Brook Hoover is a Series 65-licensed financial advisor with Cain, Watters & Associates, LLC in Frisco, TX, where he has worked since 2014. He has 11 years of industry experience. 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.

Benjamin Svoboda is a financial advisor at Cain, Watters & Associates, LLC with four years of industry experience. He holds the Series 65 designation and previously worked at Deloitte Tax LLP for six years. Cain, Watters & Associates 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, and unified managed accounts, supported by affiliated banking and accounting entities.

Erik Blankmeyer Sr. is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include 13 years at TD Ameritrade and positions at AE Financial Services, AE Wealth Management, and SMART Wealth. He is the founder and managing partner of Blankmeyer Group, LLC, a management consulting firm, and serves as a board member of the nonprofit Humane Kinect. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, portfolio management, retirement-plan consulting, and access to third-party money managers and wrap-fee programs, utilizing a variety of custodians and platform providers.

Jonathan Rotz is a CFP® with 25 years of experience in financial advising. He has worked with Arkadios Wealth Advisors since 2019 and previously held roles at Triad Advisors, Inc. and Parry Financial Advisors. He also owns Envision Financial Planning, a financial planning business serving clients directly. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various portfolio management options and incorporates a blend of fundamental, technical, and cyclical investment analysis.

Tyson Pointer is a financial advisor at Triad Wealth Partners, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at GWN Securities, Inc. Outside of his advisory role, he is involved as a financial representative with Paramount Wealth Group, focusing on life insurance sales and financial services. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, access to third-party managers, and financial planning services. The firm employs a strategic asset allocation approach supported by an investment committee and combines independent advisory services with a TAMP platform.

Hayden Lusk is a financial advisor at Sagespring Wealth Partners with CFP® and Series 66 credentials and four years of industry experience. Prior to joining Sagespring in 2022, he worked at Raymond James Financial Services, Inc., Raytheon Technologies, The Boeing Company, and Best Buy. Sagespring Wealth Partners serves a diverse client base, including individual households across wealth levels and various institutional clients such as retirement plans, banks, insurance companies, and sovereign wealth funds. The firm provides discretionary investment management, financial planning, and retirement plan consulting, employing tailored portfolios that incorporate fundamental and technical analysis alongside multi-team resources and third-party manager relationships.

Micah Adams is a CFP® professional with three years of industry experience. He is currently with Cain, Watters & Associates, LLC and has previously worked at Strata Wealth Advisors, True North Advisors, Aspiriant, and several other firms. 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.

Marco Silva is a financial advisor at SageSpring Wealth Partners with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Voigt-Abernathy. Before entering the financial sector, Silva spent three years at Callaway Golf. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets and serving a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management and financial planning through a goals-based approach, utilizing asset allocation, monitoring, and a range of investment strategies, while also providing services to less-common client types such as sovereign wealth funds and banking institutions.

Carly Campbell is a financial advisor at Cain, Watters & Associates, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Huselton, Morgan & Maultsby and served in roles related to education and community organizations. Cain, Watters & Associates provides financial planning, retirement planning, and investment management primarily for dental healthcare professionals, offering a range of services including ERISA plan advisory, pooled trusts, and unified managed accounts. The firm utilizes both discretionary and non-discretionary investment strategies and maintains formal affiliations with banking and accounting entities.

Alfred Mckelvy is a financial advisor at Cain, Watters & Associates, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Five Star Global, Shared Sweeps, Multiview, and Fisher Investments. Cain, Watters & Associates provides financial planning, retirement planning, and investment management services primarily to dental healthcare professionals, offering both discretionary and non-discretionary solutions across multiple platforms. The firm also provides services such as ERISA plan advisory, pooled trust offerings, unified managed accounts, and referrals to tax and accounting specialists.

Matthew Peterson is a financial advisor at Cain, Watters & Associates, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Cain, Watters & Associates since 2020, following four years at KPMG. 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 combines CPA/accounting services with investment management, offering multiple investment programs and managing a substantial non-discretionary asset base.

Brad Sanders is a CFA® charterholder with 23 years of industry experience. He is currently with Tectonic Advisors LLC and has previously worked at Cain, Watters & Associates, LLC and III To I Financial Management Research, L.P. Outside of his advisory work, Mr. Sanders is a semi-professional musician, performing approximately 10 hours per month during evenings or weekends. Tectonic Advisors provides discretionary portfolio management to a diverse client base, including individuals, institutions, trusts, and pension plans. The firm employs a proprietary investment process focused on diversified, ETF-heavy allocations with dynamic rebalancing and integrates third-party managers and models within its solutions.

John Bauer is a financial advisor at Cain, Watters & Associates, LLC with three years of industry experience. He holds a Series 65 credential and previously worked at PricewaterhouseCoopers and the University of Arkansas - Fayetteville. 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 manages multiple investment programs, combining internal due diligence with third-party managers.

David Durham is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and two years of industry experience. He has worked at Stander Financial and several technology firms, with his current roles including managing client investment accounts and annuity policies. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients through a network of almost 300 advisers. The firm provides portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Stephen Shelvey III is a CFP® professional with 33 years of industry experience, currently practicing at Trajan Wealth, L.L.C. since 2022. His prior roles include positions at Fisher Investments, Mercer Global Advisors, and Prudential Insurance Company of America. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to a diverse client base, including high-net-worth individuals, retirement plans, and charitable organizations. The firm employs a long-term, disciplined investment approach emphasizing stocks, ETFs, and tailored portfolios that consider clients’ risk tolerances and tax situations.

Jamey Graham is a CFP® professional with 25 years of experience in the financial advisory industry. He is currently with United Advisor Group and has held roles at Graham Wealth Management, United Planners’ Financial Services of America, Signal Securities, and Southwest Securities. Graham is also active as a non-variable insurance agent in Prosper, TX. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves both non‑high‑net‑worth and high‑net‑worth clients, employing a combination of strategic and tactical asset allocation, value investing, and multiple analysis methods to tailor portfolios based on client goals.

Garrett Herrmann is a financial advisor at Cain, Watters & Associates, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at PricewaterhouseCoopers. Cain, Watters & Associates provides financial planning, retirement planning, and investment management services mainly 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 management across multiple platforms and specializes in areas such as ERISA plan advisory and practice transition support for dentists.

Samantha Oaks is a financial advisor at Cain, Watters & Associates, LLC with a Series 65 credential. She joined the firm in 2024 and has prior experience working in tax and education roles, including positions at Andersen Tax and the University of San Francisco. 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 CPA accounting and tax services and donor-advised fund services through Schwab Charitable.

Edward Daude is a financial advisor at Cain, Watters & Associates, LLC with 20 years of industry experience. He holds a Series 65 designation and has been with Cain, Watters & Associates since 2004. 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 administers donor-advised funds through Schwab Charitable.

Nathan Nelson is a CFP® with six years of industry experience. He is currently with Cain, Watters & Associates, LLC and previously worked at Fisher Investments and Goldman Sachs. Cain, Watters & Associates provides financial planning, retirement planning, and investment management services mainly 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, and donor-advised fund management, utilizing both discretionary and non-discretionary investment platforms.