Miles Fuquay is a CFP® professional with seven years of industry experience, currently with 1900 Wealth in San Antonio, TX. He has been with 1900 Wealth, formerly Monticello Wealth Management, since 2018 and previously worked at Jefferson Bank from 2005 to 2019. 1900 Wealth serves a diverse client base including individuals, family offices, pension and profit-sharing plans, and corporations, offering financial planning, consulting, and investment management services. The firm employs a strategic asset allocation approach using low-cost ETFs and mutual funds to create long-term diversified portfolios, and also manages affiliated pooled investment vehicles while making use of sub-advisers for customized portfolios.

Kenneth Marriott is a Series 66-licensed financial advisor with seven years of industry experience. He is currently an Investment Adviser Representative at Maridea Wealth Management and has previously worked with Private Client Services and VitalStone Financial. Outside of his financial advisory role, Mr. Marriott is an emergency physician affiliated with multiple healthcare organizations and serves on the board of a health technology startup focused on improving pregnancy outcomes. Maridea Wealth Management advises individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $1.97 billion in assets. The firm employs a diversified, tax-aware investment approach using low-cost mutual funds and ETFs, incorporating AI tools for research and administrative support under human oversight.

Leslie Wagner is a financial advisor with Strategic Financial Concepts, LLC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. She has worked with LPL Financial since 2009 and with Strategic Financial Concepts since 2008. Outside of her advisory role, Leslie is involved in direct sales of Mary Kay cosmetics. Strategic Financial Concepts provides personalized investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth households, retirement plans, trusts, and charitable organizations. The firm offers discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party managers, integrating financial planning with investment management.

Adam Eisenhauer is a financial advisor at Titleist Asset Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CapFinancial Securities LLC and Advisors Asset Management, Inc. Eisenhauer serves on the boards of several nonprofits, including Landa Gardens Conservancy and Hemisfair Conservancy, both focused on community and environmental initiatives in San Antonio. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, trusts, and charitable organizations. The firm employs a Rules Based Investing total return system and offers a range of customized portfolio strategies overseen by an investment committee.

Adam Straseske is a financial advisor with Strategic Financial Concepts, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at LPL Financial since 2009 and at Strategic Financial Concepts since 2008. Outside of his advisory roles, he has authored financial planning content under the name "Home Run Financial Planning." Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, charitable organizations, corporations, and other business entities. The firm offers discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party manager solutions, often integrating financial planning with investment management.

Marcus La Guardia is a CFP® professional with 24 years of experience in the financial services industry. He has worked at various USAA entities since 2009, including USAA Investment Services Company, USAA Life Insurance Company, USAA Investment Management Company, and USAA Financial Planning Services. He is based in San Antonio, TX, and holds Series 63 and Series 65 licenses. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and the general public. The firm offers a Retirement Income Strategy Report to facilitate retirement planning discussions and refers clients to Charles Schwab for investment products and account services, operating primarily as a referral and advisory intermediary rather than a portfolio manager.

Joseph Robertson is an investment advisor representative with Maridea Wealth Management LLC, holding Series 63 and Series 65 credentials and four years of industry experience. His prior experience includes roles at Morgan Stanley and E*TRADE Securities LLC. Robertson is also dually registered with Private Client Services, LLC and is associated with VitalStone Financial, LLC for investment advisory activities. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans through a 33-advisor team managing approximately $1.97 billion in assets. The firm uses diversified, tax-aware portfolios primarily composed of low-cost mutual funds and ETFs, supplemented by AI tools under human oversight, and offers coordinated financial, tax, insurance, and retirement plan advisory services.

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 financial advisor with Maridea Wealth Management holding the CFP® designation and Series 63 and 65 licenses. He has 30 years of industry experience, with prior roles at firms including Curian Capital, MSI Financial Services, and Mass Mutual. In addition to his advisory work, Mr. Odette is a licensed insurance agent involved in insurance sales and recommendations through Maridea Insurance Company, LLC. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, financial planning, and other advisory services. The firm manages approximately $1.97 billion in assets across a 33-advisor team, focusing on diversified, tax-aware portfolios primarily using low-cost mutual funds and ETFs, supplemented by AI tools under human oversight.

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.