Frederick Mowery is a financial advisor with Compass Financial Management LLC based in Allen, TX, holding a Series 63 designation and 38 years of industry experience. He has been the owner and partner of Mowery Capital Management LLC since 1999. In addition to his advisory role, he is an insurance agent involved in marketing and sales of traditional life insurance, long-term care, and fixed annuities. Compass Financial Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and retirement plan consulting, combining fundamental, technical, charting, and cyclical analysis to implement both long- and short-term investment strategies.

Kyle Harrison is an investment adviser representative with Csenge Advisory Group, LLC in McKinney, TX. He holds Series 65 and Series 63 licenses and has four years of industry experience. Outside of financial advising, he is co-owner of BurpTree LLC, a small handcrafted woodworking company specializing in cutting boards and coasters. He also works as a fractional analyst for a telecommunications company focused on providing high-speed internet to underserved communities. Csenge Advisory Group offers investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate clients. The firm employs a combined fundamental and technical investment approach with an emphasis on relative strength and a top-down analysis, customizing portfolios through discretionary management or model-based allocations.

Jennifer Klein is a financial advisor at Cain, Watters & Associates, LLC in Frisco, TX, holding a Series 65 designation with 17 years of industry experience. She has been with Cain, Watters & Associates since 2017 and previously worked at Barre3 PLANO from 2016 to 2019. Cain, Watters & Associates provides financial planning, retirement planning, and investment management services primarily to individuals, trustees, and plan sponsors, with a specialized focus on dental healthcare professionals. The firm offers a range of solutions including discretionary and non-discretionary account management, ERISA plan advisory, and donor-advised fund management, supported by affiliations with a bank and related financial entities.

Kaitlin Mitchell is a Series 65-licensed financial advisor with Cain, Watters & Associates, LLC in Frisco, TX, where she has worked since 2011. She has 10 years of industry experience. Cain, Watters & Associates provides financial planning, retirement planning, and investment management to individuals, trustees, and plan sponsors, with a particular focus on dental healthcare professionals. The firm offers both discretionary and non-discretionary solutions across multiple platforms and includes specialized services for practice transition and dental service organization matters.

Micky Reeves is a CFP® professional with 22 years of industry experience, currently serving as an advisor at EverSource Wealth Advisors, LLC since 2021. Prior to EverSource, he worked for eight years at Buckingham Asset Management, LLC. EverSource Wealth Advisors serves a diverse client base including high-net-worth individuals, families, estates, trusts, charitable foundations, retirement plans, and institutional relationships. The firm offers wealth management, portfolio management, financial planning, consulting, and support services to independent RIAs and advisor teams, operating multiple investment programs and providing both retail and institutional solutions.

James Taylor is a financial advisor at Inspire Advisors, LLC in Frisco, TX, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Retirement Planners of America and AMC Wealth Management. Taylor is also an independent licensed life insurance agent. Inspire Advisors is a multi-advisor registered investment adviser managing over $1 billion for individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary scoring and screening tools and employs a mix of quantitative and fundamental strategies, often implementing portfolios through model allocations and proprietary ETFs.

Eric Lamm is a financial advisor at Cain, Watters & Associates, LLC in Frisco, TX, with five years of industry experience. He holds a Series 65 credential and has worked at Cain, Watters & Associates since 2018 following six years at Texas Tech University. Outside of his advisory role, he is a co-owner of Lamm Legacy Company, LLC, which focuses on residential real estate investing. Cain, Watters & Associates provides financial planning, retirement-plan advisory, and investment management primarily to dental healthcare professionals, individual investors, and trustees or plan sponsors of pension and profit-sharing plans. The firm also offers accounting, tax, and donor-advised fund services, combining multiple investment programs with CPA capabilities and a focus on healthcare-related clients.

Milan Madhani is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at Vanderbilt Advisory Services and related entities since 2020 and previously spent several years with HD Vest Insurance Agency and affiliated firms. Outside of his advisory role, he owns and operates Vimlan Tax Services, LLC, providing tax, accounting, and payroll services. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, combining fundamental, technical, and charting analysis with access to proprietary and third-party investment solutions, alongside integrated retirement-plan consulting and administration services.

Robert Wolf is a financial advisor with Advisor Share Wealth Management, LLC in McKinney, TX, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked at multiple firms, including TF Wealth Management and SagePoint Financial, and serves as president of both MPWM, Inc. dba TF Insurance and Financial Solutions and Terra Firma Business & Financial Consultants, LLC. Besides advising, he is involved in business consulting and operates several closely held business interests in tax services, marketing, and restoration. Advisor Share Wealth Management, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm provides portfolio management, retirement plan services, and a web-based asset management platform, utilizing third-party sub-advisers and model portfolios in both discretionary and non-discretionary engagements.

Brendren Austin is a financial advisor at Cain, Watters & Associates, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at PriceWaterHouseCoopers from 2014 to 2021. 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.

Alexandra Smith is a financial advisor at Cain, Watters & Associates, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at KPMG LLP for five years. 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 comprehensive financial planning, ERISA plan advisory, and managed account strategies, supported by affiliations with a bank and related investment and accounting entities.

Kellee Harrigan is a financial advisor at Cain, Watters & Associates, LLC with 10 years of industry experience. She holds a Series 65 credential and has worked at Cain, Watters & Associates in two separate periods totaling over 11 years, with an interim position at Privus Financial, LLC. 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 CPA, accounting, tax services, and donor-advised fund services, combining multiple investment programs and a significant non-discretionary asset base.

Scott Lyle is a financial advisor at Cain, Watters & Associates, LLC with seven years of industry experience. He has held his current position since 2017 and previously worked at Price Waterhouse Cooper from 2015 to 2017. Lyle holds a Series 65 designation. 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 combines accounting and tax services with multiple investment programs, managing a larger amount of client assets on a non-discretionary basis.

Brandi Adams is a financial advisor at Cain, Watters & Associates, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at KPMG, LLP for three years. Cain, Watters & Associates, LLC provides financial planning, retirement planning, and investment management services primarily to dental healthcare professionals, individuals, trustees, and plan sponsors. The firm offers both discretionary and non-discretionary solutions across multiple platforms, including pooled investment funds, unified and separately managed accounts, and specialized services for practice transitions and dental service organizations.

Eric Blake is a CFP® certificant with 27 years of industry experience, currently serving as an advisor at RFG Advisory, LLC since 2020. His prior roles include positions at Raymond James Financial Services and Legacy Texas Bank. Outside of his advisory work, he serves as treasurer for a children’s nonprofit and volunteers as a financial coach and committee member for various community organizations. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutions. The firm employs a mix of actively managed and passive strategies, tax-aware approaches, and alternatives, and is notable for its role as sub-adviser to the Bluemonte family of ETFs and its service to state and municipal clients.

Amanda Evans is a financial advisor at Cain, Watters & Associates, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Whitley Penn and Texas A&M University. Cain, Watters & Associates provides financial planning, retirement-plan advisory, and investment management 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.

Christopher Fess is a financial advisor with KCD Financial, Inc. in Frisco, TX, holding the ChFC® designation and Series 63 and 65 licenses, with 32 years of industry experience. He has been with KCD Financial since 2004. Outside of his advisory role, he owns and operates an insurance business focused on life, health, disability, and annuity products. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individual, corporate pension, and charitable clients with approximately $182.6 million in assets under management. The firm employs a mix of analytical approaches and a broad set of trading strategies, typically operating on non-discretionary advisory relationships and offering access to third-party managed accounts.

Annie Lamm is a financial advisor at Cain, Watters & Associates, LLC with six years of industry experience. She holds a Series 65 credential and has previously worked at KPMG and the University of Mississippi. 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 both discretionary and non-discretionary solutions across multiple platforms and provides specialized services for dental practice transitions and related matters.

Lauren Roecker is a financial advisor at Cain, Watters & Associates, LLC with five years of industry experience. She holds a Series 65 designation and previously worked at PricewaterhouseCoopers. Cain, Watters & Associates, LLC provides financial planning, retirement planning, and investment management services primarily to dental healthcare professionals, individuals, trustees, and plan sponsors. The firm offers various solutions, including ERISA plan advisory, pooled trust offerings, unified managed accounts, and referrals to tax and accounting specialists.

Robert Stern is a CFP® with 24 years of industry experience, currently serving at Jefferies Investment Advisers LLC since 2026. His prior roles include positions at RBC Capital Markets, LLC and JPMorgan Chase Bank NA. Jefferies Investment Advisers LLC offers fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm employs a customized, collaborative planning process supported by third-party software and advanced scenario analyses.