Trevor Bates is a financial advisor at Cain, Watters & Associates, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at Grant Thornton, LLP from 2015 to 2018. Bates has been with Cain, Watters & Associates since 2018. Cain, Watters & Associates 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 comprehensive financial planning, ERISA plan advisory, pooled trust offerings, and utilizes both discretionary and non-discretionary investment solutions through multiple platforms.

Thomas Gates is a financial advisor at Cain, Watters & Associates, LLC with 19 years of industry experience. He holds a Series 65 designation and has been with the firm since 2002. Cain, Watters & Associates, LLC 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.

Peyton Campbell is a financial advisor at Cain, Watters & Associates, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Huselton Morgan & Maultsby as well as in academic roles at the University of Texas at Dallas and Texas State University. Cain, Watters & Associates provides financial planning, retirement planning, and investment management services primarily to individuals, trustees, and plan sponsors, with a particular focus on dental healthcare professionals. The firm offers a range of solutions including ERISA plan advisory, pooled trust offerings, and model-based unified managed accounts.

Frederick Mowery is a financial advisor with Compass Financial Management LLC in Allen, Texas, holding a Series 63 designation and 38 years of industry experience. He previously managed Mowery Capital Management LLC for 23 years. Outside of 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 LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary investment management, retirement-plan consulting, and participant education. The firm employs various investment strategies including equities, fixed income, mutual funds, and ETFs, using both internal models and third-party managers.

Kyle Harrison is an investment adviser representative with Csenge Advisory Group, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at multiple firms including Integrity Alliance, Lion Street Financial, and Radian Partners. Outside of advising, he is involved in small business ventures such as a handcrafted woodworking company and custom apparel printing. Csenge Advisory Group offers investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and businesses. The firm utilizes a combined fundamental and technical analysis process with a relative strength methodology, providing customized portfolio management through discretionary and 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 financial advisor at EverSource Wealth Advisors, LLC with 22 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining EverSource in 2021, he worked for Buckingham Asset Management, LLC from 2013 to 2021. EverSource serves a range of clients including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services through multiple investment programs and private markets platforms, providing tailored advice to clients and advisors nationwide.

James Taylor is a financial advisor at Inspire Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at AMC Wealth Management, LLC and Retirement Planners of America. Taylor is also a licensed life insurance agent based in Frisco, TX. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, primarily serving individual and high-net-worth clients as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary tools and employs a variety of investment methods, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

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 at Advisor Share Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at TF Wealth Management, LLC, SagePoint Financial, Woodbury Financial Services, and Horter Investment Management. Outside of his advisory role, he is president of both MPWM, Inc. dba TF Insurance and Financial Solutions and Terra Firma Business & Financial Consultants, LLC, providing insurance and business consulting services. Advisor Share Wealth Management, LLC serves individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, implementing client strategies through third-party sub-advisers and model portfolios on both discretionary and non-discretionary bases.

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® with 27 years of experience in financial advising. He is currently with RFG Advisory, LLC and has held previous roles at Raymond James Financial Services, Legacy Texas Bank, and Ameriprise. Blake serves as treasurer for the Blue Caboose Children's Fund and volunteers as a financial coach with Wings of Widows and Savvy Ladies. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients. The firm uses discretionary portfolio management with a variety of model strategies and third-party platforms, including its role as sub-adviser to multiple Bluemonte ETFs and its services to investment companies and state or 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 at KCD Financial, Inc. in Frisco, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including over 22 years with KCD Financial and a prior year at SPC. Outside of advising, he owns and operates an insurance business focusing on long-term care, health, disability, and life insurance products. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individual and institutional clients with asset management, financial planning, and portfolio appraisal services. The firm employs a range of strategies tailored to clients’ goals and risk tolerances and utilizes third-party management platforms alongside in-house due diligence.