Cody Dyer is a financial advisor with Retirement Planners of America in Plano, TX. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to his current role, he worked at NYLIFE Securities LLC and is also involved in management and insurance through MMWKM Management, Inc. and Moraif Insurance Group. 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 emphasizes capital preservation and tactical rebalancing using model portfolios and a mathematically based long-term market signal while maintaining discretionary trading authority.

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.

Charles Bingham is a CFP® with 21 years of industry experience, currently serving as an advisor at Sunbelt Securities, Inc. since 2010. He holds the Series 66 designation and has been involved in fixed life insurance sales on a limited basis outside of his advisory role. Sunbelt Securities manages approximately $2.0 billion across a diverse client base including individual investors, charitable organizations, and corporate clients, offering portfolio management, financial planning, and access to third-party money managers through a network of independent advisory representatives.

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.

Charles Loretto is a financial advisor with Cain, Watters & Associates, LLC, holding a Series 65 designation and 18 years of industry experience. He has been with Cain, Watters & Associates, P.L.L.C. since 2001. Mr. Loretto has a minority ownership interest in Tectonic Financial, Inc., a publicly traded company with financial industry affiliates, and holds ownership interests in entities related to client business services at Cain, Watters & Associates. 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 donor-advised fund services, utilizing multiple investment programs including pooled collective investment funds and unified managed accounts, with a significant portion of assets managed on a non-discretionary basis.

Victor Sanchez is a financial advisor at Verity Asset Management with one year of industry experience. He holds a Series 65 designation and previously worked for Albuquerque Public Schools for 16 years. Outside of his advisory role, he is involved with a nonprofit organization, Behind The Flag, Inc., where he serves as a board member and helps organize training and fundraising events. Verity Asset Management is an SEC-registered firm providing discretionary portfolio management, retirement-plan advisory, and financial planning services to individual, corporate, and institutional clients. The firm employs a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party manager models.

Juan Rosas is a financial advisor with Ally Invest Advisors, holding Series 66 and Series 63 licenses and seven years of industry experience. He has worked at Ally Invest Securities LLC and TD Ameritrade and is currently the owner of Rosas Construction, a construction and remodeling business. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions. The firm offers ETF-based robo portfolios and personal advice services based on model portfolios using Modern Portfolio Theory across five risk tiers.

Travis Martin is a financial advisor with Geneos Wealth Management, Inc. in Addison, TX, holding Series 65 and Series 63 credentials and bringing 12 years of industry experience. He has worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co, and currently operates Weaver, Ware & Martin Wealth Management and Advisory Services as an independent representative for fixed insurance sales. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with financial planning, portfolio management, and referrals to third-party money managers through various traditional and wrap-fee programs. The firm employs a diverse range of investment strategies and offers customized or model-based account solutions, overseeing more than $5.5 billion in client assets.

Giovanni Flores is a financial advisor at Geneos Wealth Management, Inc. with six years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of his advisory role, he operates as an independent representative for fixed insurance sales. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and customizable portfolio options.

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.

Jeremy Witbeck is a CFP®, CFA®, and Series 65-registered financial advisor at RWA Wealth Partners with 13 years of industry experience. He previously worked at Adviser Investments, LLC and Polaris Greystone Financial Group, LLC. In addition to his advisory career, he serves as an adjunct lecturer at California Lutheran University, teaching graduate-level financial planning courses. RWA Wealth Partners provides investment management, financial planning, tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, business entities, and employer-sponsored plans. The firm emphasizes strategic asset allocation and uses an open-architecture platform combining mutual funds, ETFs, separate accounts, and private pooled vehicles, supported by customized fixed income management and a mix of fundamental and quantitative strategies.

Emma Egan is a financial advisor at Soltis Investment Advisors, LLC with three years of industry experience. She previously worked at Fisher Investments for five years and has held roles at Learfield IMG and the University of Oregon. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a diverse client base, including individuals, institutions, and trusts. The firm manages approximately $13 billion in client assets and employs an investment process based on Modern Portfolio Theory, combining quantitative screening with qualitative manager due diligence across a range of asset types.

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.

Hunter Satterfield is a financial advisor with Cain, Watters & Associates, LLC, holding a Series 65 credential and 17 years of industry experience. He has been with Cain, Watters & Associates, P.L.L.C. since 2007. Outside of his advisory role, Mr. Satterfield has minority ownership interests in Tectonic Financial, Inc. and several related entities that provide services and referrals specific to clients’ business industries. Cain, Watters & Associates, LLC 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 accounting and tax services with multiple investment programs and a formal affiliation with a banking institution, focusing on a largely non-discretionary asset base.

Donald Johnson is a financial advisor at BOK Financial Securities, Inc. with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fidelity Investments. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients with non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led contact with investment research and asset allocation by Strategic Investment Advisors.

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.