Zane Harris is a financial advisor at Cain, Watters & Associates, LLC with nine years of industry experience. He holds a Series 65 designation and has been with the firm since 2015. 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.

Adam Spence is a CFP® with 20 years of industry experience, currently serving as a financial advisor at CX Institutional, LLC. His prior experience includes roles at CXI Advisors, LLC, Vestpro Financial Partners, Inc., CPF Texas, and LPL Financial. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that integrates fundamental, quantitative, technical, and cyclical analysis across various asset classes and offers a broad range of specialized strategy portfolios.

Nora Calderon Gil is a CFP® with 11 years of industry experience. She is currently with BOK Financial Securities, Inc. and previously worked at Merrill and Bank of America. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions, offering non-discretionary, fee-based investment management alongside financial planning and consulting. The firm combines advisor-led client interaction with research-driven portfolio solutions supported by its Strategic Investment Advisors.

Daniel Kleiner is a financial advisor at Ally Invest Advisors with five years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Corelogic, Ranstad LLC, and Xome. He supports both Ally Invest Advisors and Ally Invest Securities in a dually licensed capacity, servicing customers with self-directed or advisory accounts. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interaction, offering ETF-based Robo Portfolios, automated investing, and financial advisor-delivered personal advice. The firm uses model portfolios based on Modern Portfolio Theory across five risk tiers and incorporates tax-sensitive features and tax-loss harvesting in its advisory services.

Daniel Sprusansky is a financial advisor with BOK Financial Securities, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes roles at Kestra Financial, Gallagher Benefit Services, and Raymond James & Associates. BOK Financial Securities, operating as BOK Financial Advisors, serves individual and high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm provides non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research conducted by Strategic Investment Advisors, and maintains affiliations with a bank holding company and related investment entities.

Steve Indiveri is a CFA® charterholder currently with CX Institutional, LLC, having joined the firm in 2026. He has 10 years of prior experience at Northern Trust Asset Management. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm uses a multi-strategy asset allocation approach combining fundamental, quantitative, and technical analysis across various asset classes and supports clients with third-party technology for consolidated reporting and tax-efficient asset management.

Steven Sarkissian is a financial advisor with Hilltop Securities Inc. in Plano, Texas, holding Series 63 and Series 65 licenses. He has 27 years of industry experience and has been with Hilltop Securities for 17 years. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, and retirement-plan consulting. The firm combines custody, banking, and market-making capabilities, providing access to both third-party and firm-sponsored investment strategies.

Brandon Gerfen is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 66 licenses and having eight years of industry experience. Prior to joining Foundations Investment Advisors in 2026, he worked at Trajan Wealth LLC, Edward Jones, and JP Morgan in various capacities. He served five years in the United States Marine Corps. Outside of his advisory role, Gerfen is involved in managing a rental real estate business. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion across nearly 300 representatives. The firm serves individuals, trusts, estates, and registered investment companies, providing portfolio management, financial planning, and retirement-plan support through tailored asset allocation and the use of model portfolios and third-party sub-advisers.

Can I retire soon? Am I on track? What happens if life throws a curveball? These are the questions I help people answer. Because money isn’t just about numbers, it’s about living with purpose and confidence. I became an advisor in 2012, just a few years after the 2008 financial crisis, when I saw how quickly dreams could be lost in the panic. I bring both technical expertise (MBA, CFA, CFP®) and a global perspective, having been born in France and raised between cultures. But more important than credentials is this: my goal at Orgallic Wealth is to turn “someday” plans into clear, confident strategies. Whether that means retiring early, starting something new, or finally tackling that stack of projects in the garage, I believe money should serve your life—not the other way around.

Erik Eklof is a financial advisor at Retirement Planners of America with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including MCGowan Group Asset Management, GuideStone Financial Resources, and USAA. Eklof is based in Plano, TX. Retirement Planners of America provides discretionary portfolio management, financial planning, and consulting services to individuals, retirement plan sponsors, and institutions. The firm employs an “Invest and Protect” strategy that combines model portfolio allocations with tactical adjustments based on market indicators, maintaining a defensive posture to manage risk.

Steven Harlass is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Thrivent Investment Management Inc and Thrivent Financial since 2014. Outside of his advisory role, he serves as an elder at Soulthirst Church, a Lutheran congregation in the Dallas–Fort Worth area, where he participates in leadership, worship, and community support activities. Thrivent Advisor Network serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans by offering portfolio management, financial planning, and retirement-plan advisory services. The firm emphasizes customized long-term investment strategies using diversified mutual funds, ETFs, individual securities, and alternative investments, managing approximately $6.8 billion in client assets.

Heather Parks is a financial advisor at Cain, Watters & Associates, LLC with a Series 65 credential and two years of experience. Prior to joining Cain, Watters & Associates, she worked at KPMG, LLP for several years and has academic experience at Texas Tech University. Cain, Watters & Associates provides financial planning, retirement planning, and investment management to individuals, trustees, and plan sponsors, with a focus on dental healthcare professionals. The firm offers a wide range of services including ERISA plan advisory, pooled trust offerings, and donor-advised fund management while deploying both discretionary and non-discretionary investment solutions across multiple platforms.

Gizelle George is a financial advisor with Cain, Watters & Associates, LLC, holding a Series 66 designation and bringing four years of industry experience. Prior to joining Cain, Watters & Associates in 2025, she worked at Bank of America and Merrill from 2022 to 2025. 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 both discretionary and non-discretionary investment solutions across multiple platforms and maintains affiliations with banking, accounting, and broker-dealer entities to support its comprehensive service offerings.

Damian Caruso is a financial advisor at Capital Analysts with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment Planning, Inc. for 20 years. Outside of his advisory role, he is the sole member of DJC Financial Advisors, LLC, an entity created for tax-related purposes. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through various programs and emphasizes an in-house investment management team that drives portfolio decisions using proprietary screening processes.

Kevin Mc Gohan is a financial advisor with The Patriot Financial Group, LLC, holding a Series 65 credential and one year of industry experience. He has held roles at firms including CETERA Financial Specialists LLC and Champion Financial Group. Outside of advising, he leads a chapter of Professional Connectors, a networking group, and is involved with local business networking organizations. The Patriot Financial Group serves individuals, small businesses, and retirement plans, offering investment management, financial planning, and consulting services. The firm creates tailored portfolios using a mix of charting, fundamental, and technical analysis, with ongoing supervision and rebalancing to meet client needs.

Tyler Nace is a CFP® professional with 18 years of experience, currently serving at SageSpring Wealth Partners. His prior roles include positions at Raymond James Financial and Ken Zahn Inc, as well as involvement with the Financial Planning Association. Outside of his advisory work, he owns and partners in residential real estate rental properties. SageSpring Wealth Partners is an SEC-registered firm managing approximately $6.5 billion in discretionary assets across a team of about 75 advisors. The firm provides personalized investment management, financial planning, and retirement plan consulting services to a diverse client base that includes high-net-worth individuals, institutions, and charitable organizations.

Blake Chandler is a financial advisor at Cain, Watters & Associates, LLC with four years of industry experience. He holds a Series 65 designation and worked previously at Whitley Penn before joining Cain, Watters & Associates in 2019. 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.

Benjamin Newport is a CFP® with 10 years of industry experience and is affiliated with Retirement Planners of America. He has worked at MMWKM Advisors, LLC since 2015 and serves in the Texas Air National Guard as a munitions section supervisor. Newport also operates as an independent insurance agent. Retirement Planners of America provides discretionary portfolio management, financial planning, and consulting to individuals, retirement plan sponsors, and institutions. The firm employs an “Invest and Protect” strategy that incorporates model portfolios with tactical adjustments to manage market risk and preserve capital.

Erica Sanders is a financial advisor at Cain, Watters & Associates, LLC with eight years of industry experience. She holds a Series 65 designation and has been with Cain, Watters & Associates since 2011. 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 sponsors. The firm also offers accounting and tax services as a Certified Public Accountancy and provides donor-advised fund services through Schwab Charitable.

Justin Fry is a financial advisor at Cain, Watters & Associates, LLC with six years of industry experience. He holds the Series 65 designation and previously worked at Deloitte Tax, LLP for three years before joining Cain, Watters & Associates in 2018. 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, tax services, and donor-advised fund services through Schwab Charitable, utilizing multiple investment programs and a combination of discretionary and non-discretionary management.