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 financial advisor at Merit Financial Advisors in Lewisville, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Merit, Markus worked at Global Wealth Advisors and Commonwealth Financial Network. Markus also provides insurance advice as a licensed agent. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation strategy managed by an internal team and investment committee, with services delivered through a network of investment adviser representatives and offering both discretionary and non-discretionary account options.

Kim Sams is a financial advisor at Ethos Financial Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Waterford Capital LLC, Chapwood CustomHedge Portfolio Advisory Services, and J.P. Morgan Securities. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, offering discretionary and non-discretionary investment management alongside financial and estate planning. The firm utilizes model portfolios and a “Core Allocation” approach to deliver diversified, risk-conscious portfolios through various investment vehicles and supplements its process with 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.

David Stringer is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, with 41 years of industry experience. He has been with Prospera since 2000 and holds a Series 63 designation. Outside of his advisory work, he owns PSE Wealth Management and Prospera Life & Annuity, Inc., providing financial planning and insurance services. Prospera Financial Services is a multi-team firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering a range of financial planning and portfolio management services through both proprietary and third-party platforms.

Caitlin Bryan is a financial advisor at Cain, Watters & Associates, LLC with 15 years of industry experience. She holds a Series 65 designation and has been with the firm since 2010. 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 provides donor-advised fund services through Schwab Charitable.

Matthew Greer is a CFP® with 16 years of experience in financial advising. He is currently with The Mather Group, LLC, where he has worked since 2022. His prior roles include positions at Schwab Private Client Investment Advisory, Charles Schwab and Co., Inc., Charles Schwab Bank, SSB, and USAA Financial Advisors Inc. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and customization options such as direct indexing and ESG portfolios.

Spencer Sligh is a financial advisor with Advisor Resource Council, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Morgan Stanley and USAA Financial Planning Services. He has been with Advisor Resource Council (formerly 360 WEALTH MANAGEMENT, LLC) and affiliated with LPL Financial since 2015. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities with asset management, financial planning, and consulting services. The firm combines artificial intelligence tools with fundamental analysis to develop a range of model and separately managed account strategies and offers custom solutions tailored to client needs.

Brook Hoover is a Series 65-licensed financial advisor with Cain, Watters & Associates, LLC in Frisco, TX, where he has worked since 2014. He has 11 years of industry experience. 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 provides donor-advised fund services through Schwab Charitable.

John Robuck is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with BOK Financial Securities and Bokf, NA since 2012. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, institutions, municipalities, and government agencies. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led client communication with firm-provided investment research, asset allocation, and manager selection.

Michael Bless is a CERTIFIED FINANCIAL PLANNER™ professional with over 42 years of industry experience. He is currently with Prospera Financial Services, Inc., having previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he owns and operates an Arabian horse farm. Prospera Financial Services is a multi-team advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning and portfolio management through a variety of advisory programs and platforms, managing approximately $14.4 billion in client assets.

Benjamin Svoboda is a financial advisor at Cain, Watters & Associates, LLC with four years of industry experience. He holds the Series 65 designation and previously worked at Deloitte Tax LLP for six years. Cain, Watters & Associates 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 a range of solutions including ERISA plan advisory, pooled trust offerings, and unified managed accounts, supported by affiliated banking and accounting entities.

Kelly Kunst is a CFP®-certified financial advisor with 16 years of industry experience, currently serving at BFC Planning, Inc. since 2015. Prior to and alongside this role, Kunst has been associated with Berthel Fisher & Company Financial Services, Inc. Outside of advisory work, Kunst is a member of the Living Word Lutheran Church council and is authoring a book aimed at supporting the entrepreneurial community. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and institutional clients through a network of approximately 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing multiple platform arrangements and investment strategies tailored by individual advisers.

Rosilyn Overton is a CFP® with 50 years of industry experience, currently serving at Level Four Advisory Services. She previously worked for Mid-Atlantic Securities, Inc. for 25 years. Outside of advisory roles, she operates a sole proprietorship insurance agency and is a partner in Brown and Overton Partnership. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across a diverse client base, including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a combination of internal and third-party management.

Jake Stephens is a financial advisor at Royal Fund Management, LLC, holding a Series 65 license with one year of industry experience. His prior work includes roles at Globelife, The Range In McKinney, and Allen Independent School District. He is also a licensed independent insurance agent in Texas, specializing in life and health insurance. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and defined contribution plan participants. The firm offers ongoing portfolio management, financial planning, and pension consulting, applying fundamental, technical, and cyclical analysis to develop tailored investment strategies.