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 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.

Kara Perez is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. She has been associated 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

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.

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 with UBS Financial Services in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. Outside of advisory work, he co-owns and operates a family cattle ranch in Somerset, TX. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor investment strategies according to clients’ goals and risk tolerance.

Alberto Maycotte is an International Wealth Advisor at Merrill Lynch Wealth Management. He specializes in international wealth management, managing new wealth, and serving clients in the sports and entertainment sectors. Fluent in English, Spanish, and German, Alberto leverages his language skills to work with a diverse client base. Alberto has been with Merrill Lynch since 1999, assisting families and businesses in navigating their financial needs. He holds professional designations as a Personal Investment Advisor (PIA) and a Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Alberto earned his Bachelor's Degree from St Mary's University. Outside of his professional duties, Alberto enjoys soccer, tennis, and spending time with his family. He approaches his work with the philosophy of developing personalized financial strategies tailored to help clients pursue their long-term goals.

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.