Max Jaffe is a financial advisor at Retirement Planners of America with nine years of industry experience. He holds a Series 65 designation and has worked at firms including MMWKM Advisors, LLC and Sullivan Financial Partners. Retirement Planners of America provides discretionary portfolio management and financial planning primarily through a wrap-fee investment program, serving individuals, high-net-worth clients, and retirement plan participants. The firm employs an “Invest and Protect” approach focused on capital preservation and tactical rebalancing using model portfolios composed largely of ETFs and mutual funds.

Ricardo Lima is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and having 25 years of industry experience. His career includes roles at firms such as Purshe Kaplan Sterling Investments, Raymond James Financial Services, UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. Outside of advising, he is the owner of L5 Capital Partners, LLC, an investment vehicle focusing on private investment opportunities. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, retirement plan advisory services, and a wrap fee program, with a focus on customized, long-term portfolios using a range of investment vehicles and supported by a network of approximately 286 advisors.

Michael Mikeska is a CFP®-certified financial advisor with 35 years of industry experience, currently with Concurrent Investment Advisors, LLC in Dallas, TX. His prior experience includes positions at Purshe Kaplan Sterling Investments and Raymond James Financial Services. He serves on the boards and finance committees of several non-profit organizations including C. C. Young, Dickinsons Place, and the YMCA of Metro Dallas Foundation. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, bonds, alternative investments, and independent sub-advisers, supported by a network of approximately 286 advisors.

William Thomas is a financial advisor with Advisor Resource Council in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at LPL Financial, LLC since 2002 and joined Advisor Resource Council in 2024. Outside of his advisory roles, he is involved with Sulphur Bend Land Partners, focusing on tax preparation and accounting. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and consulting services. The firm employs actively managed strategies that combine artificial intelligence tools with fundamental analysis across various portfolio types, including equities, fixed income, alternatives, and options-based techniques.

Trevor Staubach is a financial advisor at Retirement Planners of America with a Series 65 designation and three years of industry experience. His prior roles include positions at Texas Heritage National Bank, PNC, BBVA, Breezeway Veterinary Care, and GameStop. Retirement Planners of America provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and retirement plan participants through a wrap-fee investment program. The firm emphasizes capital preservation and tactical rebalancing using model portfolios and a mathematically based long-term market signal while maintaining discretionary trading authority.

Jonathan Perry is a financial advisor at Cain, Watters & Associates, LLC in Frisco, TX, holding a Series 65 designation and with five years of industry experience. Prior to joining Cain, Watters & Associates in 2020, he worked at PricewaterhouseCoopers for four years. Cain, Watters & Associates, LLC 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 comprehensive financial planning and specialized retirement plan advisory, utilizing both discretionary and non-discretionary solutions across multiple investment platforms.

Bryant Hayes is a financial advisor at Thrivent Advisor Network, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Thrivent Investment Management, Inc., Purshe Kaplan Sterling Investments, Inc., and LPL Financial. Hayes is also a Senior Trade Support Specialist at Thrivent Advisor Network, LLC, where he processes trades and addresses trade-related issues. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm focuses on long-term investment strategies using customized asset allocations with low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, while offering access to independent managers and a range of implementation options.

Larry Jackson is a financial advisor at Quotient Wealth Partners, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked at firms including Goldman Sachs Personal Financial Management and Mercer Allied Company. 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 financial planning, consulting, and discretionary and non-discretionary wealth and investment management, using tailored investment programs primarily implemented through ETFs, mutual funds, individual securities, and third-party managers.

Daniel Mcguire is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He is currently with Retirement Planners of America and has previously worked at MMWKM Advisors, LLC, Quadcap Wealth Management, LLC, and BKD Wealth Advisors. He is also an Independent Insurance Agent. Retirement Planners of America provides discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, and retirement plan participants through a wrap-fee investment program. The firm emphasizes capital preservation and tactical rebalancing using model portfolios consisting mainly of ETFs and mutual funds, supported by a mathematically based long-term market signal.

Brian Bortz is a financial advisor at Cain, Watters & Associates, LLC with 25 years of industry experience. He holds the PFS™ designation and Series 65 license, and has been with Cain, Watters & Associates since 2008. Outside of his advisory role, Bortz has minority ownership interests in Tectonic Financial, Inc., a publicly traded company with several financial industry affiliates, and in three entities related to CWA that provide business-specific services and referrals. Cain, Watters & Associates, LLC provides financial planning, retirement-plan advisory, and investment management primarily for dental healthcare professionals, individual investors, and pension or profit-sharing plan sponsors. The firm combines its CPA and accounting services with multiple investment programs, including pooled funds and separately managed accounts, and maintains a formal affiliation with a banking institution and related entities.

Sarah Beattie is a financial advisor with LEE Financial Company, LLC in Dallas, TX, holding two years of industry experience. She has been with Lee Financial Company since 2007, where she is part of a multi-team firm structure. 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 centered on its WholeVision™ planning framework and serves as General Partner and Investment Manager for several affiliated private partnerships while offering customized portfolios that include a range of investment vehicles.

Michael Ware is a financial advisor with Geneos Wealth Management, Inc. in Addison, TX, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Hornor Townsend And Kent, Inc for 16 years before joining Geneos Wealth Management and operating Weaver, Ware & Martin Wealth Management and Advisory Services. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm’s investment process includes continuous account monitoring, discretionary trading, and a variety of analytic approaches and strategies tailored to client needs.

Matthew Bennett is a CFP® with 13 years of industry experience, currently advising clients at Quotient Wealth Partners, LLC since 2023. Prior to joining Quotient, he spent 11 years with Goldman Sachs Personal Financial Management. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and investment management for a range of client types. The firm employs tailored investment programs using ETFs, mutual funds, individual securities, and third-party managers, emphasizing diversified, factor-tilted allocations and tax-aware strategies.

John Ramey is a financial advisor at Hilltop Securities Inc. in Plano, TX, holding Series 63 and Series 65 licenses with seven years of industry experience. He previously worked at TD Ameritrade and Industrial Alliance. Hilltop Securities Inc. offers brokerage, execution, custody, investment advisory, and retirement-plan consulting services to a diverse client base, including individuals, corporations, nonprofits, and institutional investors. The firm employs an open-architecture investment platform featuring multiple managed account programs and provides a range of portfolio management and fiduciary services.

Caleb Hein is a financial advisor at Cain, Watters & Associates, LLC with a Series 65 designation. He joined the firm in 2024 and has prior experience at PricewaterhouseCoopers LLC, Louisiana Tech University, Grant Thornton LLP, and Gary Carlisle, CPA. Cain, Watters & Associates 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 combines CPA and accounting services with multiple investment programs, including pooled funds, unified managed accounts, and separately managed accounts, and manages a significant portion of assets on a non-discretionary basis.

Kamryn Markus is a Series 66-licensed financial advisor at Merit Financial Advisors with two years of industry experience. Prior to joining Merit, Markus worked at Global Wealth Advisors, Commonwealth Financial Network, and Purshe Kaplan Sterling. Outside of advising, Markus has experience in the fitness industry through a role at HotWorx. Merit Financial Group, LLC is an SEC-registered firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, with oversight from a central Investment Management team and flexibility for advisors to customize portfolios.

Kim Sams is a financial advisor at Ethos Financial Group, LLC in Plano, TX, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Chapwood CustomHedge Portfolio Advisory Services, LLC, Waterford Capital LLC, and Chapwood Capital Investment Management LLC. Ethos Financial Group provides investment management and consulting services to individuals, trusts, estates, municipal entities, and charitable organizations. The firm employs a model-portfolio approach that integrates diversified, risk-conscious allocations using a range of investment vehicles, supplemented by third-party research and optional tax-overlay management.

Jill Zacha is a financial advisor at Level Four Capital Management with 21 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at firms including LPL Financial and Capital One Advisors. Zacha has served as a FINRA arbitrator since 2004. Level Four Capital Management provides discretionary asset management and sub-advisory services to a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, and institutional entities. The firm employs a model-driven investment approach overseen by an investment committee, offering a range of equity, fixed income, alternative private credit, private equity, and crypto ETF portfolios.

Timothy Greaves is a financial advisor at Cain, Watters & Associates, LLC with 24 years of industry experience. He holds a Series 65 designation and has been with Cain, Watters & Associates, P.L.L.C. since 2008. Outside of his advisory role, he has minority ownership interests in several financial industry affiliates under Tectonic Financial, Inc., as well as in entities providing specialized services related to clients’ businesses. Cain, Watters & Associates, LLC serves dental healthcare professionals, individual investors, and pension and profit-sharing plan sponsors, offering financial planning, retirement-plan advisory, and investment management. The firm combines CPA/accounting services with multiple investment programs and maintains a significant non-discretionary asset base, supported by a network of affiliated financial and banking entities.

William Swearingen II is a financial advisor at United Capital Financial Advisors with 38 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Lion Street Financial, Cetera Advisor Networks LLC, and Girard Securities, Inc. Since 2007, he has served as Managing Director at United Capital, focusing on client retention and new client relationships. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm offers discretionary portfolio management using asset-allocation models, access to third-party managers, customized portfolios including ESG and faith-based options, and client-facing technology and reporting tools.