Asim Awan is a financial advisor with Capital Analysts in Frisco, TX, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked with firms including Lincoln Investment, Voya Financial Advisors, Valic Financial Advisors, and Ameriprise. Awan is also the founding partner of Red River Wealth Advisors, a financial services firm. Capital Analysts serves individual and institutional clients with portfolio management, advisor-managed portfolios, and retirement-plan advice delivered through a nationwide network and an in-house Investment Management & Research team that uses a proprietary mutual fund screening process. The firm integrates with Lincoln Investment and maintains institutional relationships supporting a range of financial products.

Nancy Dinh is a financial advisor with Capital Analysts based in Frisco, TX, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. Her career includes roles at Lincoln Investment, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance, Valic Financial Advisors, New England Securities, and PRUCO Securities. Outside of advising, she is an executive vice-president of the DFW Asian American Citizens Council, where she assists with promoting Asian awareness through community events. Capital Analysts serves a diverse client base including individual, high-net-worth, institutional, and charitable clients by providing portfolio management, access to third-party managers, and retirement-plan advice. The firm delivers investment management through both discretionary and non-discretionary models, supported by an in-house research team and proprietary fund screening processes.

Luke Martin is a financial advisor with Eversource Wealth Advisors, LLC in McKinney, TX, holding a Series 65 designation and one year of industry experience. Prior to joining EverSource, he worked at Brasfield and Gorrie and spent time at Auburn University Harbert College of Business. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services, alongside turnkey asset management and sub-advisory solutions, utilizing multiple investment programs and platforms tailored to client profiles and values.

Jessica Cafferata is a CFP® with 17 years of industry experience, currently advising at AlphaCore Capital LLC since 2025. Her prior experience includes roles at Callan Capital LLC, Mariner Wealth Advisors, HighTower Advisors LLC, and Frontier Investment Management Co. She serves as an HOA Board member of Wichita Estates HOA, where she participates in community decision-making. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm combines traditional and alternative investment strategies with comprehensive wealth planning, offering discretionary management and specialized advisory services including tax preparation and ERISA plan consulting.

Kyler Smith is a CFP® and holds a Series 66 license with three years of industry experience. He is currently an advisor at SageSpring Wealth Partners and has previously worked at Raymond James Financial Services, Edward Jones, and The Capital Chart Room. SageSpring Wealth Partners serves a diverse client base that includes individual households and various institutional clients such as retirement plans, banks, and state and municipal governments. The firm provides discretionary investment management, financial planning, and consulting, with portfolios tailored to client objectives and a mix of investment strategies including individual securities, ETFs, alternatives, and direct indexing.

Brooks Morrow is a financial advisor at Highpoint Planning Partners with eight years of industry experience and holds a Series 66 designation. His prior roles include positions at LPL Financial LLC and Advisor Resource Council. Outside of advisory work, he owns two small businesses, Tomorrowsassets and Alora Distribution, both based in Lantana, Texas. HighPoint Advisor Group serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, and retirement plan advisory services, using fundamental analysis and various investment platforms to tailor portfolios across asset classes.

James Turco is a financial advisor with Thurston Springer Advisors in Flower Mound, TX, holding Series 63, 65, and 66 licenses with six years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Bank, with earlier work at North Pier Fiduciary Management and Lockton Investment Advisors. Thurston Springer Advisors serves individuals, high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans, offering comprehensive financial planning, portfolio management, and fiduciary services. The firm employs a range of investment strategies, including both buy-and-hold and active models, and works with institutional clients while integrating affiliated broker-dealer and insurance services.

Amanda Perry is a financial advisor with Cain, Watters & Associates, LLC, holding a Series 65 credential and four years of industry experience. Prior to joining Cain, Watters & Associates in 2021, she worked at PricewaterhouseCoopers from 2018 to 2021. 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 utilizes both discretionary and non-discretionary solutions across multiple platforms and offers specialized services related to practice transition and dental service organizations.

David Mc Clanahan is a financial advisor with BOK Financial Securities, Inc. in Plano, TX. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior experience includes roles at Citigroup, Wells Fargo Advisors, and Bancwest Investment Services. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional entities such as municipalities and government agencies. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor contact with firm-provided investment research and asset allocation.

Noah Fess is a financial advisor at KCD Financial, Inc. with eight years of industry experience. He holds the Series 66 designation and has been with KCD Financial since 2016. KCD Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers a range of investment strategies and uses third-party platforms and managers as part of its implementation approach.

Sara Fagot is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. She took a planned sabbatical from 2020 to 2025 before joining BOK Financial Securities in 2025. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, financial planning, and consulting, with investment research provided by its affiliate Strategic Investment Advisors.

Robert Tunnell is a CFP®-certified financial advisor with 20 years of industry experience. He is currently affiliated with Retirement Planners of America and has been associated with MMWKM Advisors, LLC since 2013. In addition to his advisory work, he operates as an independent insurance agent. Retirement Planners of America offers discretionary portfolio management and financial planning primarily through a wrap-fee investment program. The firm employs an “Invest and Protect” strategy focused on capital preservation and tactical rebalancing, utilizing model portfolios composed mainly of ETFs and mutual funds, along with a quantitative market signal to guide investment decisions.

Jacqelyn Brian is a financial advisor at Retirement Planners of America with a Series 65 designation and two years of industry experience. She previously worked at Fisher Investments for five years and has a background that includes roles at Dimaco LTD. and Ashford University. Retirement Planners of America provides discretionary portfolio management and financial planning primarily through a wrap-fee investment program for individuals, high-net-worth clients, and retirement plan participants. The firm employs an "Invest and Protect" approach focused on capital preservation and tactical rebalancing, using model portfolios largely composed of ETFs and mutual funds.

Joseph D'amico II is a financial advisor with CX Institutional, LLC, holding CFP® and securities licenses Series 66 and Series 63, and has 26 years of industry experience. His prior roles include positions at Empower Financial Services, Empower Advisory Group, Personal Capital, and Fidelity Brokerage Services. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors, offering portfolio management, financial planning, and retirement plan consulting through its CX Multi-Strategy Platform. The firm utilizes a multi-strategy asset allocation approach across various asset classes and incorporates third-party technology for consolidated reporting and tax-efficient asset management.

Laken Lewis is a financial advisor at CX Institutional, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments and Fidelity Investments. 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 diverse asset classes, including equities, fixed income, ETFs, structured products, and private investment funds.

Joshua Holden is a financial advisor at Prospera Financial Services, Inc. with 17 years of industry experience. He previously worked at Fisher Investments for eight years and Euro Pacific Capital, Inc. for four years. Holden holds Series 63 and Series 66 credentials. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Jacqueline Sheahan is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked with several affiliates of BOK Financial since 2002, including BOK Financial Private Wealth, Inc. and BOK Financial Asset Management, Inc. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, municipalities, and government agencies. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor contact with firm-provided investment research and tailored asset allocation.

William Harrigan is a Series 65-licensed financial advisor with Cain, Watters & Associates, LLC, based in Frisco, TX. He has 21 years of industry experience and has been with Cain, Watters & Associates since 2006. 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 donor-advised fund services through Schwab Charitable.

Toni Lee is a financial advisor at Cain, Watters & Associates, LLC with 22 years of industry experience. She holds the PFS™ designation and Series 65 license and has been with Cain, Watters & Associates since 2008. Ms. Lee has a minority ownership interest in Tectonic Financial, Inc., a publicly traded company with several financial industry affiliates, and also holds ownership stakes in three entities related to Cain, Watters & Associates that provide business-specific services for clients. Cain, Watters & Associates 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 multiple investment programs with CPA and tax services and maintains a formal affiliation with a banking institution and related entities.

Michael Manna is a CFP® with 12 years of industry experience, currently affiliated with BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. since 2014 and 2019, respectively. He serves as a board member on the Legacy Family Court Foundation, a nonprofit focused on addiction rehabilitation and family reunification. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients with non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led client communication with research-driven asset allocation and manager selection.