Strategic Financial Concepts, llc

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 worked at LPL Financial LLC and Wells Fargo Clearing Services, LLC, among other firms. 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.

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.

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 at Strategic Financial Concepts, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses with four years of industry experience. He previously worked at LPL Financial, LLC and Charles Schwab & Co., Inc. In addition to his advisory role, he is involved with National Financial Alliance, a DBA for LPL business. 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 both fundamental and technical analysis, model portfolios, and third-party manager solutions, with ongoing supervision and rebalancing.

Richard Tarbell is a financial advisor with Strategic Financial Concepts, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Strategic Financial Concepts since 2019 and has been associated with LPL Financial since 2015. 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, corporations, and other business entities. The firm offers discretionary portfolio management, financial planning, and manager selection, utilizing both fundamental and technical analysis alongside model portfolios and third-party manager solutions.

Wayne Schwartz is a financial advisor at Strategic Financial Concepts, LLC in Austin, TX, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Strategic Financial Concepts since 2011. Additionally, he has been a self-employed life insurance agent since 1976. 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, and 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.

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.

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 with Strategic Financial Concepts, LLC in Round Rock, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with firms including Allianz Global Investors and LPL Financial. 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.