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 with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has been with Frost Investment Services since 2017 and previously worked with Frost Brokerage Services starting in 2013. Outside of her advisory work, she owns a small home goods business creating crafts and baked goods. Frost Investment Services provides investment advisory and portfolio management services to individual, including high-net-worth, and corporate clients. The firm operates as an enterprise platform with a banking affiliation, overseeing approximately $3.7 billion in client assets through 179 advisors.

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.

Roland Quintanilla is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with ICMA Retirement Corporation since 2015. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services, including Guided Pathways, which features investment advice developed by Morningstar Investment Management and serves more than 40,000 participants.

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.

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.

Caroline Satel is a financial advisor at 1900 Wealth in San Antonio, TX, holding Series 63 and Series 65 licenses with three years of industry experience. Her prior roles include positions at IFA Paris and Purshe Kaplan Sterling Investments, Inc. 1900 Wealth serves a diverse client base including individuals, family offices, pension plans, and corporations, offering financial planning, consulting, and investment management services. The firm focuses on strategic asset allocation and uses low-cost ETFs and mutual funds to build long-term, diversified portfolios tailored to clients’ objectives.

Shane Summers is a financial advisor at First Advisors National, LLC, holding a Series 65 designation. He has no prior industry experience and previously worked in various roles outside of finance, including positions at Xerox and Summers Trading Company. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients. The firm uses third-party money managers and tactical and strategic asset allocation methodologies to manage portfolios, typically on a discretionary basis.

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.

Jesse Galindo is a financial advisor with Brookwood Investment Group in San Antonio, TX, holding the ChFC® designation and Series 63 and 65 licenses. He has 29 years of industry experience and has previously worked with firms including Redwood Private Wealth LLC and Avalon Investment & Securities Group, Inc. Outside of his advisory role, Galindo is involved in insurance sales and tax planning through his ownership and management of related businesses. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,100 clients. The firm offers a range of portfolio management and retirement-plan advisory services using a mix of passive, active, tactical, and blended strategies, supported by a network of affiliated businesses and customizable fee arrangements.

Pedro Hero is a CFP® professional with 28 years of industry experience. He is currently with Mutual Advisors, LLC, where he has worked since 2021. His prior experience includes roles at OASIS Financial Holdings, Cetera Advisor Networks, and Osaic FS, Inc. Outside of his advisory work, he serves as a varsity football official. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm employs a blend of active and passive investment strategies with an emphasis on diversification and uses multiple analytical approaches to tailor portfolios according to client objectives.