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 in Shavano Park, TX, holding Series 63 and Series 65 licenses. He has three years of industry experience, including prior roles at Morgan Stanley and E*TRADE Securities. Outside of his advisory work, he has a diverse background that includes teaching positions and various roles in the service industry. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management, financial planning, and business-oriented services such as outsourced CFO support. The firm operates as a fiduciary, focusing on personalized, long-term portfolio construction using fundamental analysis and modern portfolio theory.

Edward Egliskis is a financial advisor with Advisory Services Network in San Antonio, TX, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Advisory Services Network since 2015. Outside of his advisory role, he is a licensed life insurance agent and serves as a managing member and agent for LLMC, PPLC, providing healthcare-related services to clients. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisers. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing approximately $8.6 billion in client assets with a range of investment strategies and implementation options.

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 at Frost Investment Services with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at firms including Charles Schwab, Fidelity Investments, and J.P. Morgan Chase Bank. Outside of finance, he has experience in the restaurant industry. Frost Investment Services serves individual and corporate clients, including high-net-worth households, offering investment advisory and portfolio management services. The firm combines enterprise scale with a rare affiliation to a banking institution, overseeing approximately $3.7 billion in client assets.

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 Certified Financial Planner™ (CFP®) with 21 years of industry experience. He is currently with Titleist Asset Management, LLC and also serves as managing partner of The XPO Partners, LLC, an accounting and tax firm. His prior experience includes roles at Park Avenue Securities, Waddell & Reed, and various insurance agencies. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, charitable organizations, and business entities. The firm employs a rules-based investing system with customized portfolios overseen by an investment committee and integrates tax and accounting services through an affiliated provider.

Marc York is a financial advisor with Titleist Asset Management, LLC in San Antonio, TX, holding a Series 66 designation and 25 years of industry experience. Prior to joining Titleist in 2024, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined nine years. Outside of his advisory role, he has ownership interests in several investment-related entities in San Antonio. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to a range of clients including individuals, trusts, estates, and charitable organizations. The firm uses a Rules Based Investing Total Return System and offers customized portfolios overseen by an investment committee, integrating brokerage, insurance, tax, and accounting services within its multi-team structure.

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.