Jonathan Woodus is a financial advisor at Primerica Advisors in San Antonio, TX, holding Series 65 and Series 63 licenses with four years of industry experience. His work history includes roles at PFS Investments Inc., Primerica Financial Services, Lancer Worldwide, and Church's Chicken. He is also involved in sales of investment-related products and receives non-investment related compensation for referrals of home security, automation, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving mainly individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services via a large network of financial advisors using model-delivery strategies created by third-party asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

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.

Martha Taylor is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. Her career includes positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as Citigroup Global Markets. She also serves as a trustee and co-trustee for a trust in San Antonio. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market simulations.

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.

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.

Journel Gibbs is a Series 66-registered financial advisor with Ameriprise in San Antonio, TX, with 20 years of industry experience. He has been with Ameriprise and its predecessor entities since 2006. Outside of his advisory work, he serves as President and Chairman of the Board for the San Antonio African American Community Archive and Museum and is involved with local historical and community organizations. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Samantha Kennedy is a financial advisor at Merrill with 25 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2009. Prior to that, she has worked with Bank of America, N.A. since 1996. 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 supported by internal Chief Investment Office teams and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 with LPL Financial in San Antonio, TX, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Investment Professionals, Inc., Morgan Stanley & Co. LLC, and Ameriprise prior to joining LPL Financial in 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary strategies across a variety of investment options.

Kara Perez is a financial advisor at Merrill with Series 66 and Series 63 licenses and three years of industry experience. She has been with Merrill since 1992. 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 strategies from internal and third-party managers for a range of clients including individuals, high-net-worth clients, pension 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. 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 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.

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.

Amber Carden is a financial advisor at Merrill with Series 63 and Series 66 credentials and 25 years of industry experience. She has been with Merrill since 2009 and has maintained a longstanding association with Bank of America since 1983. Outside of her advisory role, Carden is involved in multiple nonprofit organizations, including serving as an ambassador for HeartGift, co-chairing a capital campaign for the Junior League of Austin, and holding board positions with E3 Alliance, the Headliners Club, and Helping Hand Home Society. 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 a range of model-based and discretionary investment strategies supported by internal and third-party portfolio managers and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kelly Robbins is a financial advisor at Ameriprise with nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Robbins is the owner of XZ8979 LLC, an organization focused on marketing, management, and administration of her practice. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

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.

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.