Marvin Farrar

Andrew Straub is a financial advisor at Trilogy Wealth Management, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at United Planners Financial Services and Grace School. Outside of advising, he performs statistician work for the NFL. Trilogy Wealth Management, LLC is a registered investment adviser serving individuals and high-net-worth clients with wealth management, discretionary investment management, and financial planning. The firm employs a long-term investment strategy combined with fundamental, technical, and charting analysis to construct diversified portfolios.

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.

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.