Kaleb Talbot is a financial advisor with Frost Investment Services in San Antonio, TX, holding a Series 66 license and eight years of industry experience. His prior roles include positions at Gallagher Fiduciary Advisors, Kestra Investment Services, and JPMorgan Chase Bank. Outside of advisory work, he was involved with Every Event Entertainment, LLC from 2022 to 2024. Frost Investment Services advises individual and corporate clients, including high-net-worth households, offering investment advisory and portfolio management through an enterprise platform with approximately 179 advisors managing about $3.7 billion in assets. The firm’s affiliation with a banking institution distinguishes its operating model from many peers.

Derek Perez is a financial advisor with Frost Investment Services in San Antonio, TX. He holds a Series 66 designation and has experience working at Frost Brokerage Services and H.E.B. outside the financial industry. He is also co-owner of a local cleaning business, Peel Good Cleaning, where he assists with budgeting and payroll. 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, combining internal and third-party strategies.

Alina Tudor is a financial advisor at Frost Investment Services with 11 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Frost Investment Services since 2017. Tudor also serves on the investment committee for Hospice Austin. 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, combining affiliated and third-party investment strategies.

Lorena Salazar is a financial advisor at Frost Investment Services with 23 years of industry experience. She holds the Series 63 designation and has worked at Frost Brokerage Services since 2001 and Frost Bank since 1986. 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 the Fidelity Managed Account Xchange platform and combining fundamental, technical, and cyclical research in its investment process.

Jane Wakely is a financial advisor with Frost Investment Services in San Antonio, TX. She holds a Series 66 designation and has one year of industry experience. She has been affiliated with Frost Brokerage Services since 2015. 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 in its investment process.

Timal Robinson is a financial advisor with Frost Investment Services in San Antonio, TX, holding a Series 63 designation and 17 years of industry experience. Prior to joining Frost, he worked at JP Morgan Chase Bank and JPMorgan Securities LLC from 2016 to 2024. Outside of his advisory role, he operates an e-commerce retail business selling personal care products on Amazon. 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 unique affiliation to a banking institution, managing approximately $3.7 billion in client assets through a primarily asset-based fee model.

Samuel Lopez is a financial advisor at Frost Investment Services with 20 years of industry experience. He holds the Series 66 designation and has worked at Frost Brokerage Services and Frost National Bank since 2008. Lopez was with 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, financial planning, and managed account programs, utilizing a combination of model portfolios, third-party managers, and multi-strategy implementation through the Fidelity Managed Account Xchange platform.

Michael Luisi is a Series 65-licensed financial advisor with Frost Investment Services in Austin, TX. He has one year of industry experience and previously worked at AllianceBernstein for four years. Prior to his financial career, he held roles at Pro Football Focus and JCPenney. 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 proprietary and third-party investment strategies.

Bryan Adkison is a financial advisor with Frost Investment Services, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has worked at Frost Investment Services since 2017 and has been associated with Frost Brokerage Services since 2003, including a tenure at Frost National Bank from 2003 to 2019. Outside of his advisory role, he is a director of Brytad Investments, LLC, a family-owned entity for real estate investing. 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 multi-strategy investment process that includes fundamental, technical, and cyclical research.

Jeanne Glorioso is a CFP® with 34 years of industry experience. She has been with Frost Investment Services since 2017 and has worked at related Frost entities since 1995. 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 various managed account programs, utilizing a combination of fundamental, technical, and cyclical research in its investment process.

Pamela Milstead is a financial advisor with Frost Investment Services, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked with Frost Bank since 2017 and Frost Brokerage Services since 2016. 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 approximately 179 advisors and manages around $3.7 billion in client assets, notable for its affiliation with a banking institution.

Elizabeth Steen is a financial advisor at Frost Investment Services in San Antonio, TX, with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Frost Investment Services since 2017. Outside of her advisory role, she operates a home goods business creating crafts and baked goods. 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 a multi-manager approach through the Fidelity Managed Account Xchange platform.

Todd Carter is a financial advisor at Frost Investment Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial, Legacy Texas Bank, and Frost Bank. Carter is based in San Antonio, TX. 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.

Karen Cecalek is a financial advisor with Frost Investment Services in Austin, TX, holding a Series 63 designation and eight years of industry experience. She has worked with Frost Brokerage Services since 2019 and has been associated with Frost Bank, A I M Distributors, Inc., and Invesco Distributors, Inc. for over two decades. 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 in its investment process.

Albert Gaudyn is a financial advisor with Frost Investment Services, holding a Series 63 designation and eight years of industry experience. Before joining Frost Investment Services in 2024, he worked with JP Morgan Chase Bank and JP Morgan Securities LLC from 2013 to 2022. Frost Investment Services advises individual and corporate clients, including high-net-worth households, by providing investment advisory and portfolio management services. The firm combines enterprise scale with a banking institution affiliation, overseeing roughly $3.7 billion in client assets across approximately 179 advisors.

Asa Villarreal is a financial advisor at Frost Investment Services in San Antonio, TX, holding Series 63 and Series 66 licenses with six years of industry experience. His prior roles include positions at Frost Brokerage Services, Bank of America, Merrill Lynch, and Northwestern Mutual, among others. Frost Investment Services serves both individual clients, including high-net-worth households, and corporate clients by providing investment advisory and portfolio management services. The firm operates as an enterprise advisory platform with a banking affiliation, overseeing approximately $3.7 billion in client assets across nearly 179 advisors.

Laura Davila is a financial advisor with Frost Investment Services in San Antonio, TX, holding a Series 63 designation and 25 years of industry experience. She has worked at Frost Bank and its affiliated entities since 1990. Outside of her advisory role, she operates a personal concierge service and works part-time in employee benefits data entry. 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 proprietary and third-party investment managers.

Paul Thomas IV is a financial advisor with Frost Investment Services based in San Antonio, TX. He holds a Series 66 designation and has two years of industry experience. Prior to joining Frost Investment Services in 2021, he worked at Frost Bank for two years and has teaching experience at Texas Tech and the high school level. Frost Investment Services advises individual and corporate clients, including high-net-worth households, offering investment advisory and portfolio management services. The firm operates as a large enterprise advisory platform affiliated with a banking institution, managing approximately $3.7 billion in client assets across its 179 advisors.

Norma Martinez is a financial advisor with Frost Investment Services in San Antonio, TX. She holds Series 63 and Series 66 licenses and has 23 years of industry experience. Martinez has worked at Frost Brokerage Services, Inc. since 2012 and Frost National 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 and comprehensive financial planning, utilizing model-based strategies and unified managed accounts implemented through the Fidelity Managed Account Xchange platform.

Blake Leffingwell is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Cetera, 49 Wealth Management, and Purshe Kaplan Sterling Investments. 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, with implementation through the Fidelity Managed Account Xchange (FMAX) platform.