Mark Magarian is a financial advisor at Pine Valley Investments with 15 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC and UBS Financial Services Inc. Outside of his advisory role, he co-owns two businesses with his spouse, MK Kids in Austin, TX, and Wild West Harley Davidson in Lubbock, TX, which sells motorcycles. Pine Valley Investments provides discretionary portfolio management, pension consulting, and advisory services to individuals, pension plans, charitable organizations, and business entities. The firm employs a range of investment strategies, including fundamental, technical, and quantitative analysis, and offers services such as model portfolios and subadvisory arrangements.

Anabell Rodriguez is a financial advisor at Frost Investment Services with 12 years of industry experience. She holds a Series 63 designation and has worked at Frost Brokerage Services since 2012, alongside a long tenure at Frost Bank starting in 1983. 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 various managed account programs, utilizing a combination of proprietary and third-party investment strategies through the Fidelity Managed Account Xchange platform.

Ryan Ferrin is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Frost Investment Services. His prior experience includes roles at Symphony Financial, Ltd. Co. and LPL Financial. Outside of his advisory work, he also works part-time as a rideshare driver. Frost Investment Services is an SEC-registered adviser that serves individuals, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management and comprehensive financial planning. The firm utilizes the Fidelity Managed Account Xchange platform, combining model portfolios with third-party managers, and provides optional tax and ESG overlay services.

Edward Hildebrand is a financial advisor at Elevation Point Wealth Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Concorde Investment Services, Wedbush Securities, Sanctuary Wealth, and Raymond James. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets across 53 advisors. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities using model portfolios and tactical asset allocation, incorporating a range of investment vehicles and third-party managers.

Katherine Gold is a financial advisor at Frost Investment Services with one year of industry experience. She holds a Series 66 designation and has worked at Frost Brokerage Services, Cullen Frost Bankers, and Cherjamron LLC. Prior to her financial career, she has experience in hospitality and culinary fields, including time at Le Cordon Bleu Madrid and J&W Hospitality 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 various managed account programs, utilizing a combination of fundamental, technical, and cyclical research through the Fidelity Managed Account Xchange platform.

Gary Trempe is a Certified Financial Planner (CFP®) with 14 years of industry experience. He is currently with Frost Investment Services and has prior experience at Fisher Investments and Cetera. Trempe holds Series 63 and Series 65 licenses. 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 affiliated with a banking institution, managing approximately $3.7 billion in client assets through around 179 advisors.

Carlos Castorena is a financial advisor with Titleist Asset Management, LLC in San Antonio, TX. He holds a Series 65 credential and has two years of industry experience. His prior work includes roles at Broadway Wealth Solutions, Principal Financial Group, USAA, Alliance Bernstein, and Frost Bank. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, trusts, estates, and qualified employee plans. The firm employs a Rules Based Investing Total Return System and offers customized portfolios overseen by an investment committee.

William Alvarez is a financial advisor at Frost Investment Services with 15 years of industry experience. He holds the Series 63 designation and has worked at Frost Bank and Frost Brokerage Services, Inc. since 2023. Prior to that, he was with J.P. Morgan Securities and JP MORGAN CHASE BANK from 2008 to 2023. Frost Investment Services provides investment advisory and portfolio management services to individual and corporate clients. The firm operates as an enterprise advisory platform affiliated with a banking institution and manages approximately $3.7 billion in client assets across a team of around 179 advisors.

Michael Koury is a financial advisor at Frost Investment Services with 22 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Charles Schwab, TD Ameritrade, and JP Morgan. 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 the Fidelity Managed Account Xchange platform and a combination of proprietary and third-party investment strategies.

Ramiro Marmolejo is a CFP® and ChFC® with 15 years of industry experience, currently serving as an advisor at Wealth Watch Advisors, Inc. He has been with the firm since 2015. Marmolejo is also an independent licensed insurance agent specializing in life, accident, health, and HMO insurance sales. Wealth Watch Advisors provides advisory services to a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, financial institutions, and other registered investment advisers. The firm uses a combination of quantitative, qualitative, and technical methods to manage portfolios and offers access to alternative private placements for eligible accredited investors.

Richard Judd is a financial advisor with Titleist Asset Management, LLC, holding CFP®, ChFC®, and Series 66 designations and bringing 25 years of industry experience. He has been with Titleist Asset Management since 2023 and was previously with Titleist Capital, LLC. In addition to his financial advisory role, Judd is an independent pilot contractor who flies passengers. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, employee plans, charitable organizations, and business entities. The firm customizes portfolios based on client objectives, employs a Rules Based Investing Total Return System, and offers integrated tax and accounting services through an affiliated provider.

Francis Snyder is a financial advisor with Prosperity Wealth Management, Inc. in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at multiple firms, including Fortune Financial Services Inc. since 2019, Cetera Advisor Networks LLC from 2017 to 2019, and has operated his sole proprietorship Robin Creek since 2013, which provides consulting services to small, privately owned businesses on exit strategies, executive benefits, business valuation, and legacy planning. Prosperity Wealth Management serves individual and high-net-worth clients, trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting. The firm manages approximately $442 million in discretionary assets for about 1,600 clients, emphasizing tailored portfolio supervision with quarterly reviews and employing multiple analytical methods alongside oversight of third-party managers.

Hunter Shields is a financial advisor at Wealth Watch Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and has worked at Wealth Watch Advisors since 2023. Outside of advising, Mr. Shields offers life insurance and annuities to clients when appropriate. Wealth Watch Advisors serves a broad client base including individuals, pension plans, trusts, charitable organizations, corporations, and other registered investment advisers. The firm employs a range of strategies using third-party model managers and provides financial planning, consulting, and solicitation services.

Brandon Bigham is a CFP® professional with 11 years of industry experience, currently serving at Frost Investment Services. His prior experience includes roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Frost Investment Services is an SEC-registered adviser that serves individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and a variety of managed account programs implemented through the Fidelity Managed Account Xchange platform.

Alex Perez is a financial advisor with Foundations Investment Advisors LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has previously worked at Principal Securities Inc, Principal Life Insurance Company, and OFG Financial Services, Inc., and he is the owner of Spectrum Advisory Group, LLC. Foundations Investment Advisors provides financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis, using model portfolios and an asymmetric rebalancing approach, and engages third-party sub-advisers and custodians to support its investment strategies.

Madison Franklin is a financial advisor with Strategic Financial Concepts, LLC, holding a Series 66 designation and five years of industry experience. Madison has worked at Strategic Financial Concepts since 2020 and has been associated with LPL Financial and National Financial Alliance since 2019. Outside of financial services, Madison was involved with Boerne Invado Volleyball in 2017 and worked at the University of Texas at San Antonio from 2016 to 2019. Strategic Financial Concepts, LLC offers personalized investment advisory and financial planning services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs discretionary investment management with model portfolios and third-party managers, and integrates a variety of LPL-sponsored programs while maintaining a notable focus on insurance-related activities.

Ashley Ferguson is a financial advisor at Frost Investment Services with 16 years of industry experience. She 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. 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, utilizing a range of managed account programs implemented through the Fidelity Managed Account Xchange platform.

Denise Henk is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. She has worked with Frost Brokerage Services since 2012 and with Frost Bank since 2008. Frost Investment Services provides investment advisory and portfolio management services to a diverse client base, including high-net-worth individuals 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.

Robert Jones is a CFA® charterholder with three years of industry experience. He is currently with 1900 Wealth Management LLC and previously worked for seven years at USAA Asset Management Company. 1900 Wealth serves a diverse client base including individuals, family offices, pension and profit-sharing plans, and corporations. The firm’s investment approach centers on strategic asset allocation using low-cost ETFs and mutual funds to create long-term, diversified portfolios tailored to each client’s goals and risk tolerance.

Todd Brockwell is a CFA® charterholder based in San Antonio, TX, with nine years of industry experience. He has been with 1900 Wealth, formerly Monticello Wealth Management, since 2016. 1900 Wealth serves a diverse client base, including individuals, family offices, pension plans, trusts, and corporations, offering financial planning and both discretionary and non-discretionary investment management. The firm emphasizes strategic asset allocation and low-cost ETFs and mutual funds to build long-term diversified portfolios tailored to clients’ goals and risk tolerance.