Robert Wolf is a financial advisor with Advisor Share Wealth Management, LLC in McKinney, TX, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked at multiple firms, including TF Wealth Management and SagePoint Financial, and serves as president of both MPWM, Inc. dba TF Insurance and Financial Solutions and Terra Firma Business & Financial Consultants, LLC. Besides advising, he is involved in business consulting and operates several closely held business interests in tax services, marketing, and restoration. Advisor Share Wealth Management, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm provides portfolio management, retirement plan services, and a web-based asset management platform, utilizing third-party sub-advisers and model portfolios in both discretionary and non-discretionary engagements.

Kris Maksimovich is a financial advisor at Merit Financial Advisors with 25 years of industry experience. He previously worked at Global Wealth Advisors and Commonwealth Financial Network from 2008 to 2025 before joining Merit Financial Group. Outside of his advisory work, Maksimovich owns KTM Vans, LLC, which holds a sprinter van used for sports-related travel and remote work. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach utilizing model portfolios and modular sleeves that advisors can tailor through various investment vehicles, with oversight from a central Investment Management team and committee.

Brendren Austin is a financial advisor at Cain, Watters & Associates, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at PriceWaterHouseCoopers from 2014 to 2021. 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.

Nelson Kamimura is a financial advisor at USAA Investment Services Company with 15 years of industry experience. He holds a Series 66 designation and has worked in various roles within USAA, including positions at USAA Life Insurance Company and USAA Financial Advisors Inc. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm delivers a Retirement Income Strategy Report and facilitates client referrals to third-party broker-dealers and advisers rather than managing client assets directly.

Angela Raley is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her prior roles include positions at Hilltop Securities Inc., BBVA Securities Inc., and JPMorgan Securities LLC. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual investors, corporations, retirement plans, government agencies, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by an affiliated advisory firm.

Andrew Seale is a financial advisor at Merit Financial Advisors with a Series 65 designation and one year of industry experience. He previously worked at PwC and studied at Texas A&M University. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion across 144 advisors and serving a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm applies a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Frank Zaccardo is a financial advisor at Kingswood Wealth Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2010. Outside of his advisory work, he owns Gump Productions, a home-based business that sells his personal photography. Kingswood Wealth Advisors serves a broad range of clients including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers customized portfolio management, financial planning, and ERISA plan advisory services, operating an open-architecture platform that frequently employs third-party managers and provides integrated insurance-linked account management.

Alexandra Smith is a financial advisor at Cain, Watters & Associates, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at KPMG LLP for five years. Cain, Watters & Associates, LLC 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 comprehensive financial planning, ERISA plan advisory, and managed account strategies, supported by affiliations with a bank and related investment and accounting entities.

Donald Viergever is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Kestra Private Wealth Services, LLC and previously worked at Goldman Sachs and United Capital Financial Advisers. Viergever also has a background that includes roles at Texas A&M University and Texas A&M Rec Sports. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individual and institutional clients. The firm manages a broad range of investment products and offers discretionary and non-discretionary account options along with specialized services such as annuity subaccount and 529 plan management.

Laura Sweeney is a financial advisor with The Mather Group, LLC in Plano, TX. She holds Series 63 and Series 65 designations and has 23 years of industry experience. Prior to joining The Mather Group in 2021, she worked for Southern Wealth Investment Advisors LLC for 16 years. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm utilizes an evidence-based investment approach with customizable strategies, supported by AI and machine-learning tools under human oversight.

Aidan Wright is a financial advisor at SageSpring Wealth Partners with a Series 65 designation. He has recently started his career in the industry, joining SageSpring in 2026. Prior to this, he held positions at various firms including Fisher SMB and Bright Mosaic. SageSpring Wealth Partners serves a diverse client base ranging from individual households to institutional investors, providing discretionary investment management, financial planning, and retirement plan consulting. The firm’s investment approach includes tailored portfolios that utilize a variety of asset classes and manager relationships, supported by fundamental and technical analysis and ongoing oversight.

Kellee Harrigan is a financial advisor at Cain, Watters & Associates, LLC with 10 years of industry experience. She holds a Series 65 credential and has worked at Cain, Watters & Associates in two separate periods totaling over 11 years, with an interim position at Privus Financial, LLC. 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 CPA, accounting, tax services, and donor-advised fund services, combining multiple investment programs and a significant non-discretionary asset base.

Scott Lyle is a financial advisor at Cain, Watters & Associates, LLC with seven years of industry experience. He has held his current position since 2017 and previously worked at Price Waterhouse Cooper from 2015 to 2017. Lyle holds a Series 65 designation. 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 combines accounting and tax services with multiple investment programs, managing a larger amount of client assets on a non-discretionary basis.

Charles Dyer Jr. is a CFP® professional with 24 years of industry experience, currently affiliated with Retirement Planners of America. He has worked at MMWKM Advisors, LLC for 15 years. In addition to his advisory role, he is also an independent insurance agent for various independent insurance companies. Retirement Planners of America provides discretionary portfolio management and financial planning 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 focusing on capital preservation and tactical rebalancing using model portfolios composed mainly of ETFs and mutual funds.

Cristina Siles is a financial advisor with CX Institutional, LLC and holds a Series 65 designation. She joined CX Institutional in 2025 and has experience in education, having worked at several schools from 2016 to 2025. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach using fundamental, quantitative, and technical analysis across a variety of investment vehicles, supplemented by third-party technology for reporting and tax optimization.

Ronald Rotthaus is a financial advisor with BOK Financial Securities, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses and with 36 years of industry experience. He has been with BOK Financial Securities and its affiliate Bokf, NA since 2006. Outside of his advisory role, he serves as an unpaid director of LifeBionix, Inc., working limited hours quarterly. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by an affiliate, and is notable for its municipal-advisor registration and affiliation with a bank holding company.

Brandi Adams is a financial advisor at Cain, Watters & Associates, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at KPMG, LLP for three years. Cain, Watters & Associates, LLC provides financial planning, retirement planning, and investment management services primarily to dental healthcare professionals, individuals, trustees, and plan sponsors. The firm offers both discretionary and non-discretionary solutions across multiple platforms, including pooled investment funds, unified and separately managed accounts, and specialized services for practice transitions and dental service organizations.

Eric Blake is a CFP® certificant with 27 years of industry experience, currently serving as an advisor at RFG Advisory, LLC since 2020. His prior roles include positions at Raymond James Financial Services and Legacy Texas Bank. Outside of his advisory work, he serves as treasurer for a children’s nonprofit and volunteers as a financial coach and committee member for various community organizations. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutions. The firm employs a mix of actively managed and passive strategies, tax-aware approaches, and alternatives, and is notable for its role as sub-adviser to the Bluemonte family of ETFs and its service to state and municipal clients.

Amanda Evans is a financial advisor at Cain, Watters & Associates, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Whitley Penn and Texas A&M University. 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 and tax services as a Certified Public Accountancy and provides donor-advised fund services through Schwab Charitable.

Jason Dempsey is a CFP® with 24 years of industry experience. He is currently with USAA Investment Services Company and USAA Life Insurance Company, having previously worked at Charles Schwab Bank, Charles Schwab and Co., and various USAA affiliates. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members through phone and digital channels, facilitating referrals to third-party broker-dealers or advisers rather than managing client assets directly.