Samantha Kennedy is a financial advisor at Merrill with 25 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2009, with a prior career at Bank of America spanning over 30 years. Merrill offers managed account services through the Select Portfolio Solutions program, serving a wide range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates model-based and discretionary investment strategies and operates within the broader Bank of America platform.

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.

Kara Perez is a financial advisor with Merrill in San Antonio, TX, holding Series 63 and Series 66 licenses and three years of industry experience. She has been with Merrill since 1992. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional investors. The firm’s integration with Bank of America allows access to a broad range of products and services beyond typical managed account offerings.

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.

Christopher Jones is a financial advisor with Edward Jones in San Antonio, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked for Valaris (formerly Rowan Companies Inc.) for 15 years and held positions at Western Governors University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations, with over $1 trillion in assets under management. The firm offers a broad range of advisory programs and managed solutions through a large nationwide network of financial advisors and branch offices.

Amber Carden is a financial advisor with Merrill in San Antonio, TX, holding Series 63 and Series 66 designations and possessing 25 years of industry experience. She has been with Merrill since 2009 and has also worked at Bank of America, N.A. since 1983. Outside of her advisory role, Carden is involved with several nonprofit organizations, including serving as an ambassador for HeartGift Advisory Council and participating in fundraising and leadership roles for groups such as Breakthrough Austin, the Junior League of Austin, and Helping Hand Home Society. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies for a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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.

Janella Moya is a financial advisor at Fidelity with 11 years of industry experience. She has worked at J.P. Morgan Securities LLC and USAA Financial Advisors, among other firms. Outside of her advisory role, she works as a food and grocery delivery driver in Austin, Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary investment solutions.

Jody Wilkinson is a financial advisor with Morgan Stanley in San Antonio, TX, holding a Series 66 designation and 18 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize firm-approved tools and investment modeling to support client planning needs.

Nancy De Leon is an International Wealth Advisor at Merrill Lynch Wealth Management. She joined Merrill Lynch in 1995 and has been active in the financial services industry since 1992. Nancy focuses on developing wealth management strategies tailored to the financial objectives of individuals, families, and their businesses, with particular expertise in legacy planning. She holds a bachelor's degree in Economics from Instituto Tecnologico y de Estudios Superiores de Monterrey and has earned professional designations including Certified Exit Planning Advisor (CEPA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Nancy offers clients access to the investment resources of Merrill Lynch along with the banking services of Bank of America to address a broad range of financial needs. She serves clients with interests in areas such as education planning, executive compensation, family wealth management, international wealth management, legacy planning, and portfolio management services. Nancy is fluent in English and Spanish. Outside of her professional work, her personal interests include biking, hiking, painting, photography, reading, running marathons, soccer, tennis, traveling, and yoga.

Alberto Maycotte is an International Wealth Advisor at Merrill Lynch Wealth Management, specializing in International Wealth Management, Managing New Wealth, and Sports & Entertainment. He began his career with Merrill in 1999 and has accumulated over 20 years of experience assisting families and businesses with their financial needs. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from St Mary's University. Alberto works one-on-one with clients to develop personalized financial strategies aimed at helping them achieve their long-term goals. He leverages the resources of Merrill Lynch and the banking services of Bank of America to provide sound advice and guidance. Fluent in English, Spanish, and German, Alberto is equipped to serve a diverse client base. Outside of his professional work, Alberto enjoys playing soccer and tennis, and spending time with his family.

Michael Johnson is a financial advisor with OSAIC in San Antonio, TX, holding a Series 63 license and 40 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 17 years before joining OSAIC in 2025. Outside of his advisory role, he acts as an insurance agent offering disability, fixed, and traditional life insurance products, and serves as a trustee managing investment accounts held in trust for an immediate family member. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on asset allocation and portfolio construction utilizing various investment vehicles and third-party managers.

Daniel Lasater is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked previously at PNC Bank, BBVA Wealth Solutions Inc., Compass Bank, and Texas Capital Bank. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Harry Austin is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Victory Capital Advisers, USAA Investment Management Company, and USAA financial planning services. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management along with fund advisory services. The firm employs a blend of fundamental research and quantitative analysis, using systematic methodologies and algorithmic portfolio construction to develop model portfolios.

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.

Jacob Yaklin is a CFP® and holds a Series 65 license, currently advising with LPL Financial in San Antonio, TX. He has five years of industry experience, including roles at Oakwell Private Wealth Management and service in the United States Marine Corps. His background also includes a year in the automotive industry with Yaklin Chrysler Dodge Jeep and Ram. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

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.

Omar Siddiqui is a financial advisor with Merrill in San Antonio, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Deutsche Bank AG and JPMorgan Chase Bank, N.A. Siddiqui serves as a board member for the Houston Shifa Foundation Inc., a nonprofit clinic providing affordable health care to underprivileged populations. Merrill offers managed account services through the Select Portfolio Solutions program, serving a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates model-based and discretionary investment strategies within Bank of America’s platform.

Daniel Crites is a CFP®-credentialed financial advisor with Morgan Stanley in San Antonio, TX, bringing 10 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

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.