Edward Foraker

Todd Sorensen is a CFA® charterholder and holds a Series 63 license with 27 years of industry experience. He has been the principal advisor at Victory Wealth Management, LLC since 2010. The firm serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Victory Wealth Management provides discretionary portfolio management primarily, using fundamental, technical, and cyclical analysis, and manages approximately $69 million in discretionary assets.

Matthew Johnson is a financial advisor at Marathon Financial Advisors with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Marathon Financial Advisors since 2005. Marathon Financial Advisors provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation framework with a core-and-satellite approach and global diversification, primarily using no-load mutual funds and ETFs, and manages nearly all assets on a non-discretionary basis.

James Anadon is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently with Caitlin John, LLC, where he has worked since 2022. His prior experience includes roles at Pillar6 Advisors, LLC, World Equity Group, and Pacific Equity Partners. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and other institutions by providing investment management, financial planning, consulting, and qualified retirement plan services. The firm offers personalized investment programs combining active and passive management, third-party portfolio managers, and a variety of instruments, operating both wrap and non-wrap accounts alongside consulting on non-traditional and private investments.

Daniel Boulware is a financial advisor at The Institute with 10 years of industry experience. He holds a Series 65 designation and has worked at firms including Platinum Wealth Management LLC and Institute For Wealth Advisors, Inc. Outside of advising, he is also an insurance agent with various agencies on an infrequent basis. The Institute for Wealth Management provides investment management and financial planning services to individuals, trusts, retirement plans, charitable organizations, and business entities. The firm uses a team approach combining fundamental and technical analysis to construct diversified model portfolios, offering a range of strategies including ESG-focused ETFs, sector rotation, and alternative income, and manages over $1 billion in assets.

Kc Trace is a financial advisor at Verity Asset Management with six years of industry experience. He holds a Series 65 designation and has worked at Verity since 2019. In addition to his advisory role, Kc has been involved with Teacher's Pension since 2006. Verity Asset Management is an SEC-registered investment adviser that provides discretionary portfolio management, model portfolio services, retirement-plan advisory, and financial planning to individual, corporate, institutional clients, and other advisers. The firm employs a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party models while operating under fiduciary and ERISA standards.

Brooke Barnes is a financial advisor at Mutual of Omaha Investor Services, Inc. with 22 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Mutual of Omaha since 2006. In addition to her advisory role, she is an insurance agent specializing in life, health, and annuity products. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of financial planning and managed account solutions through its network of Investment Advisor Representatives.