Thomas Knippa is a CFP® with 27 years of industry experience, currently serving as an advisor at CX Institutional, LLC. His prior roles include positions at Personal Wealth Partners, LLC, CXI Advisors, LLC, Vestpro Financial Partners, Inc., LPL Financial, LLC, and CPF Texas. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting. The firm employs a multi-strategy investment process combining fundamental, quantitative, technical, and cyclical analysis across various asset classes, offering both model portfolios and custom strategies.

Jamey Graham is a CFP® professional with 25 years of experience in the financial advisory industry. He is currently with United Advisor Group and has held roles at Graham Wealth Management, United Planners’ Financial Services of America, Signal Securities, and Southwest Securities. Graham is also active as a non-variable insurance agent in Prosper, TX. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves both non‑high‑net‑worth and high‑net‑worth clients, employing a combination of strategic and tactical asset allocation, value investing, and multiple analysis methods to tailor portfolios based on client goals.

John Peterson is a CFP®-certified financial advisor with 19 years of industry experience. He has been with Advisor Resource Council since 2012 and is also affiliated with LPL Financial. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and consulting services. The firm employs actively managed strategies that combine artificial intelligence tools with fundamental analysis across a variety of portfolio types.

Garrett Herrmann is a financial advisor at Cain, Watters & Associates, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at PricewaterhouseCoopers. Cain, Watters & Associates provides financial planning, retirement planning, and investment management services mainly to individuals, trustees, and plan sponsors, with a focus on dental healthcare professionals. The firm offers a range of solutions including discretionary and non-discretionary management across multiple platforms and specializes in areas such as ERISA plan advisory and practice transition support for dentists.

Samantha Oaks is a financial advisor at Cain, Watters & Associates, LLC with a Series 65 credential. She joined the firm in 2024 and has prior experience working in tax and education roles, including positions at Andersen Tax and the University of San Francisco. Cain, Watters & Associates provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and pension or profit-sharing plan sponsors. The firm also offers CPA accounting and tax services and donor-advised fund services through Schwab Charitable.

Edward Daude is a financial advisor at Cain, Watters & Associates, LLC with 20 years of industry experience. He holds a Series 65 designation and has been with Cain, Watters & Associates since 2004. 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 administers donor-advised funds through Schwab Charitable.

Jessica Sicking is a CFP® professional with 18 years of industry experience, currently serving at Triad Wealth Partners, LLC. Her prior experience includes roles at Charles Schwab and Co., TD Ameritrade, and Fidelity Brokerage Services. Outside of her advisory work, she is involved as an insurance agent selling fixed insurance, annuities, and fixed indexed 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 employs a model-driven investment process focused on strategic asset allocation and offers sub-advisory management, tax-efficient model portfolios, and operational support for RIAs.

Breanne Polonia is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. Her work history includes roles at Wells Fargo Advisors, Surevest Wealth Management, and DFPG Investments. Outside of advisory services, she is involved in managing several real estate entities and provides consultative services related to property management. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory services including discretionary and non-discretionary accounts, financial planning, and retirement plan solutions, supporting advisors with multiple platform options and access to in-house and third-party managed portfolios.

Nathan Nelson is a CFP® with six years of industry experience. He is currently with Cain, Watters & Associates, LLC and previously worked at Fisher Investments and Goldman Sachs. Cain, Watters & Associates provides financial planning, retirement planning, and investment management services mainly to individuals, trustees, and plan sponsors, with a focus on dental healthcare professionals. The firm offers a range of solutions including ERISA plan advisory, pooled trust offerings, and donor-advised fund management, utilizing both discretionary and non-discretionary investment platforms.

Erin Lee is a CFA® charterholder with 12 years of industry experience. She is currently with BOK Financial Securities, Inc. and has held prior roles at Frost Bank and Bank of Texas. Outside of her advisory work, Lee serves on the Board of Governors for the Colonial Country Club and as Secretary of the Colonial Women’s Golf Association, and she is a council member of the Cook Children’s Health Foundation Planned Giving Advisory Council. BOK Financial Advisors (BOKFA) serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions, providing fee-based, non-discretionary investment management through its Guided Portfolio Solutions program, along with financial planning and consulting services.

Daniel Collins is a financial advisor at Hilltop Securities Inc. with 37 years of industry experience. He holds a Series 63 designation and has previously worked at PNC Investments, BBVA Securities Inc., BBVA Wealth Solutions Inc., and COMPASS Bank. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofit, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a range of portfolio management programs and fiduciary services through an open-architecture platform.

Dennis Jackson is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and bringing 28 years of industry experience. His prior experience includes 18 years at Edward D. Jones & Co., L.P. and four years with Level Four Advisory Services. He also serves on the Advisor Resource Council and provides investment advisory services through an independent firm. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a variety of investment solutions tailored to client needs.

Shun Yang Wang is a financial advisor at Cain, Watters & Associates, LLC in Frisco, TX, holding a Series 65 designation with two years of industry experience. He has been with Cain, Watters & Associates since 2016. 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 a range of solutions including discretionary and non-discretionary investment management, ERISA plan advisory, and specialized services for dental practice transitions.

Clifton Higgs is a financial advisor with BFC Planning, Inc. in Denton, TX, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Cambridge Investment Research and Securities Management and Research. Outside of advisory work, he is involved in independent insurance agencies, focusing on health, property, and casualty insurance. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and institutional plans through a network of approximately 200 advisors. The firm provides financial planning and portfolio management services with a range of investment platforms and strategies, emphasizing client-specific approaches and operational features such as a formal review process for 12b-1 fees.

Nicole Gilbert is a financial advisor with BOK Financial Securities, Inc. in Plano, TX. She holds Series 63 and Series 65 licenses and has 32 years of industry experience, including 20 years with BOK Financial Securities and its affiliated bank, Bokf, NA. Outside of her advisory role, she is an owner of a private property business. BOK Financial Securities serves a diverse client base including individuals, 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 research-driven asset allocation with a range of model strategies.

Hasan Hoke is a CFP®, ChFC®, and Series 63 credentialed financial advisor with 13 years of industry experience. He is currently with Procyon and has prior experience at NYLIFE Securities LLC, Eagle Strategies, and New York Life Insurance Co. Procyon serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, retirement plans, and registered investment advisors. The firm provides investment management, financial planning, retirement plan advisory, and institutional consulting, focusing on customized portfolios primarily using mutual funds, ETFs, individual equities, and fixed income through both internal management and third-party managers.

John Shea is a financial advisor with First Advisors National, LLC in Denton, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has operated Shea Wealthcare since 2012. Outside of advising, Shea is an independent insurance agent through TriQuest USA and is involved in a tax referral business in West Palm Beach, FL. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, focusing on investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process emphasizes selecting and monitoring outside money managers and supplementing with individual securities analysis.

Titilope Jinadu is a financial advisor at Ally Invest Advisors with four years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JP Morgan Chase for twelve years. Outside of finance, she is the managing member of Joleebel Hair LLC, a business focused on vendor relationships and product testing. Ally Invest Advisors serves a large retail client base, including individual and high-net-worth clients, providing discretionary portfolio management through automated services and advisor-led guidance. The firm employs a Modern Portfolio Theory-based investment process using primarily ETFs across various risk tiers and strategy variants, supported by digital and automated portfolio management tools.

Daniel Lancaster is a CFA® charterholder with 11 years of industry experience. He is currently affiliated with Advisors Capital Management, LLC and previously worked at Fisher Investments and Ameriprise Financial Services, Inc. He is also involved with Lancity Enterprises, LLC, doing business as The Wealth Expedition. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm offers discretionary portfolio management through customized private accounts, model strategies, and a self-directed brokerage solution, combining top-down macro analysis with bottom-up security selection across equity, fixed-income, and tactical approaches.

Alex Stowe Jr. is a CFP® with 24 years of industry experience, currently serving as an advisor at Avior Wealth Management, LLC since 2023. Prior to this, he led Stowe Planning, L.L.C. for 22 years and has been self-employed since 1999. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 financial professionals. The firm offers discretionary and non-discretionary investment management, comprehensive financial planning, and business consulting to a diverse client base including individuals, retirement plans, charitable and corporate entities, and banking institutions.