Annie Lamm is a financial advisor at Cain, Watters & Associates, LLC with five years of industry experience. She holds a Series 65 designation and has worked previously at KPMG and the University of Mississippi. Cain, Watters & Associates provides financial planning, retirement planning, and investment management services primarily to dental healthcare professionals, including individuals, trustees, and plan sponsors. The firm offers a range of advisory solutions and utilizes multiple investment platforms, with specialized services for practice transitions and dental service organizations.

Benjamin Dethlefs is a financial advisor at Retirement Planners of America with 11 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at JP Morgan Chase Bank, JP Morgan Securities, and TD Ameritrade. Outside of his advisory role, he is a passive investor and partner in a private company that provides concrete services to pool construction companies. Retirement Planners of America offers discretionary portfolio management, financial planning, and consulting services to individuals, retirement plan sponsors and participants, and institutions. The firm employs a defensive “Invest and Protect” strategy that combines model portfolio allocations with tactical adjustments based on market indicators, managing multi-billion-dollar client assets through both wrap-fee and non-wrap arrangements.

Janet Broyles is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Advisor Resource Council since 2013 and has also been affiliated with LPL Financial since 2005. Outside of her advisory roles, she manages the Mamie Whitehurst Humphrey Trust in a fiduciary capacity. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering asset management, financial planning, and retirement plan consulting. The firm uses actively managed strategies that combine artificial intelligence tools with traditional fundamental analysis across a range of portfolio types, including equities, fixed income, alternatives, and options-based techniques.

Lauren Roecker is a financial advisor at Cain, Watters & Associates, LLC with five years of industry experience. She holds a Series 65 designation and previously worked at PricewaterhouseCoopers. 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 various solutions, including ERISA plan advisory, pooled trust offerings, unified managed accounts, and referrals to tax and accounting specialists.

Daniel Garcia is a financial advisor at Merit Financial Advisors in Southlake, TX, holding Series 66 and Series 63 licenses with six years of industry experience. His previous roles include positions at Purshe Kaplan Sterling Investments, Charles Schwab & Co., Inc., and Travelex. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices and managing approximately $23.9 billion in assets. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach using centrally managed portfolios overseen by an internal Investment Management team.

Ashley Stephenson is a CFP® and holds a Series 65 license with four years of industry experience. She has worked at Parallel Advisors, LLC since 2023 and previously spent two years at Ellevest and seven years at Tolleson Wealth Management. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach using fundamental, technical, and cyclical analysis across multiple asset classes and incorporates technology platforms for tax-efficient rebalancing and held-away account management.

Benjamin Biggs is a financial advisor with SageSpring Wealth Partners in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Raymond James Financial Services in various capacities between 2008 and 2016 before joining SageSpring Wealth Partners, where he has been since 2008. He is also president of Biggs Wealth Team, a support company that assists clients with retirement planning and asset management. SageSpring Wealth Partners serves a diverse client base including individual, institutional, and plan sponsor clients. The firm offers discretionary investment management, financial planning, and consulting services, tailoring portfolios using various asset types and employing both fundamental and technical analysis, combined with multi-team resources and institutional capabilities.

Heidi Barnett is a financial advisor at Cain, Watters & Associates, LLC with 19 years of industry experience. She holds a Series 65 designation and has been with Cain, Watters & Associates since 2002. 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 donor-advised fund services through Schwab Charitable.

Mason Stern is a financial advisor at Cain, Watters & Associates, LLC with 11 years of industry experience. He holds the Series 65 designation and has been with Cain, Watters & Associates PLLC since 2014. 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 manages donor-advised funds through Schwab Charitable.

Sharon Mora Schulz is a financial advisor at Avantax Planning Partners, Inc. based in Dallas, TX, holding a Series 65 designation. She has experience working with Cetera Wealth Services, LLC since 2025 and has been with Avantax in various roles since 2023. Prior to these positions, she spent 17 years at RetireBetter. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm operates primarily through a network of CPA firms and registered advisors, managing approximately $7.57 billion in assets across more than 7,500 clients as of the end of 2025.

Michael Raitt is a financial advisor at Gradient Securities, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gradient Securities since 2013. In addition to his advisory role, he operates a CPA practice focused on tax preparation and is involved in other business activities including mortgage loan processing, insurance sales, estate planning assistance, and performs as a guitarist in a band. Gradient Securities, doing business as Gradient Wealth Management, serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm provides financial planning, consulting, non-discretionary asset management, and ERISA plan services, often utilizing third-party managers and offering both advisory and commissionable products.

Sam Kodari is a financial advisor with Vanderbilt Advisory Services in Frisco, TX, holding a Series 63 designation and over 30 years of industry experience. He has been with Vanderbilt Securities, LLC since 2018 and previously worked at Signator Investors, Inc. Sam also owns Integrated Planning Services and is involved in health and life insurance sales for individuals and businesses. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, third-party sub-advisors, and a digital platform, employing a strategic asset allocation approach with both short- and long-term investment management options.

James Martin is a financial advisor at Hilltop Securities Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hilltop Securities since 2016. Outside of his advisory role, Martin is involved in entertainment through BYO Musicians, where he plays guitar and books music engagements for events. Hilltop Securities serves individual and institutional clients, including high-net-worth individuals and retirement-plan sponsors, offering a range of investment advisory and brokerage services. The firm combines custody, banking, and market-making capabilities and employs an open-architecture platform with both third-party and firm-sponsored investment strategies.

Colton Baysinger is a financial advisor at Triad Wealth Partners, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sullivan Financial Partners, Caliber Home Loans, and Charles Schwab & Co., Inc. Baysinger is also an insurance agent selling fixed insurance and annuities through International Wealth Management DBA Sullivan Financial Partners. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers (RIAs) and their clients, including high-net-worth individuals, trusts, and estates. The firm uses a model-driven investment process focused on strategic asset allocation and offers sub-advisory investment management, tax-efficient model portfolios, and operational support to RIAs.

Brian Hart is a CFP® professional with 17 years of experience in financial advising. He currently works at SageSpring Wealth Partners and previously spent 11 years with Raymond James Financial Services. Hart operates an independent support company as an independent contractor. SageSpring Wealth Partners serves a diverse client base including individual households, institutional clients, and plan sponsors. The firm provides discretionary investment management, financial planning, and retirement plan consulting, tailoring portfolios to client objectives and utilizing a range of investment strategies and third-party manager relationships.

Christopher Fasy is a financial advisor with Advisor Resource Council in Dallas, TX, holding a Series 66 designation and 16 years of industry experience. His prior work includes ten years at Valic Financial Advisors and concurrent roles with Advisor Resource Council and LPL Financial since 2020. 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 uses actively managed strategies combining artificial intelligence tools with traditional fundamental analysis across various portfolio types, including equities, fixed income, alternatives, and options-based techniques.

Thomas Sanders is a financial advisor with Cain, Watters & Associates, LLC in Plano, TX, holding a Series 65 designation and 23 years of industry experience. He has been with Cain, Watters & Associates, P.L.L.C. since 2008. Sanders has minority ownership interests in several affiliated entities, including Tectonic Financial, Inc., and related businesses that provide services to clients' industries, though these are not investment-related. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management primarily to dental healthcare professionals, individual investors, and pension or profit-sharing plan sponsors. The firm also offers accounting and tax services as a Certified Public Accountancy and manages various investment programs, combining affiliated model due diligence with third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Aaron Suriff is a financial advisor at Van Clemens Wealth Management, LLC with 20 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. His prior work includes roles at Morgan Stanley and Whimsy Franchising & Distributing, as well as extensive experience with various insurance carriers. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios based on client objectives and risk tolerance, employing methods such as modern portfolio theory and fundamental and technical analysis, and uses both third-party managers and an in-house Growth Opportunities model focused on micro- and small-cap equities.

Matthew Clynch is a financial advisor at Cain, Watters & Associates, LLC with 11 years of industry experience. He has held his current position at Cain, Watters & Associates since 2013 and 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 also offers accounting and tax services as a Certified Public Accountancy and provides donor-advised fund services through Schwab Charitable.

Nehemiah Mc Farlin is a financial advisor with Dunham holding a Series 66 credential and five years of industry experience. His prior roles include positions at LAZ Parking and Instacart. Dunham is an SEC-registered investment adviser and dually registered broker-dealer serving individual and high-net-worth clients through proprietary mutual funds, wrap fee programs, separately managed accounts, investment consulting, and a private fund. The firm employs a manager-of-managers investment approach with formal quarterly rebalancing and offers custody, trust, and donor-advised fund services through its affiliated trust company.