Gerald Gaeta is a financial advisor with RBC Rochdale, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked at City National Rochdale since 2020 and previously held roles at First Republic Securities Company, LLC, First Republic Investment Management, Inc., NYLIFE Securities Inc., and New York Life Insurance Company. Outside of finance, he is a guitarist and vocalist. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and institutional investors. The firm employs an active, multi-strategy investment approach combining quantitative analysis with fundamental research, utilizing proprietary tools and partnering with third-party sub-advisors to create tailored portfolios.

Kendall Dungan is a financial advisor with Principal Financial Services in Addison, TX, holding Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at Fidelity Brokerage Services and Northwestern Mutual. Outside of finance, he owns an internet-based cookie company called Kendall's Kookies. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers financial planning, retirement plan consulting, and access to third-party money managers through both advisory and promoter arrangements.

Chase Petter is a financial advisor with Equity Services, Inc. in Addison, TX, holding Series 63 and Series 65 credentials. He has one year of industry experience and previously worked with National Life Group and Cetera Advisor Networks. In addition to his advisory role, he is active as an insurance agent with multiple firms. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, with a combination of long-term strategies and options for shorter-term trading.

Alexander Pierce III is a financial advisor at Beacon Pointe Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Oxbow Advisors, LLC for 12 years before joining Beacon Pointe in 2023. Beacon Pointe Advisors provides investment advisory and consulting services to a broad range of individual and institutional clients. The firm employs a manager-driven investment approach, using a proprietary “Focus List” and asset-allocation modeling, and offers discretionary wealth management, retirement plan consulting, outsourced CIO solutions, and other fiduciary services.

Wade Catlin is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 23 years of industry experience. He worked at The Ayco Company, L.P./Mercer Allied Company, L.P. for 20 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and a range of tailored offerings, combining discretionary and non-discretionary management within a large integrated financial group.

Ami Doshi is a financial advisor at Hightower Advisors with six years of industry experience. Prior to joining Hightower in 2020, Ami held roles at Frontier Investment Management Co and participated in nonprofit-related activities at the Communities Foundation of Texas. She also has experience with social ventures through Inclusive Planet Technologies and Milaap Social Ventures USA. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research in portfolio construction.

Erik Linstrom is a Series 66 licensed financial advisor with 20 years of industry experience. He currently works at NewEdge Advisors and NewEdge Securities Inc, joining in 2024 after 14 years at JPMorgan Chase Bank NA and J.P. Morgan Securities LLC. Outside of his advisory role, Mr. Linstrom is the founder of Fortis Wealth Advisors and serves as trustee of his own revocable living trust. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, using a range of investment strategies and regular portfolio reviews.

Brett Diamond is a financial advisor at Steward Partners Investment Advisory, LLC with 26 years of industry experience. He holds a Series 63 designation and has worked at firms including Raymond James Financial Services and Morgan Stanley. He is also the owner of Park Cities Group, a financial advisory support company based in Dallas, TX. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering investment advisory, financial planning, and managed account programs with both discretionary and non-discretionary portfolio management options.

Tracey Gledhill is a CFP® professional affiliated with Hightower Advisors with 16 years of experience in the financial industry. Her prior experience includes roles at The Vanguard Group, Sanctuary Advisors, and Merrill. Hightower provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, leveraging both affiliated and third-party managers alongside proprietary research and a variety of investment vehicles.

Sarah Quarles is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has prior work experience at Tulane University and several restaurant companies. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management supported by strategic and tactical allocation models, specialized wealth programs, and access to alternative investments, leveraging resources across the broader Goldman Sachs organization.

Katherine Archer is a financial advisor at Cresset Asset Management, LLC with 9 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at CH Investment Partners and Deutsche Bank Securities. She serves as an Investment Committee Board Member for the Dallas Regional Chamber. Cresset Asset Management manages approximately $71.9 billion in assets for a diverse client base, including individuals, families, trusts, retirement plans, and institutions. The firm employs a diversified, asset-allocation-driven investment approach using both active and passive strategies, supported by a structured due-diligence program and multiple affiliated entities.

Bryan Bracchi is a financial advisor with Commonwealth Financial Network based in Plano, TX. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. His prior roles include positions at Franklin Templeton Financial Services and Ascensus Broker Dealer Services. Outside of his advisory work, he is a managing member and co-owner of Scooper Dudes LLC, a business unrelated to investments. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, offering various advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support, while its Investment Management and Research team manages discretionary model portfolios.

Timothy Bradford is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds the Series 65 designation and previously worked at National Life Group and Knights of Columbus. Outside of his advisory role, he is involved as an insurance agent and managing director with Texas National Financial Group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, and various institutional clients. The firm offers multiple advisory platforms combining long-term strategies with options for shorter-term trading and uses third-party asset managers across a broad client base.

Kyle Treadwell is a financial advisor at Principal Financial Services with 12 years of industry experience. He holds a Series 66 license and has worked previously at Edward Jones and The Prudential Insurance Company of America. Outside of advising, he serves as Membership Chair for the Precision Metalforming Association Lonestar Chapter and has participated as a judge at a local school music festival. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Henry Smith is a financial advisor at Rockefeller Financial LLC in Dallas, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Rockefeller Financial in 2025, he worked at UBS Financial Services and Sellside Group, LLC. In 2022, he spent time traveling in Europe following his college graduation. 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 operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services through a Private Advisor model and consolidated investment platform.

Juan Hernandez is a financial advisor with FIFTH THIRD SECURITIES, Inc. based in Dallas, TX. He holds Series 63 and Series 66 designations and has 14 years of industry experience. His prior roles include positions at Ameriprise Financial Services, TCBI Securities, Texas Capital Bank, Wells Fargo, Regions Bank, and BBVA Compass Insurance Agency. FIFTH THIRD SECURITIES, Inc. serves a wide range of individual and institutional clients through both advisory and brokerage channels. The firm offers access to various managed account programs and portfolio management strategies on the Passageway platform, supported by a large team of advisors and affiliated entities.

Smridhi Sharma is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Irving, TX, and has two years of industry experience. Prior to joining Goldman Sachs, she held roles including UC Davis Orientation Leader and worked in the university's International Admissions Department. Outside of her advisory work, she manages a residential real estate property in Gurugram, India. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory services to a diverse client base, including individuals, high-net-worth households, corporations, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering tailored solutions through a combination of discretionary and non-discretionary managers within a large integrated financial group.

William Wall is a CFP® professional with eight years of industry experience. He has been with Creative Planning since 2017 and previously worked at Tolleson Wealth Management. Outside of his advisory role, he serves as treasurer for The Charles F. "Doc" Hall Foundation, supporting the Texas A&M University men's lacrosse club. 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 employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by various active management techniques and comprehensive retirement plan services.

Madison Friedman is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. Prior to joining Rockefeller Financial, Madison held roles at Stack'd Oakland, CIFC Asset Management, and had entrepreneurial experience with Viva Los Tacos. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Rawles Bell is a financial advisor with Beacon Pointe Advisors, LLC in Dallas, TX, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Benchmark Private Wealth Management, Innovation Partners, and Beacon Pointe Insurance Services, where he also acts as an insurance agent. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, implementing strategies primarily through allocations to third-party independent managers selected via a proprietary due-diligence process. The firm offers discretionary wealth management, financial planning, retirement plan consulting, outsourced CIO solutions, and sponsors proprietary investment vehicles.