Andrew Straub

Terry Farrar is a CFP® professional with 33 years of experience in the financial industry. He is the principal of Trilogy Wealth Management, LLC, which he joined in 2023. Farrar has held previous roles with United Planners' Financial Services of America and operated Farrar Financial Group for 30 years. Outside of financial advising, he works as a statistician for the NFL. Trilogy Wealth Management, LLC provides wealth management, discretionary investment management, and financial planning services to individuals and high-net-worth clients. The firm employs a long-term investment approach using fundamental, technical, and charting analysis to construct diversified portfolios.

Marvin Farrar is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC. His prior roles include positions at Trilogy Wealth Management, Penn Mutual Insurance Company, and Ohio National Financial Services. Outside of his advisory work, he volunteers as a security team member for the Cowboy Church of Tarrant County. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight, managing a significant portion of assets on a non-discretionary basis.

Jeremy Findley is a financial advisor with Edward Jones in Sweeny, TX, holding a Series 66 credential and seven years of industry experience. Prior to joining Edward Jones in 2018, he worked in various roles including positions at Formosa Plastics Corporation and G4S Secure Solutions. Outside of his advisory work, he is involved in real estate owner financing in Port Lavaca, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

James Scardami Jr. is a CFP® certified financial advisor with Edward Jones in Bay City, TX, where he has worked since 2015. He has 10 years of industry experience and holds the Series 66 designation. Outside of his advisory role, he serves on the board of a Christian preschool and as secretary for the Bay City Country Club, and he owns an RV rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions. The firm manages over $1 trillion in assets and has a large network of financial advisors and branch offices nationwide.

Alyssa Sanders is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices. The firm offers a range of investment strategies and advisory services, including tax-efficient solutions and operates under a fiduciary standard.

John Dickerson III is a CFP® licensed financial advisor with Edward Jones in Bay City, TX, where he has worked since 1993, totaling 32 years of industry experience. Outside of his advisory role, he is involved in cattle ranching and mineral management, serves as a board member of the Bay City Cemetery Association, and has been appointed as a Special Commissioner for Matagorda County District Court on condemnation cases. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive national presence and affiliated capabilities beyond traditional advisory services.