Thomas Cagle Jr. is a financial advisor at Frost Investment Services with eight years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior positions include roles at Regions Financial and Wells Fargo Private Bank. 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 and manages approximately $3.7 billion in client assets across about 179 advisors.

John Banke is a financial advisor at Frost Investment Services with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Charles Schwab and Wells Fargo. 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 that incorporates fundamental, technical, and cyclical research along with optional tax and ESG overlay services.

Mark Thompson is a Series 66-licensed financial advisor with Frost Investment Services in San Antonio, TX, and has three years of industry experience. He has been employed at Frost Bank since 2016. 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 platform and combining fundamental, technical, and cyclical research in its investment process.

Erika Montanaro is a financial advisor at Frost Investment Services with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Frost Bank and its affiliated entities since 2018, as well as prior roles with BBVA and its related companies from 2010 to 2018. Frost Investment Services advises individual and corporate clients, including high-net-worth households, providing investment advisory and portfolio management services. The firm’s affiliation with a banking institution and its enterprise scale distinguish its operating structure within the industry.

Tara Menchaca is a financial advisor at Frost Investment Services with 25 years of industry experience. She has worked at Frost Bank and Frost Brokerage Services since 1998. 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 through the Fidelity Managed Account Xchange platform, utilizing both affiliated and third-party investment managers.

Jake Fortenberry is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at J.P. Morgan Securities and Northwestern Mutual Investment Services. Frost Investment Services serves both individual, including high-net-worth, and corporate clients by providing 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 across about 179 advisors.

Robert Burks is a CFP® with 15 years of industry experience currently serving at Frost Investment Services. His prior roles include positions at Fidelity Investments and its affiliated entities, where he worked from 2015 to 2025. Outside of his advisory work, he is involved in wildlife control efforts focused on hog population management. 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 a platform that integrates model portfolios, third-party managers, and tax and ESG overlay services.

Jerry Glosson Jr. is a financial advisor with Frost Investment Services, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at Frost Investment Services since 2017 and has previous experience with Frost National Bank and Frost Brokerage Services, Inc. Glosson is based in San Marcos, TX. Frost Investment Services is an SEC-registered retail-focused adviser serving individuals, trusts, estates, charitable organizations, and businesses. The firm offers discretionary portfolio management, comprehensive financial planning, and managed account programs using a combination of model portfolios and third-party managers through the Fidelity Managed Account Xchange platform.

Jose Rangel is a financial advisor at Frost Investment Services with seven years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at JPMorgan Chase Bank and JPMorgan Securities LLC from 2013 to 2022 before joining Frost Brokerage Services in 2022. Frost Investment Services is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management and comprehensive financial planning, utilizing model-based strategies and unified managed accounts through the Fidelity Managed Account Xchange platform.

Faith Morris is a ChFC® credentialed financial advisor with seven years of industry experience, currently with Frost Investment Services. Her prior experience includes roles at J.P. Morgan Securities and Transamerica Financial Advisors. Outside of her advisory work, she serves as a licensed chaplain and minister, providing counsel and officiating services through nonprofit ministries. 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 affiliated with a banking institution, managing approximately $3.7 billion in client assets across about 179 advisors.

Alice Green is a financial advisor at Frost Investment Services in San Antonio, TX, holding a Series 66 designation. She has held various positions across several industries since 2020, including roles at Frost Brokerage Services and other firms. Her background includes experience in education and corporate settings. Frost Investment Services serves individual and corporate clients, offering investment advisory and portfolio management services. The firm is notable for its affiliation with a banking institution and operates an enterprise advisory platform with around 179 advisors managing approximately $3.7 billion in client assets.

Laura Pinto is a financial advisor with Frost Investment Services in San Antonio, TX. She holds a Series 63 designation and has eight years of industry experience. Pinto has worked at Frost Brokerage Services since 2017 and has been with Frost Bank since 2002. 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 utilizing the Fidelity Managed Account Xchange platform, combining model portfolios from Frost Investment Advisors with third-party managers.

Brandon Matyuch is a financial advisor at Frost Investment Services with 13 years of industry experience. He holds the Series 63 designation and has worked at Frost Bank and Frost Brokerage Services since 2019. Prior to that, he was employed at Citigroup and J.P. Morgan, including JPMorgan Chase bank. 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, third-party managers, and an implementation platform.

Richard Clotworthy is a financial advisor with Frost Investment Services in San Antonio, TX, holding a Series 63 designation and 10 years of industry experience. He previously worked at JPMorgan Chase and JP Morgan Securities LLC before joining Frost Bank and Frost Brokerage Services in 2020. Frost Investment Services serves a mix of individual and corporate clients, including high-net-worth households, providing investment advisory and portfolio management services. The firm operates as an enterprise advisory platform with a notable affiliation to a banking institution, which differentiates its structure and referral, custody, and compensation arrangements.

Pierre Marchebout is a financial advisor at Frost Investment Services with 21 years of industry experience. He holds a Series 66 designation and has worked at Frost Investment Services since 2017. Prior to that, he was affiliated with Frost Brokerage Services and Frost National Bank. 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 combination of proprietary and third-party investment strategies.

Juan Lopez 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. He has worked at Frost Bank since 2024 and previously held roles at Wells Fargo Clearing and Wells Fargo Bank, NA. 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 blend of fundamental, technical, and cyclical research in its investment process.

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 with Frost Investment Services in San Antonio, TX, holding a Series 63 designation and eight years of industry experience. She has been with Frost Brokerage Services since 2017 and has worked at Frost Bank since 2012. 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.

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.