Erika Montanaro is a financial advisor at Frost Investment Services with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Frost Bank and its affiliated entities since 2018, as well as prior roles with BBVA and its related companies from 2010 to 2018. Frost Investment Services advises individual and corporate clients, including high-net-worth households, providing investment advisory and portfolio management services. The firm’s affiliation with a banking institution and its enterprise scale distinguish its operating structure within the industry.

Jesse Galindo is a financial advisor with Brookwood Investment Group in San Antonio, TX, holding the ChFC® designation and Series 63 and 65 licenses. He has 29 years of industry experience and has previously worked with firms including Redwood Private Wealth LLC and Avalon Investment & Securities Group, Inc. Outside of his advisory role, Galindo is involved in insurance sales and tax planning through his ownership and management of related businesses. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,100 clients. The firm offers a range of portfolio management and retirement-plan advisory services using a mix of passive, active, tactical, and blended strategies, supported by a network of affiliated businesses and customizable fee arrangements.

Pedro Hero is a CFP®-designated financial advisor with 28 years of industry experience, currently practicing at Mutual Advisors, LLC since 2021. His previous roles include positions at OASIS Financial Holdings, LLC, OASIS Advisors, LLC, and Cetera Advisor Networks LLC. Outside of financial advising, he works as a varsity football official and is involved in health and life insurance sales. Mutual Advisors, LLC manages approximately $6.75 billion through a network of 123 advisors, serving individuals, institutions, trusts, and retirement plans. The firm offers a range of services including asset management, ERISA plan consulting, and uses both passive and active investment strategies tailored to client objectives.

Jake Carlyle is a financial advisor at Sendero Wealth Management, LLC in San Antonio, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Sendero, he worked at Institutional Shareholder Services for three years. Sendero Wealth Management provides investment advice and comprehensive wealth management services primarily to high-net-worth individuals, multi-generational families, and select institutions, typically serving clients with $3 million or more in investable assets. The firm follows a structured guidance process and employs a mix of active and passive strategies with a due-diligence focus on third-party managers.

Norbert Gonzales is a financial advisor with Wealth Management, LLC, holding a Series 63 designation and 27 years of industry experience. He has worked at Wealth Management since 2007 and has operated his own CPA and legal services firm since 1980. Gonzales serves on the boards of several San Antonio nonprofits, including the San Antonio Chamber Choir, Park South Village, and San Pedro Playhouse. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals and institutional clients, managing approximately $3.1 billion in assets. The firm employs a modern portfolio theory approach using primarily passively managed mutual funds and ETFs, and offers integrated advisory and administrative services for retirement plans.

Tara Menchaca is a financial advisor at Frost Investment Services with 25 years of industry experience. She has worked at Frost Bank and Frost Brokerage Services since 1998. 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 through the Fidelity Managed Account Xchange platform, utilizing both affiliated and third-party investment managers.

Jake Fortenberry is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at J.P. Morgan Securities and Northwestern Mutual Investment Services. Frost Investment Services serves both individual, including high-net-worth, and corporate clients by providing investment advisory and portfolio management services. The firm operates as an enterprise advisory platform with a banking affiliation, managing approximately $3.7 billion in client assets across about 179 advisors.

Robert Burks is a CFP® with 15 years of industry experience currently serving at Frost Investment Services. His prior roles include positions at Fidelity Investments and its affiliated entities, where he worked from 2015 to 2025. Outside of his advisory work, he is involved in wildlife control efforts focused on hog population management. 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 platform that integrates model portfolios, third-party managers, and tax and ESG overlay services.

Jerry Glosson Jr. is a financial advisor with Frost Investment Services, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at Frost Investment Services since 2017 and has previous experience with Frost National Bank and Frost Brokerage Services, Inc. Glosson is based in San Marcos, TX. Frost Investment Services is an SEC-registered retail-focused adviser serving individuals, trusts, estates, charitable organizations, and businesses. The firm offers discretionary portfolio management, comprehensive financial planning, and managed account programs using a combination of model portfolios and third-party managers through the Fidelity Managed Account Xchange platform.

Jose Rangel is a financial advisor at Frost Investment Services with seven years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at JPMorgan Chase Bank and JPMorgan Securities LLC from 2013 to 2022 before joining Frost Brokerage Services in 2022. Frost Investment Services is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management and comprehensive financial planning, utilizing model-based strategies and unified managed accounts through the Fidelity Managed Account Xchange platform.

Faith Morris is a ChFC® credentialed financial advisor with seven years of industry experience, currently with Frost Investment Services. Her prior experience includes roles at J.P. Morgan Securities and Transamerica Financial Advisors. Outside of her advisory work, she serves as a licensed chaplain and minister, providing counsel and officiating services through nonprofit ministries. 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 affiliated with a banking institution, managing approximately $3.7 billion in client assets across about 179 advisors.

Stephen Hernandez is a financial advisor at 1900 Wealth with a Series 65 designation and one year of industry experience. Prior to joining 1900 Wealth, he worked at Platform Science and Trimble, and spent seven years at Oracle. Outside of his financial advisory role, Hernandez serves as an elder and director at Redeemer Bible Church of San Antonio, where he is involved in preaching, teaching, church leadership, and managing the church’s finances. 1900 Wealth serves a diverse client base, including individuals, family offices, pension and profit-sharing plans, trusts, estates, and corporations. The firm focuses on strategic asset allocation using low-cost ETFs and mutual funds to build diversified portfolios tailored to clients’ goals, and also offers family office services along with management of affiliated pooled investment vehicles.

Alice Green is a financial advisor at Frost Investment Services in San Antonio, TX, holding a Series 66 designation. She has held various positions across several industries since 2020, including roles at Frost Brokerage Services and other firms. Her background includes experience in education and corporate settings. Frost Investment Services serves individual and corporate clients, offering investment advisory and portfolio management services. The firm is notable for its affiliation with a banking institution and operates an enterprise advisory platform with around 179 advisors managing approximately $3.7 billion in client assets.

Ariel Palomo is a financial advisor with Sendero Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His professional background includes roles at Merrill Lynch and Bank of America. Outside of his advisory work, he is an equity owner in a cargo transportation business based in San Antonio. Sendero Wealth Management is a partner-led registered investment adviser serving high net worth individuals, families, endowments, and institutions, typically those with $3 million or more in investable assets. The firm employs an open-architecture investment approach that combines strategic asset allocation with active, passive, alternative, and private investments, supported by ongoing manager due diligence and a sub-advisor program.

Robert Blessing Jr. is a financial advisor at Waterloo Capital in San Antonio, TX, holding Series 65 and Series 63 licenses with four years of industry experience. Prior to joining Waterloo Capital in 2023, he worked at Commonwealth Financial Network and had several years at CVS Health Corporation. Waterloo Capital is an SEC-registered multi-team adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans, managing approximately $2.26 billion across about 2,600 clients. The firm uses a primarily long-term, fundamental analysis-driven approach, offering customized portfolios, third-party sub-advisers, and a range of investment tools alongside financial planning and educational services.

Gene Brehm is a financial advisor with Saxony Capital Management, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes roles at Saxony Securities and 1st Global Advisors, Inc., and he has operated Brehm Havel & Co., LLP since 1980. Outside of financial advising, Brehm is involved in various business activities including managing a cattle ranch and operating retail and restaurant ventures. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm employs a multi-team model with 38 advisors and offers a range of investment approaches and third-party manager due diligence.

Laura Pinto is a financial advisor with Frost Investment Services in San Antonio, TX. She holds a Series 63 designation and has eight years of industry experience. Pinto has worked at Frost Brokerage Services since 2017 and has been with Frost Bank since 2002. 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 utilizing the Fidelity Managed Account Xchange platform, combining model portfolios from Frost Investment Advisors with third-party managers.

Brandon Matyuch is a financial advisor at Frost Investment Services with 13 years of industry experience. He holds the Series 63 designation and has worked at Frost Bank and Frost Brokerage Services since 2019. Prior to that, he was employed at Citigroup and J.P. Morgan, including JPMorgan Chase bank. 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 model portfolios, third-party managers, and an implementation platform.

Richard Clotworthy is a financial advisor with Frost Investment Services in San Antonio, TX, holding a Series 63 designation and 10 years of industry experience. He previously worked at JPMorgan Chase and JP Morgan Securities LLC before joining Frost Bank and Frost Brokerage Services in 2020. Frost Investment Services serves a mix of 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 notable affiliation to a banking institution, which differentiates its structure and referral, custody, and compensation arrangements.

Jacob Allison is a financial advisor at 1900 Wealth in San Antonio, TX, holding a Series 65 credential. He has been active in the financial industry since 2024, with prior experience at Northwestern Mutual and KE Andrews. Allison’s background includes several roles outside finance, including positions at Texas A&M University and Westwood Country Club. 1900 Wealth provides financial planning, consulting, and investment management services to individuals, family offices, pension and profit-sharing plans, trusts, estates, and corporations. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds to build diversified, long-term portfolios tailored to clients’ goals and risk tolerance.