Christopher Kardys is a financial advisor at 1900 Wealth in San Antonio, TX, holding a Series 65 designation with six years of industry experience. He has been with 1900 Wealth, formerly Monticello Wealth Management, LLC, since 2019 and previously worked at Rocanda USA Inc. from 2011 to 2019. 1900 Wealth serves individuals, family offices, pension and profit-sharing plans, trusts, estates, corporations, and other entities, providing financial planning, consulting, and investment management services. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds to create diversified long-term portfolios tailored to each client’s goals, risk tolerance, and time horizon.

Jessica Drought is a financial advisor at 1900 Wealth with five years of industry experience. She holds the Series 65 designation and has previously worked at M Capital and Texas Next Capital. 1900 Wealth serves individuals, family offices, pension and profit-sharing plans, trusts, estates, corporations, and other entities with financial planning, consulting, and investment management. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds to build long-term, diversified portfolios tailored to clients’ goals, risk tolerance, and time horizon.

Austin Kroll is a financial advisor at 1900 Wealth with 11 years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at Frost Investment Services, Frost Brokerage Services Inc, and Frost Bank. 1900 Wealth provides financial planning, consulting, and investment management services to individuals, family offices, pension and profit-sharing plans, trusts, estates, corporations, and other entities. The firm emphasizes strategic asset allocation and uses low-cost ETFs and mutual funds to build diversified portfolios, often managing accounts on a discretionary basis and offering family office services.

Melissa Anderson is a financial advisor at 1900 Wealth with five years of industry experience. She holds a Series 65 designation and has previously worked at Windmühle LLC and Bull Creek Financial Services LLC. Anderson serves as a trustee for Southwestern University and is a board member and chairperson of the investment committee at The Catholic Foundation-Diocese of Austin. 1900 Wealth provides financial planning, consulting, and investment management services to individuals, family offices, pension and profit-sharing plans, trusts, estates, corporations, and other entities. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds, offers family office services, and manages client accounts both discretionary and non-discretionary.

Miles Fuquay is a CFP® professional with seven years of industry experience, currently with 1900 Wealth in San Antonio, TX. He has been with 1900 Wealth, formerly Monticello Wealth Management, since 2018 and previously worked at Jefferson Bank from 2005 to 2019. 1900 Wealth serves a diverse client base including individuals, family offices, pension and profit-sharing plans, and corporations, offering financial planning, consulting, and investment management services. The firm employs a strategic asset allocation approach using low-cost ETFs and mutual funds to create long-term diversified portfolios, and also manages affiliated pooled investment vehicles while making use of sub-advisers for customized portfolios.

Charles Dodd Jr. is a financial advisor at 1900 Wealth in San Antonio, TX, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Steve Miura. 1900 Wealth serves a broad client base including high-net-worth individuals, family offices, pension and profit-sharing plans, and corporations, offering financial planning, consulting, and investment management through a strategic asset allocation approach that incorporates low-cost ETFs and mutual funds. The firm also manages affiliated private funds and provides family office services.

Robert Jones is a CFA® charterholder with three years of industry experience. He is currently with 1900 Wealth Management LLC and previously worked for seven years at USAA Asset Management Company. 1900 Wealth serves a diverse client base including individuals, family offices, pension and profit-sharing plans, and corporations. The firm’s investment approach centers on strategic asset allocation using low-cost ETFs and mutual funds to create long-term, diversified portfolios tailored to each client’s goals and risk tolerance.

Todd Brockwell is a CFA® charterholder based in San Antonio, TX, with nine years of industry experience. He has been with 1900 Wealth, formerly Monticello Wealth Management, since 2016. 1900 Wealth serves a diverse client base, including individuals, family offices, pension plans, trusts, and corporations, offering financial planning and both discretionary and non-discretionary investment management. The firm emphasizes strategic asset allocation and low-cost ETFs and mutual funds to build long-term diversified portfolios tailored to clients’ goals and risk tolerance.

Caroline Satel is a financial advisor at 1900 Wealth in San Antonio, TX, holding Series 63 and Series 65 licenses with three years of industry experience. Her prior roles include positions at IFA Paris and Purshe Kaplan Sterling Investments, Inc. 1900 Wealth serves a diverse client base including individuals, family offices, pension plans, and corporations, offering financial planning, consulting, and investment management services. The firm focuses on strategic asset allocation and uses low-cost ETFs and mutual funds to build long-term, diversified portfolios tailored to clients’ objectives.

Stephen Hernandez is a financial advisor at 1900 Wealth with a Series 65 designation and one year of industry experience. Prior to joining 1900 Wealth, he worked at Platform Science and Trimble, and spent seven years at Oracle. Outside of his financial advisory role, Hernandez serves as an elder and director at Redeemer Bible Church of San Antonio, where he is involved in preaching, teaching, church leadership, and managing the church’s finances. 1900 Wealth serves a diverse client base, including individuals, family offices, pension and profit-sharing plans, trusts, estates, and corporations. The firm focuses on strategic asset allocation using low-cost ETFs and mutual funds to build diversified portfolios tailored to clients’ goals, and also offers family office services along with management of affiliated pooled investment vehicles.

Jacob Allison is a financial advisor at 1900 Wealth in San Antonio, TX, holding a Series 65 credential. He has been active in the financial industry since 2024, with prior experience at Northwestern Mutual and KE Andrews. Allison’s background includes several roles outside finance, including positions at Texas A&M University and Westwood Country Club. 1900 Wealth provides financial planning, consulting, and investment management services to individuals, family offices, pension and profit-sharing plans, trusts, estates, and corporations. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds to build diversified, long-term portfolios tailored to clients’ goals and risk tolerance.

Mary Romanczuk is a financial advisor at 1900 Wealth with Series 65 and Series 63 registrations and four years of industry experience. Prior to joining 1900 Wealth in 2025, she worked at Piper Sandler & Co. from 2021 to 2025 and held positions at the University of Texas at Austin and KCIC. 1900 Wealth serves individuals, family offices, pension and profit-sharing plans, trusts, estates, corporations, and other entities with financial planning, consulting, and investment management. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds to create diversified portfolios tailored to clients’ goals and risk tolerance.

Hannah Jones is a financial advisor at 1900 Wealth with one year of industry experience. She holds a Series 65 designation and has previously worked at Luther King Capital Management and attended Texas Tech University Graduate School. 1900 Wealth serves individuals, family offices, pension and profit-sharing plans, trusts, estates, and corporations with financial planning, consulting, and investment management. The firm emphasizes strategic asset allocation and utilizes low-cost ETFs and mutual funds to create long-term, diversified portfolios tailored to clients’ goals and risk tolerance.

James Sulester Jr is a financial advisor at 1900 Wealth with 12 years of industry experience. He holds Series 65 and Series 63 designations and has worked previously at CrowdOut Capital and Pasadera Capital. 1900 Wealth serves individuals, family offices, pension and profit-sharing plans, trusts, estates, corporations, and other entities by providing financial planning, consulting, and investment management services. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds to create diversified, long-term portfolios tailored to client goals and risk tolerance.

Michael Sierra is a CFP® professional at 1900 Wealth with three years of industry experience. He previously worked at First Financial Trust & Asset Management for four years and Argent Trust Company for seven years. 1900 Wealth serves a diverse client base including individuals, family offices, and institutional entities, offering financial planning, consulting, and investment management. The firm emphasizes strategic asset allocation and uses low-cost ETFs and mutual funds to build diversified portfolios tailored to client goals and risk tolerance.

Matthew Richter is a financial advisor with 3 years of industry experience, currently with 1900 Wealth. He holds Series 63 and Series 65 licenses and previously worked for Lucas Petroleum Group Inc for 9 years. 1900 Wealth serves individuals, family offices, pension and profit-sharing plans, trusts, estates, corporations, and other entities with financial planning, consulting, and investment management. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds, provides customized managed portfolios through sub-advisers, and manages affiliated private funds while recommending related banking services through its common ownership with Jefferson Bank.

Richard Dullnig is a financial advisor at 1900 Wealth with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Ameriprise and Investment Professionals, Inc. Outside of his advisory role, he serves as President of the Oakwell Farms HOA Board of Directors and as Treasurer for the San Antonio Stock Show & Rodeo BBQ Committee. 1900 Wealth serves a range of clients including individuals, family offices, pension plans, and corporations, offering financial planning, consulting, and investment management. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds to build diversified portfolios tailored to client objectives and routinely manages accounts on a discretionary basis.

Phyllis Kyle is a financial advisor with 2 years of industry experience, currently practicing at 1900 Wealth. She holds the Series 63 and Series 65 credentials. Prior to joining 1900 Wealth, she spent over two decades at Orleans Capital Management. 1900 Wealth provides financial planning, consulting, and investment management services to individuals, family offices, pension and profit-sharing plans, trusts, estates, corporations, and other entities. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds to build diversified portfolios tailored to client goals and risk tolerance.