Stephen L. Wheeler brings more than 30 years of experience helping clients navigate increasingly complex financial decisions. Having worked through multiple market cycles, he is focused on delivering thoughtful, planning-led guidance designed to adapt over the long term.

His approach is grounded in a holistic planning philosophy—viewing the wealth plan as the blueprint that guides investment decisions. He works closely with clients to understand their priorities, educate them on available strategies, and help build customized solutions rather than relying on standardized investment models.

Background and experience
Stephen’s path into the industry began early, sparked by a high school finance class that introduced him to the principles of investing and long-term planning. At just 15, he began managing investments for his father—an experience that shaped his passion for helping others work toward their financial goals.

He began his professional career at Merrill Lynch before joining First Union Securities in 2001. He joined the Alpha Consulting Group in 2010, helping expand the team’s capabilities to include private clients, business owners, and corporate executives alongside its institutional foundation.

Stephen holds an Executive MBA from Southern Methodist University and has earned both the Certified Investment Management Analyst® (CIMA®) designation and the Certified Private Wealth Advisor® (CPWA®) designation. The CIMA® certification, earned through the Wharton School, emphasizes advanced portfolio construction and manager selection, while the CPWA®, completed through the University of Chicago Booth School of Business, focuses on the complex needs of high-net-worth families, including tax-aware strategies, estate considerations, and wealth transfer planning.

Away from the office
As a multi-Ironman finisher, Stephen brings discipline and long-term focus to his personal and professional pursuits. He and his wife, Kristin are actively involved in mentoring students and serving their community. They enjoy traveling and spending time with family, including their son, Lance, his wife, Camryn, and their four young children, as well as their daughter, Lauren, who is pursuing her master's degree in physician assistant studies. Stephen is grateful for his family and the positive impact they have on others.

Kelly A. Bevis has spent more than three decades helping clients navigate complex financial decisions. Her interest in the investment business began while attending the University of Alabama, where she earned her Bachelor of Business Administration in 1994. She leads the Alpha Consulting Group’s institutional consulting efforts, working with corporate retirement plans, foundations, and endowments. Her approach is highly structured and process-driven—centered on investment policy design, fiduciary oversight, ongoing evaluation, and participant education tailored to each organization.

Background and experience
Kelly began her career with Fidelity Investments before joining Prudential Securities in 1995; becoming a Financial Advisor the next year. In 1999, she co-founded the Alpha Consulting Group alongside Roy Browning, building a practice grounded in disciplined investment consulting and long-term client relationships.

Kelly holds the Certified Investment Management Analyst® (CIMA®) designation from the Wharton School, reflecting advanced knowledge in investment analysis and portfolio construction. She also earned the Certified 401(k) Professional (C(k)P®) designation through UCLA Anderson School of Management Executive Education, which focuses on retirement plan design and fiduciary best practices, as well as the Accredited Investment Fiduciary® (AIF®) designation, demonstrating her commitment to fiduciary responsibility, prudent investment oversight, and a disciplined investment decision-making process.

Away from the office
Outside the office, Kelly is devoted to her family and her community. She and her husband, Prichard, enjoy traveling and cheering on their daughters at field hockey and soccer games. Kelly especially treasures the time she spends volunteering alongside her daughters through the National Charity League of Fort Worth. She further extends her commitment to service through leadership roles as Chair of the United Community Centers Foundation and Treasurer of the National Charity League of Fort Worth — a reflection of her dedication to making a meaningful impact in the lives of others.

Roy brings over 55 years of experience in the financial industry. In 1999, he co-founded Alpha Consulting Group of Wells Fargo Advsior with his associate, Kelly Bevis, establishing a team of dedicated investment management consultants committed to delivering objective, third-party investment advice. The team specializes in middle-market retirement funds and endowments, delivering tailored solutions to meet each client’s unique goals. Roy brings his depth of experience and his compassionate listening.

Background and experience
Roy began his career with White Weld & Co. in 1971 as a financial advisor in their Dallas office and later with Bache & Co., where he transitioned his practice to investment management consulting. Over that time, the firm changed names, from Bache to Prudential, to Wachovia Securities to the current name, Wells Fargo Advisors.

Roy served on the firm’s Senior Consulting Council as well as the 401(k) Consulting Committee. For seven years, he served on the eleven-member Advisory Committee of the Texas Permanent Tobacco Settlement Trust Account, a multi-billion dollar fund held in trust to provide local health departments and hospital districts payments from the state’s tobacco settlement.

Roy graduated from Southern Methodist University with a B.B.A.in 1963. Later he earned his Certified Investment Management Analyst (CIMA®) designation from the Wharton School of the University of Pennsylvania and the Investment Management Consultants Association.

Away from the office
Roy was born in Fort Worth, Texas and has lived in the “Panther City,” all his life. In 1974, Roy married Jaye. S. Browning and that year they also purchased a house in the Monticello/Rivercrest area where they still live today. They have two children, a son, Reagan and a daughter, Raleigh and three grandchildren.

Roy has served on the Board of the Fort Worth Club, the Edna Gladney Center, the Fort Worth Museum of Modern Art, the Fort Worth Symphony and the Ruidoso New Mexico Music Festival.

As a Senior Client Associate with Alpha Consulting Group of Wells Fargo Advisors, Zina Figueroa is dedicated to providing clients with responsive, organized, and personalized service. She assists with account-related requests, coordinates administrative processes, and works closely with Kelly, Stephen and Roy to help ensure every client experience is handled efficiently and professionally. Known for her attention to detail and commitment to clear communication, Zina strives to make complex processes feel seamless while helping clients feel informed and supported every step of the way.

Background and experience
Zina brings a blend of legal and financial services experience to her role. Prior to joining Wells Fargo Advisors, she worked as a litigation paralegal specializing in high-net-worth family law matters and complex civil litigation. This experience strengthened her ability to manage detailed information, navigate sensitive situations, and provide exceptional client support during important life transitions. Clients appreciate Zina's responsiveness, attention to detail, and dedication to follow-through.

Today, Zina leverages those skills to help clients navigate their financial needs with professionalism, accuracy, and care. She joined Wells Fargo Advisors in 2025 and is continuing to expand her knowledge of wealth management and client service. Zina earned her Associate of Arts degree from San Antonio College in 2023.

Away from the office
Outside of work, Zina enjoys traveling, spending time outdoors, and staying active through walking, hiking, gardening, and zip-lining adventures. She and her husband, Joshua, live in Aledo, Texas, with their two daughters, Chloe and Naomi, and their dogs, Bruno and Buster. Much of her free time is spent supporting her daughters' activities, including karate, jujitsu, piano recitals, softball games, and cheer competitions.