Loy Coffey

Jonathan Lusk is a financial advisor at Dornick Wealth Management with 13 years of industry experience. He holds a Series 66 designation and has been with Dornick since 2025, previously operating JKLUSK, LLC (formerly Vine Capital Advisors, LLC) since 2016. Outside of his advisory work, he is President and Co-Founder of BirdDog Adventures, Inc., a non-investment business. Dornick Wealth Management serves high-net-worth individuals, offering wealth management and financial planning with a focus on retirement, estate, tax planning, employee benefits, and college savings. The firm employs an investment approach centered on asset allocation using both passive and active strategies and provides individualized financial plans without additional charges.

Ryan Briggs is a financial advisor at Paragon Financial Advisors in College Station, TX, holding a Series 65 designation with two years of industry experience. His prior roles include positions at RFG Advisory, LLC dba GFG Wealth Advisors and Acquisition Integration LLC. Outside of his advisory work, Briggs is involved with Titleist as a tournament specialist, supporting charity golf events. Paragon Financial Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, financial planning, and retirement plan advisory services. The firm’s investment approach emphasizes strategic asset allocation and long-term diversified portfolios across various asset classes, with ongoing monitoring and the ability for clients to set written restrictions.

Caleb Russell is a CFP® with 10 years of industry experience and is currently with Paragon Financial Advisors in College Station, TX. He previously worked at Northwestern Mutual for a decade. Outside of his advisory role, he is a partner in the Rising Tide Podcast, where he co-creates content and book discussions, and serves as secretary on the board of the Harvey Little League Baseball nonprofit, contributing to coaching and facility support. Paragon Financial Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, financial planning, and retirement plan advisory services. The firm emphasizes strategic asset allocation with diversified portfolios including alternative investments, and provides ongoing monitoring, rebalancing, and fiduciary services.

Stephen Mcgee is a CFP® professional at Paragon Financial Advisors with 11 years of industry experience. He previously worked at MML Investors Services LLC and MassMutual Life Insurance. Outside of financial advising, Mcgee serves as a color commentator for Texas A&M football broadcasts with KBTX Sports and Tex Ags. Paragon Financial Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, financial planning, and retirement plan advisory services. The firm emphasizes strategic asset allocation and long-term diversified portfolios across a range of investment vehicles.

David Hailey is a CFP® professional with 18 years of experience and has been with Paragon Financial Advisors since 2007. He serves as president of both Hailey Bar W Ranch, Inc. and the Wall Foundation, Inc., which are involved in agricultural and ranching operations. Paragon Financial Advisors serves individual and high-net-worth clients, as well as institutional clients, providing portfolio management, financial planning, and retirement advisory services. The firm focuses on strategic asset allocation and long-term, diversified portfolios using a range of investment vehicles, with a process that includes systematic rebalancing and fiduciary oversight.

Andri Buckley is a financial advisor with Paragon Financial Advisors in College Station, TX. He holds a Series 65 designation and has been working in the financial industry since 2022, including roles at Champion Capital Research and Paragon Financial Advisors. Prior to entering finance, he held positions in education and at Ring Energy, Inc. Paragon Financial Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, financial planning, and retirement plan advisory services. The firm focuses on strategic asset allocation and diversified portfolios that include mutual funds, ETFs, equities, fixed income, and alternative investments.