Stephen Breig is a Certified Financial Planner® with 28 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. He has been with Wells Fargo Advisors and its predecessor entities since 2014. Breig owns and operates Breig Wealth Partners, LLC, an investment-related business based in San Antonio, TX. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, utilizing Wells Fargo research and tools to develop tailored client recommendations.

James Bishop is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2009, including Wells Fargo Clearing. Based in San Antonio, TX, he leverages his extensive tenure within the Wells Fargo organization. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with discretionary implementation options through various brokerage and advisory programs.

Ray Patterson is a CFP® with 27 years of experience in the financial industry, currently serving at Wells Fargo Advisors since 2025. He previously worked at Wells Fargo Clearing from 2016 to 2025 and Wells Fargo Advisors LLC from 2009 to 2016. Patterson has ownership interests in two financial-related businesses in San Antonio, including Hughston Financial, LLC and Patterson Breig Wealth Partners LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with clients able to choose how to implement recommendations through various brokerage or advisory programs.

Brunilda Ramon is a financial advisor at Wells Fargo Advisors in San Antonio, TX, with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Wells Fargo entities since 2013. 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 range of planning services and integrates advisory solutions with other financial products and referral channels.