Mary Norniella is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Irving, TX, and has seven years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously at The Ayco Company, L.P./Mercer Allied from 2015 to 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm delivers tailored offerings through a combination of centralized investment resources and affiliated managers, integrating banking and advisory services within a large financial group.

Steven Walton is a CFP® and holds a Series 66 license with 17 years of experience in the financial services industry. He has worked at Hightower Advisors since 2020 and previously spent ten years at GuideStone Financial Services and GuideStone Financial Resources. Walton is based in Dallas, TX. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions using both affiliated and third-party managers, offering a range of investment products and strategies tailored to various client needs.

William McMahan is a financial advisor at Cresset Asset Management, LLC with one year of industry experience. He previously worked at CH Investment Partners for four years and Crow Holdings for 26 years. Outside of his advisory role, he serves as a director overseeing the wind down and liquidation of Catmontu Insurance Company, Ltd. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies and offers services including portfolio management, wealth management, and private fund advisory.

Steven Lauterbach is a financial advisor at Oppenheimer with 40 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2003 and previously worked at CIBC World Markets Corp. from 2000 to 2003. Lauterbach holds Series 63 and Series 65 licenses. He also serves as co-trustee of the Kristina Reinertsen-Forehand 1999 Trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment programs and services, including discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

Nancy Pultz is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. She previously worked at Charles Schwab for two years and has an educational background from the University of Arkansas. 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 uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Benjamin Meyer is a CFP®-certified financial advisor at William Blair with two years of industry experience. He has worked at several firms including UBS, Stifel, and Ameriprise Financial Services. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm utilizes an active, research-driven approach across multiple asset classes and provides proprietary models as well as access to private funds and co-investment opportunities.

Stefanie Williams is a financial advisor at Creative Planning with five years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Lockton Financial Advisors, Lockton Companies, and Regions Bank. 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 that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various tactical approaches and comprehensive retirement plan services.

Gregory Leyden is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked previously at Ameriprise, Comerica Securities, and TIAA-CREF. Fifth Third Securities serves a diverse range of individual and institutional clients through investment advisory and brokerage channels, offering multiple program types including mutual fund/ETF models, SMA strategies, and direct indexing via the Passageway Managed Account platform.

Nedim Saul is a financial advisor at Oppenheimer with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2017, following four years at Concert Wealth Management, Inc and Map Strategic Wealth Management. In addition to his advisory role, he is involved weekly with F45 Willow Bend, a fitness studio in Plano, TX. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of programs and advisory services, combining discretionary and non-discretionary management with strategic asset allocation and portfolio oversight.

Brad Chumley is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, Inc. and managing Chumley Investment Management. He is also a majority shareholder in Silverleaf Wealth Advisors and works as an independent insurance agent. Steward Partners Investment Advisory, LLC is an SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of advisory and managed account solutions.

Kolleen Freudiger is a CFP®-certified financial advisor at Creative Planning with 21 years of industry experience. She has worked at Creative Planning since 2020 and previously held roles at Stratford Consulting, LLC and Northwestern Mutual Investment Management. Creative Planning provides comprehensive investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning-led investment process that includes low-cost indexing, buy-and-hold strategies, and supplemental portfolio approaches, supported by a broad team and centralized investment infrastructure.

Brett Phillips is a financial advisor at VOYA Financial Advisors, Inc. in Dallas, TX, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with VOYA Financial Advisors since 2014. In addition to his advisory role, he works as an independent agent selling fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial providing financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporations. The firm combines in-house and outside strategists with technology-enabled tools to implement investment strategies, operating both on non-discretionary and limited discretionary bases.

Forrest Patterson is a ChFC® credentialed financial advisor at Integrity Alliance, LLC with five years of industry experience. His prior roles include positions at Bloom Financial Partners, Gradient Securities, and Northwestern Mutual. Outside of his advisory work, Patterson is an insurance agent with American Senior Benefits. Integrity Alliance, LLC is a large enterprise firm serving individual investors, corporations, and qualified retirement plans through a network of over 300 advisors managing approximately $5.4 billion in assets. The firm offers a range of services including portfolio management, financial planning, and both wrap and non-wrap programs, utilizing various investment approaches and maintaining dual registration as an investment adviser and broker-dealer.

Donald Bradley is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Charles Schwab, Charles Schwab Bank, TD Ameritrade, and Dicks Sporting Goods. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Charles Schwab’s asset-allocation models and internal research tools.

Evan Radman is a Series 66-licensed financial advisor with 12 years of industry experience. He currently works at Citigroup Global Markets, where he has been employed since 2022. His prior experience includes roles at Frost Investment Services, Frost Brokerage Services, Raymond James & Associates, Bank of America, N.A., and Merrill. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains substantial in-house research and market roles uncommon among its peers.

Aubrey De Bose is a financial advisor at Schwab Wealth Advisory with six years of industry experience. They hold Series 66 and Series 63 licenses and have previously worked at J.P. Morgan Securities LLC, Robinhood Markets, Inc., and TD Ameritrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach includes asset allocation guidance and investment selection using proprietary models and internal research tools, with an emphasis on client authorization for trades and annual portfolio reviews.

John Mazzei is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with Mercer Global Advisors Inc. and has previously worked at Vanguard, Charles Schwab, and Fidelity. Outside of finance, Mazzei is a part-owner of Nurse Emily, LLC, a medical cosmetic company. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm uses a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, offering a range of portfolio management and planning services.

Malcolm Jett Jr. is a financial advisor at Goldman Sachs Wealth Services based in Dallas, TX. He holds a Series 66 designation and has two years of industry experience, all with Goldman Sachs following a decade as a student. Goldman Sachs Wealth Services serves a broad client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes a range of strategic investment models and operational tools, integrating capabilities from across the Goldman Sachs ecosystem to provide tailored advisory solutions.

Ryan Gahler is a financial advisor at Schwab Wealth Advisory, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade and Charles Schwab & Co., Inc. He is based in Westlake, TX. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses proprietary asset allocation models and research tools, offering tailored recommendations with client authorization for trades.

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.