Jason Odette is a CFP® professional with 29 years of experience in financial advisory roles. He currently serves as an Investment Advisor Representative at Maridea Wealth Management and is also registered with Private Client Services, LLC. In addition to his advisory work, Mr. Odette is a licensed insurance agent involved with Maridea Insurance Company, LLC. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary investment management, financial planning, and business-oriented services, including outsourced CFO support. The firm operates as a fiduciary and employs a long-term, personalized approach to portfolio construction, utilizing diversified mutual funds, ETFs, and other investment vehicles as appropriate.

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.

David Johnson is a financial advisor at Frost Investment Services with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Frost Investment Services since 2017, with prior roles at Frost National Bank and Frost Brokerage Services, Inc. He is based in Corpus Christi, Texas. 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 fundamental, technical, and cyclical research and implementing portfolios through the Fidelity Managed Account Xchange platform.

Lee Daniels is a CFP® and holds a Series 66 license, with 21 years of industry experience. He is currently with Titleist Asset Management, LLC and Titleist Capital, LLC, and also serves as managing partner at The XPO Partners, LLC, an accounting and tax firm. His prior experience includes time at Park Avenue Securities and various insurance agencies. Titleist Asset Management, LLC is a multi-advisor wealth management firm serving individuals, trusts, estates, and retirement plans, offering discretionary portfolio management and financial planning. The firm employs a Rules Based Investing Total Return System and utilizes an investment committee to oversee client-specific asset-allocation strategies.

Marc York is a Series 66-credentialed financial advisor at Titleist Asset Management, LLC with 25 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined nine years. Outside of his advisory role, York is involved in managing private investment entities with his spouse. Titleist Asset Management, LLC is a multi-advisor wealth manager serving individuals, trusts, estates, and employer-sponsored retirement plans. The firm uses client-specific asset allocation strategies overseen by an investment committee and employs a Rules Based Investing Total Return System that incorporates quantitative, technical, and third-party research.

Laura Lewis Roe is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 66 designations and 24 years of industry experience. She has worked with Frost Bank, Frost Investment Services, and Frost Brokerage Services since 1999. Outside of her advisory role, she is a partner at Roe Family Farm, where she assists in raising crops and livestock. 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 implemented through the Fidelity Managed Account Xchange platform, combining in-house model portfolios with third-party managers.

Benjamin Ruiz is a financial advisor at Frost Investment Services with 10 years of industry experience. He holds a Series 63 designation and previously worked at JP Morgan Chase Bank and Axa Advisors. Ruiz also has experience in land surveying through his role at JJ Ruiz Land Surveying. 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 multi-manager investment approach supported by the Fidelity Managed Account Xchange platform.

Jared Hunt is a financial advisor at Sendero Wealth Management, LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Sunbelt Securities Inc from 2015 to 2024 before joining Sendero in 2024. 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 investment management, family office services, and multi-generational legacy planning using an open-architecture model that combines strategic asset allocation with active, passive, alternative, and private investment strategies.

Charles Dodd Jr. is a financial advisor at 1900 Wealth in San Antonio, TX, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Steve Miura. 1900 Wealth serves a broad client base including high-net-worth individuals, family offices, pension and profit-sharing plans, and corporations, offering financial planning, consulting, and investment management through a strategic asset allocation approach that incorporates low-cost ETFs and mutual funds. The firm also manages affiliated private funds and provides family office services.

Joe Ben O'banion is an advisor with Titleist Asset Management, LLC based in San Antonio, TX. He holds Series 63 and Series 66 designations and has 26 years of industry experience. O'banion has been involved with affiliated firms since 2003, serving in various managing partner roles. Titleist Asset Management, LLC is an SEC-registered multi-advisor wealth manager serving individuals, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary portfolio management and financial planning with client-specific asset-allocation strategies guided by a Rules Based Investing Total Return System and an investment committee.

Elizabeth Crawford is a financial advisor at Sendero Wealth Management, LLC with 14 years of industry experience. She holds a Series 65 designation and has been with Sendero since 2012. Sendero Wealth Management provides investment advice and comprehensive wealth management services primarily to high-net-worth individuals, multi-generational families, and select institutions, focusing on clients with $3 million or more in investable assets. The firm employs a structured guidance process and client-specific investment policy statements, using both active and passive strategies with a due-diligence program for third-party managers.