Loyd Stegent is a CFP® and PFS™ with 27 years of industry experience. He is affiliated with Stegent Equity Advisors Inc. in Houston, Texas, and has been involved with Stegent Equity Advisors since 1995 and Stegent Financial Services, PC since 1996. In addition to his financial advisory work, he maintains an active role as a Certified Public Accountant. Stegent Equity Advisors provides personal financial planning and investment management services to individuals, high-net-worth clients, closely held business owners, and charitable organizations. The firm employs a combination of fundamental and technical analysis with a buy-and-hold strategy, offering discretionary management and ongoing oversight of independent managers and investment accounts.

Audrey Petrash is a CFP® professional with three years of industry experience, currently at Stegent Equity Advisors Inc. in Houston, TX. She has been with the Stegent group of firms since 2013, including roles at Stegent Financial Services PC and Cornelius, Stegent & Price, LLP. Stegent Equity Advisors provides personal financial planning and investment management for individuals, high-net-worth clients, closely held business owners, and charitable organizations. The firm employs a combination of fundamental and technical analysis with a buy-and-hold approach and uses asset-allocation models regularly rebalanced according to client objectives.