Yvette Webb is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Frost Investment Services since 2017. She has been affiliated with Frost Brokerage Services since 2008 and previously worked at Frost National Bank. Outside of finance, she operates the Round Top Cooking Channel, a blog featuring cooking recipes and video demonstrations with guest chefs. Frost Investment Services is a retail-focused SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and comprehensive financial planning, utilizing the Fidelity Managed Account Xchange platform and a research-driven investment process that includes fundamental, technical, and cyclical analysis.

John Moreno is a financial advisor with Frost Investment Services in San Antonio, TX. He holds Series 63 and Series 66 licenses and has 18 years of industry experience. Moreno has worked within the Frost organization since 2005, including roles at Frost National Bank and Frost Brokerage Services. Frost Investment Services is a retail-focused, SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and managed account programs, utilizing fundamental, technical, and cyclical research alongside both proprietary and third-party investment strategies.

Selena Grupp is a financial advisor at Frost Investment Services with nine years of industry experience. She holds a Series 63 designation and has been with Frost Brokerage Services since 2017, also maintaining a role at Frost Bank since 2012. Frost Investment Services provides investment advisory and portfolio management services to individual and corporate clients, including high-net-worth households. The firm operates as an enterprise advisory platform with a banking affiliation, managing approximately $3.7 billion in client assets across 179 advisors.

Octavio Carrasco is a financial advisor with Frost Investment Services in San Antonio, TX, holding a Series 63 designation and three years of industry experience. His prior roles include four years at JP Morgan Securities LLC and service in the United States Marine Corps from 2017 to 2021. Frost Investment Services serves individual and corporate clients, including high-net-worth households, offering investment advisory and portfolio management services through an enterprise advisory platform with approximately 179 advisors overseeing around $3.7 billion in client assets. The firm is notable for its affiliation with a banking institution, which influences its referral, custody, and compensation arrangements.

Brook Whitworth is a financial advisor with Frost Investment Services in San Antonio, TX. He holds a Series 63 designation and has eight years of industry experience, having worked at Frost Brokerage Services since 2018 and Frost Bank since 1995. Frost Investment Services provides investment advisory and portfolio management services to individual, high-net-worth, and corporate clients. The firm combines enterprise scale with a banking affiliation and manages approximately $3.7 billion in client assets across about 179 advisors.

Stephanie Vosper is a financial advisor at Frost Investment Services with 16 years of industry experience. She holds the Series 66 designation and has worked at Frost Brokerage Services Inc and Frost Bank since 2015. Vosper joined Frost Investment Services in 2017. Frost Investment Services is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and managed account programs, implementing client portfolios through the Fidelity Managed Account Xchange platform with a blend of proprietary and third-party strategies.

Kyle Snyder is a financial advisor with Frost Investment Services based in San Antonio, TX, holding a Series 66 designation and seven years of industry experience. He previously worked at firms including Stifel Nicolaus & Co Inc and Fidelity Brokerage Services LLC. Frost Investment Services advises individual and corporate clients, including high-net-worth households, offering investment advisory and portfolio management services. The firm operates as an enterprise advisory platform with about 179 advisors managing approximately $3.7 billion in client assets and is notable for its affiliation with a banking institution.

Michael Macias is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Frost Brokerage Services, CUSO Financial Services, NYLIFE Securities, New York Life Insurance Co, Texas Veterans Security, and Our Lady of the Lake. Outside of his advisory work, he is involved in managing rental properties. Frost Investment Services serves individual and corporate clients, including high-net-worth households, offering investment advisory and portfolio management services. The firm operates as an enterprise advisory platform with a banking affiliation, managing approximately $3.7 billion in client assets through around 179 advisors.

Regina Garza is a financial advisor at Frost Investment Services with three years of industry experience. She holds a Series 66 designation and has previously worked at Frost Bank and the University of Texas - Rio Grande Valley. Frost Investment Services is a retail-focused, SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and various managed account programs, utilizing a combination of proprietary and third-party investment strategies through the Fidelity Managed Account Xchange platform.

Mark Itnyre is a CFP® professional with 22 years of industry experience, currently serving at Frost Investment Services since 2017. His prior roles include positions at Frost National Bank and Frost Brokerage Services Inc. based in San Antonio, TX. Frost Investment Services is an SEC-registered adviser that provides discretionary portfolio management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm uses the Fidelity Managed Account Xchange platform to implement client portfolios, combining model portfolios with third-party managers, and offers research-driven investment strategies along with optional tax and ESG overlay services.

Dennis Janysek is a financial advisor at Frost Investment Services with 30 years of industry experience. He holds the Series 63 designation and has worked at Frost Brokerage Services, Inc. since 1996 and Frost National Bank since 1987. Frost Investment Services provides investment advisory and portfolio management services to individual and corporate clients, including high-net-worth households. The firm operates as an enterprise advisory platform with a banking affiliation and manages approximately $3.7 billion in client assets through a team of around 179 advisors.

Jason Santowski is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously worked for Wells Fargo Bank NA for 15 years before joining Frost in 2026. Frost Investment Services provides investment advisory and portfolio management services to individual, high-net-worth, and corporate clients. The firm combines enterprise scale with an uncommon affiliation to a banking institution, managing approximately $3.7 billion in client assets across roughly 179 advisors.

Michael Brell is a CFA® charterholder with seven years of industry experience, currently serving at Frost Investment Services. He has worked in various capacities within the Frost organization since 2002, including roles at Frost Bank and Frost Investment Advisors, LLC. Frost Investment Services provides investment advisory and portfolio management services to individual and corporate clients, managing approximately $3.7 billion in assets across its enterprise platform of nearly 180 advisors. The firm is notable for its affiliation with a banking institution and its focus on percentage-of-assets compensation models.

Robert Malina is a financial advisor at Frost Investment Services with 10 years of industry experience. He holds a Series 63 designation and has worked at Frost Bank and Frost Brokerage Services Inc since 2014 and 2015, respectively. Outside of his advisory role, he serves on the board and finance committee of Austin Explore, a philanthropic organization. Frost Investment Services is a retail-focused, SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and managed account programs, utilizing a multi-manager platform and incorporating fundamental, technical, and cyclical research.

Toma Tomov is a financial advisor at Frost Investment Services with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Frost Brokerage Services, PNC Investments, and BBVA Wealth Solutions. Frost Investment Services is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and managed account programs using a combination of model portfolios and third-party managers on the Fidelity Managed Account Xchange platform.

Craig Miller is a CFP® professional with 28 years of experience in the financial services industry. He has been with Frost Investment Services since 2017 and has prior experience at Frost National Bank and Frost Brokerage Services. Frost Investment Services is a retail-focused, SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and managed account programs, implementing portfolios through the Fidelity Managed Account Xchange platform with a combination of proprietary and third-party investment strategies.

Cody Evans is a CFP® and CFA® with nine years of industry experience, currently serving at Frost Investment Services in San Antonio, TX. His prior roles include positions at Fidelity Investments, CitiGroup, Charles Schwab, and JPMorgan Securities LLC. Evans holds the Series 66 designation. Frost Investment Services provides investment advisory and portfolio management to individual clients, including high-net-worth households, as well as corporate and business clients. The firm operates as an enterprise advisory platform affiliated with a banking institution, overseeing approximately $3.7 billion in client assets across 179 advisors.

James Holland is a financial advisor at Frost Investment Services with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Frost Brokerage Services, JP Morgan Chase Bank, and J.P. Morgan Securities. Frost Investment Services is a retail-focused, SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and managed account programs through the Fidelity Managed Account Xchange platform, utilizing a combination of fundamental, technical, and cyclical research in its investment process.

Kathryn Casey is a financial advisor at Frost Investment Services with four years of industry experience and a Series 66 designation. She previously worked at Charles Schwab and Edward Jones before joining Frost in 2025. Prior to her financial services career, she was involved with Choice Leather Furniture and Daemon Systems, LLC. Frost Investment Services is a retail-focused, SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and managed account programs, utilizing a range of model-based and advisor-managed strategies implemented through the Fidelity Managed Account Xchange platform.

Kimberly Elliott is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 65 credentials and eight years of industry experience. Her prior roles include positions at Wells Fargo Bank and Citizens Bank, among others. Frost Investment Services advises individual and corporate clients, including high-net-worth households, offering investment advisory and portfolio management services through a multi-team platform with approximately 179 advisors and $3.7 billion in client assets. The firm’s affiliation with a banking institution and its enterprise scale contribute to its distinctive operating structure.