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.

Paul Lyons is a Certified Financial Planner® with 20 years of industry experience. He is currently with Cain, Watters & Associates, LLC and has previously worked with Sanders Morris Harris LLC and Tectonic Securities. Lyons also holds a Financial and Operations Principal (FinOp) role at Sanders Morris Harris, dedicating approximately 10% of his time to these responsibilities. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management services primarily to dental healthcare professionals, individual investors, and pension and profit-sharing plan trustees and sponsors. The firm combines CPA and accounting services with multiple investment programs, focusing on non-discretionary asset management and serving a specialized client base.

Ryan Mullin is a financial advisor with Advisor Resource Council in Dallas, TX, holding a Series 66 designation and 18 years of industry experience. He has worked with Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2013 and has also been associated with LPL Financial since 2012. Outside of his advisory role, Mullin owns a woodworking business that sells items at fairs, community events, and online. 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 that combine artificial intelligence tools with fundamental analysis across diverse asset classes and offers estate-planning document preparation in partnership with independent attorneys.

Jonathan Bernstein is a CFP® professional with 15 years of experience in the financial services industry. He is currently with BakerAvenue Asset Management, LP and has prior experience at Charles Schwab and Fidelity in both advisory and brokerage roles. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, offering portfolio management, financial planning, family office services, and specialized strategies including estate and philanthropy planning. The firm employs a multi-strategy investment approach that integrates fundamental, quantitative, and technical analysis with tactical asset allocation.

Shawn Miles is a financial advisor at RFG Advisory, LLC with a Series 65 credential and recent industry experience beginning in 2026. He has prior work experience at United Capital Financial Advisers, LLC from 2016. RFG Advisory is a multi-team registered investment adviser with around 178 advisors managing approximately $8 billion for more than 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement plan consulting, and access to alternative investments and annuity management using a blend of actively managed and passive strategies.

Lane Richardson is a financial advisor at Navy Federal Investment Services, LLC with three years of industry experience. He holds Series 66 and Series 63 designations. His prior roles include positions at Robinhood Markets, Inc. and The Vanguard Group, Inc. Outside of financial services, he worked at Christi Ann Estate Sale Service for several years. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, and automated investment options. The firm primarily uses managed advisory programs featuring third-party portfolio managers and provides layered solutions including unified managed accounts and ETF portfolios.

Reagan Irons is a financial advisor at Cain, Watters & Associates, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Koch Industries, Inc. and EY, as well as serving in roles at the University of Oklahoma and State Farm. Cain, Watters & Associates provides financial planning, retirement planning, and investment management services primarily to dental healthcare professionals, offering comprehensive solutions including ERISA plan advisory, pooled trusts, unified managed accounts, and referrals to tax and accounting specialists. The firm utilizes both discretionary and non-discretionary investment platforms and maintains formal affiliations with related financial and accounting entities.

Scott Mc Candless is a CFP®, CFA®, and holds Series 66 licenses with 14 years of industry experience. He is currently with CX Institutional, LLC and previously worked at Mariner Wealth Advisors, Personal Capital Advisors Corporation, Edward Jones, TD Ameritrade, and Merrill. CX Institutional serves high-net-worth individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach combining fundamental, quantitative, and technical analysis across various asset classes and supplements investment management with third-party technology for consolidated reporting and tax-efficient asset location.

Dan Wicker is a PFS™ credentialed advisor with 27 years of industry experience, currently serving at Cain, Watters & Associates, LLC since 2008. He holds minority ownership interests in Tectonic Financial, Inc. and several affiliated entities that provide services related to clients’ business or industry, to which he may refer clients as part of the financial and business planning process. 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 and maintains formal affiliations with a banking institution and related entities.

Eduardo Cano is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Hancock Whitney Bank, Cetera, PNC Investments, and JP Morgan Chase Bank. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions, providing non-discretionary, fee-based investment management through its Guided Portfolio Solutions program along with financial planning and consulting services. The firm combines advisor-led client interactions with research and asset allocation conducted by its Strategic Investment Advisors.

Sabiha Karakus is a financial advisor with USAA Investment Services Company based in Plano, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. Her prior roles include positions at JP Morgan Securities LLC and New York Life. She is also employed concurrently with USAA Life Insurance Company and Amazon. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm offers guidance on retirement savings, asset allocation, risk tolerance, and income planning but does not manage client assets directly.

Brady Davis is a financial advisor at Quotient Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previous work experience with Encore Search Partners, LLC, Ace Energy, LLC, Bunker Energy, LLC, New Western Acquisitions, and Swearingen Realty Group, LLC. Quotient Wealth Partners provides financial planning, consulting, and wealth management services to individuals, trusts, estates, corporations, and retirement plans, serving a range of clients from non-high-net-worth to high-net-worth. The firm uses tailored investment programs primarily implemented through ETFs, mutual funds, individual securities, and third-party managers, combining fundamental and cyclical analysis to construct diversified, factor-tilted portfolios.

Timothy Harder is a financial advisor at Quotient Wealth Partners, LLC with 29 years of industry experience. He holds the Series 66 and Series 63 designations. His prior roles include positions at Goldman Sachs Personal Financial Management, Mercer Allied Company, L.P., and LPL Financial. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and wealth and investment management tailored to client risk profiles. The firm employs diversified, factor-tilted allocations primarily through ETFs, mutual funds, individual securities, and third-party managers, managing approximately $4.9 billion across a multi-advisor team.

Kristen Marsh is a financial advisor at Ethos Financial Group, LLC with four years of industry experience. She holds a Series 65 designation and has worked at Chapwood Capital Investment Management, LLC since 2019. Prior to her advisory career, she spent time as a student and briefly worked with First Baptist Church Houston. Ethos Financial Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, providing investment management, financial planning, and consulting services. The firm uses model portfolios and a core allocation strategy combining index-based exposures to create diversified, risk-conscious portfolios, supplementing its process with third-party research and optional tax-overlay management.

George Decell is a financial advisor with BOK Financial Private Wealth, Inc. in Plano, Texas. He holds the Series 66 designation and has eight years of industry experience, including positions at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. BOK Financial Private Wealth, Inc. provides discretionary and limited non-discretionary investment management, wealth advisory, and financial planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and other entities. The firm’s team-based investment process utilizes research from BOKF, NA’s Strategic Investment Advisors group and integrates equity, fixed income, and other asset classes, often incorporating outside sub-advisors such as Cavanal Hill Investment Management.

Curtis Williams is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Addison, TX, holding the CFP®, CFA®, and Series 63 designations. He has nine years of industry experience, all with CliftonLarsonAllen since 2017 except for a one-year gap in 2016-2017. Outside of his advisory role, he serves as a professional educator and grader for the CFA Institute. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm combines RIA fiduciary services with broker-dealer and insurance activities and employs a multidisciplinary planning approach supported by its parent firm, CliftonLarsonAllen LLP.

Jonathan Fowler is a financial advisor at USAA Investment Services Company with five years of industry experience. He holds the Series 65 and Series 63 licenses. His career includes roles at Charles Schwab & Co., Inc. and Schwab Wealth Advisory, Inc., along with prior positions in education and international teaching. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels, emphasizing retirement savings, asset allocation, and income planning without managing client assets directly.

Kenia Jones is a financial advisor at Balefire, LLC with five years of industry experience. She holds the Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and LPL Financial. Jones has also worked for the Legislative Counsel Bureau. 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, offering discretionary asset management and comprehensive financial planning through a platform with approximately $2 billion in regulatory assets.

Nicholas Moore is a CFA® charterholder with six years of industry experience. He is currently with Advisor Resource Council, where he has worked since 2022, following roles at Artemis Capital Advisers, LP and Charles Schwab. Outside of his advisory work, he serves as a senior trader for AIQ Asset Management. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and retirement plan consulting. The firm uses a combination of artificial intelligence tools and fundamental analysis in actively managed strategies delivered through model portfolios and separately managed accounts.