Steven Cain is a financial advisor at Cain, Watters & Associates, LLC with 26 years of industry experience. He holds a Series 65 credential and has been with the firm since 2008. Cain has minority ownership interests in Tectonic Financial, Inc., a publicly traded entity with several financial industry affiliates, as well as ownership stakes in three related service entities focused on client business referrals, all based within the firm’s Plano headquarters. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management primarily to dental healthcare professionals, individual investors, and pension plan sponsors. The firm combines multiple investment programs with accounting and tax services, operating a distinctive model through its affiliation with a banking institution and related financial entities.

Sally Jilek is a financial advisor at CX Institutional, LLC with 20 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior experience includes roles at BFS Advisory Group, LPL Insurance Associates, George Hanson Farmers Agency, Retirement Advisors of America/Allworth Financial, Trend Sync, and Gary A. Morris. Outside of advising, she is involved with Christy M Boutique in Dallas, TX. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach that blends fundamental, quantitative, and technical analysis across various asset classes, supported by third-party technology and specialized investment strategies.

Ryan Mcclellan is a financial advisor at Earned Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Fisher Investments and other firms. Outside of advisory roles, he was involved with Sole Sight, an entrepreneurial venture. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm employs a diversified, buy-and-hold investment approach supported by financial planning tools and manages most accounts on a discretionary basis.

Natalie Chandler is a CFP® and Series 66-credentialed advisor with 22 years of industry experience. She currently works at Retirement Planners of America and has previously held positions at RFG Advisory LLC dba Trinity Private Wealth, MMWKM Advisors, Eagle Strategies (NY Life), and Goldman Sachs Wealth Services. In addition to her advisory role, she is an independent insurance agent. Retirement Planners of America serves individuals, high-net-worth clients, and retirement plan participants, primarily through discretionary portfolio management and financial planning within a wrap-fee investment program. The firm emphasizes capital preservation and tactical rebalancing using model portfolios and a mathematically based market signal while retaining discretion to trade outside that signal.

Matthew Shores is a financial advisor with Merit Financial Advisors in Frisco, TX, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior roles include positions at PKS Investments, Stratos Wealth Partners, Lifestyle Planning Solutions, LPL Financial, and The Botsford Group. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion across 144 advisors, serving a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and tailored strategies, overseen by a central Investment Management team and Investment Committee.

Jennifer Gage is a financial advisor at Cain, Watters & Associates, LLC with 14 years of industry experience. She holds the Series 65 designation and has been with Cain, Watters & Associates since 2009. 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 donor-advised fund services through Schwab Charitable.

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.

David Pabin is a financial advisor at Alera Investment Advisors, LLC with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Woodbury Financial Services for 20 years. He is also involved with Alera Group Insurance in a capacity related to annuities and life or health insurance sales. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, institutions, and employer-sponsored retirement plans. The firm employs a primarily long-term, fundamental-analysis-driven investment approach and integrates insurance and pension consulting platforms alongside its advisory services.

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.

Eric Reed is a financial advisor at Quartz Partners Investment Management with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services, New York Life Insurance Co, and NYLife Securities. Reed is co-founder and managing partner of Audible Financial Group LLC and Audible Consulting LLC, where he provides insurance and financial services and mentors insurance agents. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries with model-based investment management through separately managed accounts, model portfolios, and a digital investing platform. The firm combines top-down macro analysis and bottom-up stock selection, maintaining ongoing portfolio monitoring and rebalancing through an investment committee.

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.

Christopher Pollack is a financial advisor at CX Institutional, LLC, holding a Series 65 credential. He has one year of industry experience and previously worked at RoseRock, Southern Methodist University, Blinn College, and Reedy High School. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach combining fundamental, quantitative, and technical analysis across various asset classes, supported by third-party technology platforms for consolidated reporting and tax-efficient asset location.

Conor Shepard is a financial advisor with Advisor Resource Council, holding a Series 65 designation and two years of industry experience. He has previously worked at Foundation Wealth Partners and has experience in real estate and logistics sectors. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, providing asset management, financial planning, retirement plan consulting, and referrals to third-party money managers. The firm uses actively managed strategies combining artificial intelligence tools with traditional fundamental analysis across equities, fixed income, alternatives, and options-based techniques.

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 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MCGowan Group Asset Management, GuideStone Financial Resources, and USAA. 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 emphasizes capital preservation and tactical rebalancing, using model portfolios mainly composed of ETFs and mutual funds alongside a quantitative market signal.

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 with Capital Analysts in Plano, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with 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, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice. The firm combines discretionary and non-discretionary investment management supported by an in-house research team and has institutional relationships that enhance its product offerings.