Thomas Sanders is a financial advisor with Cain, Watters & Associates, LLC in Plano, TX, holding a Series 65 designation and 23 years of industry experience. He has been with Cain, Watters & Associates, P.L.L.C. since 2008. Sanders has minority ownership interests in several affiliated entities, including Tectonic Financial, Inc., and related businesses that provide services to clients' industries, though these are not investment-related. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management 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 various investment programs, combining affiliated model due diligence with third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Aaron Suriff is a financial advisor at Van Clemens Wealth Management, LLC with 20 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. His prior work includes roles at Morgan Stanley and Whimsy Franchising & Distributing, as well as extensive experience with various insurance carriers. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios based on client objectives and risk tolerance, employing methods such as modern portfolio theory and fundamental and technical analysis, and uses both third-party managers and an in-house Growth Opportunities model focused on micro- and small-cap equities.

Matthew Clynch is a financial advisor at Cain, Watters & Associates, LLC with 11 years of industry experience. He has held his current position at Cain, Watters & Associates since 2013 and 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 also offers accounting and tax services as a Certified Public Accountancy and provides donor-advised fund services through Schwab Charitable.

Nehemiah Mc Farlin is a financial advisor with Dunham holding a Series 66 credential and five years of industry experience. His prior roles include positions at LAZ Parking and Instacart. Dunham is an SEC-registered investment adviser and dually registered broker-dealer serving individual and high-net-worth clients through proprietary mutual funds, wrap fee programs, separately managed accounts, investment consulting, and a private fund. The firm employs a manager-of-managers investment approach with formal quarterly rebalancing and offers custody, trust, and donor-advised fund services through its affiliated trust company.

Paul Lyons is a Certified Financial Planner® with 20 years of industry experience. He is currently with Cain, Watters & Associates, LLC and has previously worked with Sanders Morris Harris LLC and Tectonic Securities. Lyons also holds a Financial and Operations Principal (FinOp) role at Sanders Morris Harris, dedicating approximately 10% of his time to these responsibilities. 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 trustees and sponsors. The firm combines CPA and accounting services with multiple investment programs, focusing on non-discretionary asset management and serving a specialized client base.

Reagan Irons is a financial advisor at Cain, Watters & Associates, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Koch Industries, Inc. and EY, as well as serving in roles at the University of Oklahoma and State Farm. Cain, Watters & Associates provides financial planning, retirement planning, and investment management services primarily to dental healthcare professionals, offering comprehensive solutions including ERISA plan advisory, pooled trusts, unified managed accounts, and referrals to tax and accounting specialists. The firm utilizes both discretionary and non-discretionary investment platforms and maintains formal affiliations with related financial and accounting entities.

Scott Mc Candless is a CFP® and CFA® with 13 years of industry experience. He currently works at CX Institutional, LLC and has previously been affiliated with Mariner Wealth Advisors, Personal Capital Advisors Corporation, Edward Jones, and TD Ameritrade. 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 incorporates fundamental, quantitative, technical, and cyclical analysis across a variety of asset classes, including equities, fixed income, ETFs, structured products, and private investment funds.

Dan Wicker is a PFS™ credentialed advisor with 27 years of industry experience, currently serving at Cain, Watters & Associates, LLC since 2008. He holds minority ownership interests in Tectonic Financial, Inc. and several affiliated entities that provide services related to clients’ business or industry, to which he may refer clients as part of the financial and business planning process. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management primarily to dental healthcare professionals, individual investors, and pension or profit-sharing plan sponsors. The firm combines CPA/accounting services with multiple investment programs and maintains formal affiliations with a banking institution and related entities.

Elizabeth Dennen is an advisor at Compass Financial Management LLC with a Series 65 designation and five years of experience. Her prior work includes roles at State Farm Larry Martin, Ballet Frontier, and Dunham and Jones Law Firm. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm uses a variety of investment strategies, including equities, fixed income, mutual funds, and ETFs, and employs multiple analytical approaches along with third-party managers and internally managed model portfolios.

Eduardo Cano is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Hancock Whitney Bank, Cetera, PNC Investments, and JP Morgan Chase Bank. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions, providing non-discretionary, fee-based investment management through its Guided Portfolio Solutions program along with financial planning and consulting services. The firm combines advisor-led client interactions with research and asset allocation conducted by its Strategic Investment Advisors.

Sabiha Karakus is a financial advisor with USAA Investment Services Company based in Plano, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. Her prior roles include positions at JP Morgan Securities LLC and New York Life. She is also employed concurrently with USAA Life Insurance Company and Amazon. 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 offers guidance on retirement savings, asset allocation, risk tolerance, and income planning but does not manage client assets directly.

James Madden is a financial advisor at Csenge Advisory Group, LLC with 26 years of industry experience. He holds a Series 66 designation and has held roles at several firms, including Highridge Advisory, IP Financial Advisory Services LLC, and RBC Capital Markets Corp. Outside of financial advising, Madden is President and CEO of Trophy Technology, a fishing tackle company, and serves on the Elder Board at The Parks Church. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate/business clients. The firm combines fundamental and technical analysis with a relative strength methodology and a top-down market approach, offering customized portfolio management through discretionary or model-based allocations.

Kristen Marsh is a financial advisor at Ethos Financial Group, LLC with four years of industry experience. She holds a Series 65 designation and has worked at Chapwood Capital Investment Management, LLC since 2019. Prior to her advisory career, she spent time as a student and briefly worked with First Baptist Church Houston. Ethos Financial Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, providing investment management, financial planning, and consulting services. The firm uses model portfolios and a core allocation strategy combining index-based exposures to create diversified, risk-conscious portfolios, supplementing its process with third-party research and optional tax-overlay management.

George Decell is a financial advisor with BOK Financial Private Wealth, Inc. in Plano, Texas. He holds the Series 66 designation and has eight years of industry experience, including positions at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. BOK Financial Private Wealth, Inc. provides discretionary and limited non-discretionary investment management, wealth advisory, and financial planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and other entities. The firm’s team-based investment process utilizes research from BOKF, NA’s Strategic Investment Advisors group and integrates equity, fixed income, and other asset classes, often incorporating outside sub-advisors such as Cavanal Hill Investment Management.

Jonathan Fowler is a financial advisor at USAA Investment Services Company with four years of industry experience. He holds the Series 65 and Series 63 designations and has prior work history with Charles Schwab & Co., Inc. and Schwab Wealth Advisory, Inc. Fowler’s background also includes roles in education and language instruction. 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 emphasizes retirement income planning and asset allocation but does not manage client assets or charge percentage-of-assets fees.

Steven Whitman is a financial advisor with MissionSquare Retirement in Princeton, TX, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include work at The Vanguard Group and various other firms. Outside of finance, he operates a YouTube channel focused on tool and furniture restoration. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services, with investment advice and model portfolios developed by Morningstar Investment Management using asset allocation models and a “total wealth” approach.

Bradford Beeson is a financial advisor with BOK Financial Securities, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes roles at JPMorgan Chase Bank and J.P. Morgan Securities from 2011 to 2021, as well as a lengthy tenure at Primrose Partners, Ltd. from 1997 to 2021. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual investors, corporations, retirement plans, government agencies, and municipalities. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by an affiliated entity, and is notable for its municipal-advisor registration and affiliation with a bank holding company.

Hunter Powell is a financial advisor at Merit Financial Advisors in Frisco, TX, holding a Series 66 designation. He has been with Merit Financial Advisors since 2026 and has prior experience with Purshe Kaplan Sterling Investments and Northwestern Mutual. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices, managing approximately $23.9 billion in assets. The firm provides coordinated wealth-management services and emphasizes long-term, diversified portfolios built from centrally managed models overseen by an internal Investment Management team and Investment Committee.

Lucille Satterwhite is a CFP® with seven years of industry experience, currently serving as a financial advisor at CX Institutional, LLC. Her prior experience includes roles at CD Wealth Management, Morgan Stanley, Fidelity Brokerage Services, and the Baptist Church Loan Corporation. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing portfolio management, financial planning, and retirement plan consulting through a multi-strategy platform. The firm employs a combination of fundamental, quantitative, technical, and cyclical analysis to manage diversified portfolios that include equities, fixed income, ETFs, structured products, and private investment funds.

John Stephens is a financial advisor at Royal Fund Management, LLC with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has managed his own CPA firm since 2000. Outside of advising, Stephens is involved in several business ventures including serving as CEO of Lag Box, LLC, a product manufacturing company, and president of ZComp, LLC, which provides payroll services. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with portfolio management, financial planning, and pension consulting services. The firm employs a range of investment strategies supported by fundamental, technical, and cyclical analysis, and offers specialized options such as non-traded REITs and an options-writing overlay for enrolled clients.