John Lovett Jr.

Nancy Carley is a financial advisor with PNC Wealth Management and holds Series 63 and Series 65 licenses. She has 41 years of industry experience, including roles at BBVA Compass Insurance Agency, BBVA Securities, and Compass Bank prior to joining PNC Wealth Management in 2022. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and third-party managed model portfolios primarily composed of mutual funds and ETFs.

Jeffrey Webb is a financial advisor with Equitable Advisors in Coldspring, TX, holding Series 63, 65, and 66 licenses and 27 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he is involved with Chesapeake Operating, Inc., a natural gas lease company. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model that combines advisory and brokerage channels tailored to client goals, risk tolerance, and time horizon.

Channing Stuckey is a financial advisor at Edward Jones in Cleveland, TX, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment solutions including discretionary and non-discretionary strategies, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Ronald Darwin is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Victory Capital Advisers and J.P. Morgan Securities. Outside of his advisory role, he is the owner of a business that sells carports and metal buildings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Carl Dunn is a financial advisor with Edward Jones in Cleveland, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as a trustee for the Tarkington Independent School District and is a deacon at Oak Shade Baptist Church. He is also involved with the Cleveland Rotary Club as club secretary. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm is notable for its extensive advisor and branch network, offering both discretionary and non-discretionary strategies under a fiduciary standard.

Kari Duggar is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.