Brian Tamplen

David Allen is a financial advisor at FB Advisory Services, LLC in Livingston, Texas, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with FB Advisory Services since 2010. FB Advisory Services provides personalized investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm’s investment approach emphasizes risk management through a combination of trend-following growth strategies and actively managed fixed income disciplines, utilizing ETFs, bonds, structured notes, mutual funds, and select equities.

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.

Donald Blowers is a financial advisor at Blue Jean Financial LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Thrivent Investment Management Inc. for seven years. Outside of advisory work, he contracts as a food delivery driver and is also a licensed insurance agent. Blue Jean Financial LLC serves individuals, trusts, estates, nonprofits, and businesses with discretionary investment management and financial planning. The firm’s seven-person team manages approximately $95 million and constructs custom portfolios using low-cost mutual funds, ETFs, and individual securities with a primarily long-term investment approach.

Nancy Carley is a financial advisor with PNC Wealth Management and holds Series 63 and Series 65 licenses. She has 41 years of industry experience, including roles at BBVA Compass Insurance Agency, BBVA Securities, and Compass Bank prior to joining PNC Wealth Management in 2022. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and third-party managed model portfolios primarily composed of mutual funds and ETFs.

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.

Jeffrey Webb is a financial advisor with Equitable Advisors in Coldspring, TX, holding Series 63, 65, and 66 licenses and 27 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he is involved with Chesapeake Operating, Inc., a natural gas lease company. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model that combines advisory and brokerage channels tailored to client goals, risk tolerance, and time horizon.