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.

Jonathan Hancock is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 66 registrations and six years of industry experience. Prior to joining Ally Invest Advisors, he worked at Audi Dallas, Texas Securities Inc., Dent Squad USA, and Autonation Audi locations. Outside of his advisory role, he supports Ally Bank customers as a Contact Center Representative. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through digital and virtual platforms. The firm employs model portfolios based on Modern Portfolio Theory and offers services including automated investing and financial advisor-delivered personal advice.

Thomas Knippa is a CFP® professional with 28 years of industry experience, currently serving at CX Institutional, LLC since 2018. His prior roles include positions at Personal Wealth Partners, LLC, CXI Advisors, LLC, Vestpro Financial Partners, Inc., LPL Financial, LLC, and CPF Texas. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors by providing portfolio management, financial planning, and retirement plan consulting through a multi-strategy asset allocation approach that combines fundamental, quantitative, and technical analysis across a broad range of investment types.

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.

Breanne Polonia is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her prior roles include positions at Kestra Investment Services LLC, Diversify Wealth Management, DFPG Investments, Surevest Wealth Management, Wells Fargo Clearing, and Edward Jones. She is also involved in managing real estate investments through various entities where she oversees property operations and consultative services. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to both individual and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and platforms with discretionary and non-discretionary arrangements, and supports specialized services such as annuity subaccount and 529 plan management.

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.

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 at BFC Planning, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Cambridge Investment Research and Mass Mutual Investors Services. Outside of advisory work, he operates independent insurance agencies focusing on health and property and casualty insurance, as well as training and recruiting activities. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individual clients, corporations, pensions, trusts, and banks. The firm supports over $3.8 billion in client assets through a network of independent adviser representatives who offer customized investment solutions across various program structures.

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.

Titilope Jinadu is a financial advisor at Ally Invest Advisors with four years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JP Morgan Chase for twelve years. Outside of finance, she is the managing member of Joleebel Hair LLC, a business focused on vendor relationships and product testing. Ally Invest Advisors serves a large retail client base, including individual and high-net-worth clients, providing discretionary portfolio management through automated services and advisor-led guidance. The firm employs a Modern Portfolio Theory-based investment process using primarily ETFs across various risk tiers and strategy variants, supported by digital and automated portfolio management tools.

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.

Kade Orsburn is a financial advisor at SEIA with four years of industry experience and holds a Series 65 designation. Prior to joining SEIA, he worked at Solutions 4 Wealth and had roles including at the Denton County District Attorney's Office and Baylor University Football. Outside of financial advising, Orsburn is involved in several non-investment businesses, serving as President and CEO of Circle KO Holdings, LLC, managing Steen Farm Land Management, LLC, and operating The Real KO Consulting. SEIA is a multi-team advisory firm with approximately 142 advisors serving a diverse client base, including individuals, trusts, retirement plans, and institutional entities. The firm uses a structured investment process combining strategic and tactical allocation, offering a range of portfolio management and consulting services with a focus on non-discretionary management.

Gerard Raymond is a financial advisor at Soltis Investment Advisors, LLC with Series 63 and Series 65 credentials and approximately one year of experience in the industry. His prior work includes roles at Charles Schwab and positions outside the financial sector, including at Lululemon and 24 Hour Fitness. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence to select a range of investment vehicles, and it provides ongoing client communications and performance reviews.

Curtis Ladd is a CFP® certificant with 40 years of industry experience. He is affiliated with Diversify Advisory Services, LLC and has prior experience at DFPG Investments, Inc. and First Financial Center of Dallas, where he is also involved in insurance sales. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a variety of portfolio management strategies and flexible fee arrangements.

Colton Green is a Series 66-licensed financial advisor at Foundations Investment Advisors LLC with four years of industry experience. He previously worked at Lincoln Investment and Valic Financial Advisors and has a background that includes roles in education and small business operations. Outside of his advisory role, he is involved with RETIRESIMPLY, where he engages in insurance sales and client financial goal meetings. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a diverse client base, including individual, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a multifaceted investment approach that includes fundamental, technical, and cyclical analysis, as well as model portfolios and uses discretionary and non-discretionary management for clients.