Mason Schoen is a CFP® and holds a Series 65 license with five years of industry experience. He has been with Creative Planning since 2021 and previously held roles with Kansas State University and Clemson University Athletics. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. 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.

Despina Mann is a financial advisor at Rockefeller Financial LLC with 26 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes nine years at Morgan Stanley and five years at Southwest Securities Inc. 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.

Jeffrey Dils is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. Prior to his current role, he spent 18 years at Accenture and took a two-year retirement break. Outside of his advisory work, he serves on the boards of My Possibilities and My Possibilities Residential, nonprofit organizations based in Plano, Texas. Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Ashish Khanna is a financial advisor at Hightower Advisors with 12 years of industry experience. He holds the Series 66 designation and previously worked at Frontier Investment Management Co. from 2016 to 2020 before joining Hightower in 2020. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers access to various investment vehicles such as mutual funds, ETFs, alternative investments, and custom indexing.

Sophie Sulimowicz is a financial advisor at Oppenheimer with six years of industry experience and a Series 66 designation. Prior to joining Oppenheimer in 2026, she worked at Charles Schwab for six years and has experience with Bank of America, Merrill, Fidelity Investments, and Wells Fargo. Outside of her advisory role, she owns a personal real estate rental property. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of advisory and consulting services across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary investment approaches.

David Camarillo is a Certified Financial Planner® and Chartered Financial Consultant with 20 years of industry experience. He is currently with Hightower Advisors and has previously worked at Smith Anglin Financial, LLC and Purshe Kaplan Sterling Investments. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutions, utilizing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment vehicles such as mutual funds, ETFs, and alternative investments.

Mercedes Boyd is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds a Series 66 credential and has worked at Citigroup since 2022. Her prior experience includes roles at Bank of New York Mellon and Morgan Stanley. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight committees and integrates both discretionary and non-discretionary portfolios to address diverse client needs.

Nicholas Routzahn is a CFP® professional with 11 years of industry experience, currently affiliated with Rockefeller Financial LLC. His prior experience includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Bank of America, N.A., and Merrill. 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 a broad range of investment and insurance services through a consolidated investment platform.

Michael Williams is a Series 66-credentialed advisor with 11 years of industry experience, currently affiliated with Independent Financial Group, LLC in Dallas, TX. He has held multiple roles at Cornerstone Financial Services, Inc., where he also co-hosts the radio show Smart Money. Williams has an extensive background in financial services and education, including positions at Texas Tech University and Wayland Baptist University. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence across both passive and active investments to develop tailored client strategies.

Suzanne Winkelmann is a financial advisor with First Command Advisory Services in Dallas, TX, holding Series 63 and Series 66 licenses and offering 13 years of industry experience. She has been with various First Command entities since 2015 and owns Winkelmann Advisory Services, LLC, a financial planning business. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Carter Watson is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation with one year of industry experience. His prior roles include positions at McDonald Capital Management and Sewell Automotive. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models and proprietary analytics, offering clients access to a broad array of affiliated financial services across the Goldman Sachs ecosystem.

Marco Melero is a financial advisor at Prime Capital Financial with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Fiduciary Investment Trusts and Principal Financial Group. Melero is involved in investment-related activities through PCRM, LLC, which focuses on fixed-insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, and qualified retirement plan sponsor and trustee services. The firm employs a variety of investment strategies and offers family office services alongside tax advisory and consolidated financial reporting.

Steve Luong is a financial advisor with Transamerica Financial Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also operates as a CPA providing tax preparation services. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement investment strategies and operates an integrated retirement plan ecosystem with affiliated entities.

Xavier Thomas is a CFP® and holds a Series 66 license with six years of industry experience. He currently works at Goldman Sachs Wealth Services and previously held positions at The Ayco Company and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he is the owner of Blatsby LLC, a clothing company based in Richardson, TX. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate and employer-sponsored participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management supported by strategic allocation models and access to a broad range of affiliated financial services.

Pablo Mogollon is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Fisher Investments and LifeTime Fitness, as well as experience in education at the University of Texas at Dallas and Lone Star College. 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 utilizes centralized investment resources and model portfolios, delivering services through both discretionary and non-discretionary management while offering integrated solutions across affiliated entities.

Karoline Humphries is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. She holds Series 63 and Series 66 designations. Humphries previously worked at JPMorgan Securities, LLC and JPMorgan Chase Bank, N.A. for eight years and spent 13 years at AllianceBernstein. She is also involved with the Symphony of Southeast Texas. 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 placement and investment banking services.

Benjamin Murray is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining Eagle Strategies, he worked for Geeks of Finance, LLC and spent several years at BNSF Railway. Eagle Strategies serves a range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives and Plan Sponsor criteria, with most assets managed on a non-discretionary basis.

Jeremy Stauss is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Truist Advisory Services in Dallas, TX, having joined the firm and its affiliated entities in 2018 following prior roles at Merrill, Wells Fargo Clearing, and Chase Investment Services Corp. Outside of his advisory work, he serves as a board member of the Epilepsy Foundation of Texas. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and leverages AI-enabled tools alongside traditional research to support investment decisions.

Emily Harwood is a financial advisor with Schwab Wealth Advisory in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Charles Schwab and its affiliated entities since 2005. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients in the Schwab Wealth Advisory program and selected Charles Schwab-referred clients. The firm’s guidance relies on Schwab’s asset-allocation models and internal research tools, with client authorization required for trades and recommendations tailored annually to individual goals and risk tolerance.

Monica Lyssy is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding Series 63 and Series 65 credentials and 21 years of industry experience. She has worked at Rockefeller Capital Management since 2024 and was previously with Raymond James & Associates from 2016 to 2020. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations, offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and provides access to a consolidated investment platform that includes discretionary and non-discretionary solutions across equities, fixed income, and alternatives.