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.

Sean Kernan is a financial advisor with Advisor Resource Council, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Advisor Resource Council since 2012 and also maintains a long-standing relationship with LPL Financial since 2009. Outside of advising, he operates a blog titled "How To Find A Financial Advisor." Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and retirement plan consulting through a network of investment adviser representatives. The firm employs actively managed strategies that combine artificial intelligence tools with traditional fundamental analysis across diversified portfolios.

Damian Caruso is a financial advisor with Capital Analysts in Plano, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Lincoln Investment Planning, Inc. for 20 years. Caruso is the sole member of DJC Financial Advisors, LLC, an entity created for tax-related purposes. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs. The firm’s investment decisions are guided by an in-house Investment Management & Research team that operates model portfolios and proprietary screening tools.

Kevin Mc Gohan is a financial advisor with The Patriot Financial Group, LLC, holding a Series 65 credential and one year of industry experience. He has held roles at firms including CETERA Financial Specialists LLC and Champion Financial Group. Outside of advising, he leads a chapter of Professional Connectors, a networking group, and is involved with local business networking organizations. The Patriot Financial Group serves individuals, small businesses, and retirement plans, offering investment management, financial planning, and consulting services. The firm creates tailored portfolios using a mix of charting, fundamental, and technical analysis, with ongoing supervision and rebalancing to meet client needs.

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 at Cain, Watters & Associates, LLC with four years of industry experience. He holds a Series 65 designation and worked previously at Whitley Penn before joining Cain, Watters & Associates in 2019. 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 provides donor-advised fund services through Schwab Charitable.

Benjamin Newport is a CFP® with 10 years of industry experience, currently affiliated with Retirement Planners of America. He has been with MMWKM Advisors, LLC since 2015 and serves as a munitions section supervisor in the Texas Air National Guard, where he has been active since 2009. Retirement Planners of America provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and retirement plan participants. The firm employs an “Invest and Protect” approach that focuses on capital preservation and tactical rebalancing, using model portfolios largely composed of ETFs and mutual funds.

William Atkins Jr. is a financial advisor with Advisor Resource Council in Dallas, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Advisor Resource Council and affiliated with LPL Financial since 2015. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and retirement plan consulting. The firm employs actively managed strategies that integrate artificial intelligence tools with traditional fundamental analysis across various portfolio types, including equities, fixed income, alternatives, and options-based techniques.

Erica Sanders is a financial advisor at Cain, Watters & Associates, LLC with eight years of industry experience. She holds a Series 65 designation and has been with Cain, Watters & Associates since 2011. Cain, Watters & Associates provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and pension and profit-sharing plan sponsors. The firm also offers accounting and tax services as a Certified Public Accountancy and provides donor-advised fund services through Schwab Charitable.

Justin Fry is a financial advisor at Cain, Watters & Associates, LLC with six years of industry experience. He holds the Series 65 designation and previously worked at Deloitte Tax, LLP for three years before joining Cain, Watters & Associates in 2018. 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, tax services, and donor-advised fund services through Schwab Charitable, utilizing multiple investment programs and a combination of discretionary and non-discretionary management.

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.

Erwan Bertrand is a financial advisor with Advisor Resource Council in Dallas, TX. He holds a Series 65 credential and has one year of industry experience. His prior work includes roles at Boussard & Gavaudan and Caceis, as well as academic positions at Skema Business School and IAE Lille. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and retirement plan consulting through a network of advisers. The firm integrates artificial intelligence with traditional fundamental analysis across various model portfolios and separately managed accounts, tailored to different client segments.

Richard Jones is a financial advisor with Advisor Resource Council based in Dallas, TX. He holds Series 63 and Series 66 licenses and has four years of industry experience, including roles at LPL Financial LLC and Cambridge Investment Research Advisors. Outside of his advisory work, he is also a licensed independent insurance agent and a life coach. Advisor Resource Council provides asset management, financial planning, and retirement plan consulting services to individuals, families, retirement plans, charitable organizations, and business enterprises. The firm uses a combination of AI-driven model portfolios and traditional fundamental analysis, offering tailored investment strategies across various account sizes and coordinating estate-planning document preparation through independent legal professionals.

Chandler Johnson is a financial advisor with BFC Planning, Inc. based in Dallas, TX. He holds a Series 65 designation and began his career in the industry in 2026. Prior to joining BFC Planning, he worked at American Airlines and several other companies in various roles. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets through a network of independent advisor representatives.

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.

Joseph Mcdonald is a financial advisor with Capital Investment Advisors, LLC in Dallas, TX. He holds the Series 63, Series 65, and Series 66 designations and has 28 years of industry experience, including prior roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Capital Investment Advisors serves individual, high-net-worth, and institutional clients with discretionary portfolio management and integrated financial planning. The firm employs a centralized investment platform featuring standardized asset-allocation models and actively managed portfolios, supported by specialized in-house estate and tax planning resources.

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.

Donald Peterson is a financial advisor at Balefire, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Integrity Alliance, Lion Street Financial, Purshe Kaplan Sterling Investments, Fuse Partners, and LPL Financial. Peterson is also involved in providing fixed insurance and non-securities insurance planning for private wealth clients. Balefire serves individual and high-net-worth clients, as well as retirement plans, charitable organizations, trusts, and business entities, offering discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm uses a team-based investment process with an Investment Committee that develops model portfolios following a core-plus-tactical philosophy, employing third-party research and sub-advisors to implement strategies across various asset classes.