Toni Lee is a financial advisor at Cain, Watters & Associates, LLC with 22 years of industry experience. She holds the PFS™ designation and Series 65 license and has been with Cain, Watters & Associates since 2008. Ms. Lee has a minority ownership interest in Tectonic Financial, Inc., a publicly traded company with several financial industry affiliates, and also holds ownership stakes in three entities related to Cain, Watters & Associates that provide business-specific services for clients. Cain, Watters & Associates provides financial planning, retirement-plan advisory, and investment management primarily to dental healthcare professionals, individual investors, and pension or profit-sharing plan sponsors. The firm combines multiple investment programs with CPA and tax services and maintains a formal affiliation with a banking institution and related entities.

Nicolas Boda is a financial advisor with Cain, Watters & Associates, LLC, holding a Series 65 credential and beginning his advisory career in 2024. Prior to joining Cain, Watters, he worked at KPMG from 2022 to 2024 and has experience with Baylor University and Marcus High School. Cain, Watters & Associates provides financial planning, retirement planning, and investment management services primarily to dental healthcare professionals, individuals, trustees, and plan sponsors. The firm employs both discretionary and non-discretionary solutions across multiple investment platforms and offers specialized services including ERISA plan advisory and practice transition support for dentists.

Patrick Strodtman is a CFP® with 10 years of industry experience, currently an advisor at RFG Advisory, LLC since 2025. His prior roles include positions at Edelman Financial Engines, Gwfs Equities (Empower Retirement), and Fidelity Brokerage Services. He is also the founder and owner of Strodtman Wealth Management, an independent advisory and insurance practice. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutions. The firm offers portfolio management, financial planning, retirement plan consulting, and access to third-party and proprietary strategies, managing assets using a combination of active and passive models with a focus on risk management and tax efficiency.

David Carl is a CFP® with 27 years of industry experience and is affiliated with Geneos Wealth Management, Inc. He has held roles at Geneos Wealth Management since 2013, with prior experience at Professional Wealth Management Group and Pro Wealth PLLC. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and referrals to third-party money managers through various programs, utilizing a mix of fundamental, technical, and tactical investment strategies.

Michael Lutz is a CFP® with 12 years of experience in the financial services industry. He is currently with Retirement Planners of America and has previously worked at Westlake Wealth Management, Fisher Investments, and Fidelity Investments. Retirement Planners of America provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and retirement plan participants, primarily through a wrap-fee investment program. The firm uses an “Invest and Protect” approach that emphasizes capital preservation and tactical rebalancing with model portfolios composed mainly of ETFs and mutual funds.

Ryan Hensley is a financial advisor at SageSpring Wealth Partners in Frisco, TX, holding the CFP® and ChFC® designations with 10 years of industry experience. His prior experience includes roles at Raymond James Financial Services from 2015 to 2024. Outside of his advisory work, he serves as Treasurer for Rhea's Mill Baptist Church, handling bookkeeping and financial reporting duties. SageSpring Wealth Partners serves a diverse client base including individual households, institutional clients, and plan sponsors, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs tailored portfolios using a range of investment vehicles and combines multi-team scale with access to outsourced CIO and TAMP solutions.

Angela Svitak is a financial advisor at Cain, Watters & Associates, LLC with 11 years of industry experience. She holds a Series 65 designation and has been with Cain, Watters & Associates since 2014. 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.

Ethan Woods is a financial advisor at Soltis Investment Advisors, LLC with seven years of industry experience. He has held prior roles at Wells Fargo Clearing, Fisher Investments, Purshe Kaplan Sterling Investments, 49 Financial, and Axa Advisors. Soltis Investment Advisors offers discretionary investment management, financial planning, and pension/401(k) consulting services to individuals, institutions, trusts, endowments, and retirement plans. The firm manages approximately $13 billion in assets and employs a Modern Portfolio Theory-based investment process incorporating quantitative screening and qualitative manager due diligence.

Jacob Rothenberg is a financial advisor at Procyon with Series 65 and Series 66 credentials and two years of industry experience. Prior to joining Procyon, he worked at Oliver LaGore VanValin Investment Group and spent ten years at Bank of America. Procyon serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, and retirement plans. The firm offers investment management, financial planning, and consulting services, utilizing a fundamentally driven investment process that incorporates mutual funds, ETFs, equities, and fixed income through both internal and third-party management.

Jaze Randolph is a financial advisor with Cain, Watters & Associates, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Cain, Watters & Associates, he worked at Eide Bailly and The Runaway Train and was affiliated with Howard Payne University. 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 accounting and tax services as a Certified Public Accountancy and provides donor-advised fund services through Schwab Charitable.

Kiley Bratton 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 and Texas Christian University. Cain, Watters & Associates, LLC 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 ERISA plan advisory, pooled trust offerings, unified managed accounts, and donor-advised fund management, utilizing both discretionary and non-discretionary investment solutions across multiple platforms.

Scott Heinila is a financial advisor with Axxcess Wealth Management, LLC, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His prior roles include positions at Center Street Securities, Retirement Investment Advisors Inc., and Western International Securities. He also serves as President of Prism Wealth Preservation and Insurance Solutions, LLC, and is a board member of Meals on Wheels Orange County. Axxcess Wealth Management provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, trusts, businesses, and governmental entities. The firm’s investment approach focuses on customized multi-asset portfolios using a range of internally managed and third-party investment options, supported by a formal platform for advisor collaboration and performance oversight.

David Forbess is a financial advisor at Cain, Watters & Associates, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Cain, Watters & Associates since 2016. 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 provides donor-advised fund services through Schwab Charitable.

Paul Leeman is a financial advisor at Retirement Planners of America with eight years of industry experience and holds a Series 65 designation. He has worked at MMWKM Advisors, LLC since 2016 and has been affiliated with the University of Houston since 2014. Retirement Planners of America offers discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and retirement plan participants, primarily through a wrap-fee investment program. The firm emphasizes capital preservation and tactical rebalancing using model portfolios and a long-term market signal while maintaining discretionary trading authority.

Nicole Fahnestock is a financial advisor at Larson Financial Group, LLC with a Series 66 designation and one year of industry experience. Her prior roles include positions at Thrivent Financial, Thrivent Investment Management Inc, White Coat Student Loan Consulting, MassMutual, and the Association of American Medical Colleges. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting primarily for doctors and related businesses. The firm employs a combination of model portfolios and custom discretionary programs using both strategic and tactical approaches and offers various consulting and management services for individuals, trusts, corporations, nonprofits, and pension plans.

Gwendolyn Nale is a financial advisor with Retirement Planners of America and holds a Series 65 designation. She has four years of industry experience and previously worked in various legal roles, including positions at the Tarrant County Criminal District Attorney's Office and the Travis County Attorney's Office. Retirement Planners of America provides discretionary portfolio management and financial planning services primarily to individuals, high-net-worth clients, and retirement plan participants through a wrap-fee investment program. The firm employs an "Invest and Protect" approach focused on capital preservation and tactical rebalancing, using model portfolios composed mainly of ETFs and mutual funds.

Brittany Frazier is a financial advisor at Cain, Watters & Associates, LLC in Frisco, TX, with 11 years of industry experience. She holds a Series 65 designation and has been with Cain, Watters & Associates since 2013. Cain, Watters & Associates provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and pension and profit-sharing plan trustees and sponsors. The firm also offers accounting and tax services as a Certified Public Accountancy and donor-advised fund services through Schwab Charitable, utilizing multiple investment programs and a combination of discretionary and non-discretionary management.

Amber Andregg is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 15 years of industry experience. She has worked previously at Cetera Advisor Networks, Girard Securities, and United Capital Financial Advisers. Andregg is also the managing partner and wealth adviser at Symphony Wealth Group, where she leads the office team and advises clients on financial planning and investments. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers access to a broad range of investment products and platforms within a structured oversight framework.

Joseph Goh is a ChFC® credentialed financial advisor with seven years of industry experience. He is currently with Financial & Tax Architects, LLC and previously worked at LPL Enterprise, Prudential Insurance Company of America, and Ameriprise Financial Services Inc. Outside of financial advising, he is a licensed Texas realtor involved with Kingdom Estate Realty, a mortgage and real estate services business. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using ETFs, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.

Emmanuel Leak is a financial advisor at International Assets Investment Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with International Assets Advisory, LLC since 2016. Leak is also the president and sole owner of ECL Private Wealth Management, LLC, a securities business. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm offers customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, along with access to third-party money managers and financial planning services.