Natalya Barnett is a financial advisor at Frost Investment Services with 11 years of industry experience. She holds a Series 63 designation and has previously worked at JP Morgan Securities and JPMorgan Chase Bank. 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 fundamental, technical, and cyclical research implemented through the Fidelity Managed Account Xchange platform.

Robert Clark is a financial advisor at Frost Investment Services with three years of industry experience. He holds a Series 63 designation and previously worked at Bank of America from 2005 to 2022. Clark is based in Dallas, TX. 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 combination of model portfolios and third-party managers through the Fidelity Managed Account Xchange platform.

Flora Ardon is a financial advisor with Frost Investment Services in San Antonio, TX, holding a Series 66 designation and eight years of industry experience. She previously worked at firms including Fisher Investments and Voya Financial Partners. Ardon also serves as a Retirement Services Business Development Officer at Frost Bank, focusing on fiduciary and administrative financial services. Frost Investment Services advises a diverse client base that includes high-net-worth individuals and corporate clients, offering investment advisory and portfolio management services. The firm’s affiliation with a banking institution and its enterprise scale differentiate it within the industry.

Quang Ton is a financial advisor at Frost Investment Services with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at firms including Charles Schwab, Fidelity Investments, and J.P. Morgan Chase Bank. Outside of finance, he has experience in the restaurant industry. 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 with a rare affiliation to a banking institution, overseeing approximately $3.7 billion in client assets.

Emily Mitchell is a financial advisor at Frost Investment Services with 4 years of industry experience. She holds the Series 66 and Series 63 designations. Her prior experience includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Frost Investment Services advises individual and corporate clients, including high-net-worth households, offering investment advisory and portfolio management services. The firm is notable for its affiliation with a banking institution and manages approximately $3.7 billion in client assets across about 179 advisors.

Richard Swetish is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Frost Brokerage Services since 2024 and at Wells Fargo Clearing since 2016. Outside of his advisory work, he is co-owner of a short-term rental property business in Concan, TX. Frost Investment Services provides investment advisory and portfolio management services to individual, high-net-worth, and corporate clients. The firm operates as an enterprise advisory platform affiliated with a banking institution, managing approximately $3.7 billion in client assets across 179 advisors.

Thomas Welch is a Certified Financial Planner (CFP®) with eight years of industry experience. He is currently with Frost Investment Services and has been associated with Frost Brokerage Services since 2017 and Frost Bank since 1999. Based in San Antonio, TX, Welch holds the Series 63 designation. 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 platform that integrates model portfolios and third-party managers, with investment strategies based on fundamental, technical, and cyclical research.

Steven Lea is a financial advisor at Frost Investment Services with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Frost Investment Services since 2017. Prior to that, he was affiliated with Frost National Bank and Frost Brokerage Services. Lea serves as a board member and treasurer of The Texas Surf Museum, a cultural heritage organization in Galveston, TX. 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 model portfolios and third-party managers through the Fidelity Managed Account Xchange platform.

David Odom is a financial advisor at Frost Investment Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at New York Life Insurance Company for 17 years before joining Frost Bank and Frost Brokerage Services in 2018. Frost Investment Services is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and comprehensive financial planning, utilizing model-based strategies and unified managed accounts through the Fidelity Managed Account Xchange platform.

Karishma Lakhani is a CFA® charterholder with eight years of industry experience. She is currently affiliated with Frost Investment Services in San Antonio, TX, where she has worked since 2025. Her prior roles include positions at UBS, Fisher Investments, TD Ameritrade, and Wells Fargo Advisors. 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 maintains a banking institution affiliation that influences its referral, custody, and compensation practices.

Misty Thompson is a financial advisor at Frost Investment Services with six years of industry experience. She holds a Series 66 designation and has worked within various Frost entities since 2014, including Frost Brokerage Services, Inc. and Frost Bank. 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 that incorporate fundamental, technical, and cyclical research, with access to both proprietary and third-party investment strategies.

David Johnson is a financial advisor at Frost Investment Services with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Frost Investment Services since 2017, with prior roles at Frost National Bank and Frost Brokerage Services, Inc. He is based in Corpus Christi, Texas. 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 fundamental, technical, and cyclical research and implementing portfolios through the Fidelity Managed Account Xchange platform.

Laura Lewis Roe is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 66 designations and 24 years of industry experience. She has worked with Frost Bank, Frost Investment Services, and Frost Brokerage Services since 1999. Outside of her advisory role, she is a partner at Roe Family Farm, where she assists in raising crops and livestock. Frost Investment Services is a retail-focused, SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management, comprehensive financial planning, and a variety of managed account programs implemented through the Fidelity Managed Account Xchange platform, combining in-house model portfolios with third-party managers.

Benjamin Ruiz is a financial advisor at Frost Investment Services with 10 years of industry experience. He holds a Series 63 designation and previously worked at JP Morgan Chase Bank and Axa Advisors. Ruiz also has experience in land surveying through his role at JJ Ruiz Land Surveying. 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 multi-manager investment approach supported by the Fidelity Managed Account Xchange platform.

William Stokes is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Hilltop Securities Inc., National Asset Management, National Securities Corporation, and Advisors Asset Management, Inc. Outside of his advisory work, he serves as a member of the City of Boerne Design Review Committee. Frost Investment Services provides investment advisory and portfolio management services to individual and corporate clients. The firm operates an enterprise advisory platform with approximately 179 advisors managing around $3.7 billion in client assets and is noted for its affiliation with a banking institution.

Brian Molin is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior work includes roles at Frost Brokerage Services, Frost Bank, Principal Life Insurance Company, and Principal Securities Inc. He also provides operational and administrative support for Frost Wealth Advisors, focusing on managing investment accounts and retirement services without offering portfolio management or investment recommendations. Frost Investment Services advises individual and corporate clients, including high-net-worth households, delivering investment advisory and portfolio management services. The firm operates as an enterprise advisory platform affiliated with a banking institution, managing approximately $3.7 billion in assets across 179 advisors.

Daniel Walker is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and TD Ameritrade. Before entering the financial sector, he worked at In-N-Out Burger for five years. Frost Investment Services advises 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 overseeing about $3.7 billion in client assets and maintains a unique affiliation with a banking institution.

Lidiya Gold is a CFP® professional with 23 years of experience in the financial services industry. She is currently with Frost Investment Services and has held roles at Frost Brokerage Services and Frost National Bank since 2008. 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 a variety of managed account programs, utilizing a combination of in-house and third-party investment managers through the Fidelity Managed Account Xchange platform.

Kameron Sumrall is a financial advisor with Frost Investment Services in San Antonio, TX, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at Frost Private Bank, JP Morgan Chase, Edward Jones, and One Main Financial. 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 bank affiliation, managing approximately $3.7 billion in client assets across 179 advisors.

Bryan Turnage is a financial advisor at Frost Investment Services with 13 years of industry experience. He holds the Series 63 designation and has previously worked at BBVA Securities Inc., Texans Credit Union, and Compass Bank. 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 research-driven investment strategies with optional tax and ESG overlay services.