Jessica Drought is a financial advisor at 1900 Wealth with five years of industry experience. She holds the Series 65 designation and has previously worked at M Capital and Texas Next Capital. 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 build long-term, diversified portfolios tailored to clients’ goals, risk tolerance, and time horizon.

Richard Edgett is a financial advisor at Strategic Financial Concepts, LLC with three years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Victory Capital Management, Edward Jones, Merrill Lynch, and Simmons Bank. Outside of finance, he operates Texas Range Meats, a small business focused on dehydrated meats and spices. Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, plans, trusts, charitable organizations, and businesses. The firm offers discretionary investment management using model portfolios and third-party managers, combining fundamental and technical analysis across various securities, and has a notable focus on insurance-related activities within its multi-team structure.

Mary Stork is a CFP® professional with 25 years of experience in the financial services industry. She has been with USAA Investment Services Company since 2018 and previously worked with multiple USAA-affiliated entities. Stork serves on several nonprofit boards, including the USAA Foundation Board of Governors, the Military Child Education Coalition, and the National Equine Institute of Growth through Healing, contributing to financial literacy and community support initiatives. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members. The firm offers a Retirement Income Strategy Report and refers clients to Charles Schwab for investment products, operating as a referral and retirement-advice intermediary rather than a portfolio manager.

Kandice Sotuyo is a financial advisor with Frost Investment Services in San Antonio, TX, holding a Series 63 designation and four years of industry experience. She has worked at Frost Bank since 2015. Outside of her advisory role, she is a co-owner of DS & KP Investments LLC, an investment-related business. Frost Investment Services serves a mix of 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, overseeing approximately $3.7 billion in client assets.

Juan Vanegas is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior roles include positions at J.P. Morgan Chase, LPL Financial, and Truist Investment Services. Frost Investment Services provides investment advisory and portfolio management services to individual and corporate clients, managing approximately $3.7 billion in assets through a platform of around 179 advisors. The firm is notable for its affiliation with a banking institution, which influences its referral, custody, and compensation arrangements.

Gilbert Araiza is a CFP® with over 22 years of experience in the financial industry. He has worked with Frost Bank and Frost Brokerage Services since 2008. His role includes fiduciary and administrative financial services related to retirement accounts and custody relationships. 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 third-party managers through the Fidelity Managed Account Xchange platform.

Coby Huerta is a financial advisor with Strategic Financial Concepts, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior roles include positions at LPL Financial, LLC and Charles Schwab & Co., Inc. Huerta has a background that includes employment at St. Edwards University and HEB Grocery. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers comprehensive financial planning and discretionary investment management using model portfolios and third-party managers, with a distinctive focus on insurance-related activities and integration of multiple LPL program offerings.

Alex Bahun is a financial advisor with Frost Investment Services in Austin, TX, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. He has worked at Frost Brokerage Services and Frost Bank since 2012 and has been with Frost Investment Services since 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 various managed account programs, utilizing a multi-disciplinary investment approach and implementing client portfolios through the Fidelity Managed Account Xchange platform.

James Cratty is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Frost Investment Services and its affiliated entities since 2017, following a two-year tenure at Lincoln Investment. Frost Investment Services serves individual and corporate clients, including high-net-worth households, providing investment advisory and portfolio management across an enterprise platform of approximately 179 advisors managing about $3.7 billion in client assets. The firm's affiliation with a banking institution and its fee model centered on assets under management distinguish its operating structure within its peer group.

Richard Tarbell Jr. is a financial advisor with Strategic Financial Concepts, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Strategic Financial Concepts since 2019 and has been affiliated with LPL Financial since 2015. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to individuals, plans, trusts, charities, corporations, and other entities. The firm offers comprehensive financial planning and discretionary investment management that integrates fundamental and technical analysis across various asset classes, and it distinguishes itself through insurance-related activities and multiple LPL-sponsored program offerings.

August Gildner II is a CFA® charterholder associated with Frost Investment Services in San Antonio, TX. He joined the firm in 2026 and has prior experience at the Law Office of Myra Camille McCluer Gildner, PLLC, Motion Control Enterprises, Inc., TestEquity, and Growco Capital. Frost Investment Services advises individual and corporate clients, including high-net-worth households, offering investment advisory and portfolio management services. The firm combines enterprise-scale resources with a unique affiliation to a banking institution, managing approximately $3.7 billion in client assets through a network of nearly 180 advisors.

Gregory Schorp is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with Blackridge since 2022 and has been associated with Peak Brokerage Services since 2017. Outside of his advisory role, he is an owner of a mineral lease. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a network of investment adviser representatives and offers tailored portfolio management, including access to model portfolios and third-party managers, supported by a multi-office structure and a variety of platform partnerships.

Leanne Ethridge is a financial advisor with Frost Investment Services in San Antonio, TX, holding a Series 63 designation and 20 years of industry experience. She has worked at Frost Bank and Frost Brokerage Services since 2004. Outside of her advisory role, she is co-owner of Cast & Blast Gals, LLC, a company focused on outdoor women's products. 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 platform that integrates model portfolios with third-party managers and incorporates fundamental, technical, and cyclical research.

Zachary Seaman is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 66 and Series 63 designations and two years of industry experience. His prior work includes roles at MWA Financial Services, Modern Woodmen of America, and Enterprise Holdings. 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 banking affiliation and approximately 179 advisors managing around $3.7 billion in client assets.

Lucy Cisneros is a financial advisor at Frost Investment Services with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked across various Frost entities since 2014, including Frost Brokerage Services and Frost Bank. 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 combination of proprietary and third-party model portfolios through the Fidelity Managed Account Xchange platform.

Jason Leal is a financial advisor at Forum Financial Management, LP with six years of industry experience. He holds a Series 65 designation and has prior experience at Eaglestone Holdings, LLC, Centage, Xenex Disinfection Services, Valero Energy Corporation, and Bechtel Corporation. Outside of his advisory role, Leal serves as a non-paid board member and advisor to Kinetic Kids, Inc., a non-profit organization providing sports and education programs to children with disabilities. Forum Financial Management, LP offers fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Christopher Walsh is a financial advisor with Frost Investment Services in San Antonio, TX. He holds a Series 66 designation and has 29 years of industry experience, including 16 years at Citigroup Global Markets and more recent work at Frost Brokerage Services, Inc. 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 managed account programs, utilizing a combination of model portfolios and third-party managers through the Fidelity Managed Account Xchange platform.

Ida Benfanti is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with USAA and its affiliated entities since 2015, including roles at USAA Life Insurance Company and USAA Financial Advisors, Inc. USAA Investment Services Company serves USAA members and the general public by providing retirement-focused advice and referral services. The firm supports retirement planning through its Retirement Income Strategy Report and refers clients to Charles Schwab for investment products, operating primarily as a referral intermediary rather than a portfolio manager.

Victor Ayala is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Charles Schwab and TD Waterhouse Investor 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 and comprehensive financial planning, utilizing the Fidelity Managed Account Xchange platform and combining model portfolios with third-party managers and tax and ESG overlay services.

Christine Castillo is a financial advisor with USAA Investment Services Company in San Antonio, TX, holding a Series 66 designation and 21 years of industry experience. She has worked with USAA Investment Services Company since 2005 and has also been affiliated with USAA Financial Advisors, Inc. and USAA Life Insurance Company. Outside of her advisory role, she operates an online business selling handmade craft items and is involved in personal coaching, authoring, blogging, speaking, and podcasting. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members, offering a Retirement Income Strategy Report and referring clients to Charles Schwab for investment products and account services. The firm functions mainly as a retirement-advice intermediary rather than a portfolio manager.