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.

Nancy Carley is a financial advisor at PNC Wealth Management with 42 years of industry experience. She has held prior roles at BBVA Compass Insurance Agency, BBVA Securities Inc., and Compass Bank. Carley holds Series 63 and Series 65 licenses. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist product for employees. The firm uses algorithm-driven risk assessments and delegates portfolio execution to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Jeffrey Webb is a financial advisor at Equitable Advisors with 28 years of industry experience. He has held registrations including Series 63, Series 65, and Series 66, and has been with Equitable Advisors since 1999. Outside of his advisory role, he is involved with Chesapeake Operating, Inc., which focuses on natural gas leasing. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party sponsors.

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.

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.