Shawn Obrien is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. Prior to joining Citigroup in 2023, he worked at Shedd Capital, Texas Capital Bank, and held various roles including at 7-Eleven Inc. and Stonebriar Country Club. He was also involved with the University of Texas from 2019 to 2023. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with in-house research and oversight committees, operating at a large institutional scale with specialized market roles.

William Hutson is a financial advisor with Transamerica Retirement Advisors, LLC in Euless, TX, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2015. Outside of his advisory role, he works as a food delivery driver for DoorDash. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with programs offering managed advice and investment education. The firm uses proprietary software and model portfolios from Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

David Jeffery is a CFP® and CFA® based in Dallas, TX, with four years of industry experience. He currently serves at Corient and has previously worked at RGT Wealth Advisors and American Airlines. 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 employs a goals-based, team investment approach that integrates in-house security strategies with third-party managers and customized asset allocation, utilizing risk management tools and private fund platforms.

David Bittermann is a CFA® charterholder with 43 years of industry experience. He is currently with Oppenheimer, where he has worked for 23 years, including his time at Fahnestock & Co. Inc. in Dallas, TX. Oppenheimer is a registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm offers diversified investment programs with both discretionary and non-discretionary management, focusing on strategic asset allocation, manager selection, and comprehensive portfolio oversight.

Weston Pollock is a financial advisor with Hightower Advisors, holding a Series 66 designation and 24 years of industry experience. He previously worked at Smith Anglin Financial, LLC for 18 years and Purshe Kaplan Sterling Investments, Inc. for 12 years. Outside of advisory work, he operates a sole proprietorship focused on group insurance. 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 across various investment vehicles.

Vivian Phan is a financial advisor at Rockefeller Financial LLC with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Rockefeller Financial, she worked at Prudent Money Financial Services and Charles Schwab & Co., Inc. Her background also includes roles outside the financial industry and a period of full-time education. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

Mark French Jr. is a Series 66-licensed financial advisor at Rockefeller Financial LLC with five years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc, Bank of America, N.A., and Merrill. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients by providing discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and offers a consolidated investment platform that includes equities, fixed income, alternatives, and personalized managed account services.

Andrew Balettie is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 66 licenses with three years of industry experience. He has worked with Eagle Strategies and related entities since 2023 and serves as a board member of Wesleyan Christian Academy, a Christian pre-school. Additionally, he acts as an adjudicator for the Pride of Texas Music Festivals, supporting school band, choir, and orchestra programs. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisors. The firm emphasizes tailored advice delivered through multiple program types, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Mark Howard is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked with Eagle Strategies since 2022 and previously with Momentum Wealth Strategies and New York Life Insurance Company since 2013. Howard serves on several community and nonprofit boards, including the Dallas Business Club, Bishop Lynch High School, and the Catholic Foundation of Dallas. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis.

Nathan Hill is a CFP® with five years of industry experience, currently working at Cerity Partners LLC since 2024. His prior experience includes roles at Paladini Financial Management, Cain Watters & Associates, and Ernst & Young. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset-allocation and manager selection processes, with offerings across private markets and affiliated retirement plan consulting and insurance services.

Elizabeth Stallcup is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked with Truist Advisory Services and Truist Investment Services since 2022 and previously spent nine years at BBVA Compass Insurance Agency. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

James Randall is a financial advisor at Corient with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Capital Advisors, Inc., Northwestern Mutual, and Edward Jones. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions, incorporating risk management tools and alternative investments when appropriate.

James Wigen is a financial advisor with Independent Financial Partners in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Independent Financial Partners since 2013 and also owns Independent Financial Management LLC. Outside of his advisory duties, he teaches a non-credit financial course at Southern Methodist University and serves as a FINRA arbitrator on a volunteer basis. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model, supporting individual investment strategies alongside centralized asset management options, and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Daniel Wijaya is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and with one year of industry experience. Prior to joining TIAA-CREF, he worked at Equitable Advisors, LLC, and has experience outside finance as a server at Kura Revolving Sushi Bar. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals linked to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and smaller retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, offering both model-based and customized portfolio management under a fiduciary standard.

Andrew Bennett is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, where he has worked since 2019. He has been with Charles Schwab & Co., Inc. since 2013, including five years at Charles Schwab Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes using Schwab’s research tools and standard asset allocation models.

Benjamin White is a financial advisor with TIAA-CREF in Frisco, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining TIAA-CREF, he worked at Raymond James & Associates Inc. and held positions at the University of Florida and Publix Supermarkets. TIAA‑CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, often working with clients connected through employer retirement plans and serving as adviser to a donor-advised fund.

Matthew Strough is a Certified Financial Planner (CFP®) with seven years of industry experience. He is currently with Sanctuary Advisors, LLC and Sanctuary Securities, Inc., having previously worked at Avantax and BB&T among other firms. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent adviser representatives. The firm offers portfolio management, financial planning, retirement consulting, and access to various managed account platforms, operating under a fiduciary standard when agreements are in place.

Zachary Perret is a CFP® professional with eight years of industry experience, currently serving at Schwab Wealth Advisory. His prior roles include positions at Vanguard, Charles Schwab & Co., Mercer Global Advisors, E*TRADE, and J.P. Morgan, among others. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools to support clients through annual reviews and tailored investment recommendations.

Mark Morgan is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His previous roles include positions at Wells Fargo Advisors, Triad Advisors, and Triad Hybrid Solutions. He is also president of Morgan Capital Solutions, an investment advisory firm. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing a mix of proprietary guidance and third-party platforms.

Emma Gall is a financial advisor at Goldman Sachs Wealth Services, holding a Series 66 designation and beginning her industry career in 2025. Prior to joining Goldman Sachs, she worked at SFMG Wealth Advisors and has experience in the food service industry. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and access to specialized programs and alternative investments. The firm leverages proprietary research, tactical allocation models, and its broader Goldman Sachs ecosystem to serve clients through various fee arrangements and platforms.