Bryson Walker is a financial advisor at Arete Wealth Advisors, LLC with three years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. Outside of advisory work, he is involved as an internal sales associate with Veritas Group. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages assets primarily on a discretionary basis and uses a combination of advisor-driven and proprietary, rule-based model allocations, supported by third-party sub-advisers and due diligence processes.

Matthew Thompson is a financial advisor at Frost Investment Services with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked extensively within the Frost organization and its affiliates since 2011. Thompson is listed as a director and co-owner of Permanent Ink LLC, a public relations business in San Antonio, though he has no active role in its operations. 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 research-driven investment process that includes fundamental, technical, and cyclical analysis.

Stephen Bell is a financial advisor at Sendero Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Exencial Wealth Advisors, LLC, Broadway Bank, and Alsay Inc. in various roles prior to joining Sendero. 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 and foundation services, and multi-generational legacy planning through an open-architecture model combining strategic asset allocation, active and passive strategies, and alternative investments.

Robert Wurzburg is a financial advisor at Forum Financial Management, LP with nine years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Flywheel Capital Partners and Paylocity. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of portfolio management, financial planning, and sub-advisory services, with a focus on wholesale relationships and support for independent advisors and RIAs.

Tara Maxwell is a financial advisor with Sendero Wealth Management, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and offering 27 years of industry experience. She has been with Sendero Wealth Management since 2007, including its earlier formation and affiliated entities. She also serves as a Supervisor of Sendero Family Office, LLC, contributing to the operational and administrative management of a high-net-worth family office. Sendero Wealth Management provides investment advice and comprehensive wealth management services to high-net-worth individuals, multi-generational families, and select institutions, typically focusing on clients with $3 million or more in investable assets. The firm uses a structured investment approach, combining active and passive strategies within client-specific Investment Policy Statements, and manages approximately $6.5 billion in assets under management.

Frank Acosta is a financial advisor with IHT Wealth Management LLC in San Antonio, TX, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He has worked with IHT Wealth Management and LPL Financial since 2019, and previously with Sigma Financial from 2014 to 2019. Outside of advisory work, he serves as an adjunct professor at Palo Alto Community College. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified portfolios using ETFs, mutual funds, third-party managers, fixed income, and option strategies, supported by a network of approximately 153 advisors.

Michael Valadez is a financial advisor at Frost Investment Services with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various affiliated Frost entities since 2014. Frost Investment Services is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning, using a combination of proprietary and third-party model portfolios implemented through the Fidelity Managed Account Xchange platform.

Victor Mendez is a financial advisor at USAA Investment Services Company with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles within the USAA organization since 1999, including positions at USAA Life Insurance Company, USAA Financial Advisors, Inc., and USAA Financial Planning Services. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm offers a Retirement Income Strategy Report and refers clients to Charles Schwab for investment products and account services, operating as a referral and retirement-advice intermediary rather than a portfolio manager.

Ronald Tavarez is a financial advisor with Frost Investment Services in San Antonio, TX. He holds Series 63 and Series 66 licenses and has 35 years of industry experience. Tavarez has been with Frost Investment Services since 2017 and has a longstanding history with affiliated firms dating back to 1995. He serves as a director and finance committee member for the Vannie E Cook Jr. Cancer Foundation in McAllen, TX. Frost Investment Services advises a range of individual and corporate clients, including high-net-worth households, offering investment advisory and portfolio management services. The firm operates as an enterprise advisory platform with over 160 advisors and is notable for its affiliation with a banking institution.

Javier Fernandez is a financial advisor at Van Clemens Wealth Management, LLC with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Royal Alliance Associates, Inc., Signator Investors, Inc., and HD Vest Advisory Services. Fernandez also has a background in accounting through his work at Fernandez & Fernandez CPAs, LLC. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes advice based on client objectives and risk tolerance, utilizing both in-house and third-party managers, and employs a blend of modern portfolio theory with fundamental and technical analysis in its investment approach.

Matthew Richter is a financial advisor with 3 years of industry experience, currently with 1900 Wealth. He holds Series 63 and Series 65 licenses and previously worked for Lucas Petroleum Group Inc for 9 years. 1900 Wealth serves individuals, family offices, pension and profit-sharing plans, trusts, estates, corporations, and other entities with financial planning, consulting, and investment management. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds, provides customized managed portfolios through sub-advisers, and manages affiliated private funds while recommending related banking services through its common ownership with Jefferson Bank.

Laura Cropo is a financial advisor at Frost Investment Services with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Frost Brokerage Services since 2018 and Frost Bank since 2011. 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 proprietary and third-party strategies implemented through the Fidelity Managed Account Xchange platform.

Cynthia Salzman is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 66 designation and bringing 10 years of industry experience. She previously worked at Cetera and Aspect Wealth Management. Outside of advising, Salzman serves as chair of the finance committee for the San Antonio Parks Foundation. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising discipline supported by patented software and incorporates both passive and active investment strategies, along with dynamic rebalancing when appropriate.

Garrick Behelfer is a financial advisor at Frost Investment Services with 20 years of industry experience. He holds the Series 66 designation and has worked in various roles at Frost Bank, Frost Brokerage Services, and Frost Investment Services since 2010. 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 proprietary and third-party investment strategies implemented through the Fidelity Managed Account Xchange platform.

Michael Parsley is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Wells Fargo Bank, Wells Fargo Clearing, BOK Financial Securities, and Bank of Texas. Frost Investment Services provides investment advisory and portfolio management services to individual and corporate clients, including high-net-worth households. The firm operates an enterprise advisory platform with approximately 179 advisors managing around $3.7 billion in assets and is notable for its affiliation with a banking institution.

Steven Gutierrez is a financial advisor at Frost Investment Services with 33 years of industry experience. He previously worked at Citigroup Global Markets for 17 years before joining Frost Brokerage Services. In addition to his advisory role, he serves as an adjunct instructor teaching an online Ethics in Healthcare course at the College of Biomedical Equipment Technology. Frost Investment Services provides investment advisory and portfolio management services to individual and corporate clients, managing approximately $3.7 billion in assets across a platform of about 179 advisors. The firm is notable for its affiliation with a banking institution and its enterprise-scale advisory model.

Richard Dullnig is a financial advisor at 1900 Wealth with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Ameriprise and Investment Professionals, Inc. Outside of his advisory role, he serves as President of the Oakwell Farms HOA Board of Directors and as Treasurer for the San Antonio Stock Show & Rodeo BBQ Committee. 1900 Wealth serves a range of clients including individuals, family offices, pension plans, and corporations, offering financial planning, consulting, and investment management. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds to build diversified portfolios tailored to client objectives and routinely manages accounts on a discretionary basis.

Harold Clay is a financial advisor at Frost Investment Services with five years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Frost, he worked at the University of Texas at San Antonio and NorthWest Vista College. Frost Investment Services advises individual and corporate clients, including high-net-worth households, offering investment advisory and portfolio management services. The firm operates as an enterprise advisory platform with around 179 advisors and is noted for its affiliation with a banking institution, managing approximately $3.7 billion in client assets.

Kevin Caputo is a CFP® professional with 27 years of experience in the financial services industry. He is currently an advisor at Apollon Wealth Management, LLC in San Antonio, TX, and has previously worked at firms including City National Bank, RBC Capital Markets, Wells Fargo Clearing, Citigroup Global Markets, and Merrill. Caputo serves on the board of Junior Achievement of Southern California, where he contributes to teaching financial literacy to youth. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets through a network of about 145 advisors and 67 offices. The firm serves individuals, high-net-worth families, trusts, businesses, and retirement plans, combining centrally managed strategies with locally managed portfolios and utilizing fundamental analysis, ESG risk models, Direct Indexing, and technology tools including generative AI in its investment process.

Christine Kellogg is a financial advisor at Frost Investment Services in San Antonio, TX, with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. She serves as a board member and treasurer for Irving Cares, a community philanthropy organization. Frost Investment Services advises individual and corporate clients, including high-net-worth households, offering investment advisory and portfolio management services. The firm combines enterprise scale with a banking affiliation, managing approximately $3.7 billion in client assets across 179 advisors.