Andrew James 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®-certified financial advisor with 26 years of industry experience, currently associated with Trilogy Wealth Management, LLC. His prior experience includes roles at Hornor, Townsend & Kent, LLC, Penn Mutual Insurance Company, and several other financial services firms. Outside of advisory work, Farrar volunteers as a safety coordinator for the Cowboy Church of Tarrant County and operates a tax planning practice. Trilogy Wealth Management, LLC provides wealth management, discretionary investment management, and financial planning services primarily to individuals and high-net-worth clients. The firm employs a long-term investment strategy using fundamental, technical, and charting analysis across a range of securities and typically manages accounts on a 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. Before joining Edward Jones in 2018, he worked at Formosa Plastics Corporation, Infinity Maintenance, and South Texas Project/G4S Secure Solutions. Outside of his advisory role, he is involved in real estate owner financing. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, maintaining a significant retail advisor and branch network.

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 with Edward Jones in Bay City, TX, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2016. 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 under management and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and separately managed accounts, operating under a fiduciary standard.

John Dickerson III is a CFP® with 33 years of experience at Edward Jones, where he has worked since 1993. Based in Bay City, TX, he is also involved in ranching and cattle operations, serving as owner and partner in several agricultural and mineral ventures. Additionally, he holds a position as an appointed special commissioner for Matagorda County District Court and serves on the board of the Bay City Cemetery Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages over $1 trillion in assets across a nationwide network of advisors and offers additional services such as trust company capabilities, affiliated mutual funds, and securities-based lending.