Monica Lyn Littlefield

Laura Dawson is a CFP® with 22 years of industry experience, currently serving as an advisor at Berthel Fisher & Company Financial Services, Inc. since 2007. Her background includes ownership and management roles in cattle farming, commodities trading, and insurance businesses. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and institutional clients, offering a range of asset management platforms and portfolio construction options through approximately 100 independent investment adviser representatives.

Nathan Crouch is a financial advisor with Berthel Fisher & Company Financial Services, Inc. in Sulphur Springs, TX. He holds Series 63 and Series 66 registrations and has 11 years of industry experience. Prior to his current roles, he has been with BFC Planning, Inc. since 2019 and Berthel Fisher & Company Financial Services since 2016. Outside of advisory work, he is involved as an insurance agent with two local agencies. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily for individual and high-net-worth clients, managing approximately $906 million in client assets. The firm offers a variety of investment platforms and strategies tailored to client needs, including discretionary and non-discretionary management, third-party arrangements, and variable annuity sub-account management.

Adriana Camacho is a financial advisor at Edward Jones with a Series 66 designation and 0 years of industry experience. Her prior work experience includes roles at Merren Law Office, Everything Unique, Doordash, and Sulphur Springs Independent School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices.

Chettamra Alexander is a financial advisor with Raymond James Financial with 18 years of industry experience. He holds Series 66 and Series 63 credentials and has held roles at Raymond James Financial Services since 2007. In addition to his advisory work, he serves as Branch Manager at Alliance Bank in Sulphur Springs, TX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and investment consulting, utilizing risk profiling and modeling tools, and supports advisory programs as well as institutional consulting and portfolio management.

Reagan Lowrance is a CFP® and holds a Series 66 license, currently advising at Raymond James Financial with two years of industry experience. Prior to joining Raymond James, Lowrance worked briefly at Stavis & Cohen Financial and spent five years at Texas Tech University. In addition to advisory duties, Lowrance is involved with Rising Wealth Management, LLC, a support company based in Sulphur Springs, TX. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs a non-discretionary approach focused on fact-finding and analytical tools to align investment recommendations with client goals, supporting implementation through advisory programs and other providers.

Troy Lopez is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and previously worked at City National Bank of Sulphur Springs for 18 years. Outside of advising, he is a partner in a custom hay baling operation with his brothers. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and nonprofits. The firm offers non-discretionary planning tailored to client goals and supports advisory programs, institutional consulting, and portfolio management across a large advisor network.