Nancy Carley

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.

John Lovett is a financial advisor at Trinity Neches with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Trinity Neches since 2016, following three years at Ascension Capital Advisors, Inc. He serves as an Investment Committee Member for the Masonic Home & School of Texas and is a trustee of Lovett Cemetery in Shepherd, TX. Trinity Neches advises individuals, including high-net-worth clients, as well as trusts, estates, and business entities, offering discretionary private wealth management, financial planning, and corporate retirement plan services. The firm builds individualized, long-term investment plans and manages accounts using fundamental, technical, and cyclical analysis across a broad range of instruments.

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.

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.