Samuel John Keenan

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.

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.

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.

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.