Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
John L
Series 63, Series 65
Shepherd, TX
Trinity Neches
John Lovett Jr. is a financial advisor with Trinity Neches, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Trinity Neches since 2016. Outside of his advisory role, Lovett serves as an Investment Committee Member for the Masonic Home & School of Texas and is a trustee of Lovett Cemetery in Shepherd, TX. Trinity Neches provides discretionary private wealth management, financial planning, and corporate retirement plan advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a customized investment process combining fundamental, technical, and cyclical analysis across various instruments and manages portfolios on a discretionary basis.
Milton T
CFP®, Series 63, Series 65
Sugar Land, TX
Trinity Neches
Milton Thiel Jr. is a CFP® professional with 23 years of industry experience, currently serving at Trinity Neches since 2016. He holds Series 63 and Series 65 licenses and participates as a board member for the Fort Bend County Toll Road Authority and the Fort Bend Grand Parkway Toll Road Authority. Trinity Neches offers discretionary private wealth management, financial planning, and corporate retirement plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a blended investment process incorporating fundamental, technical, and cyclical analysis and manages customized portfolios on a discretionary basis aligned with client goals and risk tolerance.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters