Jean Ferrer is a financial advisor at UBS Financial Services in San Antonio, Texas, with 26 years of industry experience. He has been with UBS since 2013 and holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and a broad range of capital markets solutions.

Tyler Scholten is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Equitable Advisors and Cob & Pen. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory model. As a subsidiary of J.P. Morgan, the firm integrates institutional advisory with brokerage, distribution, and investment management capabilities.

Katie Blevins is a financial advisor at Equitable Advisors with four years of industry experience. She holds Series 63 and Series 65 licenses. Before joining Equitable Advisors in 2022, she worked at Uber and Lyft from 2017 to 2021. Blevins is a volunteer board member of the Wimberley Chamber of Commerce. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through third-party programs. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage services.

Jill Montgomery is a financial advisor at Edward Jones with one year of industry experience. She previously worked at USAA for 13 years. Outside of her advisory role, she is a manager of EJH Construction Services, LLC, a construction business in Spring Branch, TX, where she assists with administrative tasks. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Tammy Swann is a Series 66 licensed financial advisor with 20 years of industry experience. She has worked at LPL Financial since 2023 and previously spent 11 years with Spc and Sigma Financial Corporation. Swann is also involved with Upstream Investment Partners in an investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing a variety of model portfolios and research resources.

Daniel Hernandez is a Series 66-licensed financial advisor at Ameriprise in San Antonio, TX, with eight years of industry experience. He has been with Ameriprise since 2015, including his current role from 2020 onward. Prior to his financial services career, he worked at San Antonio Christian School and the University of Texas at San Antonio. Ameriprise offers a retirement-income planning service tailored to individuals with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team to deliver these recommendations, primarily for clients holding assets in Ameriprise-managed accounts.

Martha Gonzalez is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 66 designations and 22 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Steven Hart is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. He has developed over 27 years of experience in the financial industry, focusing on creating and maintaining comprehensive financial plans tailored to the unique needs of his clients. Steven emphasizes the importance of communication and personal relationships in effectively assisting clients with their financial goals. His career at Fidelity Investments includes roles such as Senior Relationship Officer, Financial Planning Consultant, Investment Solutions Representative, and Brokerage Trading Representative. This extensive experience has contributed to his expertise in financial consulting and client relationship management. Steven holds an insurance license in Arkansas. Outside of his professional work, Steven enjoys activities such as going to the beach, biking, cooking and baking, socializing with friends, photography, and traveling.

Marcus Selva is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and 17 years of industry experience. Prior to joining LPL Financial, he worked at Snowden Lane Partners for seven years and at Bank of America and Merrill for six years each. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management options and access to research, model portfolios, and various institutional programs.

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.

Janette Prichard is a financial advisor with UBS Financial Services in San Antonio, TX, holding a Series 63 designation and 44 years of industry experience. She has been with UBS since 1981. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-based, tailored investment solutions.

John Harmon Jr. is a financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked for 25 years at Southern Glazers of Illinois. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Jason Espalin is a CFP® professional with 20 years of industry experience, currently affiliated with Charles Schwab. His prior work includes roles at TD Ameritrade and Citigroup Global Markets. He is based in San Antonio, TX. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment options, supported by multi-asset model portfolios and a centralized operational structure.

Spencer Crow is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2016. Prior to this, he worked at Tmfs Advisors, LLC from 2013 to 2016. He holds the Series 66 designation and is based in San Antonio, TX. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Clayton Miller is a financial advisor at Osaic with 16 years of industry experience. He holds the Series 66 designation and has worked at Royal Alliance Associates, INC., Jhfn Sii, and Waddell & Reed, Inc. Outside of his advisory role, he has been active as a musician with The Bob Bass Band since 2007. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of brokerage and advisory services utilizing asset-allocation tools, third-party money managers, and multiple investment platforms.

Raul Barcenes is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and three years of industry experience. Prior to joining J.P. Morgan in 2024, he held roles in asset management and education. Outside of his advisory work, he provides tutoring services independently and through Varsity Tutors, helping students prepare for certification and securities exams, and he also offers music consulting through a private business. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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.

Jon Taylor III is a financial advisor with OSAIC, holding a Series 66 designation and five years of industry experience. He has worked at Platinum Wealth Solutions since 2020 and previously at Reata Real Estate Services and the University of the Incarnate Word. His other business activities include sales and marketing of fixed annuities and non-variable insurance products. OSAIC serves a diverse range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs various asset-allocation tools and third-party solutions to construct and manage portfolios that may include a broad spectrum of investment products.

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.