John Carlton Dickerson III

Andrew Straub is a financial advisor at Trilogy Wealth Management, LLC with four 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 also performs statistician work for the NFL. Trilogy Wealth Management, LLC is a registered investment adviser serving individuals and high-net-worth clients. The firm employs a long-term investment strategy using fundamental, technical, and charting analysis to manage portfolios of mutual funds, ETFs, equities, bonds, and options, primarily on a discretionary basis.

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.

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.

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.