Matthew Johnson

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.

Edward Foraker is a financial advisor with Sowell Management and holds Series 63 and Series 65 credentials. He has 53 years of industry experience, including prior roles at Clarus Wealth Advisors, WFG Advisors, and Williams Financial Group. Outside of advisory work, he is owner and managing member of two oil and gas production companies, CBM Gas Co, LLC and Okan Gas Co, LLC. Sowell Management provides investment advisory and related services to a diverse client base, including individuals, retirement plans, corporations, and institutions. The firm operates through an independent contractor model, offering portfolio management, financial planning, and sub-advisory services supported by a platform that includes model portfolios and third-party managers.

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.

Mark Steitz is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Valic Financial Advisors, Bank of America NA, Merrill Lynch, and Wells Fargo. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices nationwide.

Bronson Booth is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles in various companies across sectors including hospitality, energy, and retail. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.