Matthew Michael Johnson

Edward Foraker is a financial advisor with Sowell Management, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. His career includes roles at Clarus Wealth Advisors, WFG Advisors, and Williams Financial Group. Outside of financial advising, he is an owner and managing member of CBM Gas Company LLC and Okan Gas Company LLC, both involved in oil and gas production and lease operations. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm employs multiple management styles with portfolios typically constructed from mutual funds, ETFs, and individual securities, and offers services including discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory support.

Kc Trace is a financial advisor at Verity Asset Management with seven years of industry experience. He holds a Series 65 designation and has been with Verity since 2019. Additionally, he has worked with Teacher's Pension since 2006. Verity Asset Management is a multi-team SEC-registered firm managing approximately $1.15 billion and serving individuals across wealth levels, retirement plan sponsors, institutional clients, and other advisers. The firm employs a largely model-based investment process with tactical asset allocation and offers customized portfolio management, retirement plan consulting, and sub-advisory services.

Brooke Barnes is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked with Mutual of Omaha/United since 2006. In addition to her advisory role, she is also active as an insurance agent specializing in life, health, and annuity products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, money manager relationships, and managed account programs. The firm primarily delivers solutions through a platform relationship with Envestnet and integrates broker-dealer and insurance businesses within the Mutual of Omaha group.

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.

Melissa Dinatale is a financial advisor at Ameriprise with seven years of experience at the firm and two years in the industry. She previously worked at M Scott & Co., Inc., the Law Office of Robert Abrams, and Pascussi, Pascussi and Stoker. Dinatale holds a Series 66 designation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Paul Takhar is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and Jpmorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.