Alma Alcoser is a financial advisor at Frost Investment Services with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors. Outside of her advisory role, she assists with bookkeeping at Ace Oilfield Deliveries 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 a combination of fundamental, technical, and cyclical research in its investment process.

Leigh Coughran is a financial advisor at Frost Investment Services with 14 years of industry experience. He holds a Series 63 designation and has worked with Frost Brokerage Services since 2002 and Frost National Bank since 2000. 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 combination of in-house model portfolios and third-party managers, with additional services including tax and ESG overlays.

Roxanne Salinas is a financial advisor at Frost Investment Services with 12 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Bank of America, Merrill, and JPMorgan Chase. Frost Investment Services serves 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 bank affiliation, managing approximately $3.7 billion in client assets across about 179 advisors.

Carina Diaz is a financial advisor at Frost Investment Services with six years of industry experience. She holds a Series 66 designation and has been with Frost Brokerage Services since 2019. Prior to her advisory role, she worked at Emler Swim School and Target, and she attended St. Edwards University. 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 range of managed account programs implemented through the Fidelity Managed Account Xchange platform.

Amaury De Barros Conti is a financial advisor at Sendero Wealth Management, LLC in San Antonio, TX, with 26 years of industry experience. He has been with Sendero Wealth Management since 2012 and holds the Series 63 and Series 65 designations. Sendero Wealth Management provides investment advice and comprehensive wealth management services primarily to high-net-worth individuals, multi-generational families, and select institutions, generally focusing on clients with $3 million or more in investable assets. The firm employs a structured guidance process and client-specific investment policies, using a mix of active and passive strategies alongside a due-diligence program for third-party managers.

Jordan Hyde is a financial advisor at Wealth Watch Advisors, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at NYLIFE Securities LLC, New York Life Insurance Co, and Eagle Strategies. Outside of his advisory work, he owns a photography and videography company, Jordan Moments LLC, and a T-shirt printing business called Die Hard Addicts. Wealth Watch Advisors serves a diverse client base including individuals, institutions, and other registered investment advisers. The firm employs a range of investment strategies through approved third-party model managers and offers services such as portfolio management, financial planning, and consulting.

Rolando Ginyovszky is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Frost Brokerage Services and Frost Bank since 2014. 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 both proprietary and third-party investment strategies.

Michael Collier is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 65 credentials and 13 years of industry experience. His career includes roles at Frost Bank and Wells Fargo affiliates. 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 via the Fidelity Managed Account Xchange platform with a multi-faceted investment research approach and optional tax and ESG overlay services.

Ryan Canales is a financial advisor with HUB Investment Partners, LLC in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Empower Wealth Advisors, Stonewater Wealth Management Inc., and MassMutual South Texas. He is also active as an insurance advisor specializing in life, disability, long-term care, and health insurance. HUB Investment Partners serves a diverse range of clients, including institutional investors and individuals, offering portfolio management, retirement planning, and defined contribution plan advisory services. The firm employs a combination of active and passive investment strategies and provides specialized services for banking and municipal clients.

Corey Jennings is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 65 registrations and eight years of industry experience. He has worked at several firms, including Victory Capital Advisers and USAA Financial Advisors. Frost Investment Services provides investment advisory and portfolio management services to individual, high-net-worth, and corporate clients. The firm operates as a large enterprise advisory platform affiliated with a banking institution, overseeing approximately $3.7 billion in client assets.

Holden Janysek is a financial advisor at Frost Investment Services with three years of industry experience. He holds the Series 66 designation and has worked previously at Equitable Advisors, LLC and Frost Brokerage Services, Inc. Outside of his advisory role, he works as an independent contractor providing general ranch hand services in San Antonio, TX. Frost Investment Services serves individual and corporate clients, including high-net-worth households, offering investment advisory and portfolio management services. The firm is noted for its affiliation with a banking institution and its enterprise scale, overseeing approximately $3.7 billion in client assets managed by around 179 advisors.

Christopher Chapa is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 designations and 23 years of industry experience. He has worked across multiple USAA affiliates since 2007, including USAA Life Insurance Company and USAA Financial Planning Services. USAA Investment Services Company provides retirement-focused advice and referral services primarily through phone and digital channels to USAA members and individual investors. The firm offers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers or advisers rather than managing client accounts directly.

Aaron Navarrete is a financial advisor with Frost Investment Services, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Frost Bank and Frost Brokerage Services since 2019, as well as prior experience with JPMorgan 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, utilizing a combination of fundamental, technical, and cyclical research through the Fidelity Managed Account Xchange platform.

David Stahl is a financial advisor with USAA Investment Services Company, holding a Series 66 designation and 23 years of industry experience. His career includes roles at multiple USAA entities since 2006, including USAA Life Insurance Company and USAA Financial Advisors, Inc. He is based in San Antonio, TX. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm delivers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers or advisers, operating mainly as a referral intermediary rather than managing client assets directly.

David Blanco is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 65 designations and possessing 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing, WELLS FARGO Advisors, LLC, and Wells Fargo Bank, N.A. Outside of his advisory work, he operates a small vending machine business in Austin, TX. 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 through model-based strategies and unified managed accounts, utilizing the Fidelity Managed Account Xchange platform and combining research-driven investment approaches with optional tax and ESG overlay services.

Scott Mcmillian is a CERTIFIED FINANCIAL PLANNER™ professional with 26 years of industry experience. He is affiliated with Sendero Wealth Management, LLC in San Antonio, TX, where he has worked since 2007. His career includes roles at Sendero Securities, LLC, reflecting a long tenure within affiliated firms. Sendero Wealth Management is a partner-led registered investment adviser serving high net worth individuals, families, endowments, and institutions, primarily those with $3 million or more in investable assets. The firm manages approximately $5.8 billion in assets and offers investment management, family office and foundation services, and multi-generational legacy planning through an open-architecture approach that combines active, passive, and alternative investments.

Abigail Floyd is a financial advisor with Frost Investment Services in San Antonio, TX, holding a Series 63 designation and nine years of industry experience. She has worked at Frost Bank and its affiliated brokerage services since 2013. Frost Investment Services provides investment advisory and portfolio management services to individual clients, including high-net-worth households, as well as corporate clients. The firm operates as an enterprise advisory platform with a banking affiliation, managing approximately $3.7 billion in client assets through about 179 advisors.

Kristin Salyer is a financial advisor with Frost Investment Services in San Antonio, TX, holding a Series 63 designation and 27 years of industry experience. She has worked with Frost Brokerage Services, Inc. and Frost National Bank since 1998 and was with Frost Investment Services from 2017. Frost Investment Services provides investment advisory and portfolio management 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 through about 179 advisors.

Terry Rohm is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Citigroup Global Markets for 18 years before joining Frost Investment Services and Frost Brokerage Services in 2025. Frost Investment Services advises individual and corporate clients, including high-net-worth households, offering investment advisory and portfolio management services. The firm operates an enterprise advisory platform with a bank affiliation, overseeing approximately $3.7 billion in client assets across about 179 advisors.

Aubrey Bordovsky Jr. is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked extensively within the USAA organization, including roles at USAA Life Insurance Company and USAA Financial Planning Services. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm offers a Retirement Income Strategy Report to support retirement planning conversations and refers clients to Charles Schwab for investment products and account services.