Natasha Ukani is a financial advisor with Wells Fargo Advisors in Beaumont, TX, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, Bank of America, Merrill, and Southern Glazers Wine and Spirits. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a network of financial advisors. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to deliver tailored recommendations.

Kathryn Fuller is a CFP® and Series 66-credentialed financial advisor with Edward Jones, where she has worked since 2016, totaling nine years of industry experience. Prior to joining Edward Jones, she was involved with KWF Development for twelve years. Outside of her advisory work, she is the managing member of Orso D'oro, LLC, an entity established to own her office building. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients, and manages over $1 trillion in assets through a broad network of advisors and branch offices nationwide.

Joseph Arisco is a financial advisor at Primerica Advisors with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Primerica since 2016. Outside of his advisory role, he has teaching experience at Lamar State College Port Arthur and Port Arthur I.S.D. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Michael Overstreet is a financial advisor with Primerica Advisors in Beaumont, TX, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1995. Outside of his advisory role, he is a partner in Overstreet Ventures, LP and Overstreet Ventures Management, Inc., entities related to Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited range of discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating an exclusively percentage-based, tiered wrap fee structure.