Garrett Frost is a financial advisor at Geneos Wealth Management, Inc. He holds the Series 66 designation and has three years of industry experience. His prior work includes roles at Cetera, North Star Resource Group, and Minnesota Life Insurance. Outside of advisory work, he has experience in fixed insurance sales. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm provides financial planning, portfolio management, and access to third-party money managers through various programs, employing a range of investment strategies including fundamental and technical analysis, with both customized and model-based accounts.

Jason Poe is a financial advisor with SageSpring Wealth Partners in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Raymond James Financial Services from 2006 to 2024 before continuing his career at SageSpring Wealth Partners since 2006. SageSpring Wealth Partners serves a diverse client base, including individual households, institutional clients, and plan sponsors, offering customized portfolios that integrate a variety of investment vehicles and strategies. The firm combines multi-team scale with institutional expertise and provides discretionary investment management, financial planning, retirement plan consulting, and access to third-party managers and OCIO/TAMP programs.

Riley Dauzat is a financial advisor at Merit Financial Advisors with Series 66 credentials and one year of industry experience. Prior to joining Merit, he held roles at PKS Investments and LPL Financial. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, corporate clients, retirement plan sponsors, charitable organizations, and other institutions. The firm employs a long-term, diversified investment approach using model portfolios and customizable modular sleeves, supported by a central Investment Management team and an Investment Committee.

Brandon Bascue is a financial advisor at Cain, Watters & Associates, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at Ernst & Young and Tolleson Wealth Management. Cain, Watters & Associates provides financial planning, retirement planning, and investment management services primarily for dental healthcare professionals, offering both discretionary and non-discretionary solutions across multiple platforms. The firm also delivers specialized services for practice transitions and dental service organizations through affiliated entities.

Sara Henson is a Financial Services Advisor at Merrill Lynch Wealth Management. She serves as a Personal Investment Advisor (PIA), focusing on connecting clients to the people, plans, and processes that align with their individual ambitions. Sara assists clients in areas such as funding education, planning for retirement, managing potential healthcare costs, and creating personalized strategies to meet long-term family goals. Her approach incorporates clients' personal perspectives and priorities, aiming to simplify the complexities of investing. She holds a Bachelor's Degree from the University of Arkansas System.

Lauren Williams is a financial advisor at SageSpring Wealth Partners with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including UBS Financial Services, Raymond James Financial Services, Comerica Securities, and MassMutual Life Insurance. SageSpring Wealth Partners serves a diverse client base ranging from non-high-net-worth individuals to institutional clients such as retirement plans and sovereign wealth funds. The firm offers tailored discretionary investment management, financial planning, and consulting services, utilizing a range of investment strategies and third-party manager relationships.

Regan Stephenson is a financial advisor with Cain, Watters & Associates, LLC, holding a Series 65 designation and 14 years of industry experience. He has been with Cain, Watters & Associates since 2011. 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.

Alyssa Witter is a financial advisor at Cain, Watters & Associates, LLC with a Series 65 designation and one year of industry experience. Prior to joining Cain, Watters & Associates, she worked at Deloitte Tax LLP for six years and has experience in tax and accounting roles. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management primarily to dental healthcare professionals, individual investors, and pension and profit-sharing plan sponsors. The firm also offers CPA, accounting, tax services, and donor-advised fund services, utilizing a range of investment programs including pooled funds, unified managed accounts, and separately managed accounts.

Samuel Richter is a financial advisor at Cain, Watters & Associates, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Deloitte for three years. Richter has been with Cain, Watters & Associates since 2020. 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.

Brian Deja is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Fisher Investments, Morgan Stanley, and Allstate Insurance Company. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels, offering a Retirement Income Strategy Report and facilitating referrals rather than managing client assets directly.

Manita Moran is a CFP® and Series 65-registered advisor with 10 years of industry experience. She has worked at Meridian Wealth Management, LLC since 2022 and previously held positions at Southport Capital and Wealth Management Group. Outside of advisory services, she is the managing member of MOKA TX LLC, a CPA firm, and serves as treasurer for the Rotary Club of Allen Sunrise. Meridian Wealth Management, LLC is an SEC-registered firm serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, using a tailored investment approach that incorporates equities, ETFs, mutual funds, fixed income, and alternative investments.

Trevor Bates is a financial advisor at Cain, Watters & Associates, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at Grant Thornton, LLP from 2015 to 2018. Bates has been with Cain, Watters & Associates since 2018. 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 comprehensive financial planning, ERISA plan advisory, pooled trust offerings, and utilizes both discretionary and non-discretionary investment solutions through multiple platforms.

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.

Robert Bachalo Jr. is a financial advisor at USAA Investment Services Company with seven years of industry experience. He holds the ChFC® designation as well as Series 65 and Series 63 licenses. His career includes various roles within USAA-affiliated firms since 2014. 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 a Retirement Income Strategy Report and facilitates referrals to third-party advisers without managing client assets directly.

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 with Retirement Planners of America in Plano, TX. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to his current role, he worked at NYLIFE Securities LLC and is also involved in management and insurance through MMWKM Management, Inc. and Moraif Insurance Group. Retirement Planners of America provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and retirement plan participants primarily through a wrap-fee investment program. The firm emphasizes capital preservation and tactical rebalancing using model portfolios and a mathematically based long-term market signal while maintaining discretionary trading authority.

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.

Laura Fleites Rodriguez is a CFP®-certified financial advisor with four years of industry experience, currently with Hilltop Securities Inc. in Plano, TX. She has previously worked at Munn Gray & Associates and Raymond James Financial Services, Inc. Hilltop Securities serves a diverse client base including individual, high-net-worth, and institutional clients, offering a range of advisory and brokerage services on an open-architecture platform that combines third-party and firm-sponsored investment strategies.

Travis Doyle is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at USAA Life Insurance Company and USAA financial planning services. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public, delivering a Retirement Income Strategy Report and referring clients to Charles Schwab for investment products and account services.

Scott Winstead is a financial advisor with Foundations Investment Advisors LLC based in Plano, TX, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His prior roles include positions at AE Wealth Management, LLC and Compass Retirement, Inc. He is also the founder of RetireSimply, an insurance agency that sells disability, annuities, and life insurance products. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a large network of affiliated offices, employing a combination of fundamental, technical, and cyclical analysis alongside model portfolios and third-party sub-advisers.