David Duque is a financial advisor at Valic Financial Advisors with 16 years of industry experience. He holds a Series 66 designation and has worked at Valic Financial Advisors since 2008, with additional roles at Park Avenue Securities, Guardian Life Insurance Company, and Agia. Outside of his advisory work, Duque serves as Sergeant of Arms on the Board of Directors for the Champions Rotary Club of Justin, TX. Valic Financial Advisors primarily serves U.S.-domiciled 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 to construct client portfolios.

William Morris Wallrapp is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Fisher Investments and OneDigital, as well as a five-year period at Benedictine College. 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 a range of portfolio management and financial planning services within a Private Advisor model and maintains a registered broker-dealer status, allowing it to offer securities transactions, variable insurance products, and investment banking services.

Christopher Cavazos is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. He has worked at Goldman Sachs Personnel Financial Management since 2019 and served in the Texas Army National Guard since 2018, following prior service in the South Carolina Army National Guard and a five-year period at The Citadel, Military College of South Carolina. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and offers a range of tailored services, leveraging its integration within a large financial group to deliver comprehensive wealth management solutions.

Theodore Trottman is a financial advisor at Hightower Advisors with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously with firms including Private Client Services, RFG Advisory, Prospera Financial Services, Raa, and Lincoln Financial Advisors Corporation. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers along with proprietary research and operational support.

John Winslow is a financial advisor at CIBC Private Wealth Advisors, Inc. in Dallas, TX, holding the CFA® designation and a Series 63 license with 18 years of industry experience. He has worked at CIBC Private Wealth Advisors since 2015. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, philanthropic planning, and coordinated Family Office services, utilizing a combination of proprietary and external investment strategies with oversight from dedicated investment committees.

Patrick Kimbrough is a financial advisor at Mariner with 16 years of industry experience. He holds the CFP® designation as well as Series 66 and Series 65 licenses. His prior work experience includes roles at Mariner Wealth Advisors, Avantax Advisory Services, LPL Financial, and Edward Jones. Mariner serves a diverse range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm provides customized discretionary portfolios supported by an internal team and third-party managers, with integrated tax and accounting capabilities that are notable among large advisory enterprises.

Timothy Mayben is a financial advisor at United Planners Financial Services of America with 25 years of industry experience. He holds a Series 66 designation and has been with United Planners since 2003. He is also the president of The Mayben Company, a marketing entity, and is a licensed agent for non-variable insurance. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates both as a registered investment adviser and broker-dealer, offering an open-architecture platform with multiple custodians and third-party money managers, and provides a mix of fee-based and commission-based solutions.

Erica Puent is a CFP® professional at Creative Planning with six years of industry experience. Her prior work includes roles at Robert Walters Japan, Military OneSource, Fisher Investments, BKD Wealth Advisors, Charles Schwab & Co., Inc., and Old Fisherman's Grotto. She is based in Dallas, TX. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors and 151 offices.

Brittani Kutschke is a financial advisor at Citigroup Global Markets with a Series 66 designation and over a decade of experience that includes roles at Citigroup and Barclays. She is based in Dallas, TX. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a broad range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and is notable for its large institutional scale and unique market roles, including operating as a swap dealer and futures commission merchant.

James Yoo is a financial advisor at Oppenheimer with 32 years of industry experience. He has been with Oppenheimer since 1998 and holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services that include strategic and tactical asset allocation, manager selection, and both discretionary and non-discretionary portfolio management.

William Wilkinson is a financial advisor with Truist Advisory Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior work includes roles at Cetera, Wells Fargo, and BB&T, where he gained extensive experience in investment services. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and interaffiliate operating arrangements.

Clement Woo is a financial advisor with Transamerica Financial Advisors in Plano, TX. He holds Series 63 and Series 65 licenses and has been with Transamerica since 2026. Outside of his advisory role, he has longstanding involvement with Dallas Theological Seminary and volunteer work spanning over two decades. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm combines advisory and broker-dealer services, offering proprietary model portfolios and access to third-party money managers with both discretionary and non-discretionary program options.

Fah Leong is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 credentials. Based in Dallas, TX, Leong has been with Transamerica since 2026 and has prior experience at World System Builders, World Financial Group Insurance Agency, Shorecliffs Golf Management, Texas Radiology Associates, and Mesa Radiology. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and registered investment adviser, providing a range of discretionary and non-discretionary program options.

Catherine Matthews is a financial advisor at Cresset Asset Management, LLC in Dallas, TX. She holds a Series 65 designation and has one year of industry experience, including prior roles at Bank of Texas and Sidley Austin. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and a combination of active and passive strategies across various asset classes.

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.

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 the Series 66 designation and has previously worked at Merrill, Morgan Stanley, and Bank of America. Outside of financial advising, she is an individual shareholder in a cooperative real estate business in Astoria, New York. 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 Private Advisor model supported by a consolidated investment platform and holds a broker-dealer registration, allowing it to provide a range of securities transactions, insurance products, and placement services.

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.