Jonathan Perry is a financial advisor at Cain, Watters & Associates, LLC in Frisco, TX, holding a Series 65 designation and with five years of industry experience. Prior to joining Cain, Watters & Associates in 2020, he worked at PricewaterhouseCoopers for four 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 comprehensive financial planning and specialized retirement plan advisory, utilizing both discretionary and non-discretionary solutions across multiple investment platforms.

Bryant Hayes is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior experience includes roles at firms such as Purshe Kaplan Sterling Investments, LPL Financial, and J.P. Morgan Securities. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm constructs diversified portfolios using a range of investment products and offers ongoing portfolio management, financial planning, and access to independent managers.

Abigail Casady is a CFP® with seven years of industry experience, currently serving as a financial advisor at EverSource Wealth Advisors, LLC. She previously worked at Buckingham Asset Management and Carolina Creek Christian Camps. EverSource Wealth Advisors serves individual and institutional clients, offering wealth management, financial planning, and investment advisory services through a national network of representatives. The firm provides multiple investment programs and operates private market platforms, delivering services to a diverse range of clients including RIAs, families, and charitable foundations.

Caleb Hein is a financial advisor at Cain, Watters & Associates, LLC with a Series 65 designation. He joined the firm in 2024 and has prior experience at PricewaterhouseCoopers LLC, Louisiana Tech University, Grant Thornton LLP, and Gary Carlisle, CPA. 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 combines CPA and accounting services with multiple investment programs, including pooled funds, unified managed accounts, and separately managed accounts, and manages a significant portion of assets on a non-discretionary basis.

Caitlin Bryan is a financial advisor at Cain, Watters & Associates, LLC with 15 years of industry experience. She holds a Series 65 designation and has been with the firm since 2010. 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.

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.

Jake Stephens is a financial advisor at Royal Fund Management, LLC, holding a Series 65 license with one year of industry experience. His prior work includes roles at Globelife, The Range In McKinney, and Allen Independent School District. He is also a licensed independent insurance agent in Texas, specializing in life and health insurance. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and defined contribution plan participants. The firm offers ongoing portfolio management, financial planning, and pension consulting, applying fundamental, technical, and cyclical analysis to develop tailored investment strategies.

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 two years of industry experience. He holds a Series 66 designation and has previously worked at GWN Securities, Inc, as well as in roles at the University of Texas-Arlington and Jesuit College Prep School of Dallas. Outside of his advisory work, he is involved as a financial representative in a life insurance and financial services business. 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, third-party manager access, and financial planning services. The firm employs a strategic asset allocation process overseen by an investment committee and supports diversified investment strategies tailored to client objectives.

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.

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 one year of industry experience. He holds a Series 65 designation and previously worked at Five Star Global, Shared Sweeps, Multiview, and Fisher Investments. 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 variety of solutions including comprehensive financial planning, ERISA plan advisory, and pooled trust offerings, and utilizes both discretionary and non-discretionary approaches across multiple platforms.

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.

Stephen Shelvey III is a CFP®-designated financial advisor with 33 years of industry experience, currently with Trajan Wealth, L.L.C. in Frisco, TX, where he has worked since 2022. His prior experience includes roles at Pruco Securities, Fisher Investments, and Mercer Global Advisors. Outside of finance, he has been involved in managing a rental property since 2003. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals and retail investors, including high-net-worth clients and various institutional entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and occasional mutual funds, with tailored portfolios addressing 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.