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.

Marisol Sanchez is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has held various roles within the USAA organization since 2007, including positions at USAA Financial Advisors, Inc., USAA financial planning services, and USAA Life Insurance Company. Outside of her advisory work, she is also active as a licensed realtor with EXP REALTY. USAA Investment Services Company serves USAA members and the general public by providing retirement-focused advice and referral services. The firm delivers a Retirement Income Strategy Report and refers clients to Charles Schwab for investment products, operating primarily as a referral and retirement-advice intermediary rather than as a portfolio manager.

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.

Mary Medlin is a financial advisor at USAA Investment Services Company with 28 years of industry experience. She holds a Series 63 designation and has worked at multiple USAA-affiliated firms since 2007. Outside of her advisory role, she is a licensed real estate agent involved in buying and selling homes for clients. 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 and refers clients to Charles Schwab for investment products and account services.

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.

April Semones is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked in various roles within USAA, including USAA Life Insurance Company since 2018 and USAA financial planning services from 2013 to 2020. 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 a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers and advisers rather than managing client assets directly.

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.

Randy Jaso is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at USAA Investment Services Company since 2005 and USAA Life Insurance Company since 2007. Based in San Antonio, TX, his background is focused within the USAA enterprise. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm supports clients through its Retirement Income Strategy Report and refers investors to Charles Schwab for investment products and account services, operating as a retirement-advice intermediary rather than a portfolio manager.

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, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with ICMA Retirement Corporation since 2015. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services, including Guided Pathways, which features investment advice developed by Morningstar Investment Management and serves more than 40,000 participants.

Juan Cerda Jr. is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has been with USAA-affiliated firms since 2014, including roles at USAA Life Insurance Company and various USAA financial planning entities. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm produces a Retirement Income Strategy Report to guide retirement planning and refers prospective investors to Charles Schwab for investment products and account services.

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.

Asa Villarreal is a financial advisor at Frost Investment Services in San Antonio, TX, holding Series 63 and Series 66 licenses with six years of industry experience. His prior roles include positions at Frost Brokerage Services, Bank of America, Merrill Lynch, and Northwestern Mutual, among others. Frost Investment Services serves both individual clients, including high-net-worth households, and corporate clients by providing investment advisory and portfolio management services. The firm operates as an enterprise advisory platform with a banking affiliation, overseeing approximately $3.7 billion in client assets across nearly 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.