Doris Silva is a financial advisor with Valic Financial Advisors in Addison, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She previously worked with Western Wealth Management, LLC, and LPL Financial, LLC. Outside of her advisory role, Silva co-owns Joshua Nutrition, a business focused on nutrition tea and protein shake sales, and serves as a board member for a homeowners association. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions to serve a substantial client base.

Francis Amsler is a CFP® and CFA® with 31 years of industry experience. He has worked at Rockefeller Financial LLC since 2020 and previously spent 12 years at UBS Financial Services Inc. Outside of his advisory role, he serves as a board member of an LLC related to rental property investments and manages an LLC established to facilitate a personal boat purchase. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement consulting. The firm offers integrated services through affiliated trust and insurance entities and provides access to alternative and private investments, distinguishing itself with a recapitalized ownership structure and its role as a placement agent under the Rockefeller Global Family Office platform.

Donna Petrucello is a financial advisor with Steward Partners Investment Advisory, LLC in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 44 years of industry experience. Her prior roles include positions at Raymond James Financial Services, Inc. and Morgan Stanley Smith Barney. She is also the owner of Park Cities Group, a financial advisory support company. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individual and institutional clients, offering investment advisory, financial planning, pension consulting, and managed account programs through a combination of proprietary portfolios and third-party managers.

Laura Martinez is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has previously worked at Frost Investments and IDEA Public Schools. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, providing tailored solutions such as Executive Wealth and Private Family Office support.

James Arrington is a financial advisor with Voya Financial Advisors, Inc. in Dallas, TX, holding the ChFC® and Series 63 credentials and bringing 40 years of industry experience. Since 2014, he has been with Voya Financial Advisors and has prior experience as president of Arrington Financial, a firm involved in insurance and investments. He is also a member of the church council at First Baptist Church Richardson. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients, offering services such as financial planning, portfolio management, and retirement plan consulting. The firm provides advice primarily through non-discretionary, recommendation-based programs, combining SEC-registered advisory services with broker-dealer offerings.

Connor Mc Garvey is a financial advisor at CIBC Private Wealth Advisors, Inc. in Dallas, TX, holding a Series 65 credential with four years of industry experience. His prior roles include positions at Altschuler & Company and Southern Methodist University, as well as legal-related work with the Dallas County District Attorney and the US Bankruptcy Court Northern District of Texas. CIBC Private Wealth Advisors serves a broad client base including high net worth individuals, families, trusts, and investment companies. The firm offers comprehensive wealth advisory and portfolio management services, utilizing both proprietary and external strategies supported by governance committees to build customized investment solutions.

Andrew Swedlund is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. Prior to joining Rockefeller Financial and Rock & Co LLC in 2020, he worked at Bank of America, N.A. and Merrill from 2008 to 2020. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments through its Rockefeller Global Family Office platform.

Latisha Hagler Bickel is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2006 to 2022. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, with a focus on customized asset allocation and access to alternative and private investments.

Jacqueline Mc Ginley is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services in Irving, Texas, bringing four years of industry experience. She has worked at Goldman Sachs & Co., LLC since 2022 and previously held roles at firms including 2U, TransPecos Banks, and Red Bull North America. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning and portfolio management alongside specialized programs such as Private Family Office services and Financial Wellness. The firm employs strategic and tactical allocation models and integrates resources from across the Goldman Sachs ecosystem to tailor solutions to client objectives.

Cole Verhulst is a financial advisor at Rockefeller Financial LLC in Dallas, TX, holding a Series 66 designation. He has worked in various roles including at Meadowbrook Country Club, MyHouse Nightclub and Sportsbar, and Boone Valley Golf Club prior to joining Rockefeller Financial. 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 through a Private Advisor model and the Rockefeller Global Investment Management platform, and operates as a registered broker-dealer providing a range of investment and placement services.

John Farris Sr. is a financial advisor with Commonwealth Financial Network in Dallas, TX, holding a Series 66 designation and 25 years of industry experience. He has worked with Commonwealth since 2016 and was previously affiliated with WFG Investments, Inc. from 2012 to 2016. Outside of his advisory role, he is a co-owner of a charitable foundation and operates a ranching and hay production sole proprietorship in Texas. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, compliance, and practice management.

James Markley is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Stephens Inc., Bank of America, N.A., and Merrill. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, brokerage, and placement capabilities, distinguishing itself with a recapitalized ownership structure and its role as a distributor and placement agent for private funds within the Rockefeller Global Family Office platform.

Andrew Losty is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Oppenheimer in Fort Worth, TX. He has been with Oppenheimer & Co. since 2014. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation, manager selection, and a variety of investment strategies tailored to client objectives, with a distinctive approach that includes both discretionary and non-discretionary management programs.

Zachary White is a CFP® and CFA® with eight years of industry experience. He has been with Creative Planning since 2017 and previously worked at Tolleson Wealth Management from 2014 to 2017. Based in Dallas, TX, he is part of a large advisory team at Creative Planning. 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 client assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

Bryan Blake is a financial advisor with Equity Services, Inc. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has worked at National Life Group and Equity Services, Inc. since 2013. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes a blend of third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Paloma Alvarado is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked previously with NYlife Securities LLC and New York Life Insurance Company and currently operates Levanta Wealth Strategies, LLC. Alvarado serves as a board member for Bella Gardens, a nonprofit providing early childcare to underserved communities. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Joshua Garcia is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Allworth Financial. His prior roles include positions at AW Securities, Investment Marketing Resources L.P., Sagepoint Financial, and USAA. Outside of finance, he has experience working at Altitude Trampoline Park. Allworth Financial is a fee-based SEC-registered advisor serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using various model strategies and integrates technology solutions to manage held-away retirement accounts.

Randy Bray is a financial advisor with Oppenheimer in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Oppenheimer since 2018 and previously spent seven years at Bank of America, N.A. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation along with various investment vehicles, managing assets through both discretionary and non-discretionary programs.

Amanda Hill is a CFP® with five years of industry experience, currently serving as a financial advisor at Corient in Dallas, TX. Her previous roles include positions at Ameriprise Financial Services and Bank of America Merrill Lynch. Hill is active in the community as a board member of the American Cancer Society and participates in nonprofit advisory councils related to healthcare and charitable giving. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates proprietary strategies with third-party managers, incorporating risk management tools and alternative investments where appropriate.

Kempland Walley is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. Prior to joining Integrated Wealth Concepts, he worked at Baylor, Scott & White Health and spent five years at the University of Michigan, following four years at the Pennsylvania State University College of Medicine. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, constructing customized portfolios with a long-term approach and employing internal management alongside third-party asset managers.