Strategic Advisory Services, L.L.C.

Donald Wellings is a financial advisor with Strategic Advisory Services, L.L.C. in Houston, TX, holding a Series 65 designation and five years of industry experience. His work history includes multiple roles at Strategic Advisory Services, as well as positions at Shepherds Theological Seminary and Range Leather Company. Strategic Advisory Services serves individual clients, including high-net-worth individuals, as well as trusts, estates, and other entities by providing wealth management, asset allocation, and oversight of third-party money managers. The firm focuses on manager and asset-class selection within SEI-based and other managed account programs and offers ongoing discretionary monitoring and customization of client portfolios.

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 16 years of industry experience. He has been with Strategic Advisory Services, L.L.C. since 2012, working within its three-advisor team based in Houston, TX. Strategic Advisory Services serves individual clients, including high-net-worth individuals, as well as trusts and estates, focusing on wealth management, asset allocation, and oversight of third-party money managers. The firm implements and customizes model portfolios primarily through SEI and other providers, emphasizing manager and asset-class selection with ongoing discretionary monitoring.

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.