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 at Frost Investment Services with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. since 2017. Prior to that, he was employed at BOK Financial Securities, Inc. and Bank of 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 the Fidelity Managed Account Xchange platform and integrates fundamental, technical, and cyclical research in its investment process.

Steven Gutierrez is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Citigroup Global Markets for 17 years and Frost Brokerage Services, Inc. since 2024. Outside of his advisory role, Gutierrez serves as an adjunct instructor at the College of Biomedical Equipment Technology, teaching an online Ethics in Healthcare course. 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 various managed account programs, implementing client portfolios through the Fidelity Managed Account Xchange platform with a research-driven investment process and optional tax and ESG overlay services.

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 industry experience, currently serving as a financial advisor at Apollon Wealth Management, LLC. His career includes roles at PKS Investments, City National Bank, and RBC Capital Markets. Outside of finance, he serves on the board of Junior Achievement of Southern California, contributing to financial literacy education for youth. Apollon Wealth Management is an SEC-registered advisory firm serving individuals, families, businesses, charitable organizations, and retirement plans. The firm combines model-driven and locally managed investment strategies, employs fundamental analysis with tactical allocations, and offers specialized services including ESG-focused portfolios, private funds, and tax-managed strategies.

Christine Kellogg is a financial advisor at Frost Investment Services with nine years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of her advisory role, she serves as a board member and treasurer for Irving Cares, a community philanthropy organization. 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, implementing client portfolios through the Fidelity Managed Account Xchange platform with a combination of proprietary and third-party strategies.

Phyllis Kyle is a financial advisor with 2 years of industry experience, currently practicing at 1900 Wealth. She holds the Series 63 and Series 65 credentials. Prior to joining 1900 Wealth, she spent over two decades at Orleans Capital Management. 1900 Wealth provides financial planning, consulting, and investment management services to individuals, family offices, pension and profit-sharing plans, trusts, estates, corporations, and other entities. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds to build diversified portfolios tailored to client goals and risk tolerance.

Kyle Hampton is a financial advisor at Frost Investment Services in San Antonio, TX, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at Frost Brokerage Services, Purshe Kaplan Sterling Investments, and 49 Financial. Before entering the financial industry, he worked in various other fields including forensic engineering and the hospitality sector. 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 banking institution affiliation, managing approximately $3.7 billion in client assets through about 179 advisors.

Erik Jackson is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at multiple firms, including BBVA Wealth Solutions, PNC Managed Account Solutions, and currently Frost Brokerage Services. Outside of his advisory role, he manages a small property rental business. 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 resources with a bank affiliation, managing approximately $3.7 billion in client assets across nearly 180 advisors.

Francisco Prieto is a financial advisor with Frost Investment Services in Dallas, TX, holding a Series 63 designation and 10 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Valic Financial Advisors, and Massachusetts Mutual Life Insurance Company. 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.

Jennifer Lopez is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 66 and Series 63 licenses and two years of experience in the industry. Her prior work includes roles at Fidelity Investments and several retail companies. Frost Investment Services advises individual and corporate clients, including high-net-worth households, offering investment advisory and portfolio management through an enterprise platform with approximately 179 advisors and $3.7 billion in client assets. The firm is notable for its affiliation with a banking institution and its fee model based primarily on assets under management.

Justin Davis is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His prior roles include positions at Frost Brokerage Services, PNC Investments, and multiple BBVA affiliates over more than two decades. 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 and comprehensive financial planning, utilizing the Fidelity Managed Account Xchange platform and incorporating fundamental, technical, and cyclical research in its investment process.

Davis Hance is a financial advisor at Frost Investment Services with one year of industry experience. He holds the Series 66 designation and previously worked at Deloitte for five years. Outside of his advisory role, he provides accounting services as an independent contractor for The Courtly Canvas in Houston. 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 and comprehensive financial planning, implementing client portfolios through Fidelity's Managed Account Xchange platform with a mix of model-based and advisor-managed strategies.

Alicia Gonzalez is a financial advisor at Frost Investment Services with 17 years of industry experience. She holds a Series 63 designation and has been affiliated with Frost Brokerage Services and Frost National Bank since 2007 and 2006, respectively. Based in San Antonio, TX, she has a long tenure within the Frost organization. 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 a variety of managed account programs, utilizing the Fidelity Managed Account Xchange platform and a multi-disciplinary investment approach that includes fundamental, technical, and cyclical research.

Shelly Churchill is a financial advisor at Frost Investment Services with two years of industry experience. She holds a Series 66 designation and has previously worked at First Command Insurance Services and Consumer Portfolio Services, Inc. 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 the Fidelity Managed Account Xchange platform, incorporating proprietary and third-party model portfolios with options for tax and ESG overlays.

John Wheat is a financial advisor with Eagle Strategies (NY Life) based in San Antonio, TX, holding Series 66 and Series 63 licenses and having two years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company. He serves as a board member for the Belle Oaks Ranch Property Owners Association, providing oversight on community maintenance. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a large portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Anand Bhakta is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2015. Outside of his advisory work, he is the owner of KBAB LLC, a beer sales business based in San Antonio, TX. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Alberto Villarreal is a financial advisor with VOYA Financial Advisors, Inc. in San Antonio, TX, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He has worked at VOYA since 2014 and has been involved in the life insurance sector since 2001. Outside of his advisory role, Villarreal operates as an independent insurance agent and serves as president of Villarreal Financial, LLC. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a combination of model portfolios and manager-driven investment approaches, supporting both discretionary and non-discretionary accounts across a broad product platform.

Sylvia Hydrick is a financial advisor with Rockefeller Financial LLC, holding a Series 63 designation and over 31 years of industry experience. She was previously with Merrill from 1989 to 2021 before joining Rockefeller Financial in 2021. Outside of her advisory role, she is a member of Danke Oma LLC, a family-held business based in San Antonio, Texas. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing integrated investment, placement, and banking solutions through a consolidated investment platform.