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Gregory H
ChFC®, Series 63, Series 66
Port Aransas, TX
TLG Advisors, INC.
Gregory Hier is a financial advisor with TLG Advisors, Inc. based in Port Aransas, TX. He holds the ChFC® designation and has 25 years of industry experience, including prior roles at Nationwide Insurance Company and Nationwide Securities, Inc. Outside of his advisory work, he is also involved in photography, contributing to an on-demand art printing platform. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers a range of services including investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services, utilizing a research approach grounded in fundamental analysis and Modern Portfolio Theory.
Jason R
Series 63, Series 66
Ingleside On The Bay, TX
LPL Financial
Jason Reeves is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has previously worked at Cetera Advisor Networks, Summit Financial Group, and Summit Brokerage Services. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product offerings.
Brad F
Series 63, Series 65
Portland, TX
Raymond James Financial
Brad Feldman is a financial advisor with Raymond James Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with Raymond James Financial Services Advisors Inc. and Security Service Federal Credit Union since 2015 and works with Security Service Investment Group in a non-investment support role focused on brokerage account services. Raymond James Financial Services Advisors, Inc. serves a diverse client base that includes individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored advice supported by firm research and a broad affiliate network.
Eric M
Series 66
Portland, TX
Edward Jones
Eric Mc Lester is a financial advisor at Edward Jones in Portland, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Bank of America and spent several years in education with the Aransas County Independent School District and Jan & Elly English Language School. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.
Kathleen C
CFP®, Series 66
Portland, TX
Edward Jones
Kathleen Clark is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. She is based in Portland, TX. Outside of her advisory role, she manages a residential property in St. Louis, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.
Glenn E
Series 63, Series 65
Portland, TX
LPL Financial
Glenn Escovedo is a financial advisor with LPL Financial in Portland, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2008 and also works with IBC Bank, where he has been since 2007. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Parker B
CFP®, Series 63, Series 66
Portland, TX
Edward Jones
Parker Brown is a CFP® professional with 13 years of industry experience, currently advising at Edward Jones since 2021. Prior to joining Edward Jones, he spent nine years with Fidelity Investments. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a variety of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a widespread network of financial advisors and branch offices.
Elizabeth A
CFP®, Series 66
Portland, TX
Edward Jones
Elizabeth Ackman is a financial advisor at Edward Jones in Portland, TX, holding CFP® and Series 66 designations with nine years of industry experience. She has worked at Edward Jones since 2016 and previously spent 16 years at Air Liquide. Outside of her advisory role, she serves as vice president and secretary of Koru Holdings, a real estate investment business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors, offering a range of advisory programs, tax-efficient services, and affiliated investment options under a fiduciary standard.
Michael M
Series 66
Port Aransas, TX
Wells Fargo Advisors
Michael Mewborne is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo in various capacities since 2014. Outside of his advisory role, he is involved in a music band as a vocalist and instrumentalist and co-owns a photography business with his spouse. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a broad range of planning options that include niche areas such as business-owner transition and special-needs analysis.
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