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.

John Muehl is a financial advisor at Edward Jones in New Braunfels, TX, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior experience at Security Service Federal Credit Union and as a UX designer. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

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 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 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.

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 designations. His prior experience includes roles at PNC Bank, BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, Compass Bank, and Texas Capital Bank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tyler Scholten is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Equitable Advisors and Cob & Pen. J.P. Morgan Securities LLC 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 non-discretionary advisory model. As a subsidiary of J.P. Morgan, the firm integrates institutional advisory with brokerage, distribution, and investment management capabilities.

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.

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.

Christopher Goodman is a financial advisor at Fidelity with five years of industry experience. His prior experience includes roles at JP Morgan Chase and Wells Fargo Bank. Outside of his advisory work, he associates with Comal Tubes in New Braunfels, TX, assisting with customer service and river float equipment, and occasionally works as an Uber driver in San Francisco. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Daniel Hernandez is a Series 66-licensed financial advisor at Ameriprise in San Antonio, TX, with eight years of industry experience. He has been with Ameriprise since 2015, including his current role from 2020 onward. Prior to his financial services career, he worked at San Antonio Christian School and the University of Texas at San Antonio. Ameriprise offers a retirement-income planning service tailored to individuals with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team to deliver these recommendations, primarily for clients holding assets in Ameriprise-managed accounts.

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.