Joseph Rothstein

Vania Magallanes is a financial advisor at KWS Advisory Group, LLC in Laredo, TX, holding a Series 65 credential with four years of industry experience. She has been with KWS Financial Group since 2020 and has also worked with the Laredo Independent School District since 2010. Outside of advising, she serves as CEO of Millennial Rentals, LLC, managing contracting for an investment property. KWS Advisory Group provides discretionary asset management and financial planning services to individuals, trusts, estates, corporations, and retirement accounts, managing approximately $9.1 million in client assets. The firm uses a combination of fundamental, technical, charting, and cyclical analysis and employs third-party platforms and managers in its portfolio construction.

Claudette Soto is a financial advisor at Cresta Advisors with a Series 65 designation and two years of industry experience. Prior to joining Cresta Advisors, she worked at Commerce Bank and has held positions in various other industries including education and hospitality. Cresta Advisors is an SEC-registered investment adviser managing approximately $533 million in client assets, serving individuals, high-net-worth households, trusts, estates, corporations, endowments, public entities, and retirement plan sponsors primarily in Texas, California, and Mexico. The firm employs a combination of fundamental and technical analysis, Modern Portfolio Theory, and targeted asset allocation to construct and monitor portfolios and offers both discretionary and non-discretionary retirement plan services.

Manuel Garza is a Series 66 licensed financial advisor with 20 years of industry experience. He has been with Deutsch & Garza Ltd dba Cresta Advisors since 2013, where he serves as managing member. Garza is also active as an insurance agent, selling fixed life and annuity products. Additionally, he contributes time as a volunteer at Texas A&M International University’s A.R. Sanchez, Jr. School of Business. Cresta Advisors is an SEC-registered investment adviser managing approximately $533 million in client assets. The firm serves individuals, high-net-worth households, trusts, estates, corporations, endowments, public entities, and retirement plan sponsors, primarily in Texas, California, and Mexico, using a combination of fundamental and technical analysis alongside Modern Portfolio Theory to build and manage portfolios.

Mark Deutsch is a financial advisor at Cresta Advisors with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Deutsch & Garza Ltd dba Cresta Advisors since 2013. Outside of his advisory role, he is a partner and managing member in several mineral and real estate entities. Cresta Advisors is an SEC-registered investment adviser managing approximately $533 million in client assets. The firm serves individuals, high-net-worth households, trusts, estates, corporations, endowments, public entities, and retirement plan sponsors, primarily in Texas, California, and Mexico, using a combination of fundamental and technical analysis alongside Modern Portfolio Theory to construct and monitor portfolios.

Jeronimo Martinez is a financial advisor at Cresta Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at the Webb County Treasurer’s Office and International Business Advisors. Cresta Advisors manages approximately $533 million in client assets and serves individuals, high-net-worth households, trusts, estates, corporations, endowments, public entities, and retirement plan sponsors primarily in Texas, California, and Mexico. The firm employs a combination of fundamental and technical analysis, Modern Portfolio Theory, and targeted asset allocation to construct and monitor portfolios and offers both consulting and discretionary retirement plan management services.

Diego Lucatero is a financial advisor at Cresta Advisors with a Series 65 designation and two years of industry experience. Prior to his work in finance, he held positions at Texas Roadhouse and Olive Garden. He has been a student since 2014. Cresta Advisors provides portfolio management, financial consulting, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, corporations, endowments, non-profits, and plan sponsors. The firm offers both non-discretionary and discretionary fiduciary services, operates a wrap-fee program, and combines fundamental and technical analysis with Modern Portfolio Theory in its investment approach.