Heather Jeann Brown

Brian Tamplen is the principal of Bird Dog Trading Corporation and holds a Series 65 designation with 15 years of industry experience. His prior roles include positions at Galeforce Capital Management, Origis Energy, Acclaim Energy Services, and Champion Energy Services. Tamplen serves as a director for BioCapital Holdings Corporation, a company involved in DNA research and development. Bird Dog Trading Corporation provides investment services to individuals, trusts, and corporations with a focus on trading, risk management, and asset management across equities, equity options, and other financial instruments. The firm emphasizes a tailored approach and active trading strategies, serving a client base that includes both retail and institutional entities.

David Allen is a financial advisor at FB Advisory Services, LLC with 24 years of industry experience. He has held his current role since 2010 and holds Series 63 and Series 65 licenses. FB Advisory Services provides personalized financial planning, consulting, and discretionary portfolio management primarily for individual households, trusts, estates, charitable organizations, and small businesses. The firm employs a rules-based, trend-following growth discipline alongside a fixed-income strategy, using a mix of ETFs, mutual funds, bonds, and occasionally individual stocks and alternative positions, managing portfolios mainly on a discretionary basis.

David Martin is the sole advisor at FB Advisory Services, LLC in Livingston, TX, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with FB Advisory Services since 2007 and also operates Martin Financial Services Inc, an employee benefits-related business he has owned since 1986. Additionally, Martin has experience as an investment advisor representative with TCG Advisors, LP. FB Advisory Services provides personalized investment advisory and financial planning for individuals, trusts, estates, charitable organizations, and business entities, managing approximately $8.6 million across 50 clients. The firm employs a risk-managed investment approach utilizing trend-following growth strategies and actively managed fixed income disciplines, primarily investing in ETFs, bonds, structured notes, mutual funds, and selected equities.

Eric Judy is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with CreativeOne Securities since 2016 and is also president of Judy Financial Group, Inc., which focuses on Medicare and Medicare Supplement and Advantage Plans. Additionally, he is president of Annuity Guys, a marketing platform that generates leads for Judy Financial Group. CreativeOne Securities is a multi-advisor firm serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers through a combination of project-based planning and ongoing asset management.

Nancy Carley is a financial advisor at PNC Wealth Management with 42 years of industry experience. She has held prior roles at BBVA Compass Insurance Agency, BBVA Securities Inc., and Compass Bank. Carley holds Series 63 and Series 65 licenses. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist product for employees. The firm uses algorithm-driven risk assessments and delegates portfolio execution to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Clayton Gilcrease is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2000. Outside of his advisory role, he is a partner in Emjade, LLC, a holding entity for personal investments. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals.