Savannah Forster is a financial advisor with Strategic Financial Concepts, LLC in San Antonio, TX, holding a Series 66 designation and six years of industry experience. She has previously worked at LPL Financial LLC, Wells Fargo Clearing, and First Command Financial Planning. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary investment management using model portfolios and third-party managers, along with integrated insurance-related activities and multiple LPL program offerings.

Steven Romano is a financial advisor with Strategic Financial Concepts, LLC in Edmond, Oklahoma. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to joining Strategic Financial Concepts in 2016, he has worked with LPL Financial since 2006. Outside of his advisory work, Romano teaches a class at a church affiliated with the Ron Blue Institute. Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party manager solutions, often integrating financial planning with investment management.

Philip Wetzel, Jr. is a financial advisor with Strategic Financial Concepts, LLC in Fort Worth, TX, holding a Series 66 designation and 26 years of industry experience. He previously worked at WWK Wealth Advisors and Whitney Wetzel & Kuether, L.L.C., and has maintained a long-standing association with LPL Financial. Outside of his advisory role, he serves as a director of Wetzel Financial Strategies, LLC. Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary portfolio management, financial planning, and consulting, employing both fundamental and technical analysis as well as third-party manager solutions, with ongoing supervision and rebalancing.

Richard Edgett is a financial advisor at Strategic Financial Concepts, LLC with three years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Victory Capital Management, Edward Jones, Merrill Lynch, and Simmons Bank. Outside of finance, he operates Texas Range Meats, a small business focused on dehydrated meats and spices. Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, plans, trusts, charitable organizations, and businesses. The firm offers discretionary investment management using model portfolios and third-party managers, combining fundamental and technical analysis across various securities, and has a notable focus on insurance-related activities within its multi-team structure.

Humberto Moreno is a CFA® charterholder with 32 years of industry experience. He is currently with Strategic Financial Concepts, LLC, where he has worked since 2017, following prior roles at Synergy Financial Group, LLC and LPL Financial LLC. Outside of his advisory work, Moreno is involved with Transmission Golf, representing business interests related to golf. Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party manager solutions, often integrating financial planning with investment management.

Ryan Bubela is a financial advisor with Strategic Financial Concepts, LLC in Austin, TX, holding a Series 66 designation and 21 years of industry experience. He has been with both Strategic Financial Concepts and LPL Financial LLC since 2009. Outside of advisory services, he is involved in insurance sales, focusing on non-variable and fixed insurance products. Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary portfolio management using fundamental and technical analysis, model portfolios, third-party manager solutions, and integrates financial planning with investment management.

Coby Huerta is a financial advisor with Strategic Financial Concepts, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior roles include positions at LPL Financial, LLC and Charles Schwab & Co., Inc. Huerta has a background that includes employment at St. Edwards University and HEB Grocery. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers comprehensive financial planning and discretionary investment management using model portfolios and third-party managers, with a distinctive focus on insurance-related activities and integration of multiple LPL program offerings.

Richard Tarbell Jr. is a financial advisor with Strategic Financial Concepts, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Strategic Financial Concepts since 2019 and has been affiliated with LPL Financial since 2015. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to individuals, plans, trusts, charities, corporations, and other entities. The firm offers comprehensive financial planning and discretionary investment management that integrates fundamental and technical analysis across various asset classes, and it distinguishes itself through insurance-related activities and multiple LPL-sponsored program offerings.

Wayne Schwartz is a financial advisor with Strategic Financial Concepts, LLC in Austin, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Strategic Financial Concepts since 2011 and has worked as a self-employed life insurance agent since 1976. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers comprehensive financial planning and discretionary investment management, utilizing model portfolios and third-party money managers, and is noted for integrating insurance-related activities within its multi-team advisory practice.

Leslie Wagner is a financial advisor with Strategic Financial Concepts, LLC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. She has worked with LPL Financial since 2009 and with Strategic Financial Concepts since 2008. Outside of her advisory role, Leslie is involved in direct sales of Mary Kay cosmetics. Strategic Financial Concepts provides personalized investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth households, retirement plans, trusts, and charitable organizations. The firm offers discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party managers, integrating financial planning with investment management.

Adam Straseske is a financial advisor with Strategic Financial Concepts, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at LPL Financial since 2009 and at Strategic Financial Concepts since 2008. Outside of his advisory roles, he has authored financial planning content under the name "Home Run Financial Planning." Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, charitable organizations, corporations, and other business entities. The firm offers discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party manager solutions, often integrating financial planning with investment management.

Thomas Meyer is a financial advisor with Strategic Financial Concepts, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Strategic Financial Concepts since 2012 and has been affiliated with LPL Financial LLC since 2009. Meyer also serves as Vice President of Benefit Planning Group, where he sells various insurance products including health, life, dental, and disability income insurance. Strategic Financial Concepts provides personalized investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party manager solutions, often integrating financial planning with investment management.

George Gomez is a financial advisor with Strategic Financial Concepts, LLC in El Paso, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His career includes roles at LPL Financial LLC and Lincoln Financial Securities Corporation. He provides investment advisory services through Strategic Financial Concepts, an independent registered investment advisor firm. Strategic Financial Concepts offers personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs both fundamental and technical analysis, model portfolios, and third-party manager solutions with ongoing supervision and rebalancing, often integrating financial planning with investment management.

Eddie Hebert is a financial advisor with Strategic Financial Concepts, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Strategic Financial Concepts since 2025 and has concurrently been associated with Associated Credit Union and LPL Financial since 2008. Strategic Financial Concepts provides personalized investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party manager solutions, often integrating financial planning with investment management.

Madison Franklin is a financial advisor with Strategic Financial Concepts, LLC, holding a Series 66 designation and five years of industry experience. Madison has worked at Strategic Financial Concepts since 2020 and has been associated with LPL Financial and National Financial Alliance since 2019. Outside of financial services, Madison was involved with Boerne Invado Volleyball in 2017 and worked at the University of Texas at San Antonio from 2016 to 2019. Strategic Financial Concepts, LLC offers personalized investment advisory and financial planning services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs discretionary investment management with model portfolios and third-party managers, and integrates a variety of LPL-sponsored programs while maintaining a notable focus on insurance-related activities.

Kirk Walker is a financial advisor at Strategic Financial Concepts, LLC with 11 years of industry experience. He holds the Series 65 designation and has been with Strategic Financial Concepts since 2014. In addition to his advisory role, he works as a financial advisor in insurance at National Financial Alliance, focusing on life, health, long-term care, and disability insurance. Strategic Financial Concepts provides personalized investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth households, retirement plans, trusts, and business entities. The firm employs discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party manager solutions, often integrating financial planning with investment management.

Michael Harvey is a financial advisor at Strategic Financial Concepts, LLC with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Strategic Financial Concepts and LPL Financial since 2017. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary investment management using model portfolios and third-party money managers, as well as comprehensive financial planning, and integrates multiple LPL program offerings alongside insurance-related activities.

Patrick Taylor is a financial advisor with Strategic Financial Concepts, LLC in Metairie, LA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Strategic Financial Concepts since 2012 and has also worked with LPL Financial since 2009. Outside of advisory work, he serves on the advisory board of National Financial Alliance, LLC. Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party manager solutions, often integrating financial planning with investment management.

Larry Holder is a financial advisor with Strategic Financial Concepts, LLC in Boerne, TX, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. He has been with Strategic Financial Concepts since 2014 and previously worked at LPL Financial for three years. Strategic Financial Concepts provides personalized investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth households, retirement plans, trusts, charitable organizations, and corporations. The firm employs discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party manager solutions, often integrating financial planning with investment management.

David Mayfield is a financial advisor with Strategic Financial Concepts, LLC in Fredericksburg, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at LPL Financial for nine years and Investment Centers Of America, Inc. for thirteen years. Outside of his advisory role, he is employed part-time at the Lady Bird Johnson Golf Course. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to individuals and a range of institutional clients. The firm typically offers discretionary investment management using model portfolios and third-party managers, and is notable for its integration of insurance-related activities alongside multiple LPL program offerings.

Brian Jones is a financial advisor with Strategic Financial Concepts, LLC in San Antonio, TX, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has been with Strategic Financial Concepts since 2016 and previously worked at LPL Financial from 2016 to 2022. Jones is involved with the Wealth Management Division of Capitol Credit Union and holds roles related to fixed and life insurance products. Strategic Financial Concepts, LLC offers personalized investment advisory and financial planning services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides discretionary investment management using model portfolios and third-party money managers, with a notable emphasis on insurance-related activities within its multi-team structure.

Tony Ashton is a financial advisor with Strategic Financial Concepts, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at LPL Financial, Century Planning, Inc., Generational Planning Strategies, LLC, Capital Financial Services, Inc., and AFG Brokerage, LLC. Outside of advisory work, he is involved with Ashton Financial, LLC, an insurance business based in Othello, WA. Strategic Financial Concepts provides personalized investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs discretionary portfolio management with fundamental and technical analysis, model portfolios, and third-party manager solutions, often integrating financial planning with investment management.

Reagan Wagner is a financial advisor at Strategic Financial Concepts, LLC with 24 years of industry experience. He has held roles at multiple firms, including LPL Financial and Pinnacle Capital Management. Outside of his advisory work, Wagner serves on the boards of both for-profit entities such as Lytle State Bank and A&B Family Office, Inc., as well as the nonprofit Sports Academy of Wellington. Strategic Financial Concepts provides personalized investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth households, retirement plans, trusts, charitable organizations, and corporations. The firm employs a combination of fundamental and technical analysis, model portfolios, and third-party manager solutions, offering continuous discretionary management and integrated financial planning.

John Stevens is a financial advisor with Strategic Financial Concepts, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at LPL Financial LLC and Investment Centers of America, Inc. Outside of his advisory work, he is also a certified coach and personal trainer. Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party manager solutions, with ongoing supervision and rebalancing.

William Herbig is a financial advisor at Victory Financial with one year of industry experience. He holds a Series 65 designation and previously worked at Equitable Advisors, LLC for two years. Outside of his advisory role, he is involved with the Financial Independence Group as a financial consultant focusing on insurance sales. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs diversified, asset-allocation model portfolios guided by fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Kent Boatwright is a financial advisor with Strategic Financial Concepts, LLC in Houston, TX, holding a Series 66 designation and six years of industry experience. His prior work includes positions at LPL Financial, The Yoakum National Bank, Primeway Federal Credit Union, and National Financial Alliance. Outside of his advisory work, he has engaged in ridesharing services as a driver for DoorDash and Lyft. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and business entities. The firm offers discretionary investment management using both fundamental and technical analysis, model portfolios, and third-party money managers, with a notable emphasis on insurance-related activities integrated into its multi-team practice.

Paul Mattke is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. Prior to joining Ameritas, he worked at First Command Financial Planning Inc. for five years and served in the US Air Force's 81st Communications Squadron. Outside of finance, he is a partner at Barracuda Carpentry and Haul, where he manages carpentry projects and haul services. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies to serve a broad client base.

Sandra Hegeman is a financial advisor with Strategic Financial Concepts, LLC, holding a Series 66 credential and bringing 10 years of industry experience. She has been with Strategic Financial Concepts since 2016 and also maintains roles with LPL Financial and National Financial Alliance. Outside of advisory work, she serves as a for-profit board member for First Liberty Bank. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to a diverse client base including individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers discretionary investment management using model portfolios and third-party managers, integrating insurance-related services and multiple LPL-sponsored program offerings.

Van Taylor is an advisor at Strategic Financial Concepts, LLC with a Series 66 designation and recent experience beginning in 2025. His prior work includes roles at LPL Financial LLC, NFA Wealth Management, and Standish Management, as well as involvement in non-financial activities such as Gracie K Photography and Petra Coatings. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to individuals, institutions, and business entities. The firm integrates discretionary investment management with financial planning and utilizes model portfolios, third-party managers, and multiple LPL program offerings.

Jeffery Solinsky is a financial advisor with Strategic Financial Concepts, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial and Strategic Financial Concepts since 2009. Outside of his advisory work, he serves as an elected alderman for the Town of Rosepine, Louisiana, and manages a beekeeping and fruit orchard business with his wife. Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary portfolio management that incorporates fundamental and technical analysis, model portfolios, and third-party manager solutions, often integrating financial planning with investment management.

Dean Boebinger is a Certified Financial Planner (CFP®) with 25 years of industry experience. He has been with Strategic Financial Concepts, LLC since 2010 and also maintains a long-term association with King Investment Advisors, Inc. since 2000. Strategic Financial Concepts provides personalized investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional clients. The firm employs a combination of fundamental and technical analysis, model portfolios, and third-party manager solutions to deliver discretionary portfolio management and integrated financial planning.

Eden Solinsky is a financial advisor with Strategic Financial Concepts, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Strategic Financial Concepts in 2025, Solinsky has operated the Solinsky Group Insurance Agency since 2017 and worked at McNeese State University from 2013 to 2017. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to a diverse client base including individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs discretionary investment management with a range of strategies and incorporates insurance-related activities alongside multiple LPL program offerings.

Robert Bruns is a financial advisor with Strategic Financial Concepts, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with LPL Financial since 2011 and has been with Strategic Financial Concepts since 2018. Outside of his advisory roles, he provides consultation regarding federal employee benefits and life insurance. Strategic Financial Concepts offers personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides discretionary portfolio management integrating fundamental and technical analysis, model portfolios, and third-party manager solutions, with ongoing supervision and rebalancing.

Brett Henry is a financial advisor at Strategic Financial Concepts, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at LPL Financial and the City of Oklahoma City. Strategic Financial Concepts provides personalized investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth households, retirement plans, and charitable organizations. The firm employs discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party manager solutions, with ongoing supervision and rebalancing.

Erika Marin is a financial advisor with Strategic Financial Concepts, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at LPL Financial since 2012. In addition to her advisory role, she is a commissioned notary and holds licenses for life, disability, and long-term care insurance. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to individuals, plans, trusts, charities, and businesses. The firm offers discretionary investment management using model portfolios and third-party managers, with a notable focus on insurance-related activities alongside traditional investment solutions.

Cort Laurence is a financial advisor with Strategic Financial Concepts, LLC, holding a Series 66 designation and 26 years of industry experience. He previously worked at LPL Financial, LLC for 10 years and has been with Strategic Financial Concepts since 2008. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary investment management using model portfolios and third-party managers, and is notable for its integration of insurance-related activities alongside traditional asset management.

Alexander Littlepage is a financial advisor with Strategic Financial Concepts, LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at LPL Financial and Edward Jones. He also operated Ye Olde Memories LLC for four years. Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary portfolio management, financial planning, and third-party manager selection, employing fundamental and technical analysis with ongoing supervision and rebalancing.

Delaney Mc Coy is a financial advisor with Strategic Financial Concepts, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining Strategic Financial Concepts, Mc Coy worked at LPL Financial and the Physician's Liability Insurance Company. Outside of advisory work, Mc Coy owns a business called 2B LLC. Strategic Financial Concepts offers personalized investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth households, retirement plans, trusts, and corporations. The firm employs a combination of fundamental and technical analysis, model portfolios, and third-party manager solutions, providing continuous discretionary portfolio management and integrated financial planning.

Edward Yale is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Strategic Financial Concepts, LLC since 2017. Prior to that, he worked at Sonora Financial Management, LLC for one year. In addition to his advisory work, Mr. Yale performs livestock management duties for a family ranching operation and serves as a Co-Trustee for an Irrevocable Trust. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary investment management using model portfolios and third-party managers, combining fundamental and technical analysis across various securities, and integrates multiple program offerings while maintaining notable insurance-related activities.