Doranelie Gutierrez 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. Her prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney 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 managed account programs through the Fidelity Managed Account Xchange platform, utilizing a combination of proprietary and third-party investment strategies.

Brian Nelson is a financial advisor at Frost Investment Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Frost Investment Services and its affiliated firms since 2018. Prior to that, he was with First Command Advisory Services and First Command Financial. 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 proprietary and third-party investment strategies.

Russell Wells is a CFP® with 11 years of experience in financial services, currently with USAA Investment Services Company. His prior roles include positions at USAA Life Insurance Company, United Services Automobile Association, and USAA Financial Advisors, INC. 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 Retirement Income Strategy Reports and facilitates referrals to third-party broker-dealers and advisers rather than managing client accounts directly.

Chinh Tu is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 66 licenses and 13 years of industry experience. Prior to joining Frost, he worked at J.P. Morgan Securities and JPMorgan Chase bank for over a decade. 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 the Fidelity Managed Account Xchange platform, combining model portfolios and third-party managers with fundamental, technical, and cyclical research.

Joshua Hogan is a financial advisor at Snowden Capital Advisors LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Hogan has been with Snowden Lane Partners since 2018. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning, utilizing customized model portfolios and third-party managers while maintaining overall client oversight.

Andrew Bronson is a financial advisor at Savvy with eight years of industry experience. He holds a Series 65 designation and has worked previously at Marcado Asset Management LLC and Mission to the World. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm uses a customized investment approach that combines index-based strategies with active equity portfolios and specialized sub-adviser techniques, supported by fintech tools and integrated tax and estate planning services.

Natalya Barnett is a financial advisor at Frost Investment Services with 11 years of industry experience. She holds a Series 63 designation and has previously worked at JP Morgan Securities and JPMorgan Chase 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, using a combination of fundamental, technical, and cyclical research implemented through the Fidelity Managed Account Xchange platform.

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.

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.

Kenneth Marriott is an investment adviser representative with Maridea Wealth Management and holds a Series 66 designation. He has seven years of experience in the financial industry and has worked with firms including VitalStone Financial, Private Client Services, and MML Investors Services. Outside of his advisory role, Mr. Marriott serves as an emergency physician and associate professor at UT Health San Antonio and is involved with a startup developing a medical app to improve pregnancy outcomes, where he serves on the board and advises on medical algorithms. Maridea Wealth Management provides discretionary investment management, financial planning, and business-oriented services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm operates as a fiduciary, emphasizing long-term portfolio construction using fundamental analysis and modern portfolio theory, with continuous account monitoring and formal annual reviews.

Leslie Wagner is a financial advisor with Strategic Financial Concepts, LLC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. She has worked with LPL Financial since 2009 and with Strategic Financial Concepts since 2008. Outside of her advisory role, Leslie is involved in direct sales of Mary Kay cosmetics. Strategic Financial Concepts provides personalized investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth households, retirement plans, trusts, and charitable organizations. The firm offers discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party managers, integrating financial planning with investment management.

Adam Eisenhauer is a financial advisor with Titleist Asset Management, LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has previously worked at CapFinancial Securities LLC and CapFinancial Partners LLC, among other firms. Outside of his advisory role, Eisenhauer serves on the boards of the Landa Gardens Conservancy and the Hemisfair Conservancy, both nonprofit organizations focused on land and community preservation. Titleist Asset Management, LLC is an SEC-registered multi-advisor wealth manager serving individuals, trusts, estates, and employer-sponsored retirement plans. The firm employs a Rules Based Investing Total Return approach, combining asset allocation strategies with quantitative and third-party research, and offers a range of services including portfolio management, financial planning, and retirement plan consulting.

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.

Marcus La Guardia is a CFP® professional with 24 years of experience in the financial services industry. He has worked at various USAA entities since 2009, including USAA Investment Services Company, USAA Life Insurance Company, USAA Investment Management Company, and USAA Financial Planning Services. He is based in San Antonio, TX, and holds Series 63 and Series 65 licenses. USAA Investment Services Company provides retirement-focused advice and referral services 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 services, operating primarily as a referral and advisory intermediary rather than a portfolio manager.

Joseph Robertson is an investment advisor representative with Maridea Wealth Management in Shavano Park, TX, holding Series 63 and Series 65 licenses. He has three years of industry experience, including prior roles at Morgan Stanley and E*TRADE Securities. Outside of his advisory work, he has a diverse background that includes teaching positions and various roles in the service industry. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management, financial planning, and business-oriented services such as outsourced CFO support. The firm operates as a fiduciary, focusing on personalized, long-term portfolio construction using fundamental analysis and modern portfolio theory.

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.