Brian Alphin is a financial advisor at Frost Investment Services in San Antonio, TX, with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Frost Investment Services since 2017, following prior roles at Frost Brokerage Services and Frost Bank. Frost Investment Services is a multi-team firm advising individual and corporate clients, including high-net-worth households, providing portfolio management and investment advisory services. The firm’s affiliation with a banking institution and its enterprise scale distinguish it within the industry.

Emily Groves is a financial advisor with Frost Investment Services in Dallas, TX, holding a Series 63 designation and 14 years of industry experience. She has worked with Frost Brokerage Services Inc and Frost Bank since 2015 and was with Frost Investment Services in 2017. 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 alongside the Fidelity Managed Account Xchange platform.

Christina Rodgers is a financial advisor with Frost Investment Services in Fort Worth, TX. She holds Series 63 and Series 66 licenses and has 15 years of industry experience. Her prior work includes roles at 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, utilizing a combination of fundamental, technical, and cyclical research along with tax and ESG overlay services.

Daniel Silguero is a CFP® professional with three years of industry experience, currently serving at Frost Investment Services in San Antonio, TX. His prior roles include positions at AGIA, VALIC Financial Advisors, Prosperity Bank, and Frost Brokerage Services, Inc. Silguero holds the Series 66 license. Frost Investment Services provides investment advisory and portfolio management services to individual and corporate clients, including high-net-worth households. The firm operates as a multi-team enterprise platform with a bank affiliation and manages approximately $3.7 billion in client assets across about 179 advisors.

Ruth Forehand is a CFP® professional with 29 years of experience in the financial services industry. She has worked at IHT Wealth Management LLC since 2020 and previously spent seven years at Revolution Wealth Management and over a decade at LPL Financial, where she continues to maintain an affiliation. IHT Wealth Management serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools and diversified model portfolios, while also offering ERISA fiduciary services and a proprietary wrap-fee program through a large network of advisors.

Kaleb Talbot is a financial advisor with Frost Investment Services in San Antonio, TX, holding a Series 66 license and eight years of industry experience. His prior roles include positions at Gallagher Fiduciary Advisors, Kestra Investment Services, and JPMorgan Chase Bank. Outside of advisory work, he was involved with Every Event Entertainment, LLC from 2022 to 2024. Frost Investment Services advises individual and corporate clients, including high-net-worth households, offering investment advisory and portfolio management through an enterprise platform with approximately 179 advisors managing about $3.7 billion in assets. The firm’s affiliation with a banking institution distinguishes its operating model from many peers.

Derek Perez is a financial advisor with Frost Investment Services in San Antonio, TX. He holds a Series 66 designation and has experience working at Frost Brokerage Services and H.E.B. outside the financial industry. He is also co-owner of a local cleaning business, Peel Good Cleaning, where he assists with budgeting and payroll. 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 implemented through the Fidelity Managed Account Xchange platform, combining internal and third-party strategies.

David Parsons is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked within various USAA entities since 2008, including USAA Life Insurance Company and USAA Financial Advisors, Inc. Outside of his advisory role, he manages a small rental activity from his primary residence. USAA Investment Services Company serves USAA members and the general public by providing retirement-focused advice and referral services. The firm offers a Retirement Income Strategy Report and refers clients to Charles Schwab for investment products, operating primarily as a retirement-advice intermediary rather than a portfolio manager.

Alina Tudor is a financial advisor at Frost Investment Services with 11 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Frost Investment Services since 2017. Tudor also serves on the investment committee for Hospice Austin. 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, combining affiliated and third-party investment strategies.

Lorena Salazar is a financial advisor at Frost Investment Services with 23 years of industry experience. She holds the Series 63 designation and has worked at Frost Brokerage Services since 2001 and Frost Bank since 1986. 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 the Fidelity Managed Account Xchange platform and combining fundamental, technical, and cyclical research in its investment process.

Jane Wakely is a financial advisor with Frost Investment Services in San Antonio, TX. She holds a Series 66 designation and has one year of industry experience. She has been affiliated with Frost Brokerage Services since 2015. 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.

Timal Robinson is a financial advisor with Frost Investment Services in San Antonio, TX, holding a Series 63 designation and 17 years of industry experience. Prior to joining Frost, he worked at JP Morgan Chase Bank and JPMorgan Securities LLC from 2016 to 2024. Outside of his advisory role, he operates an e-commerce retail business selling personal care products on Amazon. Frost Investment Services serves individual and corporate clients, including high-net-worth households, offering investment advisory and portfolio management services. The firm combines enterprise scale with a unique affiliation to a banking institution, managing approximately $3.7 billion in client assets through a primarily asset-based fee model.

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 financial advisor with Frost Investment Services in Austin, TX. He has one year of industry experience and previously worked at AllianceBernstein for four years. Prior to his financial career, he held roles at Pro Football Focus and JCPenney. 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 proprietary and third-party investment strategies.

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® with 34 years of industry experience. She has been with Frost Investment Services since 2017 and has worked at related Frost entities since 1995. Frost Investment Services is an SEC-registered adviser that serves 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.

Tammie Tirres is a Series 65 licensed advisor with five years of industry experience, currently with Foundations Investment Advisors LLC since 2024. Her prior experience includes roles at Queen B Advisors, LLC and Noble Capital. She is also active as a sales agent for Magellan Insurance, providing insurance and annuity solutions to retail clients. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients. The firm offers portfolio management, financial planning, retirement plan support, and sub-advisory services across a broad client base.

Clay Ellis is a financial advisor at Arkadios Wealth Advisors with four years of industry experience. He holds Series 65 and Series 63 designations and previously worked at Equitable Advisors LLC and Florin Capital Real Estate. Ellis has also been involved in entrepreneurial ventures and academia, including roles at Gourmet Garlic and the University of Texas San Antonio. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans, discretionary and non-discretionary portfolio management, and integrates fundamental, technical, and cyclical investment analysis.

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 at Frost Investment Services in San Antonio, TX, with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Frost Investment Services since 2017. Outside of her advisory role, she operates a home goods business creating crafts and baked goods. 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 a multi-manager approach through the Fidelity Managed Account Xchange platform.