Jennifer Klein is a financial advisor at Cain, Watters & Associates, LLC in Frisco, TX, holding a Series 65 designation with 17 years of industry experience. She has been with Cain, Watters & Associates since 2017 and previously worked at Barre3 PLANO from 2016 to 2019. Cain, Watters & Associates provides financial planning, retirement planning, and investment management services primarily to individuals, trustees, and plan sponsors, with a specialized focus on dental healthcare professionals. The firm offers a range of solutions including discretionary and non-discretionary account management, ERISA plan advisory, and donor-advised fund management, supported by affiliations with a bank and related financial entities.

Kaitlin Mitchell is a Series 65-licensed financial advisor with Cain, Watters & Associates, LLC in Frisco, TX, where she has worked since 2011. She has 10 years of industry experience. Cain, Watters & Associates provides financial planning, retirement planning, and investment management to individuals, trustees, and plan sponsors, with a particular focus on dental healthcare professionals. The firm offers both discretionary and non-discretionary solutions across multiple platforms and includes specialized services for practice transition and dental service organization matters.

James Mars is a CFP® with 39 years of industry experience, currently serving at Balefire, LLC. He has held positions at Purshe Kaplan Sterling Investments and LPL Financial LLC, and is the CEO of Fuse Partners, LLC dba VisionPoint Advisory Group. Outside of his advisory work, he is involved in the sale of fixed and traditional insurance products and manages a personal LLC for business-related expenses. Balefire, LLC serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities, providing discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm employs a team-based investment approach centered on an Investment Committee that develops model portfolios using a core-plus-tactical philosophy and licensed third-party research.

Colton Shields is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Geneos Wealth Management, Inc. and Professional Wealth Management Group, where he has worked since 2021. Colton also operates as an independent representative for various insurance carriers in fixed insurance sales. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, institutions, and high-net-worth clients with financial planning, portfolio management, and referrals to third-party money managers. The firm uses a combination of fundamental and technical strategies and offers customized accounts, model-based allocations, and advisor-managed platforms.

Charles Loretto is a financial advisor with Cain, Watters & Associates, LLC, holding a Series 65 designation and 18 years of industry experience. He has been with Cain, Watters & Associates, P.L.L.C. since 2001. Mr. Loretto has a minority ownership interest in Tectonic Financial, Inc., a publicly traded company with financial industry affiliates, and holds ownership interests in entities related to client business services at Cain, Watters & Associates. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management 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, utilizing multiple investment programs including pooled collective investment funds and unified managed accounts, with a significant portion of assets managed on a non-discretionary basis.

Caleb Brian is a Certified Financial Planner® with eight years of industry experience. He has worked at True North Advisors, LLC since 2019 and previously spent six years at Tolleson Private Wealth Management. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions with comprehensive financial planning, portfolio management, and consulting services. The firm employs a fundamentally driven, bottom-up investment approach with a focus on value-oriented strategies, complemented by passive indexed ETFs, separately managed accounts, and alternative or private investments.

Chrystal Badillo is a financial advisor at Level Four Advisory Services in Dallas, TX, holding Series 63 and Series 66 licenses with 36 years of industry experience. Her prior work includes roles at Westwood Management Corp. and Foreside Fund Services, LLC. She serves as a board member for Reading Partners North Texas, a nonprofit organization focused on improving children's reading skills. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, portfolio management, retirement-plan consulting, and access to third-party money managers through a mix of model portfolios and wrap platforms.

Michele Bergeron is a CFP® certified financial advisor with 20 years of industry experience, currently with LEE Financial Company, LLC since 2020. Prior to joining Lee Financial, she held positions at Lake Point Wealth Management, JP Morgan Securities, and Ameriprise. Outside of her advisory work, she teaches spin cycling classes at LA Fitness. LEE Financial Company provides fee-only financial planning and discretionary and non-discretionary portfolio management services to individuals, families, trusts, charitable organizations, and employer retirement plans. The firm employs a team-based model centered on its WholeVision™ planning framework and acts as investment adviser to private pooled investment vehicles and family office clients.

Charles Mays is a financial advisor with Mariner Independent in Plano, TX, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Mays Wealth Management Group LLC since 2020, serving as managing partner and providing investment advisory services through Mariner Platform Solutions. His prior experience includes roles at Sloan Investment Management and Smith Anglin Financial, LLC. Mariner Independent offers investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm combines independent adviser expertise with model portfolios, third-party managers, and institutional resources, supporting both discretionary management and retirement plan services.

Juan Rosas is a financial advisor with Ally Invest Advisors, holding Series 66 and Series 63 licenses and seven years of industry experience. He has worked at Ally Invest Securities LLC and TD Ameritrade and is currently the owner of Rosas Construction, a construction and remodeling business. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions. The firm offers ETF-based robo portfolios and personal advice services based on model portfolios using Modern Portfolio Theory across five risk tiers.

Michael Elias is a financial advisor with Thurston Springer Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 16 years. Elias owns two businesses, including Elias Innovations, LLC, which produces drinkware for bottles. Thurston Springer Advisors serves individuals, high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans, offering a range of financial planning, portfolio management, and fiduciary services. The firm employs a combination of charting, fundamental, technical, and cyclical investment analysis to support both buy-and-hold and active strategies.

Cory Chmelka is a CFP® with 10 years of industry experience and is currently with United Capital Financial Advisors. He has held roles at Apexium Insurance Services, Apexium Financial, Soundwatch Capital, and Capstone Wealth Management. Outside his advisory work, he maintains ownership in Soundwatch Capital and holds insurance licenses for life, health, and annuity products. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers a customizable investment platform and supports affiliated services such as legal, trust, lending, and technology solutions.

Clinton Barnes is a financial advisor at BOK Financial Securities, Inc. with 16 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Merrill, Liberty Capital Bank, and Allstate Insurance. His background includes roles in both financial services and the automotive industry. BOK Financial Advisors serves a diverse client base, including individuals, high-net-worth clients, corporations, municipalities, and sovereign wealth funds. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led client interaction with investment research and asset allocation managed by its Strategic Investment Advisors.

Travis Martin is a financial advisor with Geneos Wealth Management, Inc. in Addison, TX, holding Series 65 and Series 63 credentials and bringing 12 years of industry experience. He has worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co, and currently operates Weaver, Ware & Martin Wealth Management and Advisory Services as an independent representative for fixed insurance sales. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with financial planning, portfolio management, and referrals to third-party money managers through various traditional and wrap-fee programs. The firm employs a diverse range of investment strategies and offers customized or model-based account solutions, overseeing more than $5.5 billion in client assets.

Michael Curtis is a CFP® with seven years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2021. Before joining Brighton Jones, he worked four years at Tolleson Wealth Management. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, including a Personal CFO offering and comprehensive financial planning solutions. The firm employs a whole-balance-sheet approach and offers services ranging from discretionary portfolio management to family office administrative support, supported by an affiliated ecosystem that includes private investment funds and trust services.

Giovanni Flores is a financial advisor at Geneos Wealth Management, Inc. with six years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of his advisory role, he operates as an independent representative for fixed insurance sales. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and customizable portfolio options.

Terry Thompkins II is a CFP® with 29 years of industry experience, currently serving at Level Four Advisory Services since 2016. His prior roles include positions at LPL Financial, Wells Fargo Clearing, and Fidelity. Outside of financial advisory, he is also a self-employed musician, composer, producer, and band director. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion, serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and multiple custodians and third-party providers.

Erica Rodriguez is a financial advisor at MissionSquare Retirement with nine years of industry experience. She has held roles at MissionSquare Investment Services since 2022 and previously worked at JPMorgan Securities LLC and JP Morgan Chase Bank NA. Outside of her advisory work, she also provides notary signing services. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include managed accounts and fund advice developed by Morningstar Investment Management and delivered through multiple channels to MissionSquare accounts.

Ashley Clark is a financial advisor with Root Financial Partners in Sachse, TX, holding a Series 65 designation and two years of industry experience. Prior to joining Root Financial Partners in 2026, Clark worked at Cain, Watters & Associates, LLC for six years and has experience at Kepner CPA and Solis Mammography. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and retirement-plan relationships. The firm emphasizes broadly diversified, passive allocations using index funds and ETFs, tailoring portfolios to client objectives, risk tolerances, and tax considerations.

James Taylor is a financial advisor at Inspire Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at AMC Wealth Management, LLC and Retirement Planners of America. Taylor is also a licensed life insurance agent based in Frisco, TX. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, primarily serving individual and high-net-worth clients as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary tools and employs a variety of investment methods, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.