Matthew Davis is a CFP® with 10 years of industry experience. He currently works at Quotient Wealth Partners, LLC and has previously been with Goldman Sachs Personal Financial Management for seven years. Quotient Wealth Partners advises a diverse client base including individuals, trusts, estates, corporations, and retirement plans. The firm offers financial planning, consulting, and wealth management services using tailored investment programs implemented through ETFs, mutual funds, individual securities, and third-party managers.

William Geist is a financial advisor at Quotient Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation. His prior work includes roles at RefiJet, Einsten Bros Bagels, and the Denver Broncos. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and wealth management services for both non‑high‑net‑worth and high‑net‑worth clients. The firm uses tailored investment programs primarily through ETFs, mutual funds, individual securities, and third‑party managers, combining fundamental and cyclical analysis to construct diversified, factor‑tilted portfolios.

Heidi Barnett is a financial advisor at Cain, Watters & Associates, LLC with 19 years of industry experience. She holds a Series 65 designation and has been with Cain, Watters & Associates since 2002. 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 donor-advised fund services through Schwab Charitable.

Brittany Griggs is a Series 65-licensed financial advisor at Krilogy in Dallas, TX, with two years of industry experience. Prior to joining Krilogy, she worked at Greenhill School and Spindlemedia. Krilogy serves a diverse clientele including high-net-worth individuals, corporate and institutional clients, and charitable organizations, offering services such as portfolio management, financial planning, and family office support. The firm employs a long-term investment approach guided by an internal Investment Committee and utilizes both active and passive strategies tailored to client needs.

Mason Stern is a financial advisor at Cain, Watters & Associates, LLC with 11 years of industry experience. He holds the Series 65 designation and has been with Cain, Watters & Associates PLLC since 2014. 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 manages donor-advised funds through Schwab Charitable.

Sharon Mora Schulz is a Series 65-registered financial advisor with Avantax Planning Partners, Inc. in Dallas, TX. She has experience spanning recent roles at Cetera and Avantax firms since 2023, along with a prior 17-year tenure at RetireBetter. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and a managed retirement plan platform to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm operates mainly through a network of CPA firms and registered Advisor Representatives, managing approximately $7.57 billion in assets as of 2025.

Bond Cuyos Blackman is an advisor at International Assets Investment Management, LLC based in Dallas, TX. He holds the Series 66 designation and has one year of industry experience, with prior roles at MCI Megatel Capital Investment and Merrill. Outside of finance, he has experience working with Scratch Kitchen & Cocktails and Norman Nerds, as well as involvement with the University of Oklahoma. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm’s independent adviser representatives offer customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, often incorporating third-party money managers, sub-advisers, or wrap programs.

Zachary Rumpke is a financial advisor at Quotient Wealth Partners, LLC in Dallas, TX, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at Fidelity Investments and other firms spanning diverse sectors. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans, serving both non‑high‑net‑worth and high‑net‑worth clients. The firm provides tailored financial planning, consulting, and wealth management services using a mix of fundamental and cyclical analysis to build diversified, factor‑tilted portfolios implemented through ETFs, mutual funds, individual securities, and third‑party managers.

Juliana Howe is a financial advisor at Krilogy with a Series 65 credential and one year of industry experience. Prior to joining Krilogy, she worked at FS Advisors for two years. Outside of finance, she has experience managing Florida Beach Horses and has been involved in babysitting for over ten years. Krilogy serves a diverse client base, including high-net-worth individuals, institutional clients, and family offices. The firm employs a long-term investment philosophy with an internal committee managing model portfolios and offers active and passive strategies, customized bond ladders, and alternative investments.

Sam Kodari is a financial advisor with Vanderbilt Advisory Services in Frisco, TX, holding a Series 63 designation and over 30 years of industry experience. He has been with Vanderbilt Securities, LLC since 2018 and previously worked at Signator Investors, Inc. Sam also owns Integrated Planning Services and is involved in health and life insurance sales for individuals and businesses. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, third-party sub-advisors, and a digital platform, employing a strategic asset allocation approach with both short- and long-term investment management options.

James Martin is a financial advisor at Hilltop Securities Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hilltop Securities since 2016. Outside of his advisory role, Martin is involved in entertainment through BYO Musicians, where he plays guitar and books music engagements for events. Hilltop Securities serves individual and institutional clients, including high-net-worth individuals and retirement-plan sponsors, offering a range of investment advisory and brokerage services. The firm combines custody, banking, and market-making capabilities and employs an open-architecture platform with both third-party and firm-sponsored investment strategies.

Colton Baysinger is a financial advisor at Triad Wealth Partners, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sullivan Financial Partners, Caliber Home Loans, and Charles Schwab & Co., Inc. Baysinger is also an insurance agent selling fixed insurance and 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 uses a model-driven investment process focused on strategic asset allocation and offers sub-advisory investment management, tax-efficient model portfolios, and operational support to RIAs.

Brian Hart is a CFP® professional with 17 years of experience in financial advising. He currently works at SageSpring Wealth Partners and previously spent 11 years with Raymond James Financial Services. Hart operates an independent support company as an independent contractor. SageSpring Wealth Partners serves a diverse client base including individual households, institutional clients, and plan sponsors. The firm provides discretionary investment management, financial planning, and retirement plan consulting, tailoring portfolios to client objectives and utilizing a range of investment strategies and third-party manager relationships.

Luke Hamblin is a financial advisor with Mutual of Omaha Investor Services, Inc. in Irving, TX. He holds Series 65 and Series 63 licenses and has seven years of industry experience, including roles at Mutual of Omaha Insurance Company and GM Financial. Additionally, he works as an insurance agent specializing in life, health, and annuity products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs. The firm operates within the Mutual of Omaha group and delivers solutions through platform relationships with Envestnet and Pershing, serving a broad client base with various advisory models.

Steven Garvin is a financial advisor with ISC Advisors, Inc. in McKinney, Texas, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at ISC Advisors since 2013 and previously led Garvin Investment Group, LLC and Garvin Financial Group, Inc. He is also affiliated with Institutional Securities Corp, where he has been active since 2000. ISC Advisors, Inc. serves individual and high-net-worth clients, employer-sponsored retirement plans, foundations, and other institutional clients, offering financial planning, portfolio management, pension consulting, and educational services. The firm manages approximately $1.54 billion in assets, utilizing model portfolios that range from Conservative Income to Aggressive Growth and employs mutual funds and ETFs in its investment approach.

Christopher Fasy is a financial advisor with Advisor Resource Council in Dallas, TX, holding a Series 66 license and 17 years of industry experience. He previously worked at Edward Jones and Valic Financial Advisors before joining Advisor Resource Council and LPL Financial in 2020. Outside of his advisory roles, he manages a separate investment-related business and a home-based investment entity for tax purposes. Advisor Resource Council is an SEC-registered advisory firm serving individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence tools with fundamental analysis to offer a range of model and separately managed account strategies, as well as customized solutions, through a network of investment adviser representatives.

Iman Howard is a financial advisor with Ally Invest Advisors in Colleyville, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Ally Invest Advisors in 2023, Howard has worked at Ally Invest Securities LLC, Ally Bank, and Saks Fifth Avenue. Outside of finance, Howard owns Artgasmic LLC, which organizes pop-up art events for minority artists and small business owners, and is a joint owner of the event venue Krimson Park. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interaction, offering ETF-based Robo Portfolios and advisor-delivered Personal Advice. The firm uses model portfolios built on Modern Portfolio Theory with multiple risk tiers and cash allocation strategies.

Joseph Calhoun is a CFP® with 10 years of experience in the financial industry. He currently works at Quotient Wealth Partners, LLC and has previously held positions at Goldman Sachs Personal Financial Management, LPL Financial LLC, and Victory Capital Advisers. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans, serving both non-high-net-worth and high-net-worth clients. The firm offers financial planning, consulting, and discretionary and non-discretionary wealth and investment management, using tailored investment programs implemented primarily through ETFs, mutual funds, individual securities, and third-party managers.

Thomas Sanders is a financial advisor with Cain, Watters & Associates, LLC in Plano, TX, holding a Series 65 designation and 24 years of industry experience. He has been with Cain, Watters & Associates since 2008. Sanders has minority ownership interests in several financial industry affiliates including Tectonic Financial, Inc., as well as in entities related to client services such as National Dental Placements, LLC, Best New Patients, LLC, and Elite Dental Alliance. Cain, Watters & Associates, LLC 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 comprehensive financial planning, ERISA plan advisory, pooled trust offerings, and unified managed accounts, utilizing both discretionary and non-discretionary investment solutions supported by affiliated financial and technology entities.

Aaron Suriff is a financial advisor at Van Clemens Wealth Management, LLC with 20 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Morgan Stanley and Whimsy Franchising & Distributing. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios using discretionary and non-discretionary arrangements, employing modern portfolio theory, fundamental and technical analysis, and utilizes a range of third-party managers alongside its in-house Growth Opportunities model.