John Lovett is a financial advisor at Trinity Neches with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Trinity Neches since 2016, following three years at Ascension Capital Advisors, Inc. He serves as an Investment Committee Member for the Masonic Home & School of Texas and is a trustee of Lovett Cemetery in Shepherd, TX. Trinity Neches advises individuals, including high-net-worth clients, as well as trusts, estates, and business entities, offering discretionary private wealth management, financial planning, and corporate retirement plan services. The firm builds individualized, long-term investment plans and manages accounts using fundamental, technical, and cyclical analysis across a broad range of instruments.

Stephanie Herrera is a financial advisor with Primerica Advisors in Conroe, Texas, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2001. Outside of her advisory role, Herrera owns Ash Services, a non-investment related business in Conroe. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

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.

Joyla Gregory is a financial advisor with Primerica Advisors in Conroe, TX, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has worked at Primerica since 2000 and was previously employed at Educational Testing Services and ADIA. Outside of her advisory role, she is a member and owner of Glover-Gregory in Columbia, SC. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and selectively managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure, with portfolio implementation support from BNY Mellon Advisors.

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.