Miles Beck is a financial advisor at Beacon Pointe Advisors, LLC in Dallas, TX, holding Series 66 and Series 63 credentials with four years of industry experience. His prior roles include positions at Charles Schwab and JPMorgan Chase. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individuals, corporations, pension 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.

Joel Gomez is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Eagle Strategies, he worked with NYLIFE Securities LLC and New York Life Insurance Company. Gomez serves as a board member for Los Primos Dallas, a nonprofit mentoring high school students, and for the Country Place Homeowners Association, supporting community events. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple advisory programs tailored to client objectives and emphasizes non-discretionary asset management and fiduciary responsibilities, particularly in retirement plan consulting.

Daniel Madia is a Series 66 licensed financial advisor with 13 years of industry experience. He has been with Goldman Sachs Wealth Services since 2021 and previously spent 10 years at The AYCO Company, L.P./Mercer Allied. Based in Dallas, TX, Madia provides advisory services within a large integrated financial group. Goldman Sachs Wealth Services offers financial planning, investment management, and related 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 tailored solutions such as Executive Wealth and Private Family Office support.

Philip Pyrz is a financial advisor with Principal Financial Services in Addison, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 1999. In addition to his advisory role, he is licensed as an agent for life insurance, annuities, disability income, long-term care, and group insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically carried out on a discretionary basis by the third-party managers.

Tiffany Garza is a CFP® and Series 66-registered advisor with 16 years of industry experience. She is currently with Mercer Global Advisors Inc. and previously worked at Quest Capital Management and Raymond James Financial Services. Outside of her advisory role, she manages a rental property in Richardson, TX. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios using low-cost index vehicles, multi-factor tilts, and tax management.

Diane Giddens is a financial advisor at Fifth Third Securities, Inc. in Dallas, TX, with 36 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Ameriprise Financial Services and Comerica Securities. Outside of her advisory role, she is involved with Maestro/ICS, a cash management platform serving institutional, retail, and corporate clients. Fifth Third Securities serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, and retirement accounts, through investment advisory and brokerage channels. The firm offers multiple investment programs via its Passageway Managed Account Platform, combining third-party portfolio managers with a range of strategies such as mutual funds, ETFs, separately managed accounts, and direct indexing.

Cole Helton is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Beacon Pointe Advisors in 2025, he worked at The New Amsterdam Group and held various roles at Baylor University and other institutions. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party Independent Managers across active and passive strategies, and it offers proprietary private funds alongside comprehensive performance reporting and participant education.

Thomas Mccarty Jr. is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Goldman Sachs & Co. LLC since 2019. His prior roles include positions at Vermont Information Processing, Primerica Advisors, and Primerica Financial Services. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, and institutional clients. The firm offers tailored investment strategies supported by proprietary research and access to a broad range of affiliated capabilities within the Goldman Sachs ecosystem.

Joseph Church is a financial advisor at Rockefeller Financial LLC with 35 years of industry experience. He holds a CFP® designation along with Series 63 and 66 licenses. Joseph previously worked at Bank of America and Merrill across overlapping periods from 2005 to 2021. 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 portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Samuel Harris is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation with two years of industry experience. His prior roles include positions at State and Liberty and self-employment, alongside experience in education and travel-related work. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporations, and institutions. The firm leverages centralized investment resources and integrated financial services to deliver tailored wealth management solutions.

Samuel Chacon is a Series 66-licensed financial advisor with 23 years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and previously spent 19 years at The AYCO Company, L.P./Mercer Allied. Based in Dallas, TX, he is part of a large team serving a diverse client base. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm combines centralized investment resources and model portfolios with discretionary and non-discretionary management, providing tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support.

Christopher Todd Jr. is a financial advisor at PNC Wealth Management in Dallas, TX, holding Series 66 and Series 63 credentials with 12 years of industry experience. His prior roles include positions at BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., Bbva Securities Inc., and COMPASS Bank, where he worked for up to six years. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a discretionary online account available by invitation to employees. The firm utilizes algorithm-driven risk assessments and delegates portfolio implementation and proxy voting to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Evan Mcgrath is a financial advisor at Allworth Financial, L.P. with eight years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining Allworth Financial in 2020, he worked at RAA and Securities Service Network, Inc. Allworth Financial is an SEC-registered, fee-based advisory firm serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using various model strategies and employs both discretionary and non-discretionary engagements.

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 at Guardian Life with a Series 66 credential and two years of industry experience. She has worked at several firms, including Park Avenue Securities and Merrill, and has been with Guardian Life since 2020. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and investment advisory services.

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.

Joel Williams is a financial advisor with SPC, holding a Series 66 designation and 21 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2013. Outside of his advisory role, he provides general accounting services and prepares financial statements for Van's Kitchen in Dallas, TX. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a structure that integrates affiliated broker-dealers and insurance agencies to provide a range of fiduciary and non-fiduciary services.

Damon Hurst is a financial advisor with Truist Advisory Services, holding a Series 63 designation and 15 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Frost Bank. Outside of his advisory work, he serves as treasurer for Ally's Wish, an organization supporting terminally ill mothers, and is a member of Driven 2 Value LLC, where he holds speaking engagements focused on personal growth and financial education. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting.

Charles Abbott is a CFP® professional with nine years of industry experience, currently serving at Allworth Financial, L.P. since 2024. He previously worked at JPMorgan Chase and Rosenthal Retirement Planning and teaches online undergraduate personal finance courses at Texas Tech University. Abbott also consults for The American College of Financial Services by reviewing student case study responses. 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 management using a variety of model strategies, combining discretionary and non-discretionary services, and employs technology to manage held-away employer retirement accounts.