Jason Arredondo is a financial advisor with IAMS Wealth Management, LLC in San Antonio, TX, holding a Series 65 designation and four years of industry experience. He has been with IAMS Wealth Management since 2021 and is also an insurance agent with Texas Secure Life, where he has worked since 2013. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management using proprietary and third-party model portfolios and asset allocation strategies across various asset classes.

Ryan Ferrin is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Frost Investment Services. His prior experience includes roles at Symphony Financial, Ltd. Co. and LPL Financial. Outside of his advisory work, he also works part-time as a rideshare driver. Frost Investment Services is an SEC-registered adviser that serves individuals, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management and comprehensive financial planning. The firm utilizes the Fidelity Managed Account Xchange platform, combining model portfolios with third-party managers, and provides optional tax and ESG overlay services.

Katherine Gold is a financial advisor at Frost Investment Services with one year of industry experience. She holds a Series 66 designation and has worked at Frost Brokerage Services, Cullen Frost Bankers, and Cherjamron LLC. Prior to her financial career, she has experience in hospitality and culinary fields, including time at Le Cordon Bleu Madrid and J&W Hospitality 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 various managed account programs, utilizing a combination of fundamental, technical, and cyclical research through the Fidelity Managed Account Xchange platform.

Gary Trempe is a Certified Financial Planner (CFP®) with 14 years of industry experience. He is currently with Frost Investment Services and has prior experience at Fisher Investments and Cetera. Trempe holds Series 63 and Series 65 licenses. 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 through around 179 advisors.

William Alvarez is a financial advisor at Frost Investment Services with 14 years of industry experience. He holds a Series 63 designation and has worked at J.P. Morgan Securities and JP Morgan Chase Bank prior to joining Frost Bank and Frost Brokerage Services, Inc. in Houston, 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 a range of managed account programs implemented through the Fidelity Managed Account Xchange platform.

Patrick Ibarra is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked within various USAA entities since 2013, including USAA Life Insurance Company and USAA Financial Advisors, INC. USAA Investment Services Company serves USAA members and the general public by providing retirement-focused advice and referral services, producing Retirement Income Strategy Reports and referring clients to Charles Schwab for investment products and account services. The firm operates primarily as a referral and retirement-advice intermediary rather than a portfolio manager.

Michael Koury is a financial advisor at Frost Investment Services with 22 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Charles Schwab, TD Ameritrade, and JP Morgan. 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.

Francis Snyder is a financial advisor with Prosperity Wealth Management, Inc. in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at multiple firms, including Fortune Financial Services Inc. since 2019, Cetera Advisor Networks LLC from 2017 to 2019, and has operated his sole proprietorship Robin Creek since 2013, which provides consulting services to small, privately owned businesses on exit strategies, executive benefits, business valuation, and legacy planning. Prosperity Wealth Management serves individual and high-net-worth clients, trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting. The firm manages approximately $442 million in discretionary assets for about 1,600 clients, emphasizing tailored portfolio supervision with quarterly reviews and employing multiple analytical methods alongside oversight of third-party managers.

Randol Wilke is a financial advisor with USAA Investment Services Company based in San Antonio, TX. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Wilke’s career includes extensive tenure at various USAA entities since 1998, including roles in life insurance and financial planning services. 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 emphasizes retirement income planning and referrals to third-party advisers, operating primarily as a referral intermediary rather than managing client assets directly.

Brandon Bigham is a CFP® professional with 11 years of industry experience, currently serving at Frost Investment Services. His prior experience includes roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. 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 a variety of managed account programs implemented through the Fidelity Managed Account Xchange platform.

Alex Perez is a financial advisor at Foundations Investment Advisors LLC with 29 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at several firms including Principal Securities Inc, Principal Life Insurance Company, and OFG Financial Services, Inc. He is also the owner of Spectrum Advisory Group, LLC. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients. The firm serves individuals, trusts, estates, and registered investment companies, providing portfolio management, financial planning, retirement-plan support, and sub-advisory services through a network of nearly 300 advisors.

Benjamin Teague is a financial advisor at USAA Investment Services Company with 15 years of industry experience. He holds a Series 66 designation and has worked in various roles within USAA-affiliated entities since 2010. Outside of his advisory work, he serves as a non-public arbitrator for FINRA, providing dispute resolution decisions on eligible cases. USAA Investment Services Company serves USAA members and the general public by offering retirement-focused advice and referral services. The firm does not manage client assets but supports clients through retirement income planning and refers investment accounts to Charles Schwab.

Madison Franklin is a financial advisor with Strategic Financial Concepts, LLC, holding a Series 66 designation and five years of industry experience. Madison has worked at Strategic Financial Concepts since 2020 and has been associated with LPL Financial and National Financial Alliance since 2019. Outside of financial services, Madison was involved with Boerne Invado Volleyball in 2017 and worked at the University of Texas at San Antonio from 2016 to 2019. Strategic Financial Concepts, LLC offers personalized investment advisory and financial planning services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs discretionary investment management with model portfolios and third-party managers, and integrates a variety of LPL-sponsored programs while maintaining a notable focus on insurance-related activities.

Ashley Ferguson is a financial advisor at Frost Investment Services with 16 years of industry experience. She 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. 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 and comprehensive financial planning, utilizing a range of managed account programs implemented through the Fidelity Managed Account Xchange platform.

Jorge Crespin is a financial advisor with USAA Investment Services Company in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at USAA Life Insurance Company and various USAA financial planning and advisory services from 2007 onward. He also served at the Universal Life Church Monastery from 2015 to 2019. USAA Investment Services Company provides retirement-focused advice and referral services primarily 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 management.

Whitney Moldenhauer is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. Her career includes roles at multiple USAA entities since 2007 and a two-year period working with Cherokee Rose Wedding Venue. Outside of finance, she is a distributor for L'Bri, an aloe vera-based skincare business. USAA Investment Services Company serves USAA members and the general public by providing retirement-focused advice and referral services. The firm emphasizes retirement income planning and refers clients to Charles Schwab for investment products, operating primarily as a referral and advice intermediary rather than a portfolio manager.

Denise Henk is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. She has worked with Frost Brokerage Services since 2012 and with Frost Bank since 2008. Frost Investment Services provides investment advisory and portfolio management services to a diverse client base, including high-net-worth individuals and corporate clients. The firm operates as an enterprise advisory platform affiliated with a banking institution, managing approximately $3.7 billion in client assets across 179 advisors.

Robert Jones is a CFA® charterholder with three years of industry experience. He is currently with 1900 Wealth Management LLC and previously worked for seven years at USAA Asset Management Company. 1900 Wealth serves a diverse client base including individuals, family offices, pension and profit-sharing plans, and corporations. The firm’s investment approach centers on strategic asset allocation using low-cost ETFs and mutual funds to create long-term, diversified portfolios tailored to each client’s goals and risk tolerance.

Todd Brockwell is a CFA® charterholder based in San Antonio, TX, with nine years of industry experience. He has been with 1900 Wealth, formerly Monticello Wealth Management, since 2016. 1900 Wealth serves a diverse client base, including individuals, family offices, pension plans, trusts, and corporations, offering financial planning and both discretionary and non-discretionary investment management. The firm emphasizes strategic asset allocation and low-cost ETFs and mutual funds to build long-term diversified portfolios tailored to clients’ goals and risk tolerance.

Peter Rothe is a financial advisor with Frost Investment Services in Bellaire, TX, holding Series 63 and Series 66 licenses and 23 years of industry experience. His career includes roles at Frost Insurance, Penn Mutual Life Insurance Company, Prudential, Equitable Advisors, Mass Mutual Investors Services, and MetLife Securities. Frost Investment Services is an SEC-registered firm serving 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 wholly owned subsidiary of Frost Bank within the Cullen/Frost Bankers group.