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.

Byron Jimmerson is a financial advisor at Foundations Investment Advisors LLC with five years of industry experience. He holds a Series 66 designation and has worked at several firms, including NEXT Financial Group and Compass Retirement. Foundations Investment Advisors serves a broad client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies, offering financial planning, investment management, and related services through a large network of affiliated offices. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach.

Daniel Kleiner is a financial advisor with Ally Invest Advisors, holding Series 66 and Series 63 licenses and five years of industry experience. He has worked in various roles within Ally Invest Advisors and Ally Invest Securities since 2021, with prior experience at Corelogic, Randstad LLC, and Xome. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interaction. The firm offers ETF-based Robo Portfolios, automated investing options, and financial advisor-delivered personal advice, utilizing model portfolios built on Modern Portfolio Theory across multiple risk tiers.

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 at Advisor Resource Council with a Series 65 license and two years of industry experience. Prior to joining his current firm, he worked at Foundation Wealth Partners for five years and held roles at The Bakery / North Country Real Estate and Total Quality Logistics. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities with asset management, financial planning, consulting, and referrals to third-party money managers. The firm combines artificial intelligence tools with traditional fundamental analysis to offer model and separately managed account strategies through its AIQ platform, along with custom solutions and third-party advisory programs.

Brandon Gerfen is a financial advisor with Foundations Investment Advisors LLC in Frisco, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Trajan Wealth LLC, Edward Jones, and JP Morgan. Outside of advisory work, he is involved with Big G Rental Homes LLC, a property company focused on single-family real estate rental. Foundations Investment Advisors LLC provides financial planning and ongoing portfolio management to a diverse client base including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and employs model portfolios along with discretionary and non-discretionary authority to manage client investments.

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 with Retirement Planners of America in Plano, TX, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at MCGowan Group Asset Management, GuideStone Financial Resources, USAA Investment Management Company, and NTTData. 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 uses an "Invest and Protect" approach focused on capital preservation and tactical rebalancing, employing model portfolios with discretionary trading authority.

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.

Kevin Mc Gohan is a financial advisor with The Patriot Financial Group, LLC in The Colony, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining The Patriot Financial Group, he was affiliated with CETERA Financial Specialists LLC and Champion Financial Group. Outside of his advisory role, Mc Gohan leads a chapter of Professional Connectors, a networking group, and is active in other local and national networking organizations. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios to client goals and risk tolerance, employing a variety of investment strategies and products including mutual funds, ETFs, private equity, and advisory annuities.

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 with Cain, Watters & Associates, LLC in Frisco, TX. He holds a Series 65 designation and has five years of industry experience, including prior work at Whitley Penn. Chandler has been with Cain, Watters & Associates since 2019. Cain, Watters & Associates 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, and donor-advised fund management, utilizing both discretionary and non-discretionary solutions across multiple investment platforms.