Francis Snyder is a financial advisor with Prosperity Wealth Management, Inc. in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at multiple firms, including Fortune Financial Services Inc. since 2019, Cetera Advisor Networks LLC from 2017 to 2019, and has operated his sole proprietorship Robin Creek since 2013, which provides consulting services to small, privately owned businesses on exit strategies, executive benefits, business valuation, and legacy planning. Prosperity Wealth Management serves individual and high-net-worth clients, trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting. The firm manages approximately $442 million in discretionary assets for about 1,600 clients, emphasizing tailored portfolio supervision with quarterly reviews and employing multiple analytical methods alongside oversight of third-party managers.

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.

Robert Jones is a CFA® charterholder with three years of industry experience. He is currently with 1900 Wealth Management LLC and previously worked for seven years at USAA Asset Management Company. 1900 Wealth serves a diverse client base including individuals, family offices, pension and profit-sharing plans, and corporations. The firm’s investment approach centers on strategic asset allocation using low-cost ETFs and mutual funds to create long-term, diversified portfolios tailored to each client’s goals and risk tolerance.

Todd Brockwell is a CFA® charterholder affiliated with 1900 Wealth in San Antonio, TX, where he has worked for 10 years. His entire professional tenure has been with 1900 Wealth, formerly known as Monticello Wealth Management. 1900 Wealth provides financial planning, consulting, and investment management services to individuals, family offices, pension plans, trusts, estates, corporations, and other entities. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds to build diversified, long-term portfolios tailored to client-specific goals, risk tolerance, and time horizon.

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.

Joseph Velazquez is a financial advisor at 1900 Wealth with four years of industry experience. He previously worked at JP Morgan Securities, LLC and JP Morgan Chase Bank, N.A. for three years and spent one year at Northwestern Mutual Life Insurance Company. 1900 Wealth serves individuals, family offices, pension and profit-sharing plans, trusts, estates, corporations, and other entities with financial planning, consulting, and investment management. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds to create diversified portfolios tailored to clients' goals and risk tolerance.

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 with Frost Investment Services in San Antonio, TX, holding a Series 63 designation and 28 years of industry experience. She has worked at Frost Brokerage Services, Inc. since 1997 and has been with Frost National Bank since 1984. 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 is affiliated with a banking institution, which influences its referral, custody, and compensation arrangements.

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 San Antonio, TX, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. Her career includes roles at Wells Fargo Clearing and Frost Bank, where she has worked for over 11 years. Frost Investment Services advises individual and corporate clients, including high-net-worth households, offering investment advisory and portfolio management through an enterprise advisory platform with approximately 179 advisors managing about $3.7 billion in assets. The firm’s affiliation with a banking institution and its predominantly percentage-of-assets compensation model distinguish its operating structure.

Daniel Silguero is a CFP® and holds the Series 66 designation. He has four years of industry experience, currently serving at Frost Investment Services in San Antonio, TX. His prior experience includes roles at Frost Brokerage Services, AGIA, VALIC Financial Advisors, Prosperity Bank, and Home Loan Protector. 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 over 170 advisors managing approximately $3.7 billion in client assets and is affiliated with a banking institution, which influences its referral, custody, and compensation structures.

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.

David Parsons is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked within various USAA entities since 2008, including USAA Life Insurance Company and USAA Financial Advisors, Inc. Outside of his advisory role, he manages a small rental activity from his primary residence. USAA Investment Services Company serves USAA members and the general public by providing retirement-focused advice and referral services. The firm offers a Retirement Income Strategy Report and refers clients to Charles Schwab for investment products, operating primarily as a retirement-advice intermediary rather than a portfolio manager.