Gregory Metz is a financial advisor with Wells Fargo Clearing in San Antonio, TX, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at UBS Financial Services from 2016 to 2022. Outside of his advisory role, he has ownership in a floral import-export business with his spouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, integrating research and modern portfolio theory in its investment approach.

Peggy Stavinoha is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 15 years of industry experience. She also works as a fitness class instructor at Life Time Fitness, teaching one class per week. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a team of Wealth Advisors.

Griffin Colbert is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses. He has one year of industry experience, including prior roles at Fidelity Investments, Charles Schwab, and State Farm. Outside of finance, his background includes work in the food and service industry. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support client investment decisions.

Ian Mobley is a financial advisor with J.P. Morgan Securities in San Antonio, TX. He holds Series 63 and Series 66 credentials and has one year of industry experience, including prior roles at Fidelity Brokerage Services LLC and Fidelity Investments. Outside of finance, he has experience in photography and small business ventures. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, providing investment consulting and advisory services with an emphasis on quantitative asset-allocation modeling and an ESG eligibility framework.

Ahmad Achmar is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation and 16 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and was previously with Chase from 2009. 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 its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary advisory services supported by an in-house manager solutions team and a centralized due diligence framework.

Matthew Merrill is a financial advisor with J.P. Morgan Securities in San Antonio, TX. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at United Parcel Service for seven years and has additional experience at Oak Hills Country Club and Walmart. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Their approach combines quantitative asset-allocation modeling with centralized due diligence, incorporating an ESG eligibility framework when recommending investment strategies.

Ronnie Higgs is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has worked at various firms including USAA, Fisher Asset Management, Coinbase, Robinhood Markets, and Liberty Mutual. He has also been employed by JPMorgan Chase Bank and J.P. Morgan Securities during multiple periods. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Pamela Talamantez is a financial advisor with Wells Fargo Clearing in San Antonio, Texas, holding Series 63 and Series 66 designations and 15 years of industry experience. Her prior roles include positions at Turtle Creek Wealth Advisors, Merrill, Chalice Capital Partners, Texas Capital Bank Private Wealth Advisors, Raymond James Financial Services, and Morgan Stanley. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions. The firm manages approximately $671 billion in assets and uses research-based, diversification-focused investment approaches.

Yareli Martinez is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2019. Martinez also has a background working at Jpmorgan Chase Bank and spent time at TJ Maxx Company. Additionally, she has been affiliated with San Antonio College for over a decade. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

George Rogers is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 license and has previously worked at Victory Capital and EchoRock Financial, where he was also an owner of a tax preparation and representation services firm. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Benjamin Lopez is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Victory Capital and Mass Mutual. He also operated Benjamin Lopez Tech Consulting and has a background that includes working at Fair Oaks Golf Ranch. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Xavier Gutierrez is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at BBVA Securities Inc., Compass Bank, and BBVA Compass Insurance Agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a variety of financial planning and investment management solutions, leveraging both proprietary and third-party models alongside advanced operational tools.

Karla Hopper is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and JPMorgan Chase Bank, N.A. prior to her current role. Based in San Antonio, TX, she has been with J.P. Morgan Securities since 2016. J.P. Morgan Securities 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.

Brittany Scott is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 designations and three years of industry experience. Her prior work includes six years at Bill Miller Bar B Q before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2022. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in their investment approach.

Joseph Le Bouff is a financial advisor at J.P. Morgan Securities with five years of industry experience and holds the Series 66 designation. His prior roles include positions at Equitable Advisors and Uber, as well as experience in education at North East ISD and Floresville ISD. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Chad Mitchell is a financial advisor with Wells Fargo Clearing in San Antonio, TX, holding a Series 66 designation and 22 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is involved in land and wildlife management through ownership and operation of ranch-related businesses. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, leveraging research and analytics along with brokerage and advisory solutions.

Dorian Townsend is a Series 66-licensed financial advisor with seven years of industry experience. He currently works with J.P. Morgan Securities in San Antonio, TX, and has held positions at firms including SWBC Investment Company, Ameriprise, USAA, and Edward Jones. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Charles Guerra is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He has held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Guerra holds the Series 63 and Series 66 designations. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Payton Anderson is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch for three years. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kristine Velasquez is a financial advisor at Wells Fargo Clearing in San Antonio, TX, holding Series 63 and Series 65 licenses with 30 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Outside of her advisory role, she serves as a trustee for several family trusts, including those for her nephew, niece, and sons. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes investment options such as insurance-related vehicles and bank deposit sweep programs.