Brandon Gann is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked within the USAA organization since 2008, including roles at USAA Financial Advisors, Inc. and United Services Automobile Association. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm emphasizes retirement income planning and refers clients to Charles Schwab for investment products and account services, operating as a referral intermediary rather than a portfolio manager.

Benito Revilla Jr. is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with various USAA entities since 2013, including USAA Life Insurance Company and USAA Financial Advisors, Inc. USAA Investment Services Company serves USAA members and the general public by providing retirement-focused advice and referral services. The firm emphasizes retirement income planning and refers clients to Charles Schwab for investment products, operating primarily as a referral and advisory intermediary rather than a portfolio manager.

Craig Miller is a CFP® professional with 28 years of experience in the financial services industry. He has been with Frost Investment Services since 2017 and has prior experience at Frost National Bank and Frost Brokerage Services. 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, implementing portfolios through the Fidelity Managed Account Xchange platform with a combination of proprietary and third-party investment strategies.

Cody Evans is a CFP® and CFA® with nine years of industry experience, currently serving at Frost Investment Services in San Antonio, TX. His prior roles include positions at Fidelity Investments, CitiGroup, Charles Schwab, and JPMorgan Securities LLC. Evans holds the Series 66 designation. Frost Investment Services provides investment advisory and portfolio management to individual clients, including high-net-worth households, as well as corporate and business clients. The firm operates as an enterprise advisory platform affiliated with a banking institution, overseeing approximately $3.7 billion in client assets across 179 advisors.

James Holland is a financial advisor at Frost Investment Services with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Frost Brokerage Services, JP Morgan Chase Bank, and J.P. Morgan Securities. 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 through the Fidelity Managed Account Xchange platform, utilizing a combination of fundamental, technical, and cyclical research in its investment process.

Kathryn Casey is a financial advisor at Frost Investment Services with four years of industry experience and a Series 66 designation. She previously worked at Charles Schwab and Edward Jones before joining Frost in 2025. Prior to her financial services career, she was involved with Choice Leather Furniture and Daemon Systems, LLC. 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 a range of model-based and advisor-managed strategies implemented through the Fidelity Managed Account Xchange platform.

Kimberly Elliott is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 65 credentials and eight years of industry experience. Her prior roles include positions at Wells Fargo Bank and Citizens Bank, among others. Frost Investment Services advises individual and corporate clients, including high-net-worth households, offering investment advisory and portfolio management services through a multi-team platform with approximately 179 advisors and $3.7 billion in client assets. The firm’s affiliation with a banking institution and its enterprise scale contribute to its distinctive operating structure.

Innis Glover is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Frost Investment Services since 2021. Prior to joining Frost, he worked at Benzer Capital for five years. Frost Investment Services is a retail-focused, SEC-registered adviser that serves individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and comprehensive financial planning, utilizing a range of managed account programs implemented through the Fidelity Managed Account Xchange platform.

Ryan Donelson is a CFP® professional affiliated with Frost Investment Services, based in San Antonio, TX, with 29 years of industry experience. His prior roles include positions at Independent Investment Advisors, Inc., LPL Financial, and Banc Of America Investment Services, Inc. He holds Series 63 and Series 66 licenses. 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 is notable for its affiliation with a banking institution.

Thimithri Wijesekera is a financial advisor at Frost Investment Services in San Antonio, TX, with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and Wells Fargo. Frost Investment Services provides investment advisory and portfolio management services to both individual and corporate clients, combining enterprise scale with a unique affiliation to a banking institution. The firm manages approximately $3.7 billion in client assets through a team of around 179 advisors.

Carl Ohlenbusch is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked in various roles within USAA-affiliated entities since 2006. Outside of his advisory work, he serves as a trustee for the Coker Cemetery Association, a nonprofit mutual cemetery company in San Antonio. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members, offering a Retirement Income Strategy Report and facilitating referrals to third-party broker-dealers or advisers rather than managing client assets directly.

Benjamin Coppock is a financial advisor at Cary Street Partners with two years of industry experience. He holds a Series 66 designation. Prior to joining Cary Street Partners, he worked at Equitable Advisors and has experience in policy research and technology sectors. He volunteers with Junior Achievement of Central Texas, teaching financial literacy to middle and high school students. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutions. The firm constructs portfolios using a broad investment menu and serves specialized institutional niches such as state and municipal government entities and insurance companies.

Steve Markey is a financial advisor with Arkadios Wealth Advisors in San Antonio, TX, holding a Series 63 license and 30 years of industry experience. Before joining Arkadios in 2022, he worked at Securities America Advisors and Investacorp Advisory Services. Outside of his advisory role, he serves as President and CFO of Home Fashion Technologies, a company specializing in bifold and barn doors, where he stepped in following the deaths of key executives. He is also a board member of HFCC, Inc., an organization focused on building permanent housing for the homeless in San Antonio. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of managed accounts, third-party money managers, and financial planning. The firm supports advisors with an internal portfolio team offering model strategies and execution, employing fundamental, technical, and cyclical analysis while also acting as a fiduciary for retirement plan consulting.

Andrew Nicely is a financial advisor at Frost Investment Services with nine years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities and Morgan Stanley. Outside of his advisory role, he manages a rental property in Worthington, Ohio. 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 implemented through the Fidelity Managed Account Xchange platform.

Kevin Bowman is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has previously worked at Victory Capital Advisers, USAA Financial Advisors, and other financial firms. Outside of his advisory role, he serves as executor and power of attorney for his mother's estate. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services primarily through managed advisory programs with third-party portfolio managers. The firm combines advisory and commission-based channels within a banking and credit union structure.

Hannah Jones is a financial advisor at 1900 Wealth with two years of industry experience. She holds a Series 65 designation and previously worked at Luther King Capital Management and in graduate studies at Texas Tech University. 1900 Wealth serves a diverse client base including individuals, family offices, pension plans, and corporations, offering financial planning, consulting, and investment management. The firm employs a strategic asset allocation approach using low-cost ETFs and mutual funds to build long-term, diversified portfolios tailored to client goals and risk tolerance.

Sarah Harrington is a financial advisor with Frost Investment Services in San Antonio, TX. She holds the Series 66 designation and has four years of industry experience. Prior to joining Frost, she worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. Sarah is currently employed with Frost Bank, Frost Investment Services, and Frost Brokerage Services. Frost Investment Services advises a mix of individual, high-net-worth, and corporate clients, providing investment advisory and portfolio management services. The firm operates as an enterprise advisory platform with approximately 179 advisors managing around $3.7 billion in client assets and is notable for its affiliation with a banking institution.

James Sulester Jr is a financial advisor at 1900 Wealth with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CrowdOut Capital for eight years and Pasadera Capital for three years. 1900 Wealth provides financial planning, consulting, and investment management services to individuals, family offices, pension plans, trusts, estates, corporations, and other entities. The firm utilizes a strategic asset allocation approach with low-cost ETFs and mutual funds, offers family office services, and manages affiliated private funds.

Zachary Treu is a financial advisor with Victory Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked previously at Equitable Advisors, LLC, and Purshe Kaplan Sterling Investments. Outside of his advisory role, he works as an insurance agent providing property and casualty coverage consultations. Victory Financial Group serves a diverse client base that includes high-net-worth individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach that incorporates fundamental, cyclical, and behavioral analysis to build diversified model portfolios focused on mutual funds and ETFs.

Eric Gallardo is a financial advisor at Sendero Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked previously at M9 Solutions, Randolph Brooks Federal Credit Union, and Frost Investment Advisors, LLC. Sendero Wealth Management provides investment advice and wealth management services to high-net-worth individuals, multi-generational families, and select institutions, focusing on clients with $3 million or more in investable assets. The firm employs a structured investment approach using both active and passive strategies and offers services including financial planning, family office management, and access to alternative investments.