Joshua Holden is a financial advisor at Prospera Financial Services, Inc. with 17 years of industry experience. He previously worked at Fisher Investments for eight years and Euro Pacific Capital, Inc. for four years. Holden holds Series 63 and Series 66 credentials. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

William Harrigan is a Series 65-licensed financial advisor with Cain, Watters & Associates, LLC, based in Frisco, TX. He has 21 years of industry experience and has been with Cain, Watters & Associates since 2006. Cain, Watters & Associates provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and trustees or plan sponsors of pension and profit-sharing plans. The firm also offers accounting and tax services as a Certified Public Accountancy and donor-advised fund services through Schwab Charitable.

Nicolas Boda is a financial advisor with Cain, Watters & Associates, LLC, holding a Series 65 credential and beginning his advisory career in 2024. Prior to joining Cain, Watters, he worked at KPMG from 2022 to 2024 and has experience with Baylor University and Marcus High School. Cain, Watters & Associates provides financial planning, retirement planning, and investment management services primarily to dental healthcare professionals, individuals, trustees, and plan sponsors. The firm employs both discretionary and non-discretionary solutions across multiple investment platforms and offers specialized services including ERISA plan advisory and practice transition support for dentists.

Timothy Isbell is a financial advisor with Cain, Watters & Associates, LLC, holding a Series 65 designation and nine years of industry experience. Before joining Cain, Watters & Associates in 2017, he spent a year at the University of Alabama at Birmingham. Cain, Watters & Associates provides financial planning, retirement planning, and investment management primarily to individuals, trustees, and plan sponsors, with a focus on dental healthcare professionals. The firm offers a range of services including ERISA plan advisory, pooled trust offerings, unified managed accounts, and donor-advised fund management, utilizing both discretionary and non-discretionary strategies.

Ryan Hensley is a financial advisor at SageSpring Wealth Partners with 11 years of industry experience. He holds the CFP® and ChFC® designations, as well as the Series 66 license. Prior to joining SageSpring, he worked at Raymond James Financial Services. Outside of his advisory role, he serves as treasurer for Rhea's Mill Baptist Church, where he manages bookkeeping and financial reporting. SageSpring Wealth Partners serves a diverse client base including individual households, institutional clients, and plan sponsors. The firm offers customized portfolios using a range of investment vehicles and combines fundamental and technical analysis with periodic rebalancing, leveraging multi-team scale and institutional relationships alongside traditional wealth management services.

Angela Svitak is a financial advisor at Cain, Watters & Associates, LLC with 11 years of industry experience. She holds a Series 65 designation and has been with Cain, Watters & Associates since 2014. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and trustees or plan sponsors of pension and profit-sharing plans. The firm also offers accounting and tax services as a Certified Public Accountancy and provides donor-advised fund services through Schwab Charitable.

Jacob Rothenberg is a financial advisor at Procyon with Series 65 and Series 66 credentials and two years of industry experience. His prior experience includes a decade at Bank of America and a year at Oliver LaGore VanValin Investment Group, Inc. Procyon serves individuals, families, trusts, businesses, retirement plans, RIAs, and institutional clients with comprehensive investment management and advisory services. The firm manages approximately $9.2 billion in assets, using fundamental analysis and an internal due-diligence process to construct portfolios primarily with mutual funds, ETFs, equities, and fixed income.

Jaze Randolph is a financial advisor with Cain, Watters & Associates, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Cain, Watters & Associates, he worked at Eide Bailly and The Runaway Train and was affiliated with Howard Payne University. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and pension and profit-sharing plan sponsors. The firm also offers accounting and tax services as a Certified Public Accountancy and provides donor-advised fund services through Schwab Charitable.

Kiley Bratton is a financial advisor at Cain, Watters & Associates, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at KPMG and Texas Christian University. Cain, Watters & Associates, LLC provides financial planning, retirement planning, and investment management primarily for individuals, trustees, and plan sponsors, with a focus on dental healthcare professionals. The firm offers a range of services including ERISA plan advisory, pooled trust offerings, unified managed accounts, and donor-advised fund management, utilizing both discretionary and non-discretionary investment solutions across multiple platforms.

David Forbess is a financial advisor at Cain, Watters & Associates, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Cain, Watters & Associates since 2016. Cain, Watters & Associates provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and trustees or plan sponsors of pension and profit-sharing plans. The firm also offers accounting and tax services as a Certified Public Accountancy and provides donor-advised fund services through Schwab Charitable.

Brittany Frazier is a financial advisor at Cain, Watters & Associates, LLC in Frisco, TX, with 11 years of industry experience. She holds a Series 65 designation and has been with Cain, Watters & Associates since 2013. Cain, Watters & Associates provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and pension and profit-sharing plan trustees and sponsors. The firm also offers accounting and tax services as a Certified Public Accountancy and donor-advised fund services through Schwab Charitable, utilizing multiple investment programs and a combination of discretionary and non-discretionary management.

Richard Havard is a financial advisor with Calton & Associates, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior roles include positions at Gqo Investment Advisors, Dominion Investor Services, INVEST Financial Corp., and Securities America Advisors. Outside of his advisory work, he owns a digital marketing consulting firm focused on SEO and sales automation and serves as an agent for Snug, Inc., assisting with estate planning technology. Calton & Associates is a multi-team registered investment adviser and broker-dealer that serves individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, sponsors wrap fee programs, and recommends third-party money managers using a variety of analytical approaches.

Emmanuel Leak is a financial advisor at International Assets Investment Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with International Assets Advisory, LLC since 2016. Leak is also the president and sole owner of ECL Private Wealth Management, LLC, a securities business. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm offers customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, along with access to third-party money managers and financial planning services.

Giovanni Malatesta is a financial advisor at Secure Asset Management, L.L.C. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera Investment Services, Wells Fargo Clearing, and BBVA-affiliated entities. Secure Asset Management primarily serves individual clients across various wealth levels, offering personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a disciplined investment approach combining fundamental, technical, and cyclical analysis and frequently utilizes third-party money managers and held-away account management.

Caeden Byrd is a financial advisor at Cain, Watters & Associates, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments, Prudential Insurance Company of America, and other firms. His background includes roles outside finance, such as positions at Uber, DoorDash, and InstaCart. Cain, Watters & Associates provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and pension or profit-sharing plan sponsors. The firm also offers accounting and tax services as a Certified Public Accountancy and delivers donor-advised fund services through Schwab Charitable.

Keith Klein is a financial advisor at Cain, Watters & Associates, LLC in Frisco, TX, holding a Series 65 designation with 15 years of industry experience. He has been with Cain, Watters & Associates since 2010. Cain, Watters & Associates provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and trustees or plan sponsors of pension and profit-sharing plans. The firm also offers accounting and tax services as a Certified Public Accountancy and provides donor-advised fund services through Schwab Charitable.

Samuel Scott is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Cain, Watters & Associates, LLC and previously worked at Edward Jones and First Guaranty Mortgage Corporation. Cain, Watters & Associates, LLC provides financial planning, retirement planning, and investment management services primarily to individuals, trustees, and plan sponsors, with a focus on dental healthcare professionals. The firm offers a range of solutions including ERISA plan advisory, pooled trust offerings, unified managed accounts, and donor-advised fund management, utilizing both discretionary and non-discretionary investment platforms.

Tamara Snider is a financial advisor at Merit Financial Advisors with 15 years of industry experience. She holds the Series 66 credential and has worked at firms including LPL Financial, Stratos Wealth Partners, and Purshe Kaplan Sterling Investments. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm focuses on long-term, diversified asset allocation using centrally managed model portfolios and offers both discretionary and non-discretionary account management.

Sarah Oliver is a financial advisor at Cain, Watters & Associates, LLC in Frisco, TX, with eight years of industry experience. She holds a Series 65 designation and previously worked at KPMG from 2015 to 2017 before joining Cain, Watters & Associates in 2017. Cain, Watters & Associates, LLC provides financial planning, retirement planning, and investment management services primarily to individuals, trustees, and plan sponsors, with a focus on dental healthcare professionals. The firm offers a range of solutions including discretionary and non-discretionary investment management, comprehensive financial planning, and specialized services for dental practice transitions.

Holly Grube is a financial advisor at Cain, Watters & Associates, LLC with 22 years of industry experience. She holds a Series 65 designation and has been with Cain, Watters & Associates since 2003. Cain, Watters & Associates provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and trustees or plan sponsors of pension and profit-sharing plans. The firm also offers accounting and tax services as a Certified Public Accountancy and provides donor-advised fund services through Schwab Charitable.