Robert Clark is a financial advisor at Frost Investment Services with three years of industry experience. He holds a Series 63 designation and previously worked at Bank of America from 2005 to 2022. Clark is based in Dallas, TX. 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 model portfolios and third-party managers through the Fidelity Managed Account Xchange platform.

Wesley Thoms is a financial advisor at Foundations Investment Advisors LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Texas Financial Advisory and Texas Farm Credit. Outside of his advisory role, he serves as treasurer and owner of 76 Bar Investments II, LLC, which holds interests in retail and real estate operating companies in Beeville, Texas. Foundations Investment Advisors provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis and utilizes model portfolios with an asymmetric rebalancing approach.

Edwin Kreusel is a CFA® charterholder with four years of industry experience. He is currently with Sendero Wealth Management, LLC, having joined the firm in 2025. Prior to this, he worked at Broadway Bank, First State Bank of Uvalde, and USAA. Sendero Wealth Management is a partner-led registered investment adviser serving high net worth individuals, families, endowments, and institutions, typically with $3 million or more in investable assets. The firm manages approximately $5.8 billion in assets and offers a range of services including investment management, family office and foundation services, and multi-generational legacy planning, utilizing an open-architecture investment approach.

Melissa Anderson is a financial advisor at 1900 Wealth with five years of industry experience. She holds a Series 65 designation and has previously worked at Windmühle LLC and Bull Creek Financial Services LLC. Anderson serves as a trustee for Southwestern University and is a board member and chairperson of the investment committee at The Catholic Foundation-Diocese of Austin. 1900 Wealth provides financial planning, consulting, and investment management services to individuals, family offices, pension and profit-sharing plans, trusts, estates, corporations, and other entities. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds, offers family office services, and manages client accounts both discretionary and non-discretionary.

Miles Fuquay is a CFP® professional with seven years of industry experience, currently with 1900 Wealth in San Antonio, TX. He has been with 1900 Wealth, formerly Monticello Wealth Management, since 2018 and previously worked at Jefferson Bank from 2005 to 2019. 1900 Wealth serves a diverse client base including individuals, family offices, pension and profit-sharing plans, and corporations, offering financial planning, consulting, and investment management services. The firm employs a strategic asset allocation approach using low-cost ETFs and mutual funds to create long-term diversified portfolios, and also manages affiliated pooled investment vehicles while making use of sub-advisers for customized portfolios.

Adam Eisenhauer is a financial advisor at Titleist Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at CapFinancial Securities LLC, CapFinancial Partners LLC (CAPTRUST), and several other firms since 2011. Outside of his advisory role, he serves on the boards of local nonprofits, including the Landa Gardens Conservancy and Hemisfair Conservancy, and is a managing member of Hammerhead Ventures, which invests in privately held companies. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, qualified employee plans, charitable organizations, and business entities. The firm uses a Rules Based Investing Total Return System and offers customized portfolios overseen by an investment committee.

Adam Straseske is a financial advisor with Strategic Financial Concepts, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at LPL Financial since 2009 and at Strategic Financial Concepts since 2008. Outside of his advisory roles, he has authored financial planning content under the name "Home Run Financial Planning." Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, charitable organizations, corporations, and other business entities. The firm offers discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party manager solutions, often integrating financial planning with investment management.

Edward Egliskis is a financial advisor with Advisory Services Network in San Antonio, TX, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Advisory Services Network since 2015. Outside of his advisory role, he is a licensed life insurance agent and serves as a managing member and agent for LLMC, PPLC, providing healthcare-related services to clients. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisers. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing approximately $8.6 billion in client assets with a range of investment strategies and implementation options.

Flora Ardon is a financial advisor with Frost Investment Services in San Antonio, TX, holding a Series 66 designation and eight years of industry experience. She previously worked at firms including Fisher Investments and Voya Financial Partners. Ardon also serves as a Retirement Services Business Development Officer at Frost Bank, focusing on fiduciary and administrative financial services. Frost Investment Services advises a diverse client base that includes high-net-worth individuals and corporate clients, offering investment advisory and portfolio management services. The firm’s affiliation with a banking institution and its enterprise scale differentiate it within the industry.

Quang Ton is a financial advisor at Frost Investment Services with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at firms including Charles Schwab, Fidelity Investments, and J.P. Morgan Chase Bank. Outside of finance, he has experience in the restaurant industry. 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 rare affiliation to a banking institution, overseeing approximately $3.7 billion in client assets.

Patrick Lynch III is a financial advisor with Arkadios Wealth Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services. Outside of advisory work, Lynch is a partner in a real estate investment partnership with interests in commercial properties and related businesses. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans through customized investment and wealth management strategies, supported by an internal portfolio team and a network of affiliated advisory and broker-dealer entities.

Emily Mitchell is a financial advisor at Frost Investment Services with 4 years of industry experience. She holds the Series 66 and Series 63 designations. Her prior experience includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Frost Investment Services advises individual and corporate clients, including high-net-worth households, offering investment advisory and portfolio management services. The firm is notable for its affiliation with a banking institution and manages approximately $3.7 billion in client assets across about 179 advisors.

Richard Swetish is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Frost Brokerage Services since 2024 and at Wells Fargo Clearing since 2016. Outside of his advisory work, he is co-owner of a short-term rental property business in Concan, TX. Frost Investment Services provides investment advisory and portfolio management services to individual, high-net-worth, 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.

Thomas Welch is a Certified Financial Planner (CFP®) with eight years of industry experience. He is currently with Frost Investment Services and has been associated with Frost Brokerage Services since 2017 and Frost Bank since 1999. Based in San Antonio, TX, Welch holds the Series 63 designation. 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 model portfolios and third-party managers, with investment strategies based on fundamental, technical, and cyclical research.

Steven Lea is a financial advisor at Frost Investment Services with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Frost Investment Services since 2017. Prior to that, he was affiliated with Frost National Bank and Frost Brokerage Services. Lea serves as a board member and treasurer of The Texas Surf Museum, a cultural heritage organization in Galveston, TX. 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 and third-party managers through the Fidelity Managed Account Xchange platform.

David Odom is a financial advisor at Frost Investment Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at New York Life Insurance Company for 17 years before joining Frost Bank and Frost Brokerage Services in 2018. 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 model-based strategies and unified managed accounts through the Fidelity Managed Account Xchange platform.

Patrick Oursler is a financial advisor at McAdam LLC in San Antonio, TX, holding a Series 65 credential with six years of industry experience. He has been with McAdam since 2019 and previously worked in dining services and senior living sectors. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios across a multi-advisor platform, offering a range of investment options including mutual funds, ETFs, independent managers, and specialized strategies such as direct indexing and structured notes.

Karishma Lakhani is a CFA® charterholder with eight years of industry experience. She is currently affiliated with Frost Investment Services in San Antonio, TX, where she has worked since 2025. Her prior roles include positions at UBS, Fisher Investments, TD Ameritrade, and Wells Fargo Advisors. 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 with approximately 179 advisors managing around $3.7 billion in client assets and maintains a banking institution affiliation that influences its referral, custody, and compensation practices.

Jeff Whaling is a financial advisor at SageSpring Wealth Partners with seven years of industry experience. He holds a Series 66 designation and has worked previously at Raymond James Financial Services and Great American Opportunities. Whaling also serves as an independent contractor for the Whaling Wealth Team and assists clients with non-variable insurance through Vanbridge. SageSpring Wealth Partners serves individual and institutional clients, including high-net-worth households, retirement plans, banks, and sovereign wealth funds. The firm offers discretionary investment management, financial planning, and consulting with tailored portfolios that may include stocks, bonds, ETFs, alternative investments, and direct indexing, leveraging both fundamental and technical analysis.

Misty Thompson is a financial advisor at Frost Investment Services with six years of industry experience. She holds a Series 66 designation and has worked within various Frost entities since 2014, including 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 that incorporate fundamental, technical, and cyclical research, with access to both proprietary and third-party investment strategies.