Samuel Lopez is a financial advisor at Frost Investment Services with 20 years of industry experience. He holds the Series 66 designation and has worked at Frost Brokerage Services and Frost National Bank since 2008. Lopez was with Frost Investment Services in 2017. Frost Investment Services is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and managed account programs, utilizing a combination of model portfolios, third-party managers, and multi-strategy implementation through the Fidelity Managed Account Xchange platform.

Michael Luisi is a Series 65-licensed advisor at Frost Investment Services with one year of industry experience. Before joining Frost, he worked at AllianceBernstein for four years and has held roles in various other organizations including Pro Football Focus and JCPenney. Frost Investment Services advises individual and corporate clients, including high-net-worth households, offering investment advisory and portfolio management services. The firm operates as a multi-team enterprise platform with a unique affiliation to a banking institution, overseeing approximately $3.7 billion in client assets.

Bryan Adkison is a financial advisor with Frost Investment Services, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has worked at Frost Investment Services since 2017 and has been associated with Frost Brokerage Services since 2003, including a tenure at Frost National Bank from 2003 to 2019. Outside of his advisory role, he is a director of Brytad Investments, LLC, a family-owned entity for real estate investing. 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 the Fidelity Managed Account Xchange platform and a multi-strategy investment process that includes fundamental, technical, and cyclical research.

Jeanne Glorioso is a CFP® professional with over 35 years of experience in the financial industry. She has been with Frost Investment Services since 2017 and has also held roles at Frost Brokerage Services, Inc. and Frost National Bank since the mid-1990s. Based in San Antonio, TX, she brings extensive career tenure within the Frost organization. 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 bank affiliation, managing approximately $3.7 billion in client assets through a team of about 179 advisors.

Tammie Tirres is a financial advisor with Foundations Investment Advisors LLC in San Antonio, TX, holding a Series 65 designation and five years of industry experience. She previously worked at Queen B Advisors, LLC and Noble Capital. In addition to her advisory role, she is active in insurance and annuity solutions as a sales agent for Magellan Insurance. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a diverse client base, utilizing a blend of fundamental, technical, and cyclical analysis along with model portfolios and discretionary authority assigned to its advisors.

Clay Ellis is a financial advisor at Arkadios Wealth Advisors in San Antonio, TX, holding Series 65 and Series 63 licenses with four years of industry experience. His prior roles include positions at Equitable Advisors LLC and Florin Capital Real Estate. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a combination of fundamental, technical, and cyclical analysis across various managed account platforms and third-party managers.

Pamela Milstead is a financial advisor with Frost Investment Services, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked with Frost Bank since 2017 and Frost Brokerage Services since 2016. 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 approximately 179 advisors and manages around $3.7 billion in client assets, notable for its affiliation with a banking institution.

Elizabeth Steen is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has been with Frost Investment Services since 2017 and previously worked with Frost Brokerage Services starting in 2013. Outside of her advisory work, she owns a small home goods business creating crafts and baked goods. Frost Investment Services provides investment advisory and portfolio management services to individual, including high-net-worth, and corporate clients. The firm operates as an enterprise platform with a banking affiliation, overseeing approximately $3.7 billion in client assets through 179 advisors.

Todd Carter is a financial advisor at Frost Investment Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial, Legacy Texas Bank, and Frost Bank. Carter is based in San Antonio, TX. 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 the Fidelity Managed Account Xchange platform and a combination of proprietary and third-party investment strategies.

George Watson is a financial advisor with Sendero Wealth Management, LLC in San Antonio, TX, holding Series 63 and Series 65 registrations and 22 years of industry experience. His career includes long-term roles at Sendero Wealth Management and Sendero Securities, with a brief tenure at Capital Creek Partners. Sendero Wealth Management provides comprehensive wealth management and investment advisory services primarily to high-net-worth individuals, multi-generational families, and select institutions. The firm employs a structured process and client-specific investment policies, utilizing an open-architecture approach that includes active and passive strategies, managing approximately $6.5 billion in assets as of year-end 2025.

Roland Quintanilla is a financial advisor with MissionSquare Retirement in San Antonio, TX, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at ICMA Retirement Corporation, Equitable Advisors, Nationwide Investment Advisors, and Wells Fargo Clearing. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice based on investment models developed by Morningstar Investment Management.

Brian Jones is a financial advisor at Strategic Financial Concepts, LLC in San Antonio, TX, with 12 years of industry experience. He holds Series 65 and Series 63 credentials and has been with Strategic Financial Concepts since 2016. Jones previously worked at LPL Financial and CUSO Financial Services. Strategic Financial Concepts 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 discretionary investment management using both fundamental and technical analysis, model portfolios, and third-party managers, with a notable emphasis on insurance-related activities within its multi-team structure.

Reagan Wagner is a financial advisor at Strategic Financial Concepts, LLC with 24 years of industry experience. He has held roles at multiple firms, including LPL Financial and Pinnacle Capital Management. Outside of his advisory work, Wagner serves on the boards of both for-profit entities such as Lytle State Bank and A&B Family Office, Inc., as well as the nonprofit Sports Academy of Wellington. 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, charitable organizations, and corporations. The firm employs a combination of fundamental and technical analysis, model portfolios, and third-party manager solutions, offering continuous discretionary management and integrated financial planning.

Karen Cecalek is a financial advisor with Frost Investment Services in Austin, TX, holding a Series 63 designation and eight years of industry experience. She has worked with Frost Brokerage Services since 2019 and has been associated with Frost Bank, A I M Distributors, Inc., and Invesco Distributors, Inc. for over two decades. 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 fundamental, technical, and cyclical research in its investment process.

Albert Gaudyn is a financial advisor with Frost Investment Services, holding a Series 63 designation and eight years of industry experience. Before joining Frost Investment Services in 2024, he worked with JP Morgan Chase Bank and JP Morgan Securities LLC from 2013 to 2022. Frost Investment Services advises individual and corporate clients, including high-net-worth households, by providing investment advisory and portfolio management services. The firm combines enterprise scale with a banking institution affiliation, overseeing roughly $3.7 billion in client assets across approximately 179 advisors.

Laura Davila is a financial advisor with Frost Investment Services in San Antonio, TX, holding a Series 63 designation and 25 years of industry experience. She has worked at Frost Bank and its affiliated entities since 1990. Outside of her advisory role, she operates a personal concierge service and works part-time in employee benefits data entry. 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 platform that integrates proprietary and third-party investment managers.

Paul Thomas IV is a financial advisor with Frost Investment Services based in San Antonio, TX. He holds a Series 66 designation and has two years of industry experience. Prior to joining Frost Investment Services in 2021, he worked at Frost Bank for two years and has teaching experience at Texas Tech and the high school level. Frost Investment Services advises individual and corporate clients, including high-net-worth households, offering investment advisory and portfolio management services. The firm operates as a large enterprise advisory platform affiliated with a banking institution, managing approximately $3.7 billion in client assets across its 179 advisors.

Norma Martinez is a financial advisor with Frost Investment Services in San Antonio, TX. She holds Series 63 and Series 66 licenses and has 23 years of industry experience. Martinez has worked at Frost Brokerage Services, Inc. since 2012 and Frost National Bank since 2011. 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 unified managed accounts implemented through the Fidelity Managed Account Xchange platform.

Lee Przybyla is a CFP® professional with 17 years of industry experience. He is currently with Sendero Wealth Management, LLC in San Antonio, TX, where he has worked since 2023. Prior to this, he held roles at Facet Wealth, Broadway Wealth Solutions, Broadway National Bank, and USAA financial planning services. Sendero Wealth Management provides investment advice and comprehensive wealth management services to high-net-worth individuals, multi-generational families, and select institutions. The firm focuses on clients with $3 million or more in investable assets and employs a structured guidance process with a blend of active and passive strategies, emphasizing complex wealth needs and alternative investments.

Blake Leffingwell is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Cetera, 49 Wealth Management, and Purshe Kaplan Sterling Investments. 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 fundamental, technical, and cyclical research, with implementation through the Fidelity Managed Account Xchange (FMAX) platform.