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.

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.

William Woodard is a financial advisor at Level Four Advisory Services with over 31 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Level Four in 2024, Woodard worked for Kovack Securities, Inc. for 10 years and operated Woodard Insurance LLP for 38 years. He serves on the board of managers for the Tarrant County Hospital District and is involved in healthcare services for residents and insured patients in Fort Worth, TX. 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 individual investors, retirement plans, corporations, and charitable organizations. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and both affiliated and unaffiliated sub-advisers.

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 at Edward Jones and LPL Financial before joining Advisor Resource Council, where he has been since 2013. Outside of his advisory work, Mullin operates a woodworking business, creating and selling pieces at fairs, community events, and online. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence tools with fundamental analysis to manage assets and provide financial planning through a network of investment adviser representatives, offering both model and customized investment solutions.

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.

Elizabeth Dennen is an advisor at Compass Financial Management LLC with a Series 65 designation and five years of experience. Her prior work includes roles at State Farm Larry Martin, Ballet Frontier, and Dunham and Jones Law Firm. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm uses a variety of investment strategies, including equities, fixed income, mutual funds, and ETFs, and employs multiple analytical approaches along with third-party managers and internally managed model portfolios.

Eduardo Cano is a financial advisor at BOK Financial Securities, Inc. with 12 years of industry experience. His prior work includes roles at JP Morgan Chase Bank, PNC Investments, and Cetera. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, along with financial planning and consulting services.

Sabiha Karakus is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Her prior work includes roles at JP Morgan Securities LLC and New York Life Insurance Company. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels, delivering Retirement Income Strategy Reports and facilitating referrals rather than managing client assets directly.

Sydney Holleron is a financial advisor at Advisor Resource Council with two years of industry experience. He holds a Series 66 designation and has worked previously at firms including LPL Financial, QuadCap Wealth Management, and Goldman Sachs. Outside of financial services, he has experience with Tigris Real Estate LLC and has been involved with organizations such as Texas Tech University and Lubbock Little Ones. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence with fundamental analysis to offer model and separately managed account strategies and provides custom solutions, including option-based strategies, through a network of investment adviser representatives.

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 with Quotient Wealth Partners, LLC, holding Series 63 and Series 66 licenses and 29 years of industry experience. His prior roles include positions at Goldman Sachs Personal Financial Management and Mercer Allied Company, L.P. He is based in Dallas, TX. 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 tailored financial planning and investment management, employing a mix of fundamental and cyclical analysis to build diversified, factor-tilted portfolios primarily using ETFs, mutual funds, individual securities, and third-party managers.

James Madden is a financial advisor at Csenge Advisory Group, LLC with 26 years of industry experience. He holds a Series 66 designation and has held roles at several firms, including Highridge Advisory, IP Financial Advisory Services LLC, and RBC Capital Markets Corp. Outside of financial advising, Madden is President and CEO of Trophy Technology, a fishing tackle company, and serves on the Elder Board at The Parks Church. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate/business clients. The firm combines fundamental and technical analysis with a relative strength methodology and a top-down market approach, offering customized portfolio management through discretionary or model-based allocations.

Kristen Marsh is a financial advisor at Ethos Financial Group, LLC with four years of industry experience. She holds a Series 65 designation and previously worked for Chapwood Capital Investment Management, LLC for six years. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, offering investment management and financial planning services. The firm utilizes diversified, risk-conscious model portfolios and incorporates third-party research and tax-overlay management in its investment approach.

George Decell is a financial advisor with BOK Financial Private Wealth, Inc. in Plano, TX. He holds a Series 66 designation and has eight years of industry experience. Prior to joining BOK Financial, he worked 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 primarily to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and other entities. The firm employs a team-based investment process informed by research from BOKF, NA’s Strategic Investment Advisors group and benefits from integration with its broader financial holding company, offering custody, trust, and administrative support alongside affiliated institutional investment capabilities.

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.