John Dickerson III

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.

Marvin Farrar is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC. His prior roles include positions at Trilogy Wealth Management, Penn Mutual Insurance Company, and Ohio National Financial Services. Outside of his advisory work, he volunteers as a security team member for the Cowboy Church of Tarrant County. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight, managing a significant portion of assets on a non-discretionary basis.

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.

Justice Talas is a Series 66-licensed financial advisor with Edward Jones in Bay City, TX, and has three years of industry experience. His prior work includes roles at Beseda Insurance Inc. and Texas State University. Outside of advising, he has experience assisting in insurance agency operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and affiliated financial products. The firm operates a large nationwide network of advisors and emphasizes fiduciary standards in its advisory services.