Jordan Erwin Mc Farland

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.

John Wessels is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63, 66, and 65 licenses and with 17 years of industry experience. He has worked at Fusion Capital Management since 2020 and operates Wessels Financial Services independently. His other business activities include life and annuity insurance sales. Coppell Advisory Solutions LLC operates under the Fusion Investment Advisors brand, offering discretionary portfolio management and financial planning services to a diverse client base, including individuals, pension plans, trusts, estates, charities, and business entities. The firm employs an open-architecture investment platform using internally and externally developed asset allocation models and a wide range of investment tools, with continuous monitoring and periodic rebalancing.

Robert Hrnicek is a CFP® professional with 24 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial and has previously worked at Wells Fargo Advisors, Morgan Stanley and Merrill Lynch. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, supporting clients through tailored strategies and a broad affiliate network.

Dominic Hilario Javier is the principal of DEAJ Insurance and Investments Consulting, holding a Series 65 license and entering his first year in the financial advisory industry. He has prior experience with DEAJ Investments LLC and SGC Investments Limited. Outside of advisory services, he is involved with DEAJ Oil and Gas Consulting. DEAJ Insurance and Investments Consulting provides financial planning and non-discretionary investment advisory services to individuals, families, businesses, and nonprofit organizations. The firm combines licensed insurance brokerage and risk-management services with investment advice, offering portfolio approaches that include both third-party managed accounts and actively managed investments across a broad range of asset classes.

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.

Theo Halbardier is a CFP® certificant with seven years of industry experience. He is currently the sole advisor at The Financial Sciences Company, LLC, an independent firm he joined in 2025. His prior work includes roles at Sealy Investment Securities, Ashford Securities, and Bank of America, among others. The Financial Sciences Company, LLC is a newly formed, state-registered investment adviser that plans to serve a diverse client base, including individuals, families, trusts, and retirement plans. The firm employs a tailored investment process combining fundamental, macroeconomic, technical, and quantitative analysis, and offers services such as portfolio management, financial planning, retirement-plan consulting, and educational seminars.