Ryan Coxe is a financial advisor at LEE Financial Company, LLC in Dallas, TX, holding a Series 65 designation with two years of industry experience. His work history includes roles at Lee Financial, RETC, Strong Capital, Dominus Commercial, and the Dallas Cowboys. LEE Financial Company provides fee-only financial planning and portfolio management services to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm uses a team-based model with a WholeVision™ planning framework, tailoring portfolios to clients’ specific liquidity, tax, income, and risk needs.

Carolyn Sterling is a CFP®-designated financial advisor at Prospera Financial Services, Inc. based in Dallas, TX, with 28 years of industry experience. She worked for Hd Vest Advisory and H.D. Vest Investment Securities, Inc. from 1995 until joining Prospera in 2022. Mrs. Sterling serves as a board member and secretary for the Young Men's Service League in Plano, TX. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals—including high-net-worth clients—retirement plans, trusts, estates, charities, and businesses, offering financial planning, portfolio management, and access to various advisory programs and third-party platforms.

Heather Parks is a financial advisor at Cain, Watters & Associates, LLC with a Series 65 credential and two years of experience. Prior to joining Cain, Watters & Associates, she worked at KPMG, LLP for several years and has academic experience at Texas Tech University. Cain, Watters & Associates provides financial planning, retirement planning, and investment management to individuals, trustees, and plan sponsors, with a focus on dental healthcare professionals. The firm offers a wide range of services including ERISA plan advisory, pooled trust offerings, and donor-advised fund management while deploying both discretionary and non-discretionary investment solutions across multiple platforms.

Gizelle George is a financial advisor with Cain, Watters & Associates, LLC, holding a Series 66 designation and bringing four years of industry experience. Prior to joining Cain, Watters & Associates in 2025, she worked at Bank of America and Merrill from 2022 to 2025. 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 both discretionary and non-discretionary investment solutions across multiple platforms and maintains affiliations with banking, accounting, and broker-dealer entities to support its comprehensive service offerings.

Alexander Nickerson is a CFP® professional with five years of experience in financial advising. He has worked at Lee Financial Company, LLC since 2021 and previously spent five years with Cypress Point Wealth Management. He is based in Dallas, TX. Lee Financial Company provides fee-only financial planning and portfolio management services to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm employs a team-based model using its WholeVision™ planning framework and serves as General Partner and Investment Manager for several affiliated private partnerships.

Sean Kernan is a financial advisor with Advisor Resource Council in Dallas, TX. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Prior to his current role since 2012, he worked at LPL Financial and Morgan Stanley. Outside of advising, he operates a blog called How To Find A Financial Advisor. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence tools with traditional fundamental analysis to offer a range of model and custom investment strategies through a network of investment adviser representatives.

Damian Caruso is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2006. Outside of his advisory role, he is the sole member of DJC Financial Advisors, LLC, an entity created for tax-related purposes. Capital Analysts serves retail and institutional clients, including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Alvin Walk is a financial advisor at Prospera Financial Services, Inc. with 28 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Charles Schwab, Morgan Stanley, 1st Global Advisors, and Waddell & Reed. Outside of his advisory work, Alvin is a musician who plays trumpet and performs with various groups at his church. Prospera Financial Services, Inc. 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 multiple advisory programs and platforms.

Tyler Nace is a CFP® professional with 18 years of experience, currently serving at SageSpring Wealth Partners. His prior roles include positions at Raymond James Financial and Ken Zahn Inc, as well as involvement with the Financial Planning Association. Outside of his advisory work, he owns and partners in residential real estate rental properties. SageSpring Wealth Partners is an SEC-registered firm managing approximately $6.5 billion in discretionary assets across a team of about 75 advisors. The firm provides personalized investment management, financial planning, and retirement plan consulting services to a diverse client base that includes high-net-worth individuals, institutions, and charitable organizations.

Blake Chandler is a financial advisor with Cain, Watters & Associates, LLC in Frisco, TX. He holds a Series 65 designation and has five years of industry experience, including prior work at Whitley Penn. Chandler has been with Cain, Watters & Associates since 2019. Cain, Watters & Associates provides financial planning, retirement planning, and investment management primarily for individuals, trustees, and plan sponsors, with a focus on dental healthcare professionals. The firm offers a range of services including ERISA plan advisory, pooled trust offerings, and donor-advised fund management, utilizing both discretionary and non-discretionary solutions across multiple investment platforms.

Benjamin Newport is a CFP® with 10 years of industry experience, currently affiliated with Retirement Planners of America. He has been with MMWKM Advisors, LLC since 2015 and serves as a munitions section supervisor in the Texas Air National Guard, where he has been active since 2009. Retirement Planners of America provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and retirement plan participants. The firm employs an “Invest and Protect” approach that focuses on capital preservation and tactical rebalancing, using model portfolios largely composed of ETFs and mutual funds.

William Atkins Jr. is a financial advisor with Advisor Resource Council in Dallas, TX. He holds a Series 66 designation and has 11 years of industry experience, including his current role at Advisor Resource Council and LPL Financial since 2015. Advisor Resource Council is an SEC-registered firm that serves individuals, retirement plans, charitable organizations, and business entities by providing asset management, financial planning, and consulting services. The firm integrates artificial intelligence tools with fundamental analysis to offer model and separately managed account strategies, and it supports a range of third-party platforms to align investment solutions with client objectives.

Erica Sanders is a financial advisor at Cain, Watters & Associates, LLC with eight years of industry experience. She holds a Series 65 designation and has been with Cain, Watters & Associates since 2011. Cain, Watters & Associates provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and pension and profit-sharing plan sponsors. The firm also offers accounting and tax services as a Certified Public Accountancy and provides donor-advised fund services through Schwab Charitable.

Justin Fry is a financial advisor at Cain, Watters & Associates, LLC with six years of industry experience. He holds the Series 65 designation and previously worked at Deloitte Tax, LLP for three years before joining Cain, Watters & Associates in 2018. 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, tax services, and donor-advised fund services through Schwab Charitable, utilizing multiple investment programs and a combination of discretionary and non-discretionary management.

Brian Lane is a CFP® with 10 years of experience in the financial advisory industry. He currently works at The Mather Group, LLC and previously held roles at Morgan Stanley and JP Morgan. Outside of his advisory work, he is engaged as a contractor for Uber in the automotive and transportation sector. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm uses an evidence-based investment approach with customizable strategies and incorporates AI tools for market data and client communications while maintaining human oversight.

Robert Albritton Jr. is a financial advisor at Prospera Financial Services, Inc. with 39 years of industry experience. He has been with Prospera since 2000. Outside of his advisory role, he serves as a trustee and executor for several marital estates and trusts, dedicating a portion of his time to overseeing these non-investment related responsibilities. Prospera Financial Services, Inc. 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 multiple advisory programs and third-party platforms.

Garrett Frost is a financial advisor at Geneos Wealth Management, Inc. He holds the Series 66 designation and has three years of industry experience. His prior work includes roles at Cetera, North Star Resource Group, and Minnesota Life Insurance. Outside of advisory work, he has experience in fixed insurance sales. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm provides financial planning, portfolio management, and access to third-party money managers through various programs, employing a range of investment strategies including fundamental and technical analysis, with both customized and model-based accounts.

Jason Poe is a financial advisor with SageSpring Wealth Partners in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Raymond James Financial Services from 2006 to 2024 before continuing his career at SageSpring Wealth Partners since 2006. SageSpring Wealth Partners serves a diverse client base, including individual households, institutional clients, and plan sponsors, offering customized portfolios that integrate a variety of investment vehicles and strategies. The firm combines multi-team scale with institutional expertise and provides discretionary investment management, financial planning, retirement plan consulting, and access to third-party managers and OCIO/TAMP programs.

Robert Fraim is a financial advisor with Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously spent 31 years at Mid-Atlantic Securities, Inc. In addition to his advisory role, Fraim works as an independent life insurance agent on a limited basis. 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 provides financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, wrap platforms, and third-party sub-advisors.

Richard Jones is a financial advisor at Advisor Resource Council with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Cambridge Investment Research Advisors, Inc. and Northwestern Mutual Investment Services LLC. Outside of his advisory role, Jones is involved in life coaching and operates an independent insurance agency. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities by providing asset management, financial planning, and consulting services. The firm integrates artificial intelligence with traditional fundamental analysis to develop investment strategies and offers customized solutions through a network of investment adviser representatives.