Investor FAN

Scott Bowhay is a financial advisor at Investor FAN with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors Financial Network and other firms. Bowhay 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 a diverse client base, including high-net-worth individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs a range of analytical approaches and investment strategies, managing over $427 million in discretionary assets as of December 31, 2024.

Margaret Connelly is a CFA® charterholder and holds a Series 65 license, currently serving as a financial advisor at Investor FAN. She has over a year of industry experience, with prior roles at Visible Wealth Planning and Equita Financial Network, Inc. Before entering the financial advisory field, she spent 15 years with the Georgia Retirement System and three years as a full-time homemaker. Investor FAN offers investment management, financial consulting, and retirement plan advisory services to individuals, retirement plans, trusts, foundations, and charitable organizations. The firm employs a diversified investment approach incorporating Modern Portfolio Theory and various analytical methods, managing over $427 million in discretionary assets as of the end of 2024.

Dale Teachout is a financial advisor at Investor FAN with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Teachout Investment Management since 2000. Investor FAN provides investment management, financial consulting, and retirement plan advisory services to individuals, employer-sponsored plans, trusts, foundations, and charitable organizations. The firm uses a diversified investment approach incorporating Modern Portfolio Theory, fundamental and technical analysis, and offers discretionary portfolio management with flexibility in various strategies.

Rod Ehrlich is a financial advisor at Investor FAN with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with RIA Systems, LLC since 2012, where he spends the majority of his time providing back-office services to registered investment advisors. Investor FAN offers investment management, financial consulting, and retirement plan advisory services to individuals, employer-sponsored plans, trusts, foundations, and charitable organizations. The firm employs a diversified investment approach incorporating Modern Portfolio Theory and various analytical techniques, managing over $427 million in discretionary assets as of the end of 2024.

Francois Bigot is a CFP® and Series 66-licensed advisor with 16 years of industry experience. He has worked at Investor FAN since 2026 and previously held roles at Edward Jones and Cape Securities / Financial Concierge Concepts. Investor FAN provides investment management, financial consulting, and retirement plan advisory services to individuals, employer-sponsored plans, trusts, foundations, and charitable organizations. The firm uses a comprehensive investment approach that incorporates Modern Portfolio Theory alongside fundamental, technical, cyclical, and macroeconomic analysis, managing over $427 million in discretionary assets as of the end of 2024.

Deborah Ellis is a CFP® with 14 years of industry experience, currently serving at Investor FAN. Her prior roles include positions at Cogent Independent Advisors, Inc. and Blend Financial, Inc. She is also an author and speaker, having published books on financial services. Investor FAN provides investment management, financial consulting, and retirement plan advisory services to individual clients, employer-sponsored plans, trusts, foundations, and charitable organizations, using a disciplined investment approach that incorporates Modern Portfolio Theory and multiple analytical methods.

Lauren Legendre is a CFP® professional affiliated with Investor FAN, with over 18 years of industry experience including a 17-year tenure at Brahman Capital, LLC. She has also been associated with Visible Wealth Planning since 2025. Investor FAN provides investment management, financial consulting, and retirement plan advisory services to individual clients, employer-sponsored plans, trusts, foundations, and charitable organizations. The firm employs a range of analytical techniques and flexible strategies in portfolio construction and manages over $427 million in discretionary assets.

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 has previously worked at American Independent Securities Group, LLC and Rockwood Stone Wealth Management. Clark is also an independent insurance agent through RMM Planning, LLC. Investor FAN provides investment management, financial consulting, and retirement plan advisory services to individuals, employer-sponsored plans, trusts, foundations, and charitable organizations. The firm employs a diversified investment approach incorporating Modern Portfolio Theory and various analytical methods, managing discretionary portfolios with flexibility to use multiple strategies and external managers.

Andrea Stiernstrand is a financial advisor at Investor FAN with one year of industry experience. She holds a Series 65 designation 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, employer-sponsored retirement plans, trusts, foundations, and charitable organizations. The firm employs a multifaceted investment approach incorporating Modern Portfolio Theory and various analytical methods, managing over $427 million in discretionary assets as of December 31, 2024.

Sofia Iglesias Gonzalez is a CFP® and holds a Series 63 license with over seven years of industry experience. She has worked at UBS Financial Services and J.P. Morgan before joining Investor FAN and Visible Wealth Planning. Investor FAN provides investment management, financial consulting, and retirement plan advisory services to individuals, employer-sponsored plans, trusts, foundations, and charitable organizations. The firm uses a disciplined investment approach that incorporates Modern Portfolio Theory and multiple analytical methods, managing over $427 million in discretionary assets.

Maggie Sayers is a CFP® and Series 65-licensed financial advisor with over 13 years of industry experience. She currently works at Investor FAN and Visible Wealth Planning, having previously spent 13 years at Gunther Wealth Management. Outside of advising, she is involved with Method Financial Planning, providing back office operations and support. Investor FAN serves a diverse client base including individuals, employer-sponsored retirement plans, trusts, foundations, and charitable organizations. The firm employs a multi-strategy investment approach that incorporates Modern Portfolio Theory and various analytical methods, managing over $427 million in discretionary assets as of the end of 2024.

Vincent Donivan is a financial advisor with Investor FAN in Coeur D'alene, ID, 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 at LPL Financial from 2013 to 2016. Outside of his advisory role, 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, employer-sponsored plans, trusts, foundations, and charitable organizations. The firm employs a diversified investment approach incorporating Modern Portfolio Theory along with fundamental, technical, cyclical, and macroeconomic analysis, managing over $427 million in discretionary assets as of the end of 2024.

Todd Carter is a financial advisor at Investor FAN with 39 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Private Client Services LLC and Trutina Financial, among others. Investor FAN provides investment management, financial consulting, and retirement plan advisory services to individuals, employer-sponsored plans, trusts, foundations, and charitable organizations. The firm employs a diverse investment approach incorporating Modern Portfolio Theory and various analytical methods, managing discretionary portfolios with flexibility in strategies and asset types.

Brian Stallcop is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Investor FAN. He has held roles at Sherpa Wealth Strategies and LPL Financial over the past 13 years. Outside of advisory work, he is involved in life, fixed, disability, and long-term insurance sales. Investor FAN provides investment management, financial consulting, and retirement plan advisory services to individual clients, employer-sponsored plans, trusts, and charitable organizations. The firm employs a diversified investment approach incorporating Modern Portfolio Theory and various analytical methods, managing over $427 million in discretionary assets as of December 31, 2024.

Jeffrey Hughes is a financial advisor at Investor FAN with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Investor FAN since 2014. Investor FAN provides investment management, financial consulting, and retirement plan advisory services to individuals, employer-sponsored plans, trusts, foundations, and charitable organizations. The firm employs a multifaceted investment approach that includes Modern Portfolio Theory and various analytical methods, managing over $427 million in discretionary assets as of the end of 2024.