Innis Glover is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Frost Investment Services since 2021. Prior to joining Frost, he worked at Benzer Capital for five years. Frost Investment Services is a retail-focused, SEC-registered adviser that serves individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and comprehensive financial planning, utilizing a range of managed account programs implemented through the Fidelity Managed Account Xchange platform.

Ryan Donelson is a CFP® professional affiliated with Frost Investment Services, based in San Antonio, TX, with 29 years of industry experience. His prior roles include positions at Independent Investment Advisors, Inc., LPL Financial, and Banc Of America Investment Services, Inc. He holds Series 63 and Series 66 licenses. 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 approximately 179 advisors managing around $3.7 billion in client assets and is notable for its affiliation with a banking institution.

Thimithri Wijesekera is a financial advisor with Frost Investment Services in Frisco, TX, holding Series 63 and Series 66 designations and 12 years of industry experience. Prior to joining Frost Brokerage Services in 2024, Wijesekera worked at Morgan Stanley from 2021 to 2024 and held several roles at Wells Fargo entities from 2015 to 2021. 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 client portfolios through the Fidelity Managed Account Xchange platform with a combination of proprietary and third-party investment strategies.

Andrew Nicely is a financial advisor at Frost Investment Services with nine years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities and Morgan Stanley. Outside of his advisory role, he manages a rental property in Worthington, Ohio. 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 implemented through the Fidelity Managed Account Xchange platform.

Sarah Harrington is a financial advisor with Frost Investment Services in San Antonio, TX. She holds the Series 66 designation and has four years of industry experience. Prior to joining Frost, she worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. Sarah is currently employed with Frost Bank, Frost Investment Services, and Frost Brokerage Services. Frost Investment Services advises a mix of individual, high-net-worth, and corporate clients, providing investment advisory and portfolio management services. The firm operates as an enterprise advisory platform with approximately 179 advisors managing around $3.7 billion in client assets and is notable for its affiliation with a banking institution.

Joshua Black is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC before joining Frost Bank and its brokerage services in 2019. He serves on the Finance Committee of the Sammons Center For The Arts, a performing arts organization in Dallas. 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 using the Fidelity Managed Account Xchange platform, combining model portfolios, third-party managers, and optional tax and ESG overlay services.

Cassandra Truesdale Gutierrez is a financial advisor at Frost Investment Services with 13 years of industry experience. She holds the Series 66 designation and previously worked at Citigroup for 12 years. 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 the Fidelity Managed Account Xchange platform and combining fundamental, technical, and cyclical research in its investment process.

Matthew Thompson is a financial advisor at Frost Investment Services with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked extensively within the Frost organization and its affiliates since 2011. Thompson is listed as a director and co-owner of Permanent Ink LLC, a public relations business in San Antonio, though he has no active role in its operations. 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 the Fidelity Managed Account Xchange platform and a research-driven investment process that includes fundamental, technical, and cyclical analysis.

Michael Valadez is a financial advisor at Frost Investment Services with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various affiliated Frost entities since 2014. Frost Investment Services is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning, using a combination of proprietary and third-party model portfolios implemented through the Fidelity Managed Account Xchange platform.

Ronald Tavarez is a financial advisor with Frost Investment Services in San Antonio, TX. He holds Series 63 and Series 66 licenses and has 35 years of industry experience. Tavarez has been with Frost Investment Services since 2017 and has a longstanding history with affiliated firms dating back to 1995. He serves as a director and finance committee member for the Vannie E Cook Jr. Cancer Foundation in McAllen, TX. Frost Investment Services advises a range of 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 over 160 advisors and is notable for its affiliation with a banking institution.

Laura Cropo is a financial advisor at Frost Investment Services with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Frost Brokerage Services since 2018 and Frost Bank since 2011. 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 using a combination of proprietary and third-party strategies implemented through the Fidelity Managed Account Xchange platform.

Garrick Behelfer is a financial advisor at Frost Investment Services with 20 years of industry experience. He holds the Series 66 designation and has worked in various roles at Frost Bank, Frost Brokerage Services, and Frost Investment Services since 2010. 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, utilizing a combination of proprietary and third-party investment strategies implemented through the Fidelity Managed Account Xchange platform.

Michael Parsley is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Wells Fargo Bank, Wells Fargo Clearing, BOK Financial Securities, and Bank of Texas. Frost Investment Services provides investment advisory and portfolio management services to individual and corporate clients, including high-net-worth households. The firm operates an enterprise advisory platform with approximately 179 advisors managing around $3.7 billion in assets and is notable for its affiliation with a banking institution.

Steven Gutierrez is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Citigroup Global Markets for 17 years and Frost Brokerage Services, Inc. since 2024. Outside of his advisory role, Gutierrez serves as an adjunct instructor at the College of Biomedical Equipment Technology, teaching an online Ethics in Healthcare course. 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 various managed account programs, implementing client portfolios through the Fidelity Managed Account Xchange platform with a research-driven investment process and optional tax and ESG overlay services.

Harold Clay is a financial advisor at Frost Investment Services with five years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Frost, he worked at the University of Texas at San Antonio and NorthWest Vista College. 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 around 179 advisors and is noted for its affiliation with a banking institution, managing approximately $3.7 billion in client assets.

Christine Kellogg is a financial advisor at Frost Investment Services with nine years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of her advisory role, she serves as a board member and treasurer for Irving Cares, a community philanthropy 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 various managed account programs, implementing client portfolios through the Fidelity Managed Account Xchange platform with a combination of proprietary and third-party strategies.

Kyle Hampton is a financial advisor at Frost Investment Services in San Antonio, TX, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at Frost Brokerage Services, Purshe Kaplan Sterling Investments, and 49 Financial. Before entering the financial industry, he worked in various other fields including forensic engineering and the hospitality sector. 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 a banking institution affiliation, managing approximately $3.7 billion in client assets through about 179 advisors.

Erik Jackson is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at multiple firms, including BBVA Wealth Solutions, PNC Managed Account Solutions, and currently Frost Brokerage Services. Outside of his advisory role, he manages a small property rental business. Frost Investment Services serves individual and corporate clients, including high-net-worth households, offering investment advisory and portfolio management services. The firm combines enterprise-scale resources with a bank affiliation, managing approximately $3.7 billion in client assets across nearly 180 advisors.

Francisco Prieto is a financial advisor with Frost Investment Services in Dallas, TX, holding a Series 63 designation and 10 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Valic Financial Advisors, and Massachusetts Mutual Life Insurance Company. 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 the Fidelity Managed Account Xchange platform and a research-driven investment process.

Jennifer Lopez is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 66 licenses and two years of industry experience. Her prior work includes roles at Fidelity Investments and Frost Brokerage Services. 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 affiliated with a banking institution, managing approximately $3.7 billion in client assets across 179 advisors.