Ian E James

Henry Netherland is a financial advisor at Faithful Financial LLC in Orange, TX, with 17 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward Jones from 2016 to 2019 before founding his current firm in 2019. Faithful Financial LLC provides discretionary investment management and financial planning primarily to individuals, high-net-worth clients, trusts, and estates. The firm emphasizes biblically responsible investing and employs a combination of fundamental, technical, cyclical, and charting analysis in portfolio construction, maintaining a small client base to deliver personalized wealth management services.

Malcolm Cain is a financial advisor with Asset Growth Associates Wealth Advisors, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at Cetera in various capacities totaling over nine years, as well as prior experience with firms such as Citizens National Bank, TD Ameritrade, and Chase Investment Services. Outside of advising, he is involved as a co-owner of a real estate business and a partner in a real estate rehabilitation venture. Asset Growth Associates Wealth Advisors is an independent, state-registered firm managing approximately $14.2 million for individual and high-net-worth clients. The firm offers discretionary portfolio management using a variety of investment strategies and integrates insurance products into its service model through licensed professionals affiliated with the firm.

Jeffrey Lewis is a financial advisor with Asset Growth Associates Wealth Advisors in Beaumont, TX, holding a Series 65 designation and five years of industry experience. He has worked with Texas Registered Financial Consultants, PLLC since 2020 and has been affiliated with Physicians Mutual Insurance Co since 2015. In addition to advisory services, he acts as an insurance agent offering Medicare supplement, health, fixed annuities, and life insurance products. Asset Growth Associates Wealth Advisors provides discretionary portfolio management and financial planning primarily for individual and higher-net-worth clients. The firm employs a combination of fundamental, technical, cyclical, and quantitative analysis, utilizing various investment strategies including options and third-party managers.

William Monroe III is a financial advisor at CreativeOne Securities, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Cape Investment Advisory, American Global Wealth Management, and J.W. Cole Advisors. Monroe is also a board member of Champion Oaks Ranch, a nonprofit home for at-risk children. CreativeOne Securities, LLC is a multi-advisor firm serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.

John Darwin is a financial advisor at Tucker Asset Management LLC with four years of industry experience. He holds a Series 65 designation and has also been involved with Darwin Select Financial and Merit Advisory Partners since 2018. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macroeconomic asset-allocation approach and integrates a range of investment strategies, including alternative investments and third-party manager allocations.

Shana Burt is a financial advisor with G. A. Repple & Company in Orange, Texas, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has operated her own financial services firms since 2005 and has prior experience with Allstate Insurance Company. Burt is active in her community as a board member of the Port Neches Riverfest and the Port Neches Chamber of Commerce, and she serves as a show host and board member for Financial Issues Stewardship Ministries. G. A. Repple & Company provides investment advisory and financial planning services to individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs a range of analytical approaches to portfolio construction and offers multiple management programs, including ETF-focused and Biblically-Responsible Investing models.