Chad Stephens is a CFP® professional with 30 years of industry experience, currently affiliated with Wells Fargo Advisors in Dallas, TX, where he has worked since 2010. He holds Series 63 and Series 65 licenses and owns Starmont Wealth Management, LLC, an investment-related business based in Dallas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and integrates advisory services with other financial products and referral channels.

James Allen is a CFP®-credentialed financial advisor with 43 years of industry experience, currently serving clients through Wells Fargo Advisors in Dallas, TX. He has been affiliated with Wells Fargo Advisors Financial Network LLC and his own firm, The Allen Group, since 2010. James holds full ownership of Adding Alpha, LLC, which operates under The Allen Group. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial product offerings and referral channels.

Jennifer Leblanc is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2010 and holds a Series 63 designation. The firm is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering a broad range of investment and fee-based financial planning services to individuals, trusts, and institutional clients. It provides specialized planning services in areas such as business-owner transition, sports and entertainment, special-needs, and divorce planning, supported by Wells Fargo research and planning tools.

Sharla Covington is a financial advisor with Wells Fargo Advisors in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2009. Covington owns and operates Sharla Bowling Wealth Management, LLC, an independent practice she manages full-time. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business owners, sports and entertainment professionals, and other niche areas.