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.

Colin Thomas is a financial advisor with BOK Financial Securities, Inc. He holds a Series 66 designation and recently began his advisory career in 2026. Prior to this, he spent nine years at Textron Aviation. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm provides non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, alongside financial planning and consulting.

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 Series 65-licensed financial advisor with Retirement Planners of America in Plano, TX, and has nine years of industry experience. He has worked with MMWKM Advisors, LLC since 2016 and has been affiliated with the University of Houston since 2014. Retirement Planners of America provides discretionary portfolio management and financial planning primarily through a wrap-fee investment program, serving individuals, high-net-worth clients, and retirement plan participants. The firm employs an “Invest and Protect” strategy that emphasizes capital preservation and tactical rebalancing using model portfolios and discretionary trading authority.

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.

Errin Greene is a financial advisor at USAA Investment Services Company with 12 years of industry experience. He previously worked at Charles Schwab & Co., Inc. and has roles within various USAA entities. Outside of finance, he owns DOAAM Productions, a video and film production business, and occasionally reviews television shows and movies. 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 referrals to third-party broker-dealers or advisers without managing client assets directly.

Robert Harty Jr. is a financial advisor at Hilltop Securities Inc. in Plano, Texas, with 19 years of industry experience. He holds a Series 66 designation and has worked at Hilltop Securities since 2012, following earlier positions at Morgan Keegan & Company, LLC and UBS Financial Services. He serves on the board of advisers for TPC Craig Ranch and is a committee member of the TPC Craig Ranch Host Committee, supporting the hosting of the Byron Nelson golf tournament. Additionally, he is a board member of the Ferndale Fishing Club, where he contributes to strategic planning and member relations. Hilltop Securities serves both individual and institutional clients, offering a range of advisory and broker-dealer services including managed accounts, financial planning, and retirement-plan consulting. The firm provides an open-architecture platform utilizing third-party technology and managers, and distinguishes itself through integrated custody, banking, and market-making capabilities.

Walter Anthony Jr. is a financial advisor at Hilltop Securities Inc. in Plano, TX, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Hilltop Securities since 2008. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofit, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a range of investment programs and fiduciary services through an open-architecture platform with various adviser- and manager-based solutions.

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.

Richard Havard is a financial advisor with Calton & Associates, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior roles include positions at Gqo Investment Advisors, Dominion Investor Services, INVEST Financial Corp., and Securities America Advisors. Outside of his advisory work, he owns a digital marketing consulting firm focused on SEO and sales automation and serves as an agent for Snug, Inc., assisting with estate planning technology. Calton & Associates is a multi-team registered investment adviser and broker-dealer that serves individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, sponsors wrap fee programs, and recommends third-party money managers using a variety of analytical approaches.

Joseph Goh is a financial advisor with Financial & Tax Architects, LLC in Plano, TX, holding a ChFC® designation and Series 63 and 65 licenses. He has eight years of industry experience, including prior roles at Prudential Insurance Company of America and LPL Enterprise. Outside of his advisory work, Goh is a licensed Texas Realtor and involved in mortgage and real estate services through Kingdom Estate Realty LLC. Financial & Tax Architects serves individual and high-net-worth clients, particularly those nearing or in retirement, offering discretionary portfolio management, financial planning, and consulting services. The firm uses proprietary model-based strategies primarily composed of ETFs, U.S. Treasuries, and fixed-income instruments, and also provides sub-advisory services to other registered investment advisers.

Nicholas Polyak Jr. is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding Series 63, Series 65, and Series 66 licenses and bringing 20 years of industry experience. He has been with BOKF, NA and BOK Financial Securities since 2007. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led client contact with investment research and asset allocation provided by its Strategic Investment Advisors.

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.

Thomas Healy is a financial advisor at Retirement Planners of America with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at NYLIFE Securities LLC and RFG Advisory LLC dba Trinity Private Wealth. He also has experience as an independent insurance agent. 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 focused on capital preservation and uses model portfolios with tactical rebalancing.

Caeden Byrd is a financial advisor at Cain, Watters & Associates, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments, Prudential Insurance Company of America, and other firms. His background includes roles outside finance, such as positions at Uber, DoorDash, and InstaCart. 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 delivers donor-advised fund services through Schwab Charitable.

Henry Lessner III is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Meridian Wealth Management, LLC since 2022 and previously held roles at Southport Capital, Wealth Management Group, LLC, and Silver Oak Securities, Inc. Outside of his advisory work, Lessner serves as the mayor of Fairview, Texas, and is the founder and a board member of the Allen Philharmonic Symphony, Inc. Meridian Wealth Management, LLC is an SEC-registered advisory firm serving individual and high-net-worth clients, pension plans, charitable organizations, and businesses. The firm offers portfolio management, financial planning, and retirement plan services, employing a tailored investment approach that includes equities, ETFs, mutual funds, fixed income, and alternative investments.

Christopher Lipper is a CFP® with 23 years of industry experience, currently serving at CX Institutional, LLC since 2018. His prior experience includes roles at CXI Advisors, LLC, Vestpro Financial Partners, Inc., LPL Financial, and CPF Texas. He serves as a volunteer board member for InTouch Credit Union and is a commissioned notary public in Texas. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment process combining fundamental, quantitative, technical, and cyclical analysis across various asset classes, offering specialized strategy portfolios and integrating third-party technology tools.

Steven Heussner is a ChFC® credentialed advisor with 38 years of industry experience. He is currently affiliated with Accelerate Retirement and has a background that includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Heussner also operates as an independent insurance agent and is involved with Alkeme Insurance Services. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and comprehensive retirement plan consulting. The firm employs a primarily long-term allocation strategy using a range of investment vehicles and offers services including plan design, provider selection, participant education, and fiduciary support under ERISA.

Keith Klein is a financial advisor at Cain, Watters & Associates, LLC in Frisco, TX, holding a Series 65 designation with 15 years of industry experience. He has been with Cain, Watters & Associates since 2010. 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.