Luz Gomez is a financial advisor at UBS Financial Services with 22 years of industry experience. She holds the Series 66 designation and has been with UBS since 1995. 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 research-driven, model-based asset allocation and planning tailored to clients’ goals and risk tolerances.

Joselyn Garcia is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A. since 2021. Her prior experience includes roles at River City Federal Credit Union, Laredo Federal Credit Union, and BBVA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through tailored asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence and incorporates an ESG eligibility framework in its recommendations.

Ashley Simpson is a Planning Consultant at Fidelity Investments, a role she has held since 2025. In this capacity, she works with clients to develop personalized, goal-based financial plans by delivering guidance on investments, retirement readiness, and long-term strategy to support confident, informed financial decision-making. Ashley has been with Fidelity Investments since 2022, progressing through various roles including Defined Contributions Representative, Customer Relationship Advocate, and Relationship Manager. This experience has provided her with a broad understanding of client needs and financial services. Outside of her professional work, Ashley enjoys cooking and baking, outdoor adventures, parenthood, and traveling.

Braden Durham is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 66 designation. His professional background includes roles at Pontem Financial, Reynolds and Reynolds, and experience in education at Texas A&M University and Texas A&M at Corpus Christi. 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 and access to third-party asset management, supported by extensive technology and operational resources.

Scott Gibson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on 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 and may incorporate ESG criteria.

Clay Crosby is a Financial Consultant at Fidelity Investments, where he has been working since 2025. His professional journey at Fidelity began in 2022 and includes roles as a Financial Representative, Relationship Manager, and Planning Consultant. Prior to joining Fidelity Investments, Clay worked in Private Wealth Management at Rockefeller Capital Management from 2021 to 2022. He believes that financial planning extends beyond building wealth to transforming financial complexity into clarity, allowing clients to focus on what matters most. Clay develops personalized strategies by understanding each client's unique goals and circumstances, helping them navigate life's financial opportunities and challenges with confidence. Outside of his professional life, Clay enjoys football, golf, skiing, and spending time with his pets.

David Bugarin is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His prior work includes roles at Texas Capital Private Bank and J.P. Morgan Chase Bank. Located in San Antonio, TX, he has been with J.P. Morgan Securities since 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a centralized due diligence team and includes capabilities in derivatives and commodities through affiliated entities.

Paxton Smith Jr. is a financial advisor with Mass Mutual Investors Services in San Antonio, TX. He holds CFP® and ChFC® designations and has 10 years of industry experience. Prior to joining Mass Mutual in 2018, he worked at Sequent Planning, LLC, ProEquities, Inc., and Futurity First. Outside of his advisory role, he teaches informational Medicare classes through local school districts and is involved in efforts to make financial services accessible to the deaf community through his insurance brokerage activities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements and provides a range of programs including educational seminars and event-driven planning services.

Jonathan Woodus is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 65 and Series 63 licenses and four years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2021 and has additional experience with Lancer Worldwide and Church's Chicken. Outside of advising, he is involved in sales of loan products, home security, and automation services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers advisory services through a large network of advisors and relies primarily on model-delivery strategies managed by unaffiliated asset managers.

Mark Stuckless is a financial advisor with UBS Financial Services in San Antonio, TX, holding a Series 66 designation and 14 years of industry experience. He has been with UBS Financial Services Inc. and UBS Bank Canada since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, offering proprietary research and affiliated banking and lending programs.

Nathan Reneau is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Cetera since 2023. His prior roles include positions at Cetera Wealth Services, LLC and VOYA Financial Advisors. Reneau is also a licensed CPA and attorney who provides tax advice, prepares tax returns, and assists clients with estate planning and the preparation of legal documents. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with a range of program options.

Robert Davila is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has previously worked at USAA and the University of Texas at San Antonio. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to diverse clients, including retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model solutions.

Russell Jones is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Victory Capital Services and JPMorgan Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with a focus on customizable portfolio strategies supported by both proprietary research and third-party managers.

Krista Hall is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and having 40 years of industry experience. Her prior roles include 21 years at Stifel Independent Advisors and five years at Morgan Keegan & Company. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory models and third-party program sponsors to deliver its services.

Garrett Cox is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. His prior experience includes roles at Bank of America and Merrill. Outside of finance, he was involved in a roofing business for five years. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with discretionary and non-discretionary program options.

Wesley Whitehead is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 66 credential and 19 years of industry experience. He previously worked at Investment Professionals, Inc., Morgan Stanley & Co. LLC, and Ameriprise. 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 portfolio programs, and third-party asset management, supported by a network of over 22,000 advisors.

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. She holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to her current role, she worked in various industries including construction and hospitality. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and other institutions. The firm offers financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing both proprietary programs and third-party asset managers.

Jerry Klinger is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 21 years of industry experience. His prior work includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He also owns and operates JL Klinger Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, supporting a variety of specialized planning needs through a network of financial advisors.

Christopher Jones is a financial advisor with Edward Jones in San Antonio, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked for Valaris (formerly Rowan Companies Inc.) for 15 years and spent two years at Western Governors University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.