Alexandria Segura is a financial advisor at UBS Financial Services with 15 years of industry experience. She holds Series 63 and Series 66 designations and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management, supported by proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets services.

Sara Arizpe is a financial advisor at UBS Financial Services in San Antonio, TX, with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Brandon Smoot is a financial advisor with UBS Financial Services in San Antonio, TX, holding Series 63 and Series 65 licenses and having 19 years of industry experience. His career includes roles at Wells Fargo Clearing and Wachovia Bank, N.A. Outside of his advisory work, he co-owns a cattle ranch in Somerset, Texas. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management solutions.

Kimberly Lewis is a financial advisor at UBS Financial Services with 10 years of industry experience. She has previously worked at Wells Fargo Clearing and Morgan Stanley. Outside of her advisory work, she serves as a public notary in San Antonio, Texas. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor strategies to client goals.

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 at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Equitable Advisors and Cob & Pen. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations, incorporating ESG eligibility frameworks and supported by affiliates for implementation and portfolio services.

Katie Blevins is a financial advisor at Equitable Advisors with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Equitable Advisors, she worked at Uber and Lyft for four years each. She serves as a volunteer board member for the Wimberley Chamber of Commerce. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through Investment Adviser Representatives using various third-party advisory models and offers a range of investment options including mutual funds, ETFs, and alternative investments.

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 financial advisor with LPL Financial in San Antonio, TX, holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at SPC, Sigma Financial Corporation, Ameriprise, and Investment Professionals, Inc. She is also involved with Upstream Investment Partners in an investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad advisory and brokerage platform that includes financial planning, model portfolios, and institutional programs.

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 San Antonio, TX, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Marcus Selva is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Snowden Lane Partners and Bank of America/Merrill. Selva is involved with Upstream Investment Partners, an entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and oversight of extensive discretionary assets.

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 designation and 12 years of industry experience. Prior to joining Wells Fargo Advisors in 2022, he worked at Wells Fargo Clearing from 2016 to 2022. Outside of his advisory role, he is involved with Mewborne Photography, a business he co-owns with his spouse, and performs as a musician in the band Replay. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and develops tailored recommendations using proprietary research and tools, with client implementation decisions made independently.

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 in San Antonio, TX, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he spent 25 years at Southern Glazers of Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

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 experience in the financial advisory industry. He is currently with Edelman Financial Engines in San Antonio, TX, where he has worked since 2013, including previous roles at Financial Engines Advisors L.L.C., The Mutual Fund Store, and Edward Jones. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven proprietary modeling with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary management approaches.

Clayton Miller is a financial advisor with OSAIC based in San Antonio, TX. He holds the Series 66 designation and has 16 years of industry experience. His career includes roles at Royal Alliance Associates, Jhfn Sii, and Waddell & Reed, Inc. Outside of his advisory work, he has performed with The Bob Bass Band since 2007. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and the use of discretionary strategies and third-party managers.

Raul Barcenes is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 registrations and four years of industry experience. He has worked in various roles, including positions at AIS Asset Management, Equitable Advisors, and FEFA Asset Management. Outside of finance, he is engaged in tutoring, helping students prepare for certification and securities examinations, and provides music consulting through a separate business entity. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research, supporting recommendations with centralized due diligence and an ESG eligibility framework.