Alma Alcoser is a financial advisor at Frost Investment Services with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors. Outside of her advisory role, she assists with bookkeeping at Ace Oilfield Deliveries in San Antonio. 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 and a combination of fundamental, technical, and cyclical research in its investment process.

Leigh Coughran is a financial advisor at Frost Investment Services with 14 years of industry experience. He holds a Series 63 designation and has worked with Frost Brokerage Services since 2002 and Frost National Bank since 2000. 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 in-house model portfolios and third-party managers, with additional services including tax and ESG overlays.

Roxanne Salinas is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. Her prior roles include positions at Bank of America, Merrill, and JPMorgan Chase. 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 blend of fundamental, technical, and cyclical research through the Fidelity Managed Account Xchange platform.

Berry Burkhart is a financial advisor at Wealth Watch Advisors, Inc with eight years of industry experience. He holds a Series 65 designation and has worked at Wealth Watch Advisors since 2019. Burkhart is also president and owner of Burkhart, Peterson & Company, PLLC, a tax preparation and accounting firm. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other registered investment advisers. The firm employs a combination of quantitative, qualitative, and technical investment strategies and offers both discretionary and non-discretionary portfolio management, with a focus on approved third-party model managers.

Carina Diaz is a financial advisor at Frost Investment Services with six years of industry experience. She holds a Series 66 designation and has been with Frost Brokerage Services since 2019. Prior to her advisory role, she worked at Emler Swim School and Target, and she attended St. Edwards University. 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.

Amaury De Barros Conti is a financial advisor at Sendero Wealth Management, LLC in San Antonio, TX, with 26 years of industry experience. He has been with Sendero Wealth Management since 2012 and holds the Series 63 and Series 65 designations. Sendero Wealth Management provides investment advice and comprehensive wealth management services primarily to high-net-worth individuals, multi-generational families, and select institutions, generally focusing on clients with $3 million or more in investable assets. The firm employs a structured guidance process and client-specific investment policies, using a mix of active and passive strategies alongside a due-diligence program for third-party managers.

Andrew Brawley III is a financial advisor at Titleist Asset Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial and Rademacher Financial Inc. Outside of his advisory role, he owns Frozy's Shaved Ice, LLC and teaches a discipleship class for middle school students at Veritas Academy. He also serves on the finance committee of Bannockburn Church. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, qualified employee plans, charitable organizations, and businesses. The firm employs a Rules Based Investing Total Return System and offers a range of allocation strategies tailored to client objectives.

Jordan Hyde is a financial advisor with Wealth Watch Advisors, Inc. in San Antonio, TX, holding Series 65 and Series 63 licenses and bringing six years of industry experience. Prior to joining Wealth Watch Advisors in 2025, he worked with New York Life and affiliated entities for five years. Outside of advisory activities, he owns a photography and videography company, Jordan Moments LLC, and a t-shirt printing business, Die Hard Addicts. Wealth Watch Advisors serves a diverse client base including individuals, institutions, and other registered investment advisers, offering discretionary and non-discretionary portfolio management primarily through third-party model managers. The firm’s investment approach combines quantitative, qualitative, and technical analysis and includes access to alternative private placements for accredited investors.

Rolando Ginyovszky is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Frost Brokerage Services and Frost Bank since 2014. 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 both proprietary and third-party investment strategies.

Michael Collier is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 65 credentials and 13 years of industry experience. His career includes roles at Frost Bank and Wells Fargo affiliates. 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, implementing client portfolios via the Fidelity Managed Account Xchange platform with a multi-faceted investment research approach and optional tax and ESG overlay services.

Ryan Canales is a financial advisor with HUB Investment Partners, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at Empower Wealth Advisors, Stonewater Wealth Management Inc., and MassMutual South Texas. Outside of advisory work, he is involved in insurance sales, specializing in life, disability, long-term care, and health insurance. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, institutions, and public entities. The firm combines internally managed model portfolios with customized allocations and employs various platforms and sub-advisors, serving as a fiduciary for retirement plan and IRA accounts.

Corey Jennings is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 65 registrations and eight years of industry experience. He has worked at several firms, including Victory Capital Advisers and USAA Financial Advisors. Frost Investment Services provides investment advisory and portfolio management services to individual, high-net-worth, and corporate clients. The firm operates as a large enterprise advisory platform affiliated with a banking institution, overseeing approximately $3.7 billion in client assets.

Holden Janysek is a financial advisor at Frost Investment Services with three years of industry experience. He holds the Series 66 designation and has worked previously at Equitable Advisors, LLC and Frost Brokerage Services, Inc. Outside of his advisory role, he works as an independent contractor providing general ranch hand services in San Antonio, TX. Frost Investment Services serves individual and corporate clients, including high-net-worth households, offering investment advisory and portfolio management services. The firm is noted for its affiliation with a banking institution and its enterprise scale, overseeing approximately $3.7 billion in client assets managed by around 179 advisors.

Christopher Chapa is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 designations and 23 years of industry experience. He has worked across multiple USAA affiliates since 2007, including USAA Life Insurance Company and USAA Financial Planning Services. USAA Investment Services Company provides retirement-focused advice and referral services primarily through phone and digital channels to USAA members and individual investors. The firm offers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers or advisers rather than managing client accounts directly.

Andrew Ullmann is a financial advisor with ON Investment Management CO, holding a ChFC® designation and Series 63 and 65 licenses, with 42 years of industry experience. He has held roles at The O.N. Equity Sales Company, Ohio National Financial Services, Mass Mutual Life Insurance, and Guardian Life Insurance Company. Outside of his advisory work, he owns Concord Financial Services, where he provides life and health insurance products and serves as a lecturer for CPA continuing education. ON Investment Management CO is a multi-team SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers comprehensive financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary programs and maintains a dual-registration model involving ongoing broker-dealer activity.

Aaron Navarrete is a financial advisor with Frost Investment Services, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Frost Bank and Frost Brokerage Services since 2019, as well as prior experience with JPMorgan Chase Bank and J.P. Morgan Securities. 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 fundamental, technical, and cyclical research through the Fidelity Managed Account Xchange platform.

David Stahl is a financial advisor with USAA Investment Services Company, holding a Series 66 designation and 22 years of industry experience. He has worked in various roles within USAA-affiliated entities since 2006, including USAA Life Insurance Company and USAA Financial Advisors, Inc. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and the general public, specializing in retirement income planning and referring clients to Charles Schwab for investment products and account services.

David Blanco is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 65 designations and possessing 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing, WELLS FARGO Advisors, LLC, and Wells Fargo Bank, N.A. Outside of his advisory work, he operates a small vending machine business in Austin, TX. 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 through model-based strategies and unified managed accounts, utilizing the Fidelity Managed Account Xchange platform and combining research-driven investment approaches with optional tax and ESG overlay services.

Scott Mcmillian is a CERTIFIED FINANCIAL PLANNER™ professional with 26 years of industry experience. He is affiliated with Sendero Wealth Management, LLC in San Antonio, TX, where he has worked since 2007. His career includes roles at Sendero Securities, LLC, reflecting a long tenure within affiliated firms. Sendero Wealth Management is a partner-led registered investment adviser serving high net worth individuals, families, endowments, and institutions, primarily those with $3 million or more in investable assets. The firm manages approximately $5.8 billion in assets and offers investment management, family office and foundation services, and multi-generational legacy planning through an open-architecture approach that combines active, passive, and alternative investments.

Abigail Floyd is a financial advisor with Frost Investment Services in San Antonio, TX, holding a Series 63 designation and nine years of industry experience. She has worked at Frost Bank and its affiliated brokerage services since 2013. Frost Investment Services provides investment advisory and portfolio management services to individual clients, including high-net-worth households, as well as corporate clients. The firm operates as an enterprise advisory platform with a banking affiliation, managing approximately $3.7 billion in client assets through about 179 advisors.