Brook Whitworth is a financial advisor with Frost Investment Services in San Antonio, TX, holding a Series 63 designation and seven years of industry experience. He has been with Frost Brokerage Services since 2018 and has over three decades of experience at 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 various managed account programs, utilizing the Fidelity Managed Account Xchange platform and combining fundamental, technical, and cyclical research in its investment process.

Stephanie Vosper is a financial advisor at Frost Investment Services with 16 years of industry experience. She holds the Series 66 designation and has worked at Frost Brokerage Services Inc and Frost Bank since 2015. Vosper joined 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, comprehensive financial planning, and managed account programs, implementing client portfolios through the Fidelity Managed Account Xchange platform with a blend of proprietary and third-party strategies.

Kyle Snyder is a financial advisor with Frost Investment Services based in San Antonio, TX, holding a Series 66 designation and seven years of industry experience. He previously worked at firms including Stifel Nicolaus & Co Inc and Fidelity Brokerage Services LLC. 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 about 179 advisors managing approximately $3.7 billion in client assets and is notable for its affiliation with a banking institution.

Michael Macias is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Frost Brokerage Services, CUSO Financial Services, NYLIFE Securities, New York Life Insurance Co, Texas Veterans Security, and Our Lady of the Lake. Outside of his advisory work, he is involved in managing rental properties. Frost Investment Services serves 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 affiliation, managing approximately $3.7 billion in client assets through around 179 advisors.

Regina Garza is a financial advisor at Frost Investment Services with three years of industry experience. She holds a Series 66 designation and has previously worked at Frost Bank and the University of Texas - Rio Grande Valley. 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.

Mark Itnyre is a CFP® professional with 22 years of industry experience, currently serving at Frost Investment Services since 2017. His prior roles include positions at Frost National Bank and Frost Brokerage Services Inc. based in San Antonio, TX. Frost Investment Services is an SEC-registered adviser that provides discretionary portfolio management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm uses the Fidelity Managed Account Xchange platform to implement client portfolios, combining model portfolios with third-party managers, and offers research-driven investment strategies along with optional tax and ESG overlay services.

Dennis Janysek is a financial advisor with Frost Investment Services based in San Antonio, TX. He holds a Series 63 designation and has 29 years of industry experience. His prior work includes extensive tenure at Frost Brokerage Services, Inc. and Frost National 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 proprietary and third-party model portfolios through the Fidelity Managed Account Xchange platform.

Jason Santowski is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 65 and Series 63 credentials and bringing nine years of industry experience. He previously worked at Wells Fargo Bank NA for 15 years before joining Frost Investment Services and its affiliated entities in 2026. Frost Investment Services advises 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 and approximately 179 advisors managing about $3.7 billion in client assets.

Robert Malina is a financial advisor at Frost Investment Services with 10 years of industry experience. He holds a Series 63 designation and has worked at Frost Bank and Frost Brokerage Services Inc since 2014 and 2015, respectively. Outside of his advisory role, he serves on the board and finance committee of Austin Explore, a philanthropic 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 managed account programs, utilizing a multi-manager platform and incorporating fundamental, technical, and cyclical research.

Toma Tomov is a financial advisor at Frost Investment Services with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Frost Brokerage Services, PNC Investments, and BBVA Wealth Solutions. 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 using a combination of model portfolios and third-party managers on the Fidelity Managed Account Xchange platform.

Craig Miller is a CFP® professional with 28 years of experience in the financial services industry. He has been with Frost Investment Services since 2017 and has prior experience 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, implementing portfolios through the Fidelity Managed Account Xchange platform with a combination of proprietary and third-party investment strategies.

Cody Evans is a financial advisor with Frost Investment Services in San Antonio, TX, holding CFP®, CFA®, and Series 66 designations and bringing nine years of industry experience. His prior roles include positions at Fidelity Investments, Citigroup, Charles Schwab, JPMorgan Securities, and Chase. Frost Investment Services provides investment advisory and portfolio management services to individual and corporate clients, managing roughly $3.7 billion in assets across an enterprise platform of approximately 179 advisors. The firm is affiliated with a banking institution, which influences its referral, custody, and compensation arrangements and differentiates it from many peers.

James Holland is a financial advisor at Frost Investment Services with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Frost Brokerage Services, JP Morgan Chase Bank, and J.P. Morgan Securities. 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, utilizing a combination of fundamental, technical, and cyclical research in its investment process.

Kathryn Casey is a financial advisor at Frost Investment Services with four years of industry experience and a Series 66 designation. She previously worked at Charles Schwab and Edward Jones before joining Frost in 2025. Prior to her financial services career, she was involved with Choice Leather Furniture and Daemon Systems, 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 managed account programs, utilizing a range of model-based and advisor-managed strategies implemented through the Fidelity Managed Account Xchange platform.

Kimberly Elliott is a financial advisor at Frost Investment Services with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Citizens Securities. 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 proprietary and third-party investment strategies.

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 with 29 years of experience in the financial services industry. He is currently with Frost Investment Services and has previously worked at Independent Investment Advisors, Inc. for 12 years. Ryan holds the Series 66 and Series 63 licenses. Frost Investment Services provides investment advisory and portfolio management services to individual clients, including high-net-worth households, as well as corporate and business clients. The firm operates as an enterprise advisory platform with approximately 179 advisors and is affiliated with a banking institution, managing around $3.7 billion in client assets.

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.