Donald Wellings is a financial advisor at Strategic Advisory Services, L.L.C. with six years of industry experience. He holds a Series 65 designation and has worked in various roles including at Shepherds Theological Seminary and Range Leather Company. Strategic Advisory Services, L.L.C. provides discretionary wealth management to individuals, trusts, estates, and business entities, managing over $184 million in discretionary assets. The firm offers portfolio management, oversight of third-party money managers, and financial planning services that include retirement distribution planning, frequently utilizing SEI Investments’ institutional programs with customized asset allocations.

Sue Grbac is a financial advisor at Strategic Advisory Services, L.L.C. in Houston, TX, holding a Series 65 credential with 23 years of industry experience. She has worked at Strategic Advisory Services since 2014 and has been involved with affiliated entities including Strategic Risk Management, Inc. and The Strategic Group, L.P. since 1985. Strategic Advisory Services provides wealth management, asset allocation, and third-party money manager oversight for individual clients, trusts, estates, and other entities. The firm emphasizes manager and asset-class selection and uses SEI and other third-party managed account programs, offering customized allocations and ongoing discretionary monitoring.

Jeremy Joiner is a CFP®-certified financial advisor with 17 years of experience, currently serving at Strategic Advisory Services, L.L.C. in Houston, TX. His work history includes over a decade at Strategic Advisory Services and a brief tenure at United Capital Financial Advisors. Strategic Advisory Services, L.L.C. provides discretionary wealth management to individuals, trusts, estates, and business entities. The firm manages approximately $185 million in discretionary assets across about 207 client relationships, offering portfolio management, third-party manager oversight, and integrated financial and retirement distribution planning.

Richard Grbac is a CFP® professional with 40 years of experience in the financial advisory industry. He has been with Strategic Advisory Services, L.L.C. since 2014 and previously worked with Viking 1082, GP, LLC, The Strategic Group, L.P., and Strategic Advisory Services, L.P. from 2004 to 2017. Strategic Advisory Services serves individual clients, including high-net-worth individuals, as well as trusts, estates, and other entities, providing wealth management, asset allocation, and oversight of third-party money managers. The firm typically uses SEI and other managed account programs, customizing allocations as needed and maintaining ongoing discretionary monitoring to align with client objectives.