Todd Wiggins is a financial advisor with Oppenheimer in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at several major firms, including UBS Financial Services, Morgan Stanley, and Citigroup Global Markets, before joining Oppenheimer in 2016. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of advisory programs and combines discretionary and non-discretionary services across equity, balanced, and fixed-income portfolios, with a notable portion of assets managed on a non-discretionary basis.

Francesca Engel is a financial advisor with Guardian Life and holds the Series 66 designation. She has three years of industry experience and has worked at firms including Merrill and Park Avenue Securities. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a blend of advisor-led discretionary management and model-based strategies, supported by proprietary programs, third-party platforms, and a digital advisory solution.

Rimannuel Appling is a financial advisor at Schwab Wealth Advisory with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab & Co., Loan Depot, and TIAA-CREF. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on proprietary asset-allocation models and research tools.

Michael Quiroga is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at The Ayco Company, L.P./Mercer Allied and Fidelity Brokerage Services, Inc. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm uses strategic allocation models and a variety of platforms to tailor solutions and integrates capabilities across Goldman Sachs affiliates to offer a broad range of services.

Daniel De Anda is a financial advisor with Beacon Pointe Advisors, LLC in Dallas, TX. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Beacon Pointe Advisors in 2026, he worked at MGB Wealth Management, LLC and several other firms. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, pension and profit-sharing plans, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Damon Hurst is a financial advisor at Truist Advisory Services with 16 years of industry experience. He holds a Series 63 designation and has worked at firms including J.P. Morgan Securities and Frost Bank prior to joining Truist. Outside of his advisory role, he serves as treasurer for Ally's Wish, a nonprofit that grants final wishes to terminally ill mothers with young children, and is a member of Driven 2 Value LLC, where he conducts speaking engagements focused on personal and professional growth and financial literacy. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base including individuals, corporations, plan sponsors, and charitable organizations. The firm integrates traditional research with AI tools and offers ongoing reviews and reporting, supported by its affiliation with Truist Financial and partnerships with platforms such as Envestnet.

Connor Kelly is a financial advisor with Rockefeller Financial LLC in Dallas, TX. He holds Series 63 and Series 66 designations and has eight years of industry experience. His prior work includes roles at Stifel, Bank of America, Merrill, and New York Life Insurance Company, among others. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm employs a Private Advisor model and a consolidated investment platform to provide discretionary and non-discretionary portfolio management, financial planning, consulting, and brokerage services, including placement and investment banking.

Kimberley Holcomb is a CFA® charterholder with 29 years of industry experience, currently serving as an investment advisor at Kestra Advisory since 2016. She has been involved with Kestra Investment Services since 2005 and owns Holcomb Wealth Management, where she provides advisory and insurance services. Outside of her advisory roles, she also performs fiduciary duties in a legal capacity. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, employee education, and access to multiple management platforms. The firm serves a diverse client base, including large institutional investors, and supports complex investment solutions within a comprehensive supervisory framework.

Alex Taylor is a CFP® professional based in Dallas, TX, with 14 years of industry experience. He currently serves as an advisor at Corient, joining the firm in 2025 after roles at MPA Wealth, LLC and Raymond James Financial Services. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional entities. The firm employs a goals-based, team investment approach that integrates internal strategies with third-party managers and incorporates risk management tools and alternative investment options as appropriate.

David Smith is a financial advisor at Rockefeller Financial LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Rockefeller Financial in 2023, he spent 14 years at UBS Financial Services 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, placement, and investment banking services.

Karel Story is a financial advisor with Kestra Advisory in Arlington, TX, holding Series 63 and Series 66 designations and totaling 30 years of industry experience. Prior to joining Kestra Advisory and Kestra Investment Services LLC in 2022, he spent 20 years with World Choice Securities, Inc. He is also involved in financial coaching, providing client relationship management and support services to Representatives and RIAs. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base that includes institutional and individual investors. The firm provides fiduciary consulting, plan design, investment advice, and access to multiple management platforms, serving clients ranging from plan sponsors to sovereign wealth funds.

Carolyn Kuhnel is a financial advisor with Truist Advisory Services in Dallas, TX, holding Series 63, Series 65, and Series 66 designations and seven years of industry experience. Her prior work includes roles at Truist Investment Services, HomeMaker, the Pediatric Association of Dallas, Wells Fargo Clearing, and Banc One Securities Corporation. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of financial data collection, goal definition, and asset allocation strategies to recommend investment managers and offers ongoing client reviews supported by AI-enabled research tools.

Joshua Phillips is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds Series 65 and Series 63 licenses and has one year of industry experience. In addition to his advisory role, Phillips owns and operates Fire Pit and Chill, an internet retail store specializing in outdoor living products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Austin Mitchell is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Corient in Dallas, TX. His prior experience includes roles at Raymond James Financial Services and Northwestern Mutual, where he worked for over 15 years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses advanced risk management tools to align portfolios with client objectives.

Christopher Wolf is a financial advisor at Rockefeller Financial LLC based in Dallas, TX, with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill from 2005 to 2020. He has been with Rockefeller Financial LLC and Rock & Co LLC since 2020. 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 combines a Private Advisor model with a consolidated investment platform offering discretionary, non-discretionary, and model-delivery solutions across various asset classes, and operates as a registered broker-dealer providing a broad range of investment and financial services.

Ryan Barcena is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Rockefeller Capital Management, Bank of America, and Merrill. Outside of his advisory role, he is involved as an investor in several family and partner-run real estate ventures. 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 offers a range of portfolio management, financial planning, and consulting services within a Private Advisor model, alongside broker-dealer capabilities and access to alternative investment vehicles.

Stephanie Hays is a financial advisor with Principal Financial Services based in Southlake, TX. She holds a Series 66 designation and has 18 years of industry experience. Hays has been with Principal Life Insurance Company since 2011 and manages her own tax-related entity, Hays Financial Strategies. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Charles Mccahill is a financial advisor with Citigroup Global Markets in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at JP Morgan Chase Bank and JP Morgan Securities, and he is a partial owner of Short and Sweet Nutrition LLC, a company that provides custom nutrition advice. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional scale with in-house research, derivatives capabilities, and bespoke discretionary solutions.

Roberto Martinez is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and over 27 years of industry experience. His prior roles include positions at Raymond James Financial Services, Prospera Financial Services, Lincoln Financial Advisors, and Morgan Stanley. Martinez serves as a board member of Reparto Familiar S.A. de C.V., a family-owned real estate business in Honduras. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management solutions.

Megan Miles is a financial advisor at Rockefeller Financial LLC in Dallas, TX, holding a Series 66 designation and bringing 15 years of industry experience. She has worked with Merrill from 2007 to 2019 before joining Rockefeller Financial LLC in 2019 and continuing with Rockefeller Capital Management from 2024 onward. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations, offering portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform.