Clint Harris Jr. is a financial advisor at Wells Fargo Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses with 29 years of industry experience. His prior roles include positions at NewEdge Advisors, LPL Financial, and Bank of America. Harris serves as chairman of the board for Friends of LPB and holds leadership roles with several Louisiana public broadcasting nonprofit organizations. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services tailored to client needs, utilizing Wells Fargo research and tools, with optional implementation through its brokerage or advisory programs.

Joseph Gonzales is a financial advisor at Wells Fargo Advisors in San Antonio, TX, holding a Series 66 designation with 12 years of industry experience. He has been with Wells Fargo in various capacities since 2015. Outside of his financial advisory role, he is involved in wedding and event planning logistics in Albuquerque, NM. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.

Jack Wimer is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding a Series 66 designation and 18 years of industry experience. He has worked with Wells Fargo Advisors and related entities since 2009 and operates Wimer Leadership, a consultancy in business since 1988. Outside of advising, he hosts a podcast under his ownership of Second100Miles. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using Wells Fargo research and tools to develop tailored client recommendations.

Douglas Schroeder is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. He previously worked with Wells Fargo Clearing and WELLS FARGO Advisors, 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, offering a broad range of planning services tailored to clients who meet specific net-worth criteria.

Cynthia Michael is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several wealth management firms, including Belpointe Asset Management and Bank of San Antonio Wealth Advisors. Outside of advising, she serves as an authorized signor on her husband’s gutter business accounts. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning solutions including retirement, education, and business-owner transition planning. The firm uses proprietary research and tools to develop customized recommendations, with implementation options available through brokerage or advisory programs.

Michael Borok is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors and its affiliated entities since 2012. Outside of his advisory role, he serves on the budget committee of Grace Baptist Church and owns Shoreline Investment Strategies, LLC, an investment-related firm. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, providing tailored recommendations supported by proprietary research and planning tools. The firm’s broad planning menu includes specialized services for clients meeting net-worth thresholds, covering areas such as retirement, education, and business-owner transition planning.

Michael Laurence is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at Smith Shellnut Wilson and LPL Financial 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 institutions. The firm offers a broad range of planning services using proprietary research and tools, with advisory engagements generally discrete and tailored to client needs.

William Minter is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding a Series 66 designation and 25 years of industry experience. He has worked at Wells Fargo Advisors and its related entities since 2011. Outside of his advisory role, he is co-owner of a charter boat business through Transmarinus Partners, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Ernest Trevino is a CFP®-designated financial advisor with Wells Fargo Advisors in San Antonio, TX, bringing 26 years of industry experience. He has worked within Wells Fargo’s financial services since 2009, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Trevino is also the owner of Mission Asset Advisors LLC and serves as trustee for its 401(k) plan. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options tailored to clients meeting a net-worth threshold. The firm utilizes in-house research and planning tools to support tailored client recommendations, with optional implementation through its brokerage or advisory programs.

Tito Shane is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding the Series 63 and Series 66 designations and bringing 12 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining his current firm. Outside of his advisory role, he provides bookkeeping services for a family logistics business and owns Shane Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of financial planning and investment services. The firm offers tailored recommendations supported by proprietary research and planning tools, with planning engagements that are generally discrete and optional for implementation through various brokerage or advisory programs.

Jason Page is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding a Series 66 credential and five years of industry experience. His prior work includes positions at B.D. Holt, Ltd and Wells Fargo Clearing. He is also a commissioned notary public. Wells Fargo Advisors is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including cash-flow, retirement, business-owner transition, and special-needs planning, utilizing proprietary research and planning tools to develop tailored recommendations.

David Merrill is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. He holds a Series 63 designation and has worked at various Wells Fargo entities since 2009. Merrill serves as a board member on the City of Brownsville Ethics Advisory Commission. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients through a large network of advisors. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, supported by proprietary research and tools.

Mason Sommer is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advisory work, he has ownership interests in two investment-related LLCs in Oklahoma City. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services with tailored recommendations supported by proprietary research and planning tools.

Ashley Chapman is a financial advisor at Wells Fargo Advisors in San Antonio, TX, with one year of industry experience. She holds the Series 66 designation and previously worked at Praxis Benefits from 2016 to 2019. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering a broad range of investment and financial planning services to individuals, trusts, and institutional clients through a network of advisors. The firm provides tailored recommendations using internal research and planning tools across diverse planning needs, integrating advisory services with other financial products and referral channels.

Cody Horton is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds the Series 66 designation and has worked in various capacities within Wells Fargo firms since 2015. Outside of his advisory role, he is involved in a family business, managing operations there alongside his financial practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options, including specialized services such as business-owner transition and special-needs analysis, utilizing Wells Fargo’s research and planning tools to develop tailored recommendations.

Billie Garza is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. They hold Series 63 and Series 65 licenses and have worked with Wells Fargo entities since 2009, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools to develop tailored recommendations.

Nathan Folmar is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Texas A&M University Corpus Christi and community involvement with FUMC Boerne. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services with a broad range of planning options tailored to client needs.

Debra Piercy is a CFP®-certified financial advisor with 29 years of industry experience, currently affiliated with Wells Fargo Advisors in Little Rock, AR. She has worked within various Wells Fargo entities since 2009. Outside of her advisory role, she holds ownership interests in multiple local businesses, including Piercy-Whitt Wealth Management Group LLC and Pivot Point, LLC. 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 supported by Wells Fargo research and tools, serving clients who meet specific net-worth criteria.

Elsa Balli is a Series 66-credentialed financial advisor with 19 years of industry experience, currently with Wells Fargo Advisors since 2023. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2023. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.

Ian Buenrostro is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2012. Outside of his advisory work, he owns MR. JET, LLC, a small business based in Brownsville, TX. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options backed by Wells Fargo’s research and tools. The firm serves clients meeting a net-worth threshold with services that include retirement, education, risk, and wealth-transfer planning, among other specialized areas.

Richard Folmar is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked within Wells Fargo-related firms since 2009. Outside of his advisory role, Folmar owns and manages a livestock ranch in George West, Texas. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services. The firm offers a broad range of planning options and integrates advisory services with various financial products and referral channels.

Jennifer Lyssy is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked with Wells Fargo entities since 2010. Outside of her advisory role, she serves as treasurer for the Harlingen High School Girls Soccer Booster organization. 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, employing proprietary research and tools to develop tailored recommendations, with clients deciding whether and how to implement them through various brokerage or advisory programs.

Jeffery Price is a CFP®-designated financial advisor at Wells Fargo Advisors with 26 years of industry experience. He has worked at Wells Fargo in various capacities since 2011. Outside of his advisory role, he manages Price Financial Consulting LLC, a separate financial practice. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

Cameron Branum is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding Series 63 and Series 66 licenses and having six years of industry experience. His previous roles include positions at Core Planning, LLC and Bardley-Morris Military Recruiting, as well as service in the United States Marine Corps Reserve. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options tailored to clients who meet net-worth thresholds. The firm integrates advisory services with other financial products and referral channels, delivering recommendations using proprietary research and planning tools.

Philip Stevens is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding Series 63 and Series 65 designations and 42 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2011. Stevens also has ownership in Abundant Blessings Wealth Management LLC, a financial practice he operates with his spouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services supported by proprietary research and tools, with planning engagements typically structured as discrete consultations rather than ongoing advisory relationships.

Sandy Beauchamp is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. She has held positions within Wells Fargo entities since 2009. Outside of her advisory role, she is a pastor and elder at Desert Springs Church in Albuquerque, NM, and owns Beauchamp Wealth Management. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services with a broad range of specialized planning options tailored to client needs.

Catherine Morrison is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2022. She has spent over a decade with Wells Fargo entities, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she owns Vera Natura LLC, an investment-related business based in New Braunfels, TX. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients through a network of financial advisors. The firm offers a broad planning menu and develops tailored recommendations using Wells Fargo research and planning tools, with services covering a wide range of financial needs and specialized planning areas.

Shelley Maxted is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding Series 63 and Series 66 licenses and 16 years of industry experience. She has worked at various Wells Fargo entities since 2012. Maxted serves as an investment committee member for the Oklahoma City Community Foundation, contributing to investment policy, manager selection, and asset allocation. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients meeting certain net-worth thresholds. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Jerry Klinger is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding a Series 66 designation and over 20 years of industry experience. He has worked at various Wells Fargo entities since 2009 and owns KLINGER WEALTH MANAGEMENT, LLC, a financial planning practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and fee-based financial planning services, utilizing proprietary research and tools to develop tailored recommendations.

Michael McClelland is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has held various roles within Wells Fargo since 2017 and owns OakSpring Partners LLC, a personal growth business. He is also owner of Water @ Sea Music LLC, a music label. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory solutions with other financial products through a large network of advisors.

Michael Mewborne is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding a Series 66 credential and having 12 years of industry experience. He has been with Wells Fargo Advisors and related entities since 2014. Outside of advising, he co-owns Mewborne Photography and performs as a vocalist and instrumentalist in a band. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and integrates advisory services with other financial products and referral channels.

Grant Cherry is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Bank of America. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services utilizing Wells Fargo research and tools, with tailored recommendations delivered through meetings and client summary letters.

Lurdes Coats is a Series 66-credentialed financial advisor with 15 years of industry experience, currently with Wells Fargo Advisors in San Antonio, TX. Her career includes roles at Merrill, Raymond James & Associates, and Diez and Crane Attorneys. Outside of her advisory work, she is involved in managing a rental property in Brownsville, TX. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, using proprietary research and tools to support tailored client recommendations.