San Antonio, TX N. Loop 1604 West Office

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.

Dana Jones is a CFP®-certified financial advisor with 13 years of industry experience, currently practicing at Wells Fargo Advisors in San Antonio, TX. Prior to joining the advisory team, Jones worked for Wells Fargo Clearing for 10 years. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning through a broad menu of services, including retirement, education, business-owner transition, and niche planning areas. The firm employs proprietary research and planning tools to develop tailored recommendations, offering clients flexible implementation options across brokerage and advisory programs.

Joseph Gonzales is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding a Series 66 designation and 13 years of industry experience. He has worked at Wells Fargo Clearing, Ameriprise, and Thrivent Investment Management before joining Wells Fargo Advisors. Outside of finance, he is involved in wedding and event planning and also works as a customer service representative. 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 integrates advisory services with other financial product sales and referral channels.

Jack Wimer is a financial advisor at Wells Fargo Advisors in San Antonio, TX, holding a Series 66 designation with 19 years of industry experience. He has worked with Wells Fargo Advisors since 2020 and previously served at Wells Fargo Clearing from 2016 to 2020. Additionally, he has led a consultancy, Wimer Leadership, since 1988. Outside of his advisory role, he operates a podcast through a separate business activity. 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 planning menu tailored to clients meeting a net-worth threshold, using Wells Fargo research and tools to develop and deliver customized recommendations.

Douglas Schroeder is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding CFP® and Series 66 credentials and over 20 years of industry experience. His career includes prior roles at Wells Fargo Clearing, Cetera, and LPL Financial. Outside of his advisory work, he owns and manages a financial planning business and several rental properties. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to deliver tailored recommendations across various financial planning areas, with clients able to choose implementation through multiple brokerage and advisory program options.

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 with Wells Fargo Advisors in San Antonio, TX, holding a Series 66 designation and 14 years of industry experience. He has been with Wells Fargo Advisors since 2020 and previously worked at Wells Fargo Clearing from 2016 to 2020. Outside of his advisory role, he is a budget committee member for Grace Baptist Church. 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 services tailored to clients who meet a net-worth threshold. The firm integrates advisory services with other financial products and referral channels, delivering recommendations through meetings and written summaries with optional implementation.

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 bringing 25 years of industry experience. His career includes tenures at Morgan Stanley, Citigroup Global Markets, and Merrill before joining Wells Fargo Clearing and subsequently Wells Fargo Advisors. Outside of his advisory work, he co-owns a charter boat business through Transmarinus Partners, LLC in Tulsa, OK. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients meeting certain net-worth thresholds. The firm combines advisory services with brokerage and other financial products, providing customized planning supported by Wells Fargo research and tools.

Ernest Trevino is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2022. His prior roles include six years at Wells Fargo Clearing and five years at USAA Financial Planning Services. He owns and operates Mission Asset Advisors LLC, where he dedicates significant time to investment-related activities and serves as trustee for the firm's 401(k) plan. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options using proprietary research and tools. The firm integrates advisory services with various financial products and referral channels.

Tito Shane is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. Outside of advising, he performs bookkeeping for a family logistics business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet a net-worth threshold, including specialized areas such as business-owner transition and special-needs analysis.

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 with Wells Fargo Advisors in San Antonio, TX, holding a Series 63 designation and 38 years of industry experience. He has worked with Wells Fargo Advisors since 2023 and previously held roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. 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, offering a broad range of planning solutions and integrating advisory services with other financial products and referral channels.

Mason Sommer is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Wells Fargo Clearing and Prudential Equity Group, LLC. He is also the owner of two investment-related business entities in Oklahoma City. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet certain net-worth thresholds. The firm offers a broad range of planning services covering various financial needs and integrates advisory services with other financial products and referral channels.

Ashley Chapman is a financial advisor at Wells Fargo Advisors with a Series 66 designation and five years of industry experience. Prior to joining Wells Fargo Advisors in 2021, she worked at Wells Fargo Advisors PCG and Praxis Benefits. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu, including specialized services such as business-owner transition planning, sports and entertainment planning, and special-needs analysis, using Wells Fargo research and planning tools.