Thomas Patrick Shepherd

Luis Whu is the sole advisor at Lulla Wealth Financial, an independent firm, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Securities Corporation and Bankers Life. Outside of advising, he is a licensed insurance agent offering various insurance products. Lulla Wealth Financial provides personalized wealth management and financial planning services to individuals and families, including high-net-worth clients. The firm operates on a fee-only, non-discretionary model, recommending investment programs and third-party managers while clients retain final investment decisions.

Tasha Shaheen is a financial advisor at Tactical Financial Planning Inc in Malabar, FL, holding a Series 65 designation with no prior advisory industry experience. She has worked in government contracting roles, including as an Estimating Manager at BSNC Government Services. Outside of financial advising, she serves as Vice President of byDesign Graphics and Marketing Inc, a design services company. Tactical Financial Planning Inc offers holistic financial planning and investment advisory services to individuals, families, and businesses. The firm emphasizes passive, long-term investment strategies using no-load index mutual funds, ETFs, and U.S. government securities, with tailored portfolio design based on clients’ tax situations, risk tolerance, and goals.

David Washburn is a CFP® and holds a Series 65 license, with 20 years of experience in the financial advisory industry. He has been with Washburn Capital Management, Inc. since 2005. The firm provides discretionary portfolio management and investment advice to individuals, trusts, foundations, retirement plans, and other entities, managing approximately $237 million across about 177 client relationships. Washburn Capital Management employs a broad investment approach, including equities, debt, mutual funds, ETFs (including digital asset ETFs), options, and derivatives, and customizes portfolios using asset-allocation principles alongside fundamental, cyclical, and technical analysis.

Henry Habgood is a financial advisor at Washburn Capital Management Inc. with six years of industry experience. He holds a Series 65 designation and has worked previously at Brown Advisory, Hillview Capital Advisors, Coastal Bridge Advisors, and APH, LLC. Outside of his advisory work, he serves as treasurer for Pickleball University, where he is involved in budgeting and project expense oversight. Washburn Capital Management provides discretionary portfolio management and investment advice to individuals, trusts, foundations, and retirement plans, managing approximately $237 million across about 177 client relationships. The firm employs customized portfolios using asset allocation, fundamental, cyclical, and technical analysis, and includes digital asset exposure as part of its investment offerings.

Robert Washburn is a CFP® with 23 years of industry experience. He has been with Washburn Capital Management, Inc. since 2005. Washburn Capital Management provides discretionary portfolio management and investment advice to individuals, trusts, foundations, retirement plans, and other entities. The firm manages approximately $237 million across 177 client relationships, employing a range of investment strategies including equities, bonds, mutual funds, ETFs (including digital asset ETFs), options, and other derivatives.

Trent Leyda is a financial advisor with Spirepoint Private Client, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley in various capacities from 2009 to 2023 before joining Spirepoint Private Client in 2023. Leyda is also a licensed insurance agent servicing clients on insurance policies. Spirepoint Private Client, LLC serves individuals, families, trusts, institutions, and retirement plans with discretionary investment management, financial planning, and consulting. The firm employs a multi-faceted investment process combining fundamental, technical, and relative-strength analysis with portfolio construction tools, offering both active and passive strategies tailored to client profiles.