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 in Denton, TX, holding a Series 65 designation and two years of industry experience. Prior to joining Foundations, he worked at Stander Financial and held various roles in technology and real estate firms from 2016 to 2024. He is also involved in managing client investment accounts and insurance sales through Stander Financial. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, offering tailored advice through model portfolios and employs third-party sub-advisers and custodians.

Stephen Shelvey III is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Trajan Wealth, L.L.C. since 2022. His prior roles include positions at Pruco Securities, Prudential Insurance Company of America, Fisher Investments, and Mercer Global Advisors. Outside of his advisory work, he has experience in insurance sales and operates a rental property business. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and other entities, managing approximately $2.6 billion in assets. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and tailored portfolios, while also offering alternative private-market investments to eligible clients.

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 Hill is a financial advisor at Cain, Watters & Associates, LLC with one year of industry experience. She holds a Series 65 designation and has prior work history that includes roles at Andersen Tax, Zabace Inc., and the University of San Francisco. Cain, Watters & Associates provides financial planning, retirement planning, and investment management primarily serving 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, including pooled collective investment funds and model-based managed accounts, alongside specialized services for dental practice transitions and retirement plan advisory.

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 Certified Financial Planner (CFP®) with seven years of industry experience. He currently works at Cain, Watters & Associates, LLC and previously held positions at Fisher Investments and Goldman Sachs. Cain, Watters & Associates, LLC provides financial planning, retirement planning, and investment management services primarily for 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 donor-advised fund management, utilizing both discretionary and non-discretionary investment approaches.

Matthew Sahagian is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 credential and three years of industry experience. His prior work includes roles at Navy Federal Credit Union and First Command entities. Outside of his advisory work, he owns and manages a property management business in Texas. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily utilizes managed advisory programs with third-party portfolio managers and offers automated investment solutions through a range of managed accounts and digital ETF portfolios.

Shun Yang Wang is a financial advisor at Cain, Watters & Associates, LLC in Frisco, TX, holding a Series 65 designation with two years of industry experience. He has been with Cain, Watters & Associates since 2016. 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 discretionary and non-discretionary investment management, ERISA plan advisory, and specialized services for dental practice transitions.

Clifton Higgs is a financial advisor with BFC Planning, Inc. in Denton, TX, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Cambridge Investment Research and Securities Management and Research. Outside of advisory work, he is involved in independent insurance agencies, focusing on health, property, and casualty insurance. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and institutional plans through a network of approximately 200 advisors. The firm provides financial planning and portfolio management services with a range of investment platforms and strategies, emphasizing client-specific approaches and operational features such as a formal review process for 12b-1 fees.

Hasan Hoke is a CFP® and ChFC® with 14 years of experience in the financial services industry. He currently works at Procyon Advisors, LLC and previously held roles at New York Life and its affiliated entities. Procyon serves a diverse client base including individuals, high-net-worth families, trusts, businesses, retirement plans, RIAs, and institutional clients, managing approximately $9.2 billion in assets. The firm employs a fundamental analysis approach in constructing portfolios primarily with mutual funds, ETFs, equities, and fixed income, offering both discretionary and non-discretionary management while incorporating ancillary services such as trust administration, in-house tax offerings, and AI decision-support tools.

John Shea is a financial advisor with First Advisors National, LLC in Denton, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has operated Shea Wealthcare since 2012. Outside of advising, Shea is an independent insurance agent through TriQuest USA and is involved in a tax referral business in West Palm Beach, FL. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, focusing on investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process emphasizes selecting and monitoring outside money managers and supplementing with individual securities analysis.

Daniel Lancaster is a CFP® and CFA® with 11 years of industry experience. He currently works at Advisors Capital Management, LLC and has previous experience at Fisher Investments and Ameriprise Financial Services. He is also involved with Lancity Enterprises, LLC, operating as The Wealth Expedition. Advisors Capital Management serves a diverse client base, including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and RIAs, providing discretionary portfolio management through customized accounts and model strategies. The firm combines top-down macro analysis with bottom-up security selection across equity, fixed-income, and tactical approaches, managing over $8 billion in assets for approximately 17,800 clients.

Adam Lucart is a Series 66-licensed financial advisor with eight years of industry experience. He currently works at Principal Advised Services in Corinth, TX, and has prior experience at Charles Schwab & Co., Inc. and Fidelity Brokerage Services, LLC. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. As part of the Principal Financial Group family, the firm combines proprietary models and third-party methodologies to deliver advice supported by dedicated governance and supervision teams.

Matthew Glinsky is a financial advisor at Zacks Investment Management, Inc. with 18 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Charles Schwab, Bank of America, Merrill, MTG Capital, and Robert Baird. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, offering a range of strategies that combine proprietary quantitative models with qualitative portfolio management. The firm sponsors wrap-fee programs, manages affiliated mutual funds and ETFs, and distributes strategies through multiple platforms.

Allie Jones is a financial advisor at Cain, Watters & Associates, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at KPMG LLP for six years. 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 trustees and sponsors. The firm also offers accounting and tax services as a Certified Public Accountancy and manages donor-advised funds through Schwab Charitable.

Jamie Conlon is a CFP® and ChFC® professional with 11 years of experience in the financial services industry. He has worked at firms including John Hancock, Fidelity & Guaranty, and AIG Capital Services before joining Mutual of Omaha Investor Services, Inc. in 2026. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through Envestnet and uses Pershing as custodian, with advisors recommending model portfolios and serving as client contacts for third-party managers.

Guy Jones is a CFP® with 42 years of industry experience, currently serving at BFC PLANNING, Inc. since 2012. He has a long tenure in financial services, including roles at Securities Management & Research, Inc. and American National Insurance dating back to the early 1980s. Outside of advisory work, he is president of G&L Concepts, managing sales representatives and personal insurance. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and institutional clients through approximately 200 investment adviser representatives. The firm offers financial planning, portfolio management, and sub-advisory services, utilizing various platforms and strategies tailored by individual advisers.