Seth Halley is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at The Ayco Company, L.P./Mercer Allied and Tyson Foods/GDH Consulting. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm integrates strategic allocation models, manager selections, and advanced analytics within the broader Goldman Sachs network to tailor solutions for client objectives.

Anna Apodaca is a CFP® professional with 17 years of industry experience, currently with Mercer Global Advisors Inc. Her prior roles include positions at TD Ameritrade, Scottrade, and Lake Point Wealth Management. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and a variety of implementation options.

Nancy Schilreff is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and 11 years of industry experience. She has worked at Brookstone Capital Management since 2018 and previously was employed with Client One Securities, LLC and Horter Investment Management. She is also Vice President of Schilreff & Associates, an insurance services business that provides life insurance, annuities, and long-term care policies tailored to client needs. Brookstone Capital Management offers fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm employs strategic and dynamic asset-allocation models and a variety of investment strategies, servicing clients through both direct management and sub-advisory relationships.

Arjun Swarup is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and one year of industry experience. Prior to joining TIAA-CREF, he worked at Morgan Stanley Wealth Management and has an academic background from NYU College of Arts and Sciences. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing managed account services within a fiduciary framework, including acting as adviser to a donor-advised fund.

Charlotte Green is a financial advisor at TIAA-CREF with five years of industry experience. She holds the Series 63 and Series 66 designations. Prior to her advisory role, she worked for 18 years at Stanley Cleaners & Laundry. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund within a vertically integrated group that uses affiliated funds.

John Brown is a financial advisor at Savant Wealth Management with 26 years of industry experience. He holds a Series 65 designation and previously worked at Exencial Wealth Advisors, LLC and Bush O'Donnell Investment Advisors, Inc. Outside of his advisory role, he serves as chairman of GJ Liquidation Company, a former supplier of railroad crossties. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and family office services to individuals, families, institutions, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.

Steven Perry is a financial advisor at D.A. Davidson & Co. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at D.A. Davidson since 2019, following a decade at Wells Nelson & Associates, LLC. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and private wealth management for clients with over $20 million in net worth.

Mark Rubey is a financial advisor at Allworth Financial, L.P. with 23 years of industry experience. He holds the CFP® designation and has previously worked at Raa for 12 years before joining Allworth Financial in 2020. 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 technology solutions to manage held-away employer retirement accounts without requiring client login credentials.

Robyn Petty Greer is a financial advisor at Rockefeller Financial LLC with 22 years of industry experience. She holds a Series 66 credential and has worked at Rockefeller Financial since 2019, following a 19-year tenure at Merrill. Outside of her advisory role, she works as a freelance floral designer providing décor for weddings. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as 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 equities, fixed income, and alternatives, while also operating as a registered broker-dealer with integrated trust and insurance services.

Sara Corbitt is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and four years of industry experience. She has been associated with Ayco since 2010. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients, utilizing centralized investment resources and a range of tailored service offerings.

Lisa Johnson is a financial advisor at Goldman Sachs Wealth Services with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Goldman Sachs - Ayco since 2021, TD AMERITRADE since 2018, and Travelers Insurance from 2016 to 2018. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm employs strategic and tactical allocation models and provides clients access to a range of fee arrangements, proprietary research tools, and affiliated Goldman Sachs capabilities.

Jason Gower is a CFP®-credentialed financial advisor with 17 years of industry experience. He has worked at Creative Planning, Inc. since 2020 and previously spent six years with Stratford Consulting, LLC. He is based in Addison, TX. 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 additional portfolio management techniques and a range of retirement plan services.

David Rosecrans is a CFP® with five years of industry experience, currently affiliated with Empower Advisory Group in Dallas, TX. His prior experience includes roles at GWFS Equities, Inc. and Lincoln Financial Advisors Corporation, as well as six years at Dupre Logistics LLC. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning approach.

Debra Young is a financial advisor at Rockefeller Financial LLC with 41 years of industry experience. She holds a Series 63 designation and previously worked at Merrill for 42 years before joining Rockefeller Capital Management and Rockefeller Financial LLC in 2025. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating as both a registered investment adviser and broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.

Pierce Halsted is a CFA® charterholder and holds a Series 66 license, with seven years of industry experience. He is currently with Beacon Pointe Advisors, LLC, having joined in 2023, and previously worked at UBS Financial Services from 2019 to 2023. His early career includes multiple roles at Baylor University from 2015 to 2019. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer (OCIO) services to a diverse client base including individuals, corporations, and institutional investors. The firm employs a combination of proprietary asset-allocation modeling and third-party Independent Managers, utilizing both active and passive strategies across public and private asset classes.

Wen Bin Wang is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has been with TIAA-CREF since 2012. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

James Herr is a CFA® charterholder based in Dallas, TX, with four years of industry experience. He has worked at Corient since 2022 and previously spent eleven years 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 combining in-house strategies with third-party managers, employing risk management tools and offering access to alternative investments and private funds through its affiliated platforms.

Edi Crow is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and 18 years of industry experience. She has been with TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals and various entities, often those connected to TIAA-administered employer retirement plans. The firm acts as adviser to a donor-advised fund and offers customized portfolio management through a vertically integrated model.

Lane Weitz is a financial advisor with Principal Financial Services in Dallas, TX, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked with Principal Securities, Union Financial, APEX Retirement, and Principal Life Insurance Company. Outside of his advisory work, he serves as a board member at large for the Preston Green Homeowners Association and is affiliated with the University of Georgia Alumni DFW chapter. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement consulting, and access to third-party money manager solutions.

Deny Paul is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and five years of industry experience. Prior to joining Goldman Sachs in 2021, he worked at Baker Tilly and held positions at UT Southwestern Medical Center and The University of Texas at Dallas. 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 offers a range of tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.