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.

John Ramey is a financial advisor at Hilltop Securities Inc. in Plano, TX, holding Series 63 and Series 65 licenses with seven years of industry experience. He previously worked at TD Ameritrade and Industrial Alliance. Hilltop Securities Inc. offers brokerage, execution, custody, investment advisory, and retirement-plan consulting services to a diverse client base, including individuals, corporations, nonprofits, and institutional investors. The firm employs an open-architecture investment platform featuring multiple managed account programs and provides a range of portfolio management and fiduciary services.

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 financial advisor at Merit Financial Advisors in Lewisville, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Merit, Markus worked at Global Wealth Advisors and Commonwealth Financial Network. Markus also provides insurance advice as a licensed agent. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation strategy managed by an internal team and investment committee, with services delivered through a network of investment adviser representatives and offering both discretionary and non-discretionary account options.

Kim Sams is a financial advisor at Ethos Financial Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Waterford Capital LLC, Chapwood CustomHedge Portfolio Advisory Services, and J.P. Morgan Securities. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, offering discretionary and non-discretionary investment management alongside financial and estate planning. The firm utilizes model portfolios and a “Core Allocation” approach to deliver diversified, risk-conscious portfolios through various investment vehicles and supplements its process with third-party research and optional tax-overlay management.

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.

Caitlin Bryan is a financial advisor at Cain, Watters & Associates, LLC with 15 years of industry experience. She holds a Series 65 designation and has been with the firm since 2010. Cain, Watters & Associates, LLC 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.

Spencer Sligh is a financial advisor with Advisor Resource Council, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Morgan Stanley and USAA Financial Planning Services. He has been with Advisor Resource Council (formerly 360 WEALTH MANAGEMENT, LLC) and affiliated with LPL Financial since 2015. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities with asset management, financial planning, and consulting services. The firm combines artificial intelligence tools with fundamental analysis to develop a range of model and separately managed account strategies and offers custom solutions tailored to client needs.

Brook Hoover is a Series 65-licensed financial advisor with Cain, Watters & Associates, LLC in Frisco, TX, where he has worked since 2014. He has 11 years of industry experience. Cain, Watters & Associates, LLC 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.

John Robuck is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with BOK Financial Securities and Bokf, NA since 2012. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, institutions, municipalities, and government agencies. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led client communication with firm-provided investment research, asset allocation, and manager selection.

Benjamin Svoboda is a financial advisor at Cain, Watters & Associates, LLC with four years of industry experience. He holds the Series 65 designation and previously worked at Deloitte Tax LLP for six years. 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 ERISA plan advisory, pooled trust offerings, and unified managed accounts, supported by affiliated banking and accounting entities.

Kelly Kunst is a CFP®-certified financial advisor with 16 years of industry experience, currently serving at BFC Planning, Inc. since 2015. Prior to and alongside this role, Kunst has been associated with Berthel Fisher & Company Financial Services, Inc. Outside of advisory work, Kunst is a member of the Living Word Lutheran Church council and is authoring a book aimed at supporting the entrepreneurial community. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and institutional clients through a network of approximately 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing multiple platform arrangements and investment strategies tailored by individual advisers.

Erik Blankmeyer Sr. is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include 13 years at TD Ameritrade and positions at AE Financial Services, AE Wealth Management, and SMART Wealth. He is the founder and managing partner of Blankmeyer Group, LLC, a management consulting firm, and serves as a board member of the nonprofit Humane Kinect. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, portfolio management, retirement-plan consulting, and access to third-party money managers and wrap-fee programs, utilizing a variety of custodians and platform providers.

Jake Stephens is a financial advisor at Royal Fund Management, LLC, holding a Series 65 license with one year of industry experience. His prior work includes roles at Globelife, The Range In McKinney, and Allen Independent School District. He is also a licensed independent insurance agent in Texas, specializing in life and health insurance. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and defined contribution plan participants. The firm offers ongoing portfolio management, financial planning, and pension consulting, applying fundamental, technical, and cyclical analysis to develop tailored investment strategies.

Anthony Apollaro Jr. is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 66 license and 18 years of industry experience. He has worked at Fusion Investment Advisors LLC since 2012 and held prior roles at Varsity Asset Management LLC, Optimus Capital Advisors LLC, and McKeel Capital Management. Outside of his advisory role, he serves as president of Get In The Box, Inc., overseeing its operations. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, manages discretionary portfolios and provides financial planning services to a diverse client base, including high net worth individuals, pension plans, trusts, and charitable organizations. The firm employs both fundamental and technical analysis within an open-architecture platform to implement tailored investment strategies across a broad range of asset types.

Jonathan Rotz is a CFP® with 25 years of experience in financial advising. He has worked with Arkadios Wealth Advisors since 2019 and previously held roles at Triad Advisors, Inc. and Parry Financial Advisors. He also owns Envision Financial Planning, a financial planning business serving clients directly. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various portfolio management options and incorporates a blend of fundamental, technical, and cyclical investment analysis.

Zulema Romo is a financial advisor with USAA Investment Services Company in Plano, TX, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior experience includes roles at JPMorgan Chase Bank and J.P. Morgan Securities LLC. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and other individual investors through phone and digital channels, offering Retirement Income Strategy Reports and facilitating referrals rather than managing client accounts directly.

Brandon Day is a CFP® professional with 23 years of industry experience. He has worked at Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2012 and has been affiliated with LPL Financial since 2010. In addition to his advisory role, Day teaches financial and retirement planning seminars at local colleges. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities. The firm combines AI tools with fundamental analysis to offer model and separately managed account strategies through its AIQ platform and provides customized investment solutions alongside third-party advisory programs.

Tyson Pointer is a financial advisor at Triad Wealth Partners, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at GWN Securities, Inc, as well as in roles at the University of Texas-Arlington and Jesuit College Prep School of Dallas. Outside of his advisory work, he is involved as a financial representative in a life insurance and financial services business. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, third-party manager access, and financial planning services. The firm employs a strategic asset allocation process overseen by an investment committee and supports diversified investment strategies tailored to client objectives.

Judson Crawford 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, P.L.L.C. since 2008. Mr. Crawford has a minority ownership interest in Tectonic Financial, Inc., a publicly traded company with several financial industry affiliates, and holds ownership stakes in related entities that provide business services to clients in specific industries. 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 combines CPA/accounting services with multiple investment programs, including pooled collective funds and separately managed accounts, and maintains a formal affiliation with a banking institution to support its client offerings.