Stephen Francis Shelvey III

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.

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.

Minab Mulugheta is a financial advisor at Everglade Capital, LLC with a Series 65 credential and over a decade of professional experience. His work history includes roles at PricewaterhouseCoopers, Celanese, NRL Mortgage Servicing, and Union Home Mortgage. Everglade Capital provides discretionary and non-discretionary portfolio management and consulting services to high-net-worth individuals, families, trusts, foundations, charitable organizations, and business entities. The firm also offers estate, succession, tax coordination, and family governance planning, with investment strategies that include diversified portfolios and access to alternative investments when appropriate.

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.