Joana Montero Flores

Bryan Lee is a CFP® with 23 years of industry experience, serving as an advisor at Strategic Financial Planning, Inc. since 1999. Strategic Financial Planning, Inc. provides discretionary wealth management and financial planning to individuals, pension plans, charitable organizations, and businesses. The firm primarily allocates assets among the portfolio best suited for each client's particular situation.

Jordan McFarland is a financial planner with SageSpring Wealth Partners in Frisco, TX, holding Series 63 and Series 65 licenses as well as the CFP® designation. Jordan is also an Enrolled Agent, permitted to practice before the IRS, and focuses on tax planning for business owners and founders. SageSpring Wealth Partners manages approximately $8.5 billion in discretionary assets and serves a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management, financial planning, and retirement plan consulting, utilizing a goals-based approach that incorporates asset allocation, ongoing monitoring, and both fundamental and technical analysis.

Jian Kong is a financial advisor at Amerina International Capital Management LLC in Dallas, TX, with 13 years of industry experience. He holds a Series 65 designation and has been with Amerina since 2012, also working at Alphabetwise Capital LLC since 2022. Kong serves as the managing member of Amerina, overseeing daily operations and investment management. Amerina International Capital Management LLC provides discretionary investment supervisory services to individuals, high-net-worth clients, and corporations. The firm employs a blend of fundamental, technical, charting, and cyclical analysis, utilizing both long- and short-term trading strategies with discretionary authority to execute transactions on behalf of clients.

David Weber is the sole advisor at Uniplan Financial Investments Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been affiliated with Uniplan Financial Investments since 2013 and has a long-standing career dating back to 1986 through his ownership and presidency of Uniplan Financial Services, Inc. Outside of his advisory role, Weber serves as treasurer for the Dallas Association of Health Underwriters. Uniplan Financial Investments provides financial planning and consulting services primarily to individual and high-net-worth clients, referring assets to third-party money managers. The firm offers customized advice through documented investment objectives and ongoing support but does not exercise discretionary trading authority or custody client assets.

Carlos Lopez Jr. is the sole advisor at Two Pillars Asset Management in Frisco, TX, with 14 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has worked at the firm since 2019, following two years at CWM Advisors, LLC d/b/a Inspire. Two Pillars Asset Management is an independent registered investment adviser serving individuals, high-net-worth clients, ERISA plans, and charitable organizations. The firm combines faith-based investing with quantitative and fundamental analysis, providing discretionary portfolio management, financial and estate planning coordination, and model portfolio services.

Collin Lafollette is a financial advisor at Bent Tree Trust Advisors, LLC with 22 years of industry experience. He holds a Series 63 designation and has worked with Bent Tree Trust Advisors since 2018. Outside of his advisory role, Lafollette is a partner and investor in KDL Medical Inc., a non-investment-related business. Bent Tree Trust Advisors is a single-adviser independent firm serving individual clients with financial planning, investment advisory, and portfolio oversight services, integrating insurance and annuity solutions alongside advisory work.