Andrew Watts is a CFP® professional based in Dallas, TX, with 22 years of industry experience. He is currently with Avantax Planning Partners, Inc., where he has worked for five years, and has prior experience at various firms affiliated with Cetera since 2025. Avantax Planning Partners, Inc. serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and businesses through portfolio management, financial planning, and a managed retirement plan platform. The firm operates primarily via a network of CPA firms and registered Advisor Representatives, managing approximately $7.57 billion in assets across about 164 advisors and 7,500 clients as of December 31, 2025.

James Priebe is a financial advisor at CX Institutional, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments. 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 incorporating fundamental, quantitative, and technical analysis across various asset classes and offers specialized strategies including artificial intelligence, blockchain, and electric vehicle portfolios.

Ashley Winters is a financial advisor at Financial Gravity Family Office Services, LLC with five years of industry experience. She holds a Series 65 designation and has previously worked at Forta Financial Group, Inc., Eckhoff Wealth Management, and Eqis Capital Management, Inc. Winters is also licensed to sell life and accident insurance products through an affiliated entity, dedicating a portion of her time to these activities. Financial Gravity Family Office Services, LLC provides comprehensive financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a multi-strategy investment approach, including fundamental, technical, and cyclical analysis, and frequently utilizes third-party sub-advisors and model portfolios while maintaining ongoing client oversight.

William Reaves is a financial advisor at BOK Financial Securities, Inc. in Grapevine, TX, with 20 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for TIAA and TIAA-CREF Individual & Institutional Services from 2016 to 2024. BOK Financial Advisors serves a diverse range of clients, including individuals, high-net-worth clients, corporations, institutions, and government entities. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research with tailored asset allocation strategies.

John Paul Johnson is a financial advisor at Triad Wealth Partners, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at ZRJ and GWN Securities Inc. since 2014 and 2012, respectively. Outside of advising, he is the managing partner of Paramount Wealth Group, which focuses on tax-related services, and runs a Medicare sales agency serving retired and active teachers. Triad Wealth Partners serves individual and institutional clients through a network of independent advisors and a turnkey asset management platform. The firm combines strategic asset allocation with both proprietary and third-party models to provide discretionary portfolio management, financial planning, and consulting services.

Max Jaffe is a financial advisor at Retirement Planners of America with nine years of industry experience. He holds a Series 65 designation and has worked at firms including MMWKM Advisors, LLC and Sullivan Financial Partners. 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 composed largely of ETFs and mutual funds.

Trevor Staubach is a financial advisor at Retirement Planners of America with a Series 65 designation and three years of industry experience. His prior roles include positions at Texas Heritage National Bank, PNC, BBVA, Breezeway Veterinary Care, and GameStop. 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 emphasizes capital preservation and tactical rebalancing using model portfolios and a mathematically based long-term market signal while maintaining discretionary trading authority.

Daniel Vandergriff is a financial advisor at Northwest Asset Management with 28 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Northwest Asset Management, Vandergriff worked at CS Planning Corp., Noble Private Wealth, Fidelity Personal and Workplace Advisors, and held multiple roles at Fidelity Brokerage Services LLC and Strategic Advisers LLC. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm employs investment strategies based on strategic asset allocation and Modern Portfolio Theory, utilizing diversified ETFs, mutual funds, individual securities, and fixed-income instruments, complemented by fiduciary oversight and a range of financial planning and back-office services.

Jonathan Perry is a financial advisor at Cain, Watters & Associates, LLC in Frisco, TX, holding a Series 65 designation and with five years of industry experience. Prior to joining Cain, Watters & Associates in 2020, he worked at PricewaterhouseCoopers for four years. 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 comprehensive financial planning and specialized retirement plan advisory, utilizing both discretionary and non-discretionary solutions across multiple investment platforms.

Daniel Mcguire is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He is currently with Retirement Planners of America and has previously worked at MMWKM Advisors, LLC, Quadcap Wealth Management, LLC, and BKD Wealth Advisors. He is also an Independent Insurance Agent. 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 emphasizes capital preservation and tactical rebalancing using model portfolios consisting mainly of ETFs and mutual funds, supported by a mathematically based long-term market signal.

Terrence Fergen is a financial advisor at BFC PLANNING, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BFC PLANNING since 2016. Prior to that, he worked at Berthel Fisher & Company Financial Services, Inc. starting in 2012. BFC PLANNING, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various sub-advisory and third-party management programs, with strategies that typically include stocks, bonds, mutual funds, and ETFs.

Brian Bortz is a financial advisor at Cain, Watters & Associates, LLC with 25 years of industry experience. He holds the PFS™ designation and Series 65 license, and has been with Cain, Watters & Associates since 2008. Outside of his advisory role, Bortz has minority ownership interests in Tectonic Financial, Inc., a publicly traded company with several financial industry affiliates, and in three entities related to CWA that provide business-specific services and referrals. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management primarily for dental healthcare professionals, individual investors, and pension or profit-sharing plan sponsors. The firm combines its CPA and accounting services with multiple investment programs, including pooled funds and separately managed accounts, and maintains a formal affiliation with a banking institution and related entities.

Jordan Stefanov is a financial advisor at United Capital Financial Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Girard Securities and Farther Financial Advisors. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization for ESG and faith-based preferences, supported by proprietary technology and access to third-party managers.

Michael Ware is a financial advisor with Geneos Wealth Management, Inc. in Addison, TX, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Hornor Townsend And Kent, Inc for 16 years before joining Geneos Wealth Management and operating Weaver, Ware & Martin Wealth Management and Advisory Services. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm’s investment process includes continuous account monitoring, discretionary trading, and a variety of analytic approaches and strategies tailored to client needs.

Joy Deanda is a financial advisor with Advisory Services Network, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She previously worked at Fidelity Brokerage Services, Inc. for 18 years and has been with Charles Schwab since 2019. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Caleb Hein is a financial advisor at Cain, Watters & Associates, LLC with a Series 65 designation. He joined the firm in 2024 and has prior experience at PricewaterhouseCoopers LLC, Louisiana Tech University, Grant Thornton LLP, and Gary Carlisle, CPA. 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 combines CPA and accounting services with multiple investment programs, including pooled funds, unified managed accounts, and separately managed accounts, and manages a significant portion of assets on a non-discretionary basis.

Kamryn Markus is a Series 66-licensed financial advisor at Merit Financial Advisors with two years of industry experience. Prior to joining Merit, Markus worked at Global Wealth Advisors, Commonwealth Financial Network, and Purshe Kaplan Sterling. Outside of advising, Markus has experience in the fitness industry through a role at HotWorx. Merit Financial Group, LLC is an SEC-registered firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, with oversight from a central Investment Management team and flexibility for advisors to customize portfolios.

Timothy Greaves is a financial advisor at Cain, Watters & Associates, LLC with 24 years of industry experience. He holds a Series 65 designation and has been with Cain, Watters & Associates, P.L.L.C. since 2008. Outside of his advisory role, he has minority ownership interests in several financial industry affiliates under Tectonic Financial, Inc., as well as in entities providing specialized services related to clients’ businesses. Cain, Watters & Associates, LLC serves dental healthcare professionals, individual investors, and pension and profit-sharing plan sponsors, offering financial planning, retirement-plan advisory, and investment management. The firm combines CPA/accounting services with multiple investment programs and maintains a significant non-discretionary asset base, supported by a network of affiliated financial and banking entities.

William Swearingen II is a financial advisor at United Capital Financial Advisors with 38 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Lion Street Financial, Cetera Advisor Networks LLC, and Girard Securities, Inc. Since 2007, he has served as Managing Director at United Capital, focusing on client retention and new client relationships. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm offers discretionary portfolio management using asset-allocation models, access to third-party managers, customized portfolios including ESG and faith-based options, and client-facing technology and reporting tools.

Karl Drescher Jr. is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Mutual of Omaha Investor Services since 2006. Drescher serves on the Board of Trustees for the General Grand Chapter, Order of the Eastern Star, and is also on the Board of Directors for the Perry Belmont House, a nonprofit organization managing a historic mansion in Washington, D.C. Mutual of Omaha Investor Services, Inc. provides advisory services to individual and corporate clients, including retirement plans, through a variety of managed account programs and third-party manager relationships. The firm operates within the broader Mutual of Omaha group and offers solutions primarily via platforms such as Envestnet, with an emphasis on model portfolios and discretionary management options.