Robert Mitzel is a Series 66 licensed financial advisor with Citigroup Global Markets in Dallas, TX, bringing 19 years of industry experience. He has been with Citigroup Global Markets since 2006. Citigroup Global Markets Inc. serves individual and institutional clients across multiple segments including workplace, high-net-worth, and ultra-high-net-worth. The firm offers a broad range of investment advisory programs, broker-dealer execution, and custody services, employing multi-asset, multi-manager strategies with internal oversight and a combination of large institutional scale and specialized market roles.

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.

Angela Bacon is a financial advisor at Rockefeller Financial LLC with 34 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at UBS Financial Services Inc. from 2008 to 2020 before joining Rockefeller Financial in 2020. 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 also operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Katherine Tallett is a financial advisor at IEQ Capital, LLC with four years of industry experience. She holds a Series 65 designation and has worked previously at EPIQ Capital Group, Fisher Investments, Vision Financial Group, and has been involved with organizations such as the Toilet Board Coalition and the World Food Prize Foundation. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, and nonprofit organizations. The firm’s investment process involves centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios constructed from liquid strategies, third-party managers, and private alternative investments.

John Tyler is a Private Wealth Advisor within Merrill Private Wealth Management. He has been with Merrill since 2009 and began his career in financial services at Bernstein Global Wealth Management, working with ultra-affluent clients across various industries. John advises senior corporate executives, closely held business owners, and ultra-affluent families on multiple aspects of their financial lives. John specializes in providing strategic guidance for business owners preparing for and executing liquidity events, as well as assisting C-suite executives with managing concentrated stock positions and implementing diversification strategies for Section 16 insiders. His client focus areas include corporate executive services, executive and equity compensation, family wealth management, legacy planning, and portfolio management. He holds a Bachelor's Degree from Stephen F. Austin State University and is a Chartered Financial Consultant (ChFC), Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and holds a Sports & Entertainment designation. John serves on the Advisory Council for the Business School at Stephen F. Austin State University and is involved with the Klein Education Foundation, Big Brothers/Big Sisters of Houston, and chairs the Finance Committee at John Wesley United Methodist Church. In his personal time, he enjoys fishing, golfing, hunting, and spending time with his family.

Christopher Ford is a CFP® with nine years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2020. Prior to joining Hightower, he worked at Frontier Investment Management Co and United Capital Financial Advisers. He also spent one year at Texas Tech University early in his career. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm focuses on manager selection and multi-manager strategies, utilizing both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.

Jason Nunez is a financial advisor with Transamerica Financial Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and possessing eight years of industry experience. He has been with Transamerica Financial Advisors since 2018 and also serves as an independent contractor with Net Law Group Inc., providing affordable estate planning and legal services. Additionally, he is a member of the United States Naval Academy Alumni Association North Texas Chapter, where he is involved in membership administration and outreach. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services with various proprietary and third-party investment programs, operating as both a registered investment adviser and broker-dealer.

Mary Lafield is a CFA® charterholder based in Dallas, TX, with nine years of industry experience. She is currently with Corient and has previously worked at RGT Wealth Advisors. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Vonda Warren is a Series 66 licensed financial advisor with 21 years of industry experience. She has been with Rockefeller Financial LLC since 2023 and previously worked at Merrill for 40 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 operates as a registered broker-dealer and offers discretionary and non-discretionary portfolio management, financial planning, and consulting, organizing client relationships around a Private Advisor model and a consolidated investment platform.

Stacie Harris Boyle is a Series 66-licensed financial advisor at Rockefeller Financial LLC with six years at the firm and a total of 16 years in the financial industry, including prior roles at Merrill and Bank of America. She has experience volunteering as PTO secretary at her son’s middle school in Dallas, TX. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, offering a range of portfolio management, financial planning, and investment banking services through an integrated platform and a distinctive Private Advisor model.

Chad Stief is a financial advisor with Truist Advisory Services in Dallas, TX, holding a Series 66 designation and six years of industry experience. He has worked at several firms, including Texas Capital Bank, Citigroup, Fidelity Investments, Edward Jones, and PepsiCo. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships, non-discretionary consulting, and AI-enabled research to support client investment decisions.

Elizabeth Wilson is a CFP® with 36 years of industry experience. She is currently with Rockefeller Financial LLC and has held positions at Truist Advisory Services, BB&T Securities, Western Wealth Management, Monarch Advisory Group, and LPL Financial. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Adam Loveless is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 17 years of industry experience. He has worked previously at Merrill and Bank of America. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations, offering portfolio management, financial planning, and consulting. The firm operates a registered broker-dealer and provides access to a consolidated investment platform with a range of discretionary and non-discretionary solutions across asset classes.

Michael Hansen is a financial advisor at Allworth Financial, L.P. in Addison, TX, holding a Series 65 designation and one year of industry experience. His prior background includes roles at Lee Financial and Texas A&M University-Commerce. 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 portfolios using a mix of model strategies, discretionary and non-discretionary asset management, and specialized financial planning services.

Lehman McNabb is a Series 66 licensed financial advisor with four years of industry experience. He is currently with Rockefeller Financial LLC and has prior experience at Bank of America, Merrill, LPL Financial, and Tungsten Wealth Management. Outside of his advisory role, he is involved in McNabb Brother's Investments, an LLC focused on real estate rental activities. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutions, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services, operating uniquely as both an investment advisor and a registered broker-dealer with access to a broad range of investment and banking solutions through its Private Advisor model and the Rockefeller Global Investment Management platform.

Matthew Craft is a financial advisor with Valic Financial Advisors in Addison, TX, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at Valic Financial Advisors since 2017 and previously at Agia. Outside of his advisory role, he has contributed editorial support to a family devotional project called The Advent Table. 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, employing Envestnet-developed UMA models to construct client portfolios.

Robert Sweeney is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 44 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance since 2016. Outside of his advisory work, he serves as president of the Roehampton Court Homeowners Association. Park Avenue Securities LLC serves a broad retail client base with transaction-based brokerage and fee-based advisory services, offering financial planning, retirement consulting, and business consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports various account-level services including lending solutions and donor-advised funds.

Adam Goldenberg is a financial advisor at Corient with 20 years of industry experience and holds a Series 66 designation. He has previously worked at RGT Wealth Advisors, LLC and CIPW Service Company, LLC. Outside of his advisory role, he serves as Chairman of the Board for Interfaith Family Services, an organization focused on poverty alleviation in Dallas, and is an investment committee member for the Trinity Christian Academy Foundation. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm utilizes a goals-based, team investment approach that combines proprietary strategies with third-party managers and employs risk management tools and continuous portfolio monitoring.

Tamra Enriquez is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has held roles at several firms, including Hilltop Securities and Cetera Advisor Networks. She is based in Dallas, TX. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, estates, and charitable organizations with a range of advisory and portfolio management services. The firm offers both discretionary and non-discretionary management through proprietary and third-party solutions.