisory role, he owns Seasick Hats LLC, a Dallas-based hat company involved in local event sales and management. 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 integrates a range of proprietary strategies and affiliated capabilities across the Goldman Sachs ecosystem to tailor investment solutions and specialized wealth programs.

Grant Holloschutz is a financial advisor at Allworth Financial, L.P. with five years of industry experience. He holds a Series 66 designation and has worked at firms including United Capital Financial Advisors, Bank of America, Merrill, and Charles Schwab. 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 a variety of model strategies and employs both discretionary and non-discretionary engagements supported by technology to manage held-away employer retirement accounts.