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.

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.

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.

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.

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.

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.

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.

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.

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.