Melissa Shockley is a financial advisor with Wells Fargo Clearing in McAllen, TX, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Advisors since 2012. Outside of her advisory role, she serves as treasurer for Scouting America, an organization for children. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Mark Southwell is a CFP®-certified financial advisor with 29 years of industry experience. He is currently with Wells Fargo Clearing Services, LLC and previously worked at Raymond James & Associates, Morgan Stanley, and A. G. Edwards & Sons, Inc. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.