Tyson Pointer is a financial advisor at Triad Wealth Partners, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at GWN Securities, Inc. Outside of his advisory role, he is involved as a financial representative with Paramount Wealth Group, focusing on life insurance sales and financial services. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, access to third-party managers, and financial planning services. The firm employs a strategic asset allocation approach supported by an investment committee and combines independent advisory services with a TAMP platform.

Judson Crawford is a financial advisor at Cain, Watters & Associates, LLC with 20 years of industry experience. He holds a Series 65 designation and has been with Cain, Watters & Associates, P.L.L.C. since 2008. Mr. Crawford has a minority ownership interest in Tectonic Financial, Inc., a publicly traded company with several financial industry affiliates, and holds ownership stakes in related entities that provide business services to clients in specific industries. 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, including pooled collective funds and separately managed accounts, and maintains a formal affiliation with a banking institution to support its client offerings.

James Parry Sr. is a ChFC® credentialed financial advisor with 36 years of industry experience. He has been with Arkadios Wealth Advisors since 2019 and previously worked at Triad Advisors, Inc. and his own firm, Parry Financial Advisors LLC, which he continues to operate. Outside of advisory work, he is involved as a licensed settlement broker in life settlements and works as a life insurance agent. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various internally managed and third-party strategies, combining fundamental, technical, and cyclical investment analyses.

George Pedraza is a financial advisor at BOK Financial Securities, Inc. with 31 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Merrill, CAPTRUST, Covenant, and Wells Fargo in various capacities. Pedraza serves as a board member for several educational organizations, including Keystone School, the UTSA College for Health Community & Policy Advisory Council, and the Riverwalk Education Foundation, which oversees multiple charter schools in Texas. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients through a non-discretionary, fee-based investment management program called Guided Portfolio Solutions. The firm combines advisor-led client contact with research and asset allocation from Strategic Investment Advisors, and it is affiliated with a publicly traded bank holding company.

Kelly Landen is a financial advisor at BOK Financial Securities, Inc. in Plano, TX, holding a Series 66 designation with three years of industry experience. Prior to joining BOK Financial Securities, Landen worked at JPMorgan Securities LLC and Goldman Sachs. Outside of financial advising, Landen serves as secretary and board member for McCann Holdings LLC. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients, including municipalities and government agencies. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research with tailored asset allocations.

Smitha Thomas is a CFP® professional with 20 years of experience in the financial industry. She has worked at Wealthcare Advisory Partners LLC since 2019 and previously held roles at LPL Financial and Independent Financial Partners. She is also a licensed insurance agent. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets and serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses. The firm combines goals-based planning supported by proprietary software with an evidence-based investment approach that incorporates behavioral economics and quantitative measures to build long-term portfolios.

Hayden Lusk is a financial advisor at Sagespring Wealth Partners with CFP® and Series 66 credentials and four years of industry experience. Prior to joining Sagespring in 2022, he worked at Raymond James Financial Services, Inc., Raytheon Technologies, The Boeing Company, and Best Buy. Sagespring Wealth Partners serves a diverse client base, including individual households across wealth levels and various institutional clients such as retirement plans, banks, insurance companies, and sovereign wealth funds. The firm provides discretionary investment management, financial planning, and retirement plan consulting, employing tailored portfolios that incorporate fundamental and technical analysis alongside multi-team resources and third-party manager relationships.

Micah Adams is a CFP® professional with three years of industry experience. He is currently with Cain, Watters & Associates, LLC and has previously worked at Strata Wealth Advisors, True North Advisors, Aspiriant, and several other firms. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management 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.

Marco Silva is a financial advisor at SageSpring Wealth Partners with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Voigt-Abernathy. Before entering the financial sector, Silva spent three years at Callaway Golf. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets and serving a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management and financial planning through a goals-based approach, utilizing asset allocation, monitoring, and a range of investment strategies, while also providing services to less-common client types such as sovereign wealth funds and banking institutions.

Carly Campbell is a financial advisor at Cain, Watters & Associates, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Huselton, Morgan & Maultsby and served in roles related to education and community organizations. Cain, Watters & Associates provides financial planning, retirement planning, and investment management primarily for dental healthcare professionals, offering a range of services including ERISA plan advisory, pooled trusts, and unified managed accounts. The firm utilizes both discretionary and non-discretionary investment strategies and maintains formal affiliations with banking and accounting entities.

Edward Butowsky is a financial advisor with Ethos Financial Group, LLC, holding a Series 63 designation and 37 years of industry experience. He has held roles at multiple firms including Innovation Partners LLC, Chapwood Securities, and Waterford Capital, and has served as head of investment education at Champion Venture Partners. Ethos Financial Group provides investment management and consulting services to individuals, trusts, estates, municipalities, and charitable organizations. The firm employs a model portfolio approach focused on diversified, risk-conscious allocations using index-based exposures and third-party research, while also offering financial and estate planning services.

Alfred Mckelvy 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 Five Star Global, Shared Sweeps, Multiview, and Fisher Investments. 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 a variety of solutions including comprehensive financial planning, ERISA plan advisory, and pooled trust offerings, and utilizes both discretionary and non-discretionary approaches across multiple platforms.

Matthew Peterson is a financial advisor at Cain, Watters & Associates, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Cain, Watters & Associates since 2020, following four years at KPMG. 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 combines CPA/accounting services with investment management, offering multiple investment programs and managing a substantial non-discretionary asset base.

Timothy Akers is a CFP® professional with four years of industry experience currently with Mission Wealth Management, LP. He has previously worked with Raymond James Financial Services, LPL Financial, and Fidelity Investments. Akers serves as Treasurer and Board Member for the nonprofit A Small Miracle Foundation, assisting with budgeting for childcare support. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients through customized wealth management and financial planning. The firm employs long-term, tax-aware strategies with diverse investment options and offers risk management services including insurance placement.

Derek Draper is a financial advisor at Simplicity Wealth with six years of industry experience. He holds a Series 66 designation and has previously worked at Jal Dennis Group and LPL Financial. Outside of his advisory role, Draper is involved in several community activities including serving on the board of the Lake Lavon Camp & Retreat Center, acting as managing director for Global Athletic Impact, participating on the Wylie Sports Hall of Honor board of governors, producing local high school football broadcasts, and occasionally filling in for pastors at services. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporations, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, alongside technology and operational solutions for advisors.

Brad Sanders is a CFA® charterholder with 23 years of industry experience. He is currently with Tectonic Advisors LLC and has previously worked at Cain, Watters & Associates, LLC and III To I Financial Management Research, L.P. Outside of his advisory work, Mr. Sanders is a semi-professional musician, performing approximately 10 hours per month during evenings or weekends. Tectonic Advisors provides discretionary portfolio management to a diverse client base, including individuals, institutions, trusts, and pension plans. The firm employs a proprietary investment process focused on diversified, ETF-heavy allocations with dynamic rebalancing and integrates third-party managers and models within its solutions.

Christopher Scott II is a financial advisor with Merit Financial Advisors in Lewisville, TX, holding a Series 65 designation and three years of industry experience. His prior roles include positions at CX Institutional, LLC, Homrich Berg, and Florida Financial Advisors. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving around 20,000 clients across 66 offices and managing $23.9 billion in client assets. The firm offers wealth-management services such as asset management, financial planning, and retirement plan advice, employing a long-term, diversified investment approach managed by an internal team and investment committee.

Marques Glaze is a financial advisor at CX Institutional, LLC in Dallas, TX, holding a Series 65 license with seven years of industry experience. His career includes roles at Fisher Investments and PNC Capital Advisors LLC. 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 using fundamental, quantitative, and technical analysis, supplemented by third-party technology platforms to support reporting and tax-efficient asset management.

John Bauer is a financial advisor at Cain, Watters & Associates, LLC with three years of industry experience. He holds a Series 65 credential and previously worked at PricewaterhouseCoopers and the University of Arkansas - Fayetteville. 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 manages multiple investment programs, combining internal due diligence with third-party managers.

Stephen Shelvey III is a CFP® professional with 33 years of industry experience, currently practicing at Trajan Wealth, L.L.C. since 2022. His prior roles include positions at Fisher Investments, Mercer Global Advisors, and Prudential Insurance Company of America. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to a diverse client base, including high-net-worth individuals, retirement plans, and charitable organizations. The firm employs a long-term, disciplined investment approach emphasizing stocks, ETFs, and tailored portfolios that consider clients’ risk tolerances and tax situations.