Investor Fan

Scott Bowhay is a financial advisor with Investor Fan who holds Series 63 and Series 65 credentials and has 47 years of industry experience. His prior work includes roles at Wells Fargo Advisors Financial Network LLC and MSH Capital Advisors. He is also the managing partner of Bowhay Investments LLC, where he provides investment advisory services to individuals and foundations. Investor Fan offers investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, employer-sponsored retirement plans, foundations, trusts, and estates. The firm uses a portfolio approach based on Modern Portfolio Theory, incorporating fundamental, technical, cyclical, and macroeconomic analysis, and typically reviews client accounts quarterly or more frequently.

Margaret Connelly is a CFA® charterholder and holds a Series 65 license with one year of experience in the financial industry. She has worked at Investor FAN, Visible Wealth Planning, and Equita Financial Network, Inc., and previously spent 15 years with the Georgia Retirement System. Prior to entering the financial field, she was a full-time homemaker for three years. Investor FAN is a team-based firm with 14 advisors that provides investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, and institutional investors. The firm employs a multi-disciplinary investment approach based on Modern Portfolio Theory and incorporates fundamental, technical, cyclical, and macroeconomic analysis in portfolio construction.

Dale Teachout is a financial advisor at Investor Fan with 26 years of industry experience. He has been associated with Teachout Investment Management since 2000. Investor Fan provides investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, employer-sponsored retirement plans, foundations, trusts, and estates. The firm employs an investment approach based on Modern Portfolio Theory and incorporates fundamental, technical, cyclical, and macroeconomic analysis when constructing portfolios.

Rod Ehrlich is a financial advisor with Investor Fan, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been involved with RIA Systems, LLC and Investor's Fiduciary Advisor Network, LLC since 2012, spending most of his time working with RIA Systems, which provides back-office services for other registered investment advisors. Investor Fan offers investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, employer-sponsored retirement plans, foundations, trusts, and estates. The firm employs a diversified investment approach incorporating Modern Portfolio Theory and various analytical methods, tailoring portfolios to client goals and coordinating with other professionals such as CPAs and estate attorneys.

Francois Bigot is a CFP® with 17 years of industry experience, currently serving at Investor FAN. His career includes roles at Edward Jones, Cape Securities / Financial Concierge Concepts, BB&T Investment Services, and Wells Fargo Clearing. Investor FAN provides investment management, financial consulting, and retirement plan advisory to individuals, high-net-worth clients, employer-sponsored plans, foundations, trusts, and estates. The firm employs a diversified investment approach grounded in Modern Portfolio Theory and integrates fundamental, technical, cyclical, and macroeconomic analysis in portfolio construction.

Deborah Ellis is a CFP® with 15 years of experience in financial advising. She is currently with Investor Fan, part of a 14-advisor team, and previously worked at Cogent Independent Advisors, Inc. and Blend Financial, Inc. Ellis is also an author and speaker, having published financial services books. Investor FAN provides investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, and institutional clients. The firm employs a tailored portfolio approach based on Modern Portfolio Theory and multiple analytical methods, managing accounts on a discretionary basis while coordinating with other professionals.

Lauren Legendre is a CFP® professional affiliated with Investor FAN in Plaquemine, LA. She has one year of industry experience, with prior roles at Visible Wealth Planning and Brahman Capital, LLC. Investor FAN offers investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, and institutional entities. The firm employs a investment approach based on Modern Portfolio Theory, utilizing various analytical methods and a diverse range of investment vehicles tailored to client goals.

Kenneth Clark is a financial advisor with Investor Fan in Las Vegas, NV, holding a Series 66 designation and 11 years of industry experience. He previously worked at American Independent Securities Group, LLC and Rockwood Stone Wealth Management. Clark also works as an independent insurance agent through RMM Planning, LLC. Investor FAN provides investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, and various institutional entities. The firm employs a diversified investment approach based on Modern Portfolio Theory and coordinates client portfolios with other professional advisors.

Andrea Stiernstrand is a Series 65 licensed financial advisor with one year of industry experience. She is currently with Investor FAN and has previously worked at Visible Wealth Planning, Equita Financial Network, Inc., and Foxhaven Asset Management. Investor FAN provides investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, employer-sponsored retirement plans, foundations, trusts, and estates. The firm employs a diversified investment approach incorporating Modern Portfolio Theory and fundamental, technical, cyclical, and macroeconomic analysis to tailor portfolios to clients’ goals.

Sofia Iglesias Gonzalez is a CFP®-certified financial advisor with Investor Fan. She has experience with prominent firms, including UBS Financial Services and J.P. Morgan, totaling over a decade in the industry. Investor Fan offers investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, employer-sponsored retirement plans, foundations, trusts, and estates. The firm employs a multifaceted investment approach based on Modern Portfolio Theory and various analysis methods, tailoring portfolios to client goals while coordinating with other advisors.

Vincent Donivan is a financial advisor with Investor Fan, holding a Series 66 designation and 15 years of industry experience. He has worked at Investor's Fiduciary Advisor Network, LLC since 2017 and previously spent three years at LPL Financial. Outside of advising, he is involved in real estate investment and development through several holding companies. Investor FAN provides investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, employer-sponsored plans, foundations, trusts, and estates. The firm employs a portfolio construction approach based on Modern Portfolio Theory and various analytical methods, tailoring strategies to client goals and coordinating with other professional advisors.

Todd Carter is a financial advisor with Investor Fan, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Private Client Services LLC, Trutina Financial, Pacific West Financial Consultants Inc, and Mutual Service Corporation, as well as a period of retirement from 2021 to 2024. Investor Fan provides investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, employer-sponsored retirement plans, foundations, trusts, and estates. The firm employs a Modern Portfolio Theory approach and integrates fundamental, technical, cyclical, and macroeconomic analysis in portfolio construction.

Jeffrey Hughes is a financial advisor at Investor Fan with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Investor Fan for 12 years. Investor Fan provides investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, employer-sponsored retirement plans, foundations, trusts, and estates. The firm uses a Modern Portfolio Theory-based investment approach, incorporating fundamental, technical, cyclical, and macroeconomic analysis to tailor portfolios to each client's goals.

Margo Porter Panfili is a financial advisor with Investor Fan, holding a Series 66 designation and 18 years of industry experience. She has been with Investor Fan since 2012. Outside of her advisory role, she provides tax accounting and preparation services through Panfili Financial Services. Investor Fan serves individuals, high-net-worth clients, employer-sponsored retirement plans, foundations, trusts, and estates by offering investment management, financial consulting, and retirement plan advisory. The firm uses Modern Portfolio Theory combined with various analytical methods to tailor portfolios to client goals and coordinates with other professionals such as CPAs and estate attorneys.