Jerod Frank is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 credential and bringing 10 years of industry experience. He has worked with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2016. In addition to his advisory role, he is a partner at Wealth Coordination Partners, an insurance brokerage specializing in multi-line insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad network of advisers. The firm offers advisory programs, financial planning, and retirement plan consulting, combining broker-dealer services with investment advice and managing billions in assets under management.

Tyler Specht is a financial advisor at Creative Planning with a Series 66 designation and five years of industry experience. His previous roles include positions at Bank of America, Merrill, and Equitable Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse clientele, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering a range of institutional and retirement plan services.

Dan Drummond III is a financial advisor at Hightower Advisors with 21 years of industry experience. He holds the Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments and Smith Anglin Financial, LLC. Based in Dallas, TX, Drummond joined Hightower Advisors in 2025. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles such as mutual funds, ETFs, and alternative investments.

Jonathan Maldonado is a CFP® with 13 years of experience in the financial industry. He is currently with Rockefeller Financial LLC, joining the firm in 2024 after eight years at UBS Financial Services. He holds Series 63 and Series 66 licenses and is based in Dallas, TX. 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 a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing placement and investment banking services alongside its consolidated investment platform.

Samuel Scribner is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he was with The Ayco Company, L.P./Mercer Allied and The Ayco Company, L.P. He also has experience outside finance, having worked at Las Brisas Southwestern Steakhouse and Texas Tech University. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, and institutional clients. The firm integrates centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, leveraging its position within a large financial group to provide diverse and integrated solutions.

Paul Ochel is a CFP® with 20 years of industry experience, currently advising at Allworth Financial, L.P. since 2020. He previously spent 12 years at Raa. Outside of his advisory role, he serves as trustee and account manager for his brother’s investment accounts. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolios with a range of model strategies and utilizes technology to manage held-away employer retirement accounts without needing client login credentials.

Anna Kelly is a CFP®-certified financial advisor with 15 years of industry experience. She currently works at Rockefeller Financial LLC and has prior experience at Bank of America and Merrill Lynch. Anna serves as a trustee for several family trusts, overseeing their investments. 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 an investment advisor and a registered broker-dealer with capabilities including securities transactions and alternative investment placements.

Matthew Macek is a CFP® professional affiliated with Allworth Financial, L.P. in Addison, TX, with seven years of industry experience. His work history includes roles at Wells Fargo Advisors, Fourthought Private Wealth, and AWA Investment Advisors. He has also worked with Sarasota County Veterans Services in 2023. 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 strategies, financial planning, and retirement plan consulting, utilizing a range of model strategies and technology to manage client assets.

Benjamin Casso is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he spent seven years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support, integrating capabilities across its affiliated entities.

Matthew Thompson is a Series 65-licensed financial advisor at Beacon Pointe Advisors, LLC with four years of industry experience. He has previously worked at Whiterock Wealth Management Co. and Lee & Associates, LLC. Beacon Pointe Advisors provides wealth advisory, financial planning, and outsourced chief investment officer services to individual investors, corporations, pension and profit-sharing plans, and other institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Mark Dahl is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding Series 63 and Series 66 credentials and 27 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and UBS Financial Services. 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, operating as a registered broker-dealer with capabilities in placement and investment banking services.

Emily Lumley is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding Series 65 and Series 63 licenses and 10 years of industry experience. She has worked at Rockefeller Financial since 2020 and previously spent 15 years at 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, consulting, and also operates as a registered broker-dealer offering a range of investment services through its Private Advisor model and consolidated investment platform.

Matthew Langhorst is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and worked at UBS Financial Services Inc for 15 years prior to joining Rockefeller Financial in 2022. 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, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Erica Fulbright is a financial advisor with Truist Advisory Services and holds a Series 66 designation. She has five years of industry experience, including prior roles at BB&T and GTE Financial. Outside of her advisory work, she manages an online retail business specializing in clothing and accessories. 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 uses third-party platform arrangements, enhanced by AI-enabled research tools, to support its investment strategies.

Edward Wahlberg is a financial advisor at Rockefeller Financial LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America 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 offers portfolio management, financial planning, and consulting services through a Private Advisor model and consolidated investment platform, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Patrick Mc Donald is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding Series 63 and Series 65 licenses with eight years of industry experience. He has been with Goldman Sachs & Co. LLC since 2018 and previously worked at Southern Methodist University from 2016 to 2018. 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 employs strategic and tactical allocation models and offers specialized programs such as Private Family Office services and Financial Wellness, leveraging its connection to the broader Goldman Sachs network for integrated advisory solutions.

Namrata Shah is a financial advisor at Hightower Advisors with 18 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior experience includes 12 years at TIAA-CREF and a brief period at Frontier Investment Management Co. before joining Hightower in 2020. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions through a combination of affiliated and third-party managers, offering a broad range of portfolio management and consulting services.

Andrew Arrington is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Voya Financial Advisors, Inc. since 2020. His prior roles include positions at TIAA and Rodgers Capital Inc. He also provides baseball lessons to children a few nights a week. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutional investors, and retirement plan sponsors, offering financial planning, portfolio management, and plan-sponsor consulting through multiple program structures and a combination of advisory and brokerage services.

Kamilu Alli is a financial advisor at Eagle Strategies (NY Life) based in Dallas, TX, with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked with New York Life and its affiliates since 2014. Outside of his advisory role, he serves as president of the Union of Nigerian Friends, Inc., and as an officer with the Ibadan Descendant Union Dallas/Fort Worth and director of the Nigerian Muslim Association DFW. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated investment adviser representatives. The firm offers tailored advice and multiple program types, emphasizing non-discretionary asset management and integrated services within the New York Life affiliate structure.

Roger Meadors is a CFP® professional at Hightower Advisors with 14 years of industry experience. He previously worked at Smith Anglin Financial, LLC, LPL Financial, and Purshe Kaplan Sterling Investments, Inc. He is based in Dallas, TX. Hightower Advisors serves a diverse range of individual and institutional clients, offering investment advisory and planning services through a network of Advisor Practices. The firm emphasizes multi-manager solutions incorporating affiliated and third-party managers, proprietary research, and a variety of investment vehicles including mutual funds, ETFs, and alternative investments.