Samuel Gonzalez is a Series 65-licensed financial advisor with one year of industry experience. He has worked at Trajan Wealth, L.L.C. since 2026 and previously held roles at Centennial Advisors, LLC and Elite Plus Financial. Outside of finance, he has experience with nonprofit ministries, including Marketplace Ministries and East West Ministries. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals, retail investors, high-net-worth clients, and various organizations. The firm employs a long-term, disciplined investment approach focusing on stocks, ETFs, and mutual funds, tailoring portfolios to clients’ specific risk profiles and circumstances.

Christine Sheppard is a financial advisor with Frost Investment Services, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. She has been with Frost Investment Services since 2017 and has prior experience at Frost National Bank and Frost Brokerage Services. Outside of her advisory role, she assists in the operation of a family partnership. 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, managing approximately $3.7 billion in client assets across a team of around 179 advisors.

Doranelie Gutierrez is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. 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 a combination of proprietary and third-party investment strategies.

Brian Nelson is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has worked at Frost Investment Services and affiliated Frost entities since 2018, following earlier roles at First Command Advisory Services, Merrill, and Wells Fargo. Frost Investment Services advises both 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 around 179 advisors and is notable for its affiliation with a banking institution.

Russell Wells is a CFP® with 11 years of experience in financial services. He is currently with USAA Investment Services Company and has held various roles within the USAA organization since 2013. 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 Retirement Income Strategy Reports and facilitates referrals to third-party broker-dealer/advisers rather than managing client accounts directly.

Chinh Tu is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 66 licenses and 13 years of industry experience. Prior to joining Frost, he worked at J.P. Morgan Securities and JPMorgan Chase bank for over a decade. 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, combining model portfolios and third-party managers with fundamental, technical, and cyclical research.

Andrew Bronson is a financial advisor at Savvy with eight years of industry experience. He holds a Series 65 designation and has worked previously at Marcado Asset Management LLC and Mission to the World. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm uses a customized investment approach that combines index-based strategies with active equity portfolios and specialized sub-adviser techniques, supported by fintech tools and integrated tax and estate planning services.

Natalya Barnett is a financial advisor at Frost Investment Services with 11 years of industry experience. She holds a Series 63 designation and has previously worked at JP Morgan Securities and JPMorgan Chase Bank. 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 fundamental, technical, and cyclical research implemented through the Fidelity Managed Account Xchange platform.

Robert Clark is a financial advisor at Frost Investment Services with three years of industry experience. He holds a Series 63 designation and previously worked at Bank of America from 2005 to 2022. Clark is based in Dallas, TX. 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 model portfolios and third-party managers through the Fidelity Managed Account Xchange platform.

Edwin Kreusel is a CFA® charterholder with four years of industry experience. He is currently with Sendero Wealth Management, LLC, having joined the firm in 2025. Prior to this, he worked at Broadway Bank, First State Bank of Uvalde, and USAA. Sendero Wealth Management is a partner-led registered investment adviser serving high net worth individuals, families, endowments, and institutions, typically with $3 million or more in investable assets. The firm manages approximately $5.8 billion in assets and offers a range of services including investment management, family office and foundation services, and multi-generational legacy planning, utilizing an open-architecture investment approach.

Melissa Anderson is a financial advisor at 1900 Wealth with five years of industry experience. She holds a Series 65 designation and has previously worked at Windmühle LLC and Bull Creek Financial Services LLC. Anderson serves as a trustee for Southwestern University and is a board member and chairperson of the investment committee at The Catholic Foundation-Diocese of Austin. 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 using low-cost ETFs and mutual funds, offers family office services, and manages client accounts both discretionary and non-discretionary.

Miles Fuquay is a CFP® professional with seven years of industry experience, currently with 1900 Wealth in San Antonio, TX. He has been with 1900 Wealth, formerly Monticello Wealth Management, since 2018 and previously worked at Jefferson Bank from 2005 to 2019. 1900 Wealth serves a diverse client base including individuals, family offices, pension and profit-sharing plans, and corporations, offering financial planning, consulting, and investment management services. The firm employs a strategic asset allocation approach using low-cost ETFs and mutual funds to create long-term diversified portfolios, and also manages affiliated pooled investment vehicles while making use of sub-advisers for customized portfolios.

Leslie Wagner is a financial advisor with Strategic Financial Concepts, LLC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. She has worked with LPL Financial since 2009 and with Strategic Financial Concepts since 2008. Outside of her advisory role, Leslie is involved in direct sales of Mary Kay cosmetics. Strategic Financial Concepts provides personalized investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth households, retirement plans, trusts, and charitable organizations. The firm offers discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party managers, integrating financial planning with investment management.

Adam Straseske is a financial advisor with Strategic Financial Concepts, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at LPL Financial since 2009 and at Strategic Financial Concepts since 2008. Outside of his advisory roles, he has authored financial planning content under the name "Home Run Financial Planning." Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, charitable organizations, corporations, and other business entities. The firm offers discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party manager solutions, often integrating financial planning with investment management.

Marcus La Guardia is a CFP® professional with 24 years of experience in the financial services industry. He has worked at various USAA entities since 2009, including USAA Investment Services Company, USAA Life Insurance Company, USAA Investment Management Company, and USAA Financial Planning Services. He is based in San Antonio, TX, and holds Series 63 and Series 65 licenses. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and the general public. The firm offers a Retirement Income Strategy Report to facilitate retirement planning discussions and refers clients to Charles Schwab for investment products and account services, operating primarily as a referral and advisory intermediary rather than a portfolio manager.

Edward Egliskis is a financial advisor at Advisory Services Network with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, United Capital Financial Advisors, and USAA Financial Planning Services. In addition to his advisory role, he is a licensed life insurance agent and serves as the managing member of LLMC, PPLC, where he acts as a healthcare agent. Advisory Services Network is a multi-team firm providing investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing diverse investment strategies tailored to client objectives and risk tolerances.

Flora Ardon is a financial advisor with Frost Investment Services in San Antonio, TX, holding a Series 66 designation and eight years of industry experience. She previously worked at firms including Fisher Investments and Voya Financial Partners. Ardon also serves as a Retirement Services Business Development Officer at Frost Bank, focusing on fiduciary and administrative financial services. Frost Investment Services advises a diverse client base that includes high-net-worth individuals and corporate clients, offering investment advisory and portfolio management services. The firm’s affiliation with a banking institution and its enterprise scale differentiate it within the industry.

Quang Ton is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Frost Brokerage Services, Charles Schwab, Fidelity Investments, and J.P. Morgan Chase Bank. Outside of finance, he has experience working in the restaurant industry. 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 a bank affiliation, managing approximately $3.7 billion in client assets across about 179 advisors.

Patrick Lynch III is a financial advisor with Arkadios Wealth Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services. Outside of advisory work, Lynch is a partner in a real estate investment partnership with interests in commercial properties and related businesses. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans through customized investment and wealth management strategies, supported by an internal portfolio team and a network of affiliated advisory and broker-dealer entities.

Emily Mitchell is a financial advisor at Frost Investment Services with four years of industry experience. She holds Series 63 and Series 66 licenses and has prior experience at JPMorgan Securities LLC and JPMorgan Chase Bank. Frost Investment Services provides investment advisory and portfolio management services to individual and corporate clients, managing approximately $3.7 billion in assets through an enterprise platform of 179 advisors. The firm is notable for its affiliation with a banking institution and primarily uses a percentage-of-assets compensation model.