Taylor Thorne is a CFP® with 10 years of industry experience, currently serving at Frost Investment Services. Prior to joining Frost, he worked at Fidelity Investments and its related advisory platforms for five years. 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 and is distinguished by its affiliation with a banking institution and its percentage-of-assets compensation model.

Anabell Rodriguez is a financial advisor at Frost Investment Services with 12 years of industry experience. She holds a Series 63 designation and has worked at Frost Brokerage Services since 2012, alongside a long tenure at Frost Bank starting in 1983. 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.

Ryan Ferrin is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Frost Investment Services. His prior experience includes roles at Symphony Financial, Ltd. Co. and LPL Financial. Outside of his advisory work, he also works part-time as a rideshare driver. Frost Investment Services is an SEC-registered adviser that serves individuals, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management and comprehensive financial planning. The firm utilizes the Fidelity Managed Account Xchange platform, combining model portfolios with third-party managers, and provides optional tax and ESG overlay services.

Katherine Gold is a financial advisor at Frost Investment Services with one year of industry experience. She holds a Series 66 designation and has worked at Frost Brokerage Services, Cullen Frost Bankers, and Cherjamron LLC. Prior to her financial career, she has experience in hospitality and culinary fields, including time at Le Cordon Bleu Madrid and J&W Hospitality 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 various managed account programs, utilizing a combination of fundamental, technical, and cyclical research through the Fidelity Managed Account Xchange platform.

Gary Trempe is a Certified Financial Planner (CFP®) with 14 years of industry experience. He is currently with Frost Investment Services and has prior experience at Fisher Investments and Cetera. Trempe holds Series 63 and Series 65 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 affiliated with a banking institution, managing approximately $3.7 billion in client assets through around 179 advisors.

William Alvarez is a financial advisor at Frost Investment Services with 15 years of industry experience. He holds the Series 63 designation and has worked at Frost Bank and Frost Brokerage Services, Inc. since 2023. Prior to that, he was with J.P. Morgan Securities and JP MORGAN CHASE BANK from 2008 to 2023. Frost Investment Services provides investment advisory and portfolio management services to individual and corporate clients. The firm operates as an enterprise advisory platform affiliated with a banking institution and manages approximately $3.7 billion in client assets across a team of around 179 advisors.

Michael Koury is a financial advisor at Frost Investment Services with 22 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Charles Schwab, TD Ameritrade, and JP Morgan. 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 the Fidelity Managed Account Xchange platform and a combination of proprietary and third-party investment strategies.

Brandon Bigham is a CFP® professional with 11 years of industry experience, currently serving at Frost Investment Services. His prior experience includes roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Frost Investment Services is an SEC-registered adviser that serves individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and a variety of managed account programs implemented through the Fidelity Managed Account Xchange platform.

Ashley Ferguson is a financial advisor at Frost Investment Services with 16 years of industry experience. She 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. 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 and comprehensive financial planning, utilizing a range of managed account programs implemented through the Fidelity Managed Account Xchange platform.

Denise Henk is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. She has worked with Frost Brokerage Services since 2012 and with Frost Bank since 2008. Frost Investment Services provides investment advisory and portfolio management services to a diverse client base, including high-net-worth individuals 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.

Peter Rothe is a financial advisor with Frost Investment Services in Bellaire, TX, holding Series 63 and Series 66 licenses and 23 years of industry experience. His career includes roles at Frost Insurance, Penn Mutual Life Insurance Company, Prudential, Equitable Advisors, Mass Mutual Investors Services, and MetLife Securities. Frost Investment Services is an SEC-registered firm serving individuals, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, comprehensive financial planning, and various managed account programs. The firm employs a multi-disciplinary investment process and offers tax and ESG overlay services, operating as a wholly owned subsidiary of Frost Bank within the Cullen/Frost Bankers group.

Timothy Eastman is a financial advisor with Frost Investment Services in San Antonio, TX. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Prior to joining Frost in 2025, he worked at Victory Capital Advisers, Inc. and USAA Financial Advisors, Inc. among other firms. 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 multi-manager approach through the Fidelity Managed Account Xchange platform.

Carla Worsham is a financial advisor at Frost Investment Services with 27 years of industry experience. She holds a Series 63 designation and has been with Frost Brokerage Services, Inc. since 1997, as well as Frost National Bank since 1984. 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 both proprietary and third-party investment strategies.

Eric Chapman is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at JPMorgan Chase Bank and JP Morgan Securities LLC from 2015 to 2022. Outside of his advisory role, Chapman serves as a high school football referee with the Texas Association of Sports Officials. Frost Investment Services provides investment advisory and portfolio management services to individual and corporate clients, managing approximately $3.7 billion in client assets through a team of around 179 advisors. The firm is affiliated with a banking institution, which influences its referral, custody, and compensation arrangements.

Lisa Torres is a financial advisor at Frost Investment Services with two years of industry experience. She holds a Series 65 designation and has previously worked at USAA Federal Savings Bank, USAA, Frost Bank, San Antonio Water System, and SWBC. Outside of finance, she operates a photography and videography business in San Antonio. 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 with optional tax and ESG overlay services.

Garrett Gomez is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 66 designations and 23 years of industry experience. He has worked at Frost Brokerage Services since 2003 and Frost National Bank since 2002. Outside of advisory duties, he serves as a Retirement Services Administrator, managing investment accounts and custody relationships in an operational capacity. 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, utilizing a combination of fundamental, technical, and cyclical research.

Brian Alphin is a financial advisor at Frost Investment Services in San Antonio, TX, with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Frost Investment Services since 2017, following prior roles at Frost Brokerage Services and Frost Bank. Frost Investment Services is a multi-team firm advising individual and corporate clients, including high-net-worth households, providing portfolio management and investment advisory services. The firm’s affiliation with a banking institution and its enterprise scale distinguish it within the industry.

Emily Groves is a financial advisor with Frost Investment Services in Dallas, TX, holding a Series 63 designation and 14 years of industry experience. She has worked with Frost Brokerage Services Inc and Frost Bank since 2015 and was with Frost Investment Services in 2017. 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 fundamental, technical, and cyclical research alongside the Fidelity Managed Account Xchange platform.

Christina Rodgers is a financial advisor with Frost Investment Services in Fort Worth, TX. She holds Series 63 and Series 66 licenses and has 15 years of industry experience. Her prior work includes roles at 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, utilizing a combination of fundamental, technical, and cyclical research along with tax and ESG overlay services.

Daniel Silguero is a CFP® professional with three years of industry experience, currently serving at Frost Investment Services in San Antonio, TX. His prior roles include positions at AGIA, VALIC Financial Advisors, Prosperity Bank, and Frost Brokerage Services, Inc. Silguero holds the Series 66 license. Frost Investment Services provides investment advisory and portfolio management services to individual and corporate clients, including high-net-worth households. The firm operates as a multi-team enterprise platform with a bank affiliation and manages approximately $3.7 billion in client assets across about 179 advisors.