Robert Davila is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. His background includes roles at USAA and various positions related to higher education and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Garrett Cox is a financial advisor at Cetera with seven years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. Before his financial career, he was involved with Coxco Roofing for five years. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Wesley Whitehead is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2013. Whitehead is also involved with WR Wealth Management, an investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Aubrey Edgington is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2016, Edgington worked at Darden-Eddie V's Prime Seafood for one year. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Hugh Armstrong currently serves as Vice President and Branch Leader at Fidelity Investments, where he leads and develops a team of financial professionals at the San Antonio Investor Center. In his role, he focuses on partnering with clients to plan for their financial goals by building strong relationships and providing a customized planning experience tailored to each client's story. Armstrong has held multiple leadership positions at Fidelity Investments since 2014, including Team Leader roles in Advisory Services, Service Support Group, and Client Services. His progression through these roles reflects his experience in managing teams and supporting client-focused financial services. No additional information on education, credentials, personal interests, or community involvement has been provided.

Hayley Mattoon is a financial advisor with Equitable Advisors in San Antonio, TX, holding a Series 66 credential. Mattoon has been with Equitable Advisors since 2026 and has prior work experience across various industries including construction and hospitality. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional investors, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

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.

Timothy Mazzanti is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including New York Life, Merrill, Bank of America, and USAA Financial Advisors. He has been with J.P. Morgan since 2020. J.P. Morgan Securities 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Mark De Gon is a financial advisor with Raymond James & Associates in Boerne, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior career includes long tenures at Merrill and Bank of America. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services with a variety of portfolio management styles and affiliated research resources.

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 at UBS Financial Services with 18 years of industry experience. He has previously worked at Wells Fargo Clearing and Wachovia Bank, accumulating extensive expertise across these firms. Outside of his advisory role, he co-owns a cattle ranch in Somerset, Texas, operated with his spouse. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and financial products.

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.

Alberto Torres is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He previously worked at Waddell & Reed, Inc. for six years and served on the St. Francis CYO Board for five years. His outside activities include co-ownership of a real estate rental property. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

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.

David Schubert is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with Primerica Advisors since 2017 and previously with PFS Investments Inc. from 2011 to 2016. Outside of his advisory role, he owns David L Schubert Enterprises LLC, a business focused on asset tracking device sales. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

James Inman is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Charles Schwab Bank, SWBC Investment Services, Ameriprise Financial Services, and Investment Professionals, Inc. Inman is based in Helotes, TX. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized operations and alternative investment due diligence.

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.

Mark Gregory is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Primerica Advisors since 1982 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with a range of model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, maintaining oversight of model selection and implementation.