Larry Jackson is a financial advisor with Quotient Wealth Partners, LLC, holding a Series 66 designation and over 21 years of industry experience. His prior roles include positions at Mercer Allied Company, Cetera Advisor Networks, Goldman Sachs Personal Financial Management, and Girard Securities. Quotient Wealth Partners is a multi-advisor firm serving individuals, trusts, estates, corporations, and pension/profit-sharing plans. The firm manages approximately $3.54 billion for around 1,900 clients, offering tailored, diversified portfolios that incorporate ETFs, equities, fixed income, mutual funds, options, alternative investments, and third-party managers, supported by fundamental and cyclical analysis and tax-aware strategies.

Daniel McGuire is a CFP® and Series 65 licensed financial advisor at Retirement Planners of America with 11 years of industry experience. He has previously worked at MMWKM Advisors, LLC, Quadcap Wealth Management, LLC, and BKD Wealth Advisors. McGuire is also an independent insurance agent. Retirement Planners of America provides discretionary portfolio management, financial planning, and consulting services to individuals, retirement plan sponsors, participants, and institutions. The firm employs an “Invest and Protect” approach that emphasizes capital preservation through model portfolios combined with tactical adjustments based on market indicators.

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 19 years of industry experience. She has been with Lee Financial Company since 2007. Lee Financial Company provides financial planning and discretionary portfolio management primarily for individuals and high net worth clients, as well as trusts, estates, charitable organizations, retirement plans, and corporate entities. The firm uses a team-based model with an Investment Committee overseeing asset allocation and manager selection, and employs a WholeVision™ planning framework to integrate various aspects of client financial and personal goals.

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® and holds a Series 65 license with 13 years of industry experience. He has worked at Goldman Sachs Personal Financial Management for 11 years before joining Quotient Wealth Partners, LLC in 2023. Quotient Wealth Partners provides financial planning, consulting, and investment management services to individuals, trusts, estates, corporations, and pension plans. The firm manages approximately $3.54 billion across about 1,900 clients through a team of 26 advisors, employing diversified portfolios that include ETFs, equities, fixed income, mutual funds, options, and alternative investments, supported by tax-aware strategies and operational tools.

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.

Edmon Tomes is a financial advisor at Level Four Capital Management with 26 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial. Outside of his advisory role, Tomes is an equity partner and CEO of a CPA firm and owns a retail franchise business. 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 investors. The firm employs a model-driven investment approach combining proprietary portfolios and external strategies, supported by an investment committee overseeing trade execution.

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.

Kim Sams is a financial advisor with Ethos Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Ethos in 2025, Sams worked at Chapwood CustomHedge Portfolio Advisory Services, LLC, Waterford Capital LLC, and Chapwood Capital Investment Management LLC. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, offering discretionary and non-discretionary investment management alongside financial planning and related consulting. The firm utilizes model portfolios and a Core Allocation strategy combining index-based exposures with diverse investment vehicles, supplemented by third-party research and 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.

David Stringer is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding a Series 63 designation and 40 years of industry experience. He has been with Prospera since 2000 and also owns PSE Wealth Management and Prospera Life & Annuity, Inc., providing financial planning and insurance services. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through 207 advisors across about 140 offices, offering a range of investment advisory and financial planning services through multiple platforms and customizable portfolio solutions.

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.

Tai Newman is a financial advisor with Wedbush Securities Inc. based in Dallas, TX. He holds a Series 66 designation and has been with Wedbush Securities since 2023. Prior to entering the financial industry, Tai spent several years in full-time education and worked at Defender Outdoors. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and SEC-registered investment advisory services, including wealth management, fixed income, commodities, securities lending, capital markets, and prime services.

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 in Stephenville, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Advisor Resource Council (formerly 360 Wealth Management, LLC) and LPL Financial since 2015. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and consulting services. The firm employs actively managed strategies that combine artificial intelligence tools with traditional fundamental analysis across diverse portfolios.

Shannon Reed is a financial advisor at M Holdings Securities, Inc. based in Dallas, TX, holding a Series 66 designation with three years of industry experience. Prior to joining M Holdings Securities, she worked at Fidelity Investments and held roles in mortgage and credit services. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients nationwide through a network of independent advisors. The firm offers a range of advisory services, including investment management, retirement plan consulting, financial planning, and sub-advisory services, utilizing multiple platforms and third-party managers.

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.