Barry Doering

Louis Hughes is a CFP® professional with 28 years of industry experience. He has worked with Dovetail Wealth Management, LLC since 2018 and previously spent 20 years at Investment Centers of America, Inc. Hughes serves as a board member of both the Temple College at Taylor Foundation and City National Bank. Dovetail Wealth Management serves individual, trust, retirement plan, and business clients with portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a model-driven approach combining fundamental and technical analysis, asset allocation, and third-party manager selections to manage approximately $333 million for about 857 clients.

Mary Yi is a financial advisor at Dovetail Wealth Management, LLC with one year of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial and SHB&C, LLC. Yi also serves as a wealth manager in non-variable insurance activities on a limited basis. Dovetail Wealth Management serves individuals, trusts, retirement plans, and business entities through portfolio management, financial planning, and retirement-plan consulting. The firm uses a process that combines client discovery with model-driven strategies and third-party manager selections, employing asset allocation, fundamental and technical analysis, and periodic rebalancing.

Michael De Rosa is a financial advisor at Dovetail Wealth Management, LLC with 25 years of industry experience. He holds a Series 63 designation and has worked at firms including SII Investments, Inc. and My Legacy Advisors, LLC. In addition to his advisory work, he is a certified public notary. Dovetail Wealth Management serves individuals, trusts, retirement plans, and business entities through portfolio management, financial planning, and retirement-plan consulting. The firm uses a process centered on client discovery and employs model-driven strategies, third-party manager selections, and a combination of fundamental and technical analysis.

John Rowden is a financial advisor with Forthright Capital, holding Series 63, 65, and 66 licenses and four years of industry experience. His prior roles include positions at Equis Financial, Verity Asset Management, Teacher's Pension, and Dell Technologies. Outside of advisory work, he is an independent agent soliciting life insurance and annuity business. Forthright Capital Advisory manages approximately $107.7 million in discretionary assets for individuals, retirement plans, corporations, and charitable organizations. The firm primarily employs passive investment management using model portfolios and also utilizes outside managers when appropriate, with regular quarterly account reviews conducted by firm oversight and adviser representatives.

Delmar Mckinney II is a financial advisor at Concorde Asset Management, LLC with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Concorde since 2016. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers. The firm builds individualized portfolios using asset allocation and model-based strategies across proprietary and third-party platforms while offering ERISA retirement-plan advisory services and participant advice.

Rebecca Irey is an Investment Advisor Representative at Gradient Advisors, LLC with Series 63 and Series 65 credentials. She has been with Gradient Advisors since 2025 and also owns Blue Skye Financial, a financial planning firm based in Hutto, TX. Prior to her advisory roles, she has operated RI Transcription Solutions since 1995 and participates in the Federal Employee Advocate Program. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm operates primarily through third-party money managers and Investment Advisor Representatives, employing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis in portfolio strategies.