Caeden Byrd is a financial advisor at Cain, Watters & Associates, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments, Prudential Insurance Company of America, and other firms. His background includes roles outside finance, such as positions at Uber, DoorDash, and InstaCart. 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 accounting and tax services as a Certified Public Accountancy and delivers donor-advised fund services through Schwab Charitable.

David Byrnes is a financial advisor with Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 65 licenses and offering 27 years of industry experience. He has worked at Level Four Financial, LPL Financial, and Mutual Service Corporation. Byrnes serves as treasurer for the nonprofit Texoma Youth Camp, managing its financial and compliance matters. Level Four Advisory Services manages approximately $6.5 billion and serves individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, and retirement-plan consulting, utilizing model portfolios and a range of wrap platforms and sub-advisors to implement client strategies.

Charles Hunter III is a financial advisor at Level Four Advisory Services with 43 years of industry experience. He previously worked for Mid-Atlantic Securities, Inc. for 31 years before joining Level Four in 2022. Outside of his advisory role, he serves as a board member of FV Cemetery Co., Inc. and is a member of the City of Roanoke Advisory Board on investment policy. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, typically implementing client mandates through model portfolios and a variety of wrap platforms and sub-advisors.

Christopher Lipper is a CFP® with 23 years of industry experience, currently serving at CX Institutional, LLC since 2018. His prior experience includes roles at CXI Advisors, LLC, Vestpro Financial Partners, Inc., LPL Financial, and CPF Texas. He serves as a volunteer board member for InTouch Credit Union and is a commissioned notary public in Texas. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities with portfolio management, 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 specialized strategy portfolios and integrating third-party technology tools.

John Hoffman is a financial advisor with Balefire, LLC, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior work includes long-term roles at Princor Financial Services Corporation and Principal Life Insurance Company, as well as time at LPL Financial and VisionPoint Advisory Group. Outside of his advisory role, he provides investment advisory services through Fuse Partners, LLC. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach with discretionary asset management and comprehensive financial planning across a multi-advisor platform managing approximately $2 billion in assets.

Steven Heussner is a ChFC® credentialed advisor with 38 years of industry experience. He is currently affiliated with Accelerate Retirement and has a background that includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Heussner also operates as an independent insurance agent and is involved with Alkeme Insurance Services. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and comprehensive retirement plan consulting. The firm employs a primarily long-term allocation strategy using a range of investment vehicles and offers services including plan design, provider selection, participant education, and fiduciary support under ERISA.

Sandi Chui is a financial advisor at Kovack Advisors, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Western International Securities, Inc., Citigroup Global Markets, and Merrill. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, offering portfolio management, financial planning, and access to sub-advisory programs through a structured investment approach supported by Envestnet technology.

Keith Klein is a financial advisor at Cain, Watters & Associates, LLC in Frisco, TX, holding a Series 65 designation with 15 years of industry experience. He has been with Cain, Watters & Associates since 2010. 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 provides donor-advised fund services through Schwab Charitable.

Robert Evans is a financial advisor with Level Four Advisory Services in Greenville, NC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at LPL Financial from 2015 to 2021 and has been with Level Four Advisory Services since 2015. In addition to his advisory role, he spends part of his time as an agent for disability, term, health, and fixed non-variable insurance through Level Four Insurance Services. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and serving a diverse client base including individuals, retirement plans, corporations, charitable organizations, and municipal clients. The firm offers fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services, using model portfolios developed internally or through sub-advisers.

Michael Zarich is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding Series 63, 65, and 66 designations and bringing 19 years of industry experience. His career includes roles at BOK Financial entities since 2016 and prior experience with Rek Advisors, Inc. and Stanford Group Company. He serves on the Board of Directors for the Alliance of Community Assistance Ministries, participating in fundraising and resource advancement committees. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, municipalities, and institutional investors. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led service with research-driven asset allocation and manager selection by its Strategic Investment Advisors.

Samuel Scott is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Cain, Watters & Associates, LLC and previously worked at Edward Jones and First Guaranty Mortgage Corporation. 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 a range of solutions including ERISA plan advisory, pooled trust offerings, unified managed accounts, and donor-advised fund management, utilizing both discretionary and non-discretionary investment platforms.

Steven Diamond is a CFP®-designated financial advisor with 29 years of industry experience. He has worked at Advisor Resource Council since 2012 and previously spent 23 years at LPL Financial. He serves as a board member for a homeowners association in Napa, California. Advisor Resource Council is an SEC-registered firm that serves individuals, retirement plans, charitable organizations, and business entities, providing asset management, financial planning, and consulting services. The firm employs a combination of artificial intelligence tools and fundamental analysis to offer model and separately managed account strategies, along with custom solutions such as option-based strategies.

Steven Clapp is a financial advisor with Cain, Watters & Associates, LLC in Plano, TX, holding a Series 65 credential and 23 years of industry experience. He has been with Cain, Watters & Associates, P.L.L.C. since 2008. Clapp has minority ownership interests in Tectonic Financial, Inc., a publicly traded company with multiple financial industry affiliates, and in three entities related to Cain, Watters & Associates that provide non-investment services or referrals connected to clients' businesses. 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 CPA, accounting, tax services, and donor-advised fund services, combining multiple investment programs with a focus on non-discretionary management and affiliations with banking and related financial entities.

Sonia Biasatti is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has worked with Prospera since 2010. Outside of her advisory role, Biasatti is involved in cattle raising through her ownership of Cowless Ranch LLC. 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 various advisory programs and third-party platforms.

William Kumm IV is a financial advisor with Level Four Advisory Services in Dallas, TX, holding Series 63, 65, and 66 licenses and bringing 39 years of industry experience. His previous roles include positions at Raymond James Financial Services Advisors and National Planning Corporation. He is president of Financial Bootcamp, Inc., a company focused on financial education and support. Level Four Advisory Services manages approximately $6.5 billion and serves individuals, corporations, retirement plans, and state and municipal entities. The firm offers financial planning, portfolio management, and fiduciary services, utilizing model portfolios and multiple custodial platforms, with affiliations that include a broker-dealer and a national trust/banking entity.

Anthony Brown is a financial advisor at Financial & Tax Architects, LLC with three years of industry experience. He holds a Series 65 designation and has worked at several firms, including Newport Group, Transamerica Investors Securities Corporation, and IMA Advisory Services. Brown’s career has involved roles spanning multiple financial service firms prior to his current position. Financial & Tax Architects serves individual and high-net-worth clients, focusing primarily on those nearing or in retirement. The firm provides discretionary portfolio management, financial planning, and consulting services, utilizing proprietary model-based strategies composed mainly of ETFs, U.S. Treasuries, and fixed-income instruments.

Adin Ward is a financial advisor at BFC Planning, Inc. in Dallas, TX, holding a Series 66 designation with two years of industry experience. His prior roles include positions at GS Wealth Management and Berthel, Fisher & Company Financial Services. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets, offering flexible fee structures and multiple investment program options through a network of independent advisor representatives.

Tamara Snider is a financial advisor at Merit Financial Advisors with 15 years of industry experience. She holds the Series 66 credential and has worked at firms including LPL Financial, Stratos Wealth Partners, and Purshe Kaplan Sterling Investments. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm focuses on long-term, diversified asset allocation using centrally managed model portfolios and offers both discretionary and non-discretionary account management.

Sarah Oliver is a financial advisor at Cain, Watters & Associates, LLC in Frisco, TX, with eight years of industry experience. She holds a Series 65 designation and previously worked at KPMG from 2015 to 2017 before joining Cain, Watters & Associates in 2017. 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 a range of solutions including discretionary and non-discretionary investment management, comprehensive financial planning, and specialized services for dental practice transitions.

Samuel Williams is a CFP®-credentialed financial advisor with 23 years of industry experience. He currently works at Level Four Advisory Services and has prior experience at Compass Capital Corporation and Stifel Nicolaus & Co., Inc. He is also a managing member of Golden Leaf Asset Management. Level Four Advisory Services is an SEC-registered enterprise adviser managing approximately $5.32 billion across 115 advisors and serves a diverse client base including individual investors, retirement plans, corporations, and nonprofit organizations. The firm offers fee-only financial planning, discretionary and non-discretionary asset management, and retirement plan advisory services, utilizing model portfolios and a combination of internal and third-party management.