Joseph Rothstein

Vania Magallanes is a financial advisor at KWS Advisory Group, LLC with a Series 65 designation and four years of industry experience. She has been with KWS Financial Group since 2020 and also works with the Laredo Independent School District. KWS Advisory Group provides discretionary asset management and financial planning services to individuals, trusts, estates, and business entities. The firm manages approximately $18.33 million in assets across 224 clients and employs a mix of fundamental, technical, charting, and cyclical analysis in its portfolio construction.

James Moore is a financial advisor at Entrust Investment Services, Inc with 14 years of industry experience. He holds a Series 66 designation and has previously worked at ISC Advisors, Inc. and Institutional Securities Corp. Moore also operates J&P Moore Financial Group. Entrust Investment Services provides discretionary investment management and financial planning to a diverse client base, including other registered investment advisers, high-net-worth individuals, households, and businesses. The firm employs a Modern Portfolio Theory framework and offers ERISA plan services, sub-advisory arrangements, and public educational seminars.

Cesar Martinez is a financial advisor at Cresta Advisors with Series 65 and Series 63 credentials. He joined the firm in 2026 and has prior experience at Fueling Systems International, LLC, as well as a background in higher education at Texas A&M International University. Cresta Advisors serves individuals, high-net-worth clients, trusts, estates, corporations, endowments, non-profits, and plan sponsors, providing portfolio management, financial consulting, and retirement-plan advisory services. The firm combines fundamental and technical analysis with Modern Portfolio Theory in its investment approach and manages approximately $786 million in assets, primarily on a discretionary basis.

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 financial advisor with Cresta Advisors in Laredo, TX, holding a Series 66 designation and 21 years of industry experience. He has previously worked at Merrill and Fortitude Advisory Group L.L.C. Garza also serves as an instructor at Texas A&M International University’s A.R. Sanchez, Jr. School of Business. 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 discretionary and non-discretionary fiduciary services, operates a wrap-fee program, and maintains an affiliated insurance sales capability, serving a client base that includes institutional and cross-border clients.

Mark Deutsch is a financial advisor with Cresta Advisors in Laredo, Texas, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has previously worked at Merrill and Fortitude Advisory Group L.L.C. Deutsch is also involved as a managing member and partner in several related business ventures. Cresta Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, endowments, non-profits, and plan sponsors. The firm provides both non-discretionary and discretionary fiduciary services, combining fundamental and technical analysis with Modern Portfolio Theory to manage approximately $786 million in assets across various account types.