Alyssa Witter is a financial advisor at Cain, Watters & Associates, LLC with a Series 65 designation and one year of industry experience. Prior to joining Cain, Watters & Associates, she worked at Deloitte Tax LLP for six years and has experience in tax and accounting roles. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management 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, utilizing a range of investment programs including pooled funds, unified managed accounts, and separately managed accounts.

Samuel Richter 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 Deloitte for three years. Richter has been with Cain, Watters & Associates since 2020. 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.

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.

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.

Steven Collier is a financial advisor with Independent Wealth Network, Inc., holding Series 65 and Series 63 licenses and bringing eight years of industry experience. He has worked at Independent Wealth Network since 2019 and serves as a firefighter and EMT for the Fort Worth Fire Department. Independent Wealth Network advises individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations, offering wealth management, financial planning, and consulting services. The firm’s investment approach includes developing customized Investment Policy Statements and implementing discretionary portfolio strategies using a combination of third-party managers and proprietary oversight tools.

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.

Frederick Haiman is a financial advisor at SageSpring Wealth Partners with 10 years of industry experience. He holds a Series 65 designation and previously worked at Pollock Advisory Group, Inc. from 2015 to 2017. In addition to his advisory role, he owns Haiman Law, PC, a law firm specializing in estate planning, elder law, business, and real estate. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets and serving a diverse client base that includes high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management and financial planning with a goals-based approach, utilizing a range of strategies and third-party manager oversight.

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.

Nickolas Parker is a CFP® with seven years of experience in financial advisory services, currently serving at SageSpring Wealth Partners. His prior roles include work at Raymond James Financial Services and involvement with the Omar Tennis Academy. He also provides advisory support as an independent contractor with another financial team in Frisco, TX. SageSpring Wealth Partners manages approximately $8.5 billion across 11,500 clients, serving a diverse clientele that includes individual households, institutional clients, and plan sponsors. The firm offers customized investment management and consulting services, utilizing a variety of asset types and strategies tailored to client objectives and risk tolerance.

Ralph De Belle is a financial advisor at SageSpring Wealth Partners with two years of industry experience and a Series 65 designation. His prior work includes roles at Charles Schwab & Co., Inc. and Hilltop Securities Inc., as well as entrepreneurial experience in the food industry with Ifratelli Pizza. SageSpring serves a diverse client base, including individual, institutional, and plan sponsor clients, offering tailored investment management, financial planning, and consulting services. The firm combines multi-team scale with a mix of client types and provides access to OCIO and TAMP solutions alongside traditional wealth management.

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.

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.

Connor Rigg is a Series 65-licensed advisor at Independent Wealth Network, Inc. based in Sanger, TX, with no prior industry experience. He has worked as a mechanical engineer specializing in hydraulics at Lockheed Martin since 2018. Outside of his advisory role, Rigg serves as president and owner of Blue Bird Holdings LLC. Independent Wealth Network, Inc. provides wealth management and financial planning services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm employs a range of portfolio strategies and utilizes third-party managers and models to oversee approximately $518 million in client assets.

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.

Aidan Wright is a financial advisor at SageSpring Wealth Partners with a Series 65 designation. He has recently started his career in the industry, joining SageSpring in 2026. Prior to this, he held positions at various firms including Fisher SMB and Bright Mosaic. SageSpring Wealth Partners serves a diverse client base ranging from individual households to institutional investors, providing discretionary investment management, financial planning, and retirement plan consulting. The firm’s investment approach includes tailored portfolios that utilize a variety of asset classes and manager relationships, supported by fundamental and technical analysis and ongoing oversight.

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.