Thomas Gates is a financial advisor at Cain, Watters & Associates, LLC with 19 years of industry experience. He holds a Series 65 designation and has been with the firm since 2002. 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.

Patsy Mandola is a financial advisor with Retirement Planners of America in Plano, TX, holding Series 63 and Series 65 licenses and 20 years of industry experience. She has worked at MMWKM Advisors, LLC since 2013. In addition to her advisory role, she is an independent insurance agent for various insurance companies. 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 emphasizes capital preservation and tactical rebalancing using model portfolios, maintaining discretionary trading authority and incorporating a mathematically-based long-term market signal.

Cody Dyer is a financial advisor at Retirement Planners of America with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Retirement Planners of America since 2019. In addition to his advisory role, he is involved with MMWKM Management, Inc., an insurance agency where he serves as a national insurance consultant. 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 employs an “Invest and Protect” approach focused on capital preservation and tactical rebalancing, using model portfolios and discretionary trading authority to manage client assets.

Peyton Campbell 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 Huselton Morgan & Maultsby as well as in academic roles at the University of Texas at Dallas and Texas State University. Cain, Watters & Associates provides financial planning, retirement planning, and investment management services primarily to individuals, trustees, and plan sponsors, with a particular focus on dental healthcare professionals. The firm offers a range of solutions including ERISA plan advisory, pooled trust offerings, and model-based unified managed accounts.

Charles Bingham is a CFP® with 21 years of industry experience, currently serving as an advisor at Sunbelt Securities, Inc. since 2010. He holds the Series 66 designation and has been involved in fixed life insurance sales on a limited basis outside of his advisory role. Sunbelt Securities manages approximately $2.0 billion across a diverse client base including individual investors, charitable organizations, and corporate clients, offering portfolio management, financial planning, and access to third-party money managers through a network of independent advisory representatives.

Jennifer Klein is a financial advisor at Cain, Watters & Associates, LLC in Frisco, TX, holding a Series 65 designation with 17 years of industry experience. She has been with Cain, Watters & Associates since 2017 and previously worked at Barre3 PLANO from 2016 to 2019. Cain, Watters & Associates provides financial planning, retirement planning, and investment management services primarily to individuals, trustees, and plan sponsors, with a specialized focus on dental healthcare professionals. The firm offers a range of solutions including discretionary and non-discretionary account management, ERISA plan advisory, and donor-advised fund management, supported by affiliations with a bank and related financial entities.

Kaitlin Mitchell is a Series 65-licensed financial advisor with Cain, Watters & Associates, LLC in Frisco, TX, where she has worked since 2011. She has 10 years of industry experience. Cain, Watters & Associates provides financial planning, retirement planning, and investment management to individuals, trustees, and plan sponsors, with a particular focus on dental healthcare professionals. The firm offers both discretionary and non-discretionary solutions across multiple platforms and includes specialized services for practice transition and dental service organization matters.

James Mars is a CFP® with 39 years of industry experience, currently serving at Balefire, LLC. He has held positions at Purshe Kaplan Sterling Investments and LPL Financial LLC, and is the CEO of Fuse Partners, LLC dba VisionPoint Advisory Group. Outside of his advisory work, he is involved in the sale of fixed and traditional insurance products and manages a personal LLC for business-related expenses. Balefire, LLC serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities, providing discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm employs a team-based investment approach centered on an Investment Committee that develops model portfolios using a core-plus-tactical philosophy and licensed third-party research.

Colton Shields is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Geneos Wealth Management, Inc. and Professional Wealth Management Group, where he has worked since 2021. Colton also operates as an independent representative for various insurance carriers in fixed insurance sales. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, institutions, and high-net-worth clients with financial planning, portfolio management, and referrals to third-party money managers. The firm uses a combination of fundamental and technical strategies and offers customized accounts, model-based allocations, and advisor-managed platforms.

Luke Tolson is a financial advisor at Prospera Financial Services, Inc. in Grapevine, TX, holding a Series 66 designation with 14 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney before joining Prospera in 2018. In addition to his advisory role, he provides accounting and business consulting services for DOT Compliance Group. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering financial planning, portfolio management, and access to multiple advisory platforms, including both discretionary and non-discretionary account management options.

Charles Loretto is a financial advisor with Cain, Watters & Associates, LLC, holding a Series 65 designation and 18 years of industry experience. He has been with Cain, Watters & Associates, P.L.L.C. since 2001. Mr. Loretto has a minority ownership interest in Tectonic Financial, Inc., a publicly traded company with financial industry affiliates, and holds ownership interests in entities related to client business services at Cain, Watters & Associates. 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 donor-advised fund services, utilizing multiple investment programs including pooled collective investment funds and unified managed accounts, with a significant portion of assets managed on a non-discretionary basis.

Nicholas Yokley is a Series 65-licensed advisor with Signal Advisors Wealth, LLC, based in Fort Worth, TX, with one year of industry experience. Prior to joining Signal Advisors Wealth, he worked at Legacy Retirement Solutions and American Senior Benefits. He also maintains activities as an insurance agent, selling various insurance products. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded IARs, and their retail clients. The firm uses a primarily top-down, tactical asset allocation process with sector rotation and supplements it with fundamental, quantitative, and technical analysis.

Victor Sanchez is a financial advisor at Verity Asset Management with one year of industry experience. He holds a Series 65 designation and previously worked for Albuquerque Public Schools for 16 years. Outside of his advisory role, he is involved with a nonprofit organization, Behind The Flag, Inc., where he serves as a board member and helps organize training and fundraising events. Verity Asset Management is an SEC-registered firm providing discretionary portfolio management, retirement-plan advisory, and financial planning services to individual, corporate, and institutional clients. The firm employs a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party manager models.

Charles Elhoff Jr. is a CFP® and ChFC® with 52 years of experience in the financial services industry. He is currently affiliated with Great Valley Advisor Group, LLC and has previous experience at Good Life Advisors, LLC, LPL Financial, and Level Four Advisory Services, LLC. Elhoff also serves as a FINRA arbitrator and is a licensed life insurance counselor and agent. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, combining in-house strategies with third-party managers and platforms to tailor portfolios to client objectives.

Cory Chmelka is a CFP® professional with 10 years of industry experience, currently serving as an advisor at United Capital Financial Advisors. His prior experience includes roles at Apexium Insurance Services, Apexium Financial, Soundwatch Capital, and Capstone Wealth Management. He is also licensed as an insurance agent for life, health, and annuity products and maintains ownership interests in related financial and insurance entities. United Capital Financial Advisors offers national financial planning and discretionary investment management to a diverse client base, including high-net-worth individuals and institutional accounts. The firm’s approach integrates customized asset allocation and access to a broad range of investment strategies, supported by a platform that includes technology services and an extensive affiliate network.

Travis Martin is a financial advisor at Geneos Wealth Management, Inc. with 12 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. Martin also operates Weaver, Ware & Martin Wealth Management and Advisory Services and serves as an independent representative for fixed insurance sales. Geneos Wealth Management is an SEC-registered investment adviser that provides financial planning, portfolio management, and referrals to third-party money managers for a diverse client base including individuals, trusts, estates, and institutions. The firm utilizes a blend of fundamental and technical analysis with various investment strategies to deliver customized or model-based portfolio solutions.

Kyle Blair is a financial advisor with Prospera Financial Services, Inc. in Grapevine, TX, holding Series 63 and Series 65 licenses and having three years of industry experience. His prior work history includes roles at Charles Schwab & Co., Inc., Mr. Cooper, Caliber Home Loans, and Quicken Loans. There are no additional outside activities noted. 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, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.

Imrana Begg is a financial advisor with Global View Capital Management LLC, holding a Series 65 designation and two years of industry experience. She has worked with Global View Capital Advisors, Sublime Financial LLC, and has experience as a self-employed event planner. Outside of advising, she is a licensed insurance agent marketing and selling life insurance products, including fixed and indexed annuities. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative, rules-based investment approach using algorithmic research and offers a range of managed account solutions including SMAs, mutual funds, ETFs, and a low-cost ETF-only option.

Giovanni Flores is a financial advisor at Geneos Wealth Management, Inc. with six years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of his advisory role, he operates as an independent representative for fixed insurance sales. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and customizable portfolio options.

Kurt Koke is a financial advisor with Prospera Financial Services, Inc. in Hurst, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Prospera since 2004. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.