Richard Clark Coffey

Jonathan Lusk is a financial advisor at Dornick Wealth Management with 13 years of industry experience. He holds a Series 66 designation and has been associated with Dornick Wealth Management since 2025. In addition to his advisory role, he is President and Co-Founder of BirdDog Adventures, Inc., an unrelated business activity. Dornick Wealth Management serves primarily high-net-worth individuals and charitable organizations, combining discretionary investment management with comprehensive financial planning. The firm uses a blend of passive and active strategies based on asset allocation and modern portfolio theory, focusing on long-term investment horizons.

Ryan Briggs is a advisor at Paragon Financial Advisors with three years of industry experience. He holds a Series 65 designation and previously worked at RFG Advisory, LLC dba GFG Wealth Advisors, and Acquisition Integration LLC. Outside of his advisory work, he participates as a tournament specialist with Titleist, supporting charity golf events. Paragon Financial Advisors serves individuals, high-net-worth clients, pensions, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, financial planning, retirement-plan advisory, and access to third-party sub-advisers and private funds. The firm’s investment process emphasizes strategic asset allocation and fundamental analysis across a range of investment vehicles, complemented by concierge and family office–style support for certain clients.

Kristopher Hicks is a financial advisor with Paragon Financial Advisors in College Station, TX, holding Series 65 and Series 66 licenses and bringing 10 years of industry experience. His previous roles include positions at Janus Henderson Distributors, Janus Henderson Investors, First Eagle Investment Management, and Dimensional Fund Advisors. Paragon Financial Advisors provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, pensions, trusts, estates, charitable organizations, and business entities. The firm emphasizes strategic asset allocation and fundamental analysis, employing a range of investment vehicles and offering family office–style concierge services for eligible clients.

Caleb Russell is a CFP® professional with 11 years of industry experience, currently with Paragon Financial Advisors in College Station, TX. He previously worked for Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company for a decade. Outside of his advisory role, Caleb is a partner in the Rising Tide Podcast and serves as secretary on the board of the Harvey Little League Baseball nonprofit organization. Paragon Financial Advisors provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, pensions, trusts, estates, charitable organizations, and business entities. The firm emphasizes strategic asset allocation and fundamental analysis, offering family office–style support and third-party service introductions for eligible clients.

Stephen Mcgee is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Paragon Financial Advisors in College Station, TX. He has worked at Paragon Financial Advisors since 2016 and previously spent a year at Mass Mutual Investors Services. Outside of his advisory role, Mcgee is a color commentator for Texas A&M football broadcasts with KBTX Sports and TexAgs. Paragon Financial Advisors provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and various institutional entities. The firm’s investment approach emphasizes strategic asset allocation and fundamental analysis, employing diverse vehicles such as mutual funds, ETFs, individual securities, and alternative investments, with ongoing account monitoring and systematic rebalancing.

David Hailey is a CFP® with 19 years of industry experience at Paragon Financial Advisors in College Station, TX. He has been with the firm since 2007. Outside of his advisory role, Hailey serves as president of Hailey Bar W Ranch, Inc. and the Wall Foundation, Inc., both involved in agricultural and ranching operations. Paragon Financial Advisors provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, pensions, trusts, estates, charitable organizations, and business entities. The firm’s investment approach emphasizes strategic asset allocation and fundamental analysis, utilizing a range of investment vehicles alongside systematic rebalancing and periodic account reviews.