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.

Stephanie Herrera is a financial advisor with Primerica Advisors in Conroe, TX, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2001. Outside of advisory work, Herrera owns Ash Services, a non-investment-related business in Conroe. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm offers model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing and BNY Mellon Advisors.

Channing Stuckey is a financial advisor at Edward Jones in Cleveland, TX, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. 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 and offers a range of investment solutions including discretionary and non-discretionary strategies, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Ronald Darwin is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Victory Capital Advisers and J.P. Morgan Securities. Outside of his advisory role, he is the owner of a business that sells carports and metal buildings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Joyla Gregory is a financial advisor with Primerica Advisors in Conroe, TX, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has worked at Primerica since 2000 and was previously employed at Educational Testing Services and ADIA. Outside of advising, she is a member and owner of Glover-Gregory, a non-investment related business in Columbia, SC. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients through a nationwide network of nearly 3,700 advisors. The firm uses model-delivery strategies developed by unaffiliated asset managers and provides discretionary portfolio management with support from BNY Mellon Advisors and Pershing for trade execution and custody.

Carl Dunn is a financial advisor with Edward Jones in Cleveland, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as a trustee for the Tarkington Independent School District and is a deacon at Oak Shade Baptist Church. He is also involved with the Cleveland Rotary Club as club secretary. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm is notable for its extensive advisor and branch network, offering both discretionary and non-discretionary strategies under a fiduciary standard.

Kari Duggar is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.