Amy Rowe Stahl is a financial advisor with Frost Investment Services, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and multiple BBVA entities, where she worked from 2013 to 2021. Frost Investment Services serves 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 subsidiary of Frost Bank within the Cullen/Frost Bankers group.

Austin Kroll is a financial advisor at 1900 Wealth with 11 years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at Frost Investment Services, Frost Brokerage Services Inc, and Frost Bank. 1900 Wealth provides financial planning, consulting, and investment management services to individuals, family offices, pension and profit-sharing plans, trusts, estates, corporations, and other entities. The firm emphasizes strategic asset allocation and uses low-cost ETFs and mutual funds to build diversified portfolios, often managing accounts on a discretionary basis and offering family office services.

Veronica Payne is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 66 licenses and with 22 years of industry experience. She has worked with Frost National Bank and Frost Brokerage Services, Inc. since 2008 and joined Frost Investment Services in 2017. Frost Investment Services serves individual and corporate clients, including high-net-worth households, offering investment advisory and portfolio management through a multi-advisor enterprise platform managing approximately $3.7 billion in assets. Its affiliation with a banking institution and a compensation model based primarily on assets under management distinguish the firm's operating structure.

Deshonna Mckinney is a financial advisor with Frost Investment Services in San Antonio, TX. She holds a Series 66 designation and has been with the Frost organization since 2018, including roles at Frost Bank and Frost Brokerage Services. Mckinney's experience in the industry spans approximately one year as a registered advisor. 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 with 179 advisors and approximately $3.7 billion in client assets, distinguished by its affiliation with a banking institution and a compensation model based primarily on assets under management.

Adrian Sotelo is a financial advisor at Frost Investment Services with 24 years of industry experience. He has held roles at Frost Brokerage Services, PNC Investments, and BBVA-affiliated firms, including BBVA Wealth Solutions and BBVA 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 multi-manager platform with fundamental, technical, and cyclical research.

Katherine Jaskinia is a CFP® professional with six years of experience in financial advising. She currently works at Forvis Mazars Wealth Advisors, LLC and has prior experience with FORVIS Wealth Advisors, BKD Wealth Advisors, Frost Investment Services, and Frost Bank. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets and offers integrated financial planning, discretionary investment management, retirement plan consulting, and family-office style services, supported by its affiliation with a national accounting and professional services firm.

Jamie Johnson is a financial advisor with Global View Capital Management LLC, holding a Series 66 credential and 11 years of industry experience. His prior work includes roles at Transamerica Financial Advisors, World Financial Group, and Cetera Advisors. Outside of his advisory work, he serves as treasurer for a local Business Networking International chapter and manages an insurance agency. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative, model-driven investment approach using algorithmic research and offers various managed account options including ETFs, SMAs, and third-party manager access.

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 with Wealth Watch Advisors, Inc. in San Antonio, TX, holding Series 65 and Series 63 licenses and bringing six years of industry experience. Prior to joining Wealth Watch Advisors in 2025, he worked with New York Life and affiliated entities for five years. Outside of advisory activities, he owns a photography and videography company, Jordan Moments LLC, and a t-shirt printing business, Die Hard Addicts. Wealth Watch Advisors serves a diverse client base including individuals, institutions, and other registered investment advisers, offering discretionary and non-discretionary portfolio management primarily through third-party model managers. The firm’s investment approach combines quantitative, qualitative, and technical analysis and includes access to alternative private placements for accredited investors.

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.