Joseph Robertson is an investment advisor representative with Maridea Wealth Management LLC in Shavano Park, TX, holding Series 63 and Series 65 licenses and having four years of industry experience. He has worked at several firms, including Private Client Services, LLC, VitalStone Financial, LLC, and Morgan Stanley. He also has past experience in education and hospitality prior to entering the financial industry. Maridea Wealth Management advises individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans. The firm manages nearly $2 billion in assets across a 33-advisor team, focusing on diversified, tax-aware portfolios with primarily long-term investment horizons and utilizing low-cost mutual funds and ETFs.

Edward Egliskis is a financial advisor at Advisory Services Network with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, United Capital Financial Advisors, and USAA Financial Planning Services. In addition to his advisory role, he is a licensed life insurance agent and serves as the managing member of LLMC, PPLC, where he acts as a healthcare agent. Advisory Services Network is a multi-team firm providing investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing diverse investment strategies tailored to client objectives and risk tolerances.

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 with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Frost Brokerage Services, Charles Schwab, Fidelity Investments, and J.P. Morgan Chase Bank. Outside of finance, he has experience working in the restaurant industry. 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 a bank affiliation, managing approximately $3.7 billion in client assets across about 179 advisors.

Jason Odette is a CFP® professional with 30 years of experience in financial advisory roles. He is currently with Maridea Wealth Management and has held prior positions at firms including Private Client Services, VitalStone Financial, and Mass Mutual. In addition to his advisory work, he is a licensed insurance agent involved with Maridea Insurance Company. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans through a team of 33 advisors, managing approximately $1.97 billion in assets. The firm emphasizes diversified, tax-aware portfolios primarily using low-cost mutual funds and ETFs and integrates AI tools under oversight to support investment and administrative processes.

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 four years of industry experience. She holds Series 63 and Series 66 licenses and has prior experience at JPMorgan Securities LLC and JPMorgan Chase Bank. Frost Investment Services provides investment advisory and portfolio management services to individual and corporate clients, managing approximately $3.7 billion in assets through an enterprise platform of 179 advisors. The firm is notable for its affiliation with a banking institution and primarily uses a percentage-of-assets compensation model.

Richard Swetish is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Wells Fargo Clearing, M. E. Allison & Co., Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Outside of his advisory work, he is a co-owner and partner in a short-term rental property business. Frost Investment Services serves individual and corporate clients, including high-net-worth households, offering investment advisory and portfolio management services through an enterprise platform with approximately 179 advisors managing around $3.7 billion in client assets. The firm is notable for its affiliation with a banking institution, which influences its referral, custody, and compensation arrangements.

Michael Parker is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Merrill, and Frost Bank. Outside of advising, he serves as an evening course coordinator at Champions School of Real Estate in Houston, managing instructors and proctoring exams. Frost Investment Services provides investment advisory and portfolio management services to individual and corporate clients, operating as a large enterprise platform affiliated with a banking institution. The firm manages approximately $3.7 billion in client assets across around 179 advisors and commonly exercises investment discretion on client accounts.

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.

Jeremy Jackson is a CFP® and ChFC® with 12 years of experience in the financial services industry. He is currently with USAA Investment Services Company and USAA Life Insurance Company, and previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, Facet Wealth, and Thrivent Financial. Jackson serves as a Human Resources Officer (Colonel) in the US Army Reserve. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and individual investors, primarily via phone and digital channels. The firm offers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers and advisers rather than managing client assets directly.

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.

Randy Olfers is a financial advisor at Verity Asset Management with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms including Teachers Pension, Axio Financial LLC, and Investment Professionals. Outside of advising, he is an insurance agent affiliated with two insurance agencies. Verity Asset Management is an SEC-registered adviser serving individual, corporate, institutional clients, and other investment advisers. The firm employs a model-driven investment approach emphasizing tactical asset allocation across diverse asset classes and offers discretionary and non-discretionary portfolio management and retirement-plan advisory services.

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® professional with 21 years of experience in the financial industry. He is currently with Titleist Asset Management, LLC and has held roles at firms including The XPO Partners, LLC and Park Avenue Securities, LLC. Daniels also serves as managing partner of The XPO Partners, LLC, an accounting and tax firm based in Houston, TX. Titleist Asset Management, LLC provides investment advice and portfolio management services to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm uses a rules-based Total Return framework with customized portfolio strategies and offers financial planning, retirement plan consulting, and affiliated tax and accounting services.