James Jedrziewski is a financial advisor at Maridea Wealth Management with 17 years of industry experience. He holds the Series 66 designation and has held roles at firms including MassMutual Investors Services and Private Client Services, LLC. Jedrziewski also serves as a licensed insurance agent with Maridea Insurance Company, LLC. Maridea Wealth Management advises 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 offers discretionary investment management, financial planning, retirement plan advisory, and coordinates tax and insurance planning through affiliated entities, typically employing diversified, tax-aware portfolios with a long-term investment horizon.

Jorge Crespin is a financial advisor with USAA Investment Services Company in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at USAA Life Insurance Company and various USAA financial planning and advisory services from 2007 onward. He also served at the Universal Life Church Monastery from 2015 to 2019. USAA Investment Services Company provides retirement-focused advice and referral services primarily 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 management.

Whitney Moldenhauer is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. Her career includes roles at multiple USAA entities since 2007 and a two-year period working with Cherokee Rose Wedding Venue. Outside of finance, she is a distributor for L'Bri, an aloe vera-based skincare business. 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 advice intermediary rather than a portfolio manager.

Denise Henk is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. She has worked with Frost Brokerage Services since 2012 and with Frost Bank since 2008. Frost Investment Services provides investment advisory and portfolio management services to a diverse client base, including high-net-worth individuals 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.

Robert Jones is a CFA® charterholder with three years of industry experience. He is currently with 1900 Wealth Management LLC and previously worked for seven years at USAA Asset Management Company. 1900 Wealth serves a diverse client base including individuals, family offices, pension and profit-sharing plans, and corporations. The firm’s investment approach centers on strategic asset allocation using low-cost ETFs and mutual funds to create long-term, diversified portfolios tailored to each client’s goals and risk tolerance.

Todd Brockwell is a CFA® charterholder affiliated with 1900 Wealth in San Antonio, TX, where he has worked for 10 years. His entire professional tenure has been with 1900 Wealth, formerly known as Monticello Wealth Management. 1900 Wealth provides financial planning, consulting, and investment management services to individuals, family offices, pension plans, trusts, estates, corporations, and other entities. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds to build diversified, long-term portfolios tailored to client-specific goals, risk tolerance, and time horizon.

Peter Rothe is a financial advisor with Frost Investment Services in Bellaire, TX, holding Series 63 and Series 66 licenses and 23 years of industry experience. His career includes roles at Frost Insurance, Penn Mutual Life Insurance Company, Prudential, Equitable Advisors, Mass Mutual Investors Services, and MetLife Securities. Frost Investment Services is an SEC-registered firm serving individuals, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, comprehensive financial planning, and various managed account programs. The firm employs a multi-disciplinary investment process and offers tax and ESG overlay services, operating as a wholly owned subsidiary of Frost Bank within the Cullen/Frost Bankers group.

Kirk Walker is a financial advisor at Strategic Financial Concepts, LLC with 11 years of industry experience. He holds the Series 65 designation and has been with Strategic Financial Concepts since 2014. In addition to his advisory role, he works as a financial advisor in insurance at National Financial Alliance, focusing on life, health, long-term care, and disability insurance. 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 business entities. The firm employs discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party manager solutions, often integrating financial planning with investment management.

Patrick Terrell is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Navy Federal Investment Services, LLC. His prior experience includes roles at USAA and Charles Schwab. He holds statutory durable power of attorney responsibilities for a family member without compensation. Navy Federal Investment Services serves members of Navy Federal Credit Union, as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment solutions. The firm primarily delivers advice through managed advisory programs that incorporate third-party portfolio managers, supported by an investment committee that conducts due diligence and ongoing reviews.

Ann Barham is a Series 66-licensed advisor at Titleist Asset Management, LLC with five years of industry experience. She previously worked at Edward Jones and has a background spanning multiple roles since 2009. Titleist Asset Management, LLC offers investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm employs a rules-based Total Return framework with customized portfolio strategies and provides discretionary management, financial planning, retirement plan consulting, and tax and accounting services through an affiliate.

Joseph Velazquez is a financial advisor at 1900 Wealth in San Antonio, TX, holding Series 63 and Series 66 licenses with four years of industry experience. Prior to joining 1900 Wealth in 2026, he worked at JP Morgan Securities, LLC and JP Morgan Chase Bank, N.A. for three years and had a one-year tenure with Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC. 1900 Wealth serves individuals, family offices, pension and profit-sharing plans, trusts, estates, corporations, and other entities, offering financial planning, consulting, and investment management. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds within diversified portfolios tailored to clients' goals and risk tolerances, and it operates affiliated private funds while occasionally using sub-advisers for customized managed portfolios.

Timothy Eastman is a financial advisor with Frost Investment Services in San Antonio, TX. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Prior to joining Frost in 2025, he worked at Victory Capital Advisers, Inc. and USAA Financial Advisors, Inc. among other firms. 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, utilizing a multi-manager approach through the Fidelity Managed Account Xchange platform.

Carla Worsham is a financial advisor with Frost Investment Services in San Antonio, TX, holding a Series 63 designation and 28 years of industry experience. She has worked at Frost Brokerage Services, Inc. since 1997 and has been with Frost National Bank since 1984. 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 approximately 179 advisors and is affiliated with a banking institution, which influences its referral, custody, and compensation arrangements.

Eric Chapman is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at JPMorgan Chase Bank and JP Morgan Securities LLC from 2015 to 2022. Outside of his advisory role, Chapman serves as a high school football referee with the Texas Association of Sports Officials. Frost Investment Services provides investment advisory and portfolio management services to individual and corporate clients, managing approximately $3.7 billion in client assets through a team of around 179 advisors. The firm is affiliated with a banking institution, which influences its referral, custody, and compensation arrangements.

Vincent Zinsmeyer is a financial advisor with Alera Investment Advisors, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at OSAIC, Triad Advisors, Global Retirement Partners, and LPL Financial. He is also a partner at Amcorp Insurance & Financial Services, where he has been involved with employee benefits for over 40 years. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and institutions. The firm’s investment approach is primarily long-term and fundamental-analysis driven, with ongoing portfolio monitoring and integration with insurance and pension-consulting platforms.

Gregory Jenschke is a financial advisor with USAA Investment Services Company in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His career includes roles at various USAA entities dating back to 2007. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public, producing a Retirement Income Strategy Report to guide discussions on saving and income planning while referring clients to Charles Schwab for investment products and account management.

Dion Padilla is a financial advisor at Blackridge Asset Management, LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at Blackridge since 2017, following roles at Next Financial Group Inc, Securities America Advisors, Inc., and UBS Financial Services. Outside of his advisory work, Padilla serves as a board member for A Woman’s Haven, a nonprofit supporting women in pregnancy crises. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a network of investment adviser representatives and offers tailored portfolio management through proprietary and third-party platforms.

Lisa Torres is a financial advisor with Frost Investment Services in San Antonio, TX. She holds a Series 65 designation and has three years of industry experience. Prior to joining Frost Investment Services, she held roles at USAA Federal Savings Bank, USAA, Frost Bank, San Antonio Water System, and SWBC. Outside of her advisory role, Lisa operates a photography and videography business on a limited basis. Frost Investment Services provides investment advisory and portfolio management services to individual and corporate clients, including high-net-worth households. The firm combines enterprise-scale resources with a banking affiliation and manages approximately $3.7 billion in client assets across a multi-team platform.

Garrett Gomez is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 66 designations and 23 years of industry experience. He has worked at Frost Brokerage Services since 2003 and Frost National Bank since 2002. Outside of advisory duties, he serves as a Retirement Services Administrator, managing investment accounts and custody relationships in an operational capacity. 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, utilizing a combination of fundamental, technical, and cyclical research.

Brian Alphin is a financial advisor at Frost Investment Services in San Antonio, TX, with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Frost Investment Services since 2017, following prior roles at Frost Brokerage Services and Frost Bank. Frost Investment Services is a multi-team firm advising individual and corporate clients, including high-net-worth households, providing portfolio management and investment advisory services. The firm’s affiliation with a banking institution and its enterprise scale distinguish it within the industry.