Scott Lyle is a financial advisor at Cain, Watters & Associates, LLC with seven years of industry experience. He has held his current position since 2017 and previously worked at Price Waterhouse Cooper from 2015 to 2017. Lyle holds a Series 65 designation. 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 combines accounting and tax services with multiple investment programs, managing a larger amount of client assets on a non-discretionary basis.

Charles Dyer Jr. is a CFP® with 24 years of industry experience. He is currently associated with Retirement Planners of America and has previously worked at RFG Advisory LLC dba Trinity Private Wealth, MMWKM Advisors, LLC, Cambridge Investment Research Advisors, and Eagle Strategies. He also works as an independent insurance agent for various insurance companies. Retirement Planners of America offers discretionary portfolio management and financial planning primarily through a wrap-fee investment program to individuals, high-net-worth clients, and retirement plan participants. The firm emphasizes capital preservation and tactical rebalancing using model portfolios and employs a mathematically based long-term market signal alongside discretionary trading authority.

Karen Ferrell is a financial advisor with Verity Asset Management in Carrollton, TX, holding a Series 65 designation and three years of industry experience. Prior to joining Verity, she worked for nearly a decade at UNIFY Child Placing Agency and has been involved with Teacher's Pension since 2007. Outside of her advisory role, she serves as operations director and volunteer board member of the ReUp Foundation, Inc., a charitable organization focused on mentorship programs. Verity Asset Management is a multi-team SEC-registered advisory firm overseeing approximately $1.15 billion in assets and serving individuals, retirement plans, institutional clients, and other advisers. The firm employs a largely model-based investment process with tactical asset allocation and offers a range of portfolio management and financial planning services.

Cristina Siles is a financial advisor with CX Institutional, LLC and holds a Series 65 designation. She joined CX Institutional in 2025 and has experience in education, having worked at several schools from 2016 to 2025. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach using fundamental, quantitative, and technical analysis across a variety of investment vehicles, supplemented by third-party technology for reporting and tax optimization.

Ronald Rotthaus is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with BOK Financial Securities, Inc. and Bokf, NA since 2006. Rotthaus serves as an unpaid director of LifeBionix, Inc., dedicating limited time during evenings and weekends. BOK Financial Advisors serves a diverse client base including individual, high-net-worth, corporate, and institutional clients, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program alongside financial planning and consulting. The firm combines advisor-led client interaction with research-driven asset allocation and manager selection provided by its Strategic Investment Advisors.

Brandi Adams is a financial advisor at Cain, Watters & Associates, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at KPMG, LLP for three years. Cain, Watters & Associates, LLC provides financial planning, retirement planning, and investment management services primarily to dental healthcare professionals, individuals, trustees, and plan sponsors. The firm offers both discretionary and non-discretionary solutions across multiple platforms, including pooled investment funds, unified and separately managed accounts, and specialized services for practice transitions and dental service organizations.

Amanda Evans is a financial advisor at Cain, Watters & Associates, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Whitley Penn and Texas A&M University. Cain, Watters & Associates 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.

Logan Voelker is a financial advisor with B. Riley Wealth Advisors, Inc. He holds the Series 63 and Series 65 designations and has 11 years of industry experience. Prior to joining B. Riley in 2022, he worked at National Asset Management, National Securities Corporation, and WFG Investments, Inc. B. Riley Wealth Advisors provides investment advice and portfolio management services to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a variety of programs and strategies, managing approximately $4.21 billion in assets through a team of about 173 advisors.

Jason Dempsey is a CFP® with 24 years of industry experience. He is currently with USAA Investment Services Company and USAA Life Insurance Company, having previously worked at Charles Schwab Bank, Charles Schwab and Co., and various USAA affiliates. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members through phone and digital channels, facilitating referrals to third-party broker-dealers or advisers rather than managing client assets directly.

Nicholas Lopez 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 several firms including Fisher Investments and J.P. Morgan Securities. Retirement Planners of America provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and retirement plan participants, primarily through a wrap-fee investment program. The firm employs an “Invest and Protect” approach focused on capital preservation and tactical rebalancing using model portfolios composed largely of ETFs and mutual funds.

Christopher Fess is a financial advisor at KCD Financial, Inc. in Frisco, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including over 22 years with KCD Financial and a prior year at SPC. Outside of advising, he owns and operates an insurance business focusing on long-term care, health, disability, and life insurance products. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individual and institutional clients with asset management, financial planning, and portfolio appraisal services. The firm employs a range of strategies tailored to clients’ goals and risk tolerances and utilizes third-party management platforms alongside in-house due diligence.

Ryan Hawkins is a financial advisor at USAA Investment Services Company with 16 years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank, Merrill, Bank of America, and other financial institutions. Outside of his advisory role, Hawkins is involved in technology through ownership of Evalu8, LLC, which focuses on app development and AI technology for self-evaluation. 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 delivers Retirement Income Strategy Reports and facilitates referrals to third-party broker-dealers or advisers rather than managing client assets directly.

Danny Chapman is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 65 designations and bringing 43 years of industry experience. His prior work includes tenures at Wells Fargo Advisors Financial Network LLC and Merrill. He has been with Prospera since 2019. 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.

Lesa Collins is a Series 66 licensed financial advisor with 17 years of industry experience. She has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank before joining Retirement Planners of America, where she has been since 2023. 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 emphasizes capital preservation and tactical rebalancing using model portfolios composed mainly of ETFs and mutual funds, with discretion to adjust based on a long-term market signal.

Steve Germany is a financial advisor at BOK Financial Securities, Inc. in Grapevine, TX, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BOK Financial Securities and Bokf, NA since 2007. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual and 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, combining quantitative and qualitative research provided by its affiliate, Strategic Investment Advisors.

James Bussey is a financial advisor at Hilltop Securities Inc. with 10 years of industry experience. He holds the Series 66 designation and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Ameriprise Financial Services. Hilltop Securities Inc. offers brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm employs an open-architecture platform and provides a range of managed account programs alongside fiduciary and consulting services under ERISA arrangements.

Jordan Jensen is a Series 65-licensed financial advisor at Savvy with six years of industry experience. He has worked at several firms, including ONE Advisory Partners, Soltis Investment Advisors, CapFinancial Securities, CAPTrust, and Northern Trust. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized investment plans using primarily index-based, long-term strategies alongside active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and sub-adviser strategies.

Felicia Belcher is a financial advisor with USAA Investment Services Company, holding a Series 66 designation and seven years of industry experience. She has previously worked at JP Morgan Chase and J. Grant & Associates. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors, emphasizing retirement income planning through digital and phone channels rather than direct portfolio management.

Shawn Stone is a financial advisor at Retirement Planners of America with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with MMWKM Advisors, LLC since 2014. In addition to his advisory role, he works as an independent insurance agent for various companies. Retirement Planners of America provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and retirement plan participants through a wrap-fee investment program. The firm employs an “Invest and Protect” approach focused on capital preservation and tactical rebalancing, utilizing model portfolios composed mainly of ETFs and mutual funds.

Annie Lamm is a financial advisor at Cain, Watters & Associates, LLC with six years of industry experience. She holds a Series 65 credential and has previously worked at KPMG and the University of Mississippi. 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 offers both discretionary and non-discretionary solutions across multiple platforms and provides specialized services for dental practice transitions and related matters.