Patrick Oursler is a financial advisor at McAdam LLC in San Antonio, TX, holding a Series 65 credential with six years of industry experience. He has been with McAdam since 2019 and previously worked in dining services and senior living sectors. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios across a multi-advisor platform, offering a range of investment options including mutual funds, ETFs, independent managers, and specialized strategies such as direct indexing and structured notes.

Karishma Lakhani is a CFA® charterholder with eight years of industry experience. She is currently affiliated with Frost Investment Services in San Antonio, TX, where she has worked since 2025. Her prior roles include positions at UBS, Fisher Investments, TD Ameritrade, and Wells Fargo Advisors. 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 with approximately 179 advisors managing around $3.7 billion in client assets and maintains a banking institution affiliation that influences its referral, custody, and compensation practices.

Misty Thompson is a financial advisor at Frost Investment Services with six years of industry experience. She holds a Series 66 designation and has worked within various Frost entities since 2014, including Frost Brokerage Services, Inc. and Frost 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 that incorporate fundamental, technical, and cyclical research, with access to both proprietary and third-party investment strategies.

David Johnson is a financial advisor at Frost Investment Services with 36 years of industry experience. He 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, Inc. He is based in Corpus Christi, Texas. 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 managed account programs, utilizing a combination of fundamental, technical, and cyclical research and implementing portfolios through the Fidelity Managed Account Xchange platform.

Laura Lewis Roe is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 66 designations and 24 years of industry experience. She has worked with Frost Bank, Frost Investment Services, and Frost Brokerage Services since 1999. Outside of her advisory role, she is a partner at Roe Family Farm, where she assists in raising crops and livestock. 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 a variety of managed account programs implemented through the Fidelity Managed Account Xchange platform, combining in-house model portfolios with third-party managers.

Benjamin Ruiz is a financial advisor at Frost Investment Services with 10 years of industry experience. He holds a Series 63 designation and previously worked at JP Morgan Chase Bank and Axa Advisors. Ruiz also has experience in land surveying through his role at JJ Ruiz Land Surveying. 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 managed account programs, utilizing a multi-manager investment approach supported by the Fidelity Managed Account Xchange platform.

Jared Hunt is a financial advisor at Sendero Wealth Management, LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Sunbelt Securities Inc from 2015 to 2024 before joining Sendero in 2024. 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 investment management, family office services, and multi-generational legacy planning using an open-architecture model that combines strategic asset allocation with active, passive, alternative, and private investment strategies.

Charles Dodd Jr. is a financial advisor at 1900 Wealth in San Antonio, TX, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Steve Miura. 1900 Wealth serves a broad client base including high-net-worth individuals, family offices, pension and profit-sharing plans, and corporations, offering financial planning, consulting, and investment management through a strategic asset allocation approach that incorporates low-cost ETFs and mutual funds. The firm also manages affiliated private funds and provides family office services.

Elizabeth Crawford is a financial advisor at Sendero Wealth Management, LLC with 14 years of industry experience. She holds a Series 65 designation and has been with Sendero since 2012. Sendero Wealth Management provides investment advice and comprehensive wealth management services primarily to high-net-worth individuals, multi-generational families, and select institutions, focusing on clients with $3 million or more in investable assets. The firm employs a structured guidance process and client-specific investment policy statements, using both active and passive strategies with a due-diligence program for third-party managers.

William Stokes is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Hilltop Securities Inc., National Asset Management, National Securities Corporation, and Advisors Asset Management, Inc. Outside of his advisory work, he serves as a member of the City of Boerne Design Review Committee. Frost Investment Services provides investment advisory and portfolio management services to individual and corporate clients. The firm operates an enterprise advisory platform with approximately 179 advisors managing around $3.7 billion in client assets and is noted for its affiliation with a banking institution.

Brian Molin is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 66 credentials and 18 years of industry experience. His career includes roles at Frost Brokerage Services, Frost Bank, and Principal Life Insurance Company. Molin also supports Frost Wealth Advisors by managing and maintaining investment accounts in a fiduciary and administrative capacity. 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 with approximately 179 advisors overseeing about $3.7 billion in client assets and is notable for its affiliation with a banking institution.

Daniel Walker is a financial advisor at Frost Investment Services in San Antonio, TX, holding Series 63 and Series 66 licenses with five years of industry experience. His prior experience includes roles at Charles Schwab & Co., Inc. and TD Ameritrade. Before entering the financial industry, he worked for In N Out Burger for five years. Frost Investment Services provides investment advisory and portfolio management services to individual and corporate clients, managing approximately $3.7 billion in assets through a team of around 179 advisors. The firm is notable for its affiliation with a banking institution and its enterprise-scale advisory platform.

Lidiya Gold is a CFP® professional with 23 years of experience in the financial services industry. She is currently with Frost Investment Services and has held roles at Frost Brokerage Services and Frost National Bank since 2008. 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 a variety of managed account programs, utilizing a combination of in-house and third-party investment managers through the Fidelity Managed Account Xchange platform.

Kameron Sumrall is a financial advisor with Frost Investment Services in San Antonio, TX, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at Frost Private Bank, JP Morgan Chase, Edward Jones, and One Main Financial. 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 with a bank affiliation, managing approximately $3.7 billion in client assets across 179 advisors.

Gregory Muenster is a financial advisor with Sendero Wealth Management, LLC in San Antonio, TX, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. Prior to joining Sendero Wealth Management in 2017, he worked at US Trust/Bank of America for 24 years. Sendero Wealth Management provides investment advice and comprehensive wealth management services 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 policy statements, utilizing an open-architecture mix of active and passive strategies along with a thorough due diligence program for third-party managers.

Bryan Turnage is a financial advisor at Frost Investment Services with 13 years of industry experience. He holds the Series 63 designation and has previously worked at BBVA Securities Inc., Texans Credit Union, and Compass 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, utilizing the Fidelity Managed Account Xchange platform and combining research-driven investment strategies with optional tax and ESG overlay services.

Taylor Thorne is a CFP® with 10 years of industry experience, currently serving at Frost Investment Services. Prior to joining Frost, he worked at Fidelity Investments and its related advisory platforms for five years. 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 with approximately 179 advisors and is distinguished by its affiliation with a banking institution and its percentage-of-assets compensation model.

Nathan Sharp is a Series 66-registered financial advisor with Savvy in San Antonio, Texas, bringing 16 years of industry experience. He previously worked at Marcado Asset Management LLC for nine years and at My Group, LLC dba The Maresh Yoshida 401k Group for five years. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach supplemented with active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

Mark Magarian is a financial advisor at Pine Valley Investments with 15 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC and UBS Financial Services Inc. Outside of his advisory role, he co-owns two businesses with his spouse, MK Kids in Austin, TX, and Wild West Harley Davidson in Lubbock, TX, which sells motorcycles. Pine Valley Investments provides discretionary portfolio management, pension consulting, and advisory services to individuals, pension plans, charitable organizations, and business entities. The firm employs a range of investment strategies, including fundamental, technical, and quantitative analysis, and offers services such as model portfolios and subadvisory arrangements.

Anabell Rodriguez is a financial advisor at Frost Investment Services with 12 years of industry experience. She holds a Series 63 designation and has worked at Frost Brokerage Services since 2012, alongside a long tenure at Frost Bank starting in 1983. 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 proprietary and third-party investment strategies through the Fidelity Managed Account Xchange platform.