Samuel Lopez is a financial advisor at Frost Investment Services with 20 years of industry experience. He holds the Series 66 designation and has worked at Frost Brokerage Services and Frost National Bank since 2008. Lopez was with Frost Investment Services in 2017. Frost Investment Services is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and managed account programs, utilizing a combination of model portfolios, third-party managers, and multi-strategy implementation through the Fidelity Managed Account Xchange platform.

Marisol Sanchez is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has held various roles within the USAA organization since 2007, including positions at USAA Financial Advisors, Inc., USAA financial planning services, and USAA Life Insurance Company. Outside of her advisory work, she is also active as a licensed realtor with EXP REALTY. USAA Investment Services Company serves USAA members and the general public by providing retirement-focused advice and referral services. The firm delivers a Retirement Income Strategy Report and refers clients to Charles Schwab for investment products, operating primarily as a referral and retirement-advice intermediary rather than as a portfolio manager.

Michael Luisi is a Series 65-licensed advisor at Frost Investment Services with one year of industry experience. Before joining Frost, he worked at AllianceBernstein for four years and has held roles in various other organizations including Pro Football Focus and JCPenney. Frost Investment Services advises individual and corporate clients, including high-net-worth households, offering investment advisory and portfolio management services. The firm operates as a multi-team enterprise platform with a unique affiliation to a banking institution, overseeing approximately $3.7 billion in client assets.

Mary Medlin is a financial advisor at USAA Investment Services Company with 28 years of industry experience. She holds a Series 63 designation and has worked at multiple USAA-affiliated firms since 2007. Outside of her advisory role, she is a licensed real estate agent involved in buying and selling homes for clients. 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 and refers clients to Charles Schwab for investment products and account services.

Bryan Adkison is a financial advisor with Frost Investment Services, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has worked at Frost Investment Services since 2017 and has been associated with Frost Brokerage Services since 2003, including a tenure at Frost National Bank from 2003 to 2019. Outside of his advisory role, he is a director of Brytad Investments, LLC, a family-owned entity for real estate investing. 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 the Fidelity Managed Account Xchange platform and a multi-strategy investment process that includes fundamental, technical, and cyclical research.

April Semones is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked in various roles within USAA, including USAA Life Insurance Company since 2018 and USAA financial planning services from 2013 to 2020. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm delivers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers and advisers rather than managing client assets directly.

Jeanne Glorioso is a CFP® with 34 years of industry experience. She has been with Frost Investment Services since 2017 and has worked at related Frost entities since 1995. Frost Investment Services is an SEC-registered adviser that serves individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and various managed account programs, utilizing a combination of fundamental, technical, and cyclical research in its investment process.

Randy Jaso 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 at USAA Investment Services Company since 2005 and USAA Life Insurance Company since 2007. Based in San Antonio, TX, his background is focused within the USAA enterprise. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm supports clients through its Retirement Income Strategy Report and refers investors to Charles Schwab for investment products and account services, operating as a retirement-advice intermediary rather than a portfolio manager.

Rachel Whitwell is a financial advisor with Titleist Asset Management, LLC in San Antonio, TX, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at Merrill, Bank of America, Wells Fargo Advisors, and J.P. Morgan Securities. Titleist Asset Management provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers customized portfolio management strategies overseen by an investment committee and delivers services including financial planning, retirement plan consulting, and affiliated tax and accounting services.

Clay Ellis is a financial advisor with Arkadios Wealth Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses with four years of industry experience. He previously worked at Equitable Advisors LLC and has a varied background that includes roles at Florin Capital Real Estate, Smoothie King, and academic positions at the University of Texas San Antonio and the University of Mississippi. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers a range of portfolio management and consulting services, utilizing customized investment plans that incorporate fundamental, technical, and cyclical analysis through various internally managed and third-party solutions.

Pamela Milstead is a financial advisor with Frost Investment Services, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked with Frost Bank since 2017 and Frost Brokerage Services since 2016. 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 manages around $3.7 billion in client assets, notable for its affiliation with a banking institution.

Elizabeth Steen is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has been with Frost Investment Services since 2017 and previously worked with Frost Brokerage Services starting in 2013. Outside of her advisory work, she owns a small home goods business creating crafts and baked goods. Frost Investment Services provides investment advisory and portfolio management services to individual, including high-net-worth, and corporate clients. The firm operates as an enterprise platform with a banking affiliation, overseeing approximately $3.7 billion in client assets through 179 advisors.

Todd Carter is a financial advisor at Frost Investment Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial, Legacy Texas Bank, and Frost Bank. Carter is based in San Antonio, TX. 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 the Fidelity Managed Account Xchange platform and a combination of proprietary and third-party investment strategies.

George Watson is a financial advisor with Sendero Wealth Management, LLC in San Antonio, TX, holding Series 63 and Series 65 registrations and 22 years of industry experience. His career includes long-term roles at Sendero Wealth Management and Sendero Securities, with a brief tenure at Capital Creek Partners. Sendero Wealth Management provides comprehensive wealth management and investment advisory services primarily to high-net-worth individuals, multi-generational families, and select institutions. The firm employs a structured process and client-specific investment policies, utilizing an open-architecture approach that includes active and passive strategies, managing approximately $6.5 billion in assets as of year-end 2025.

Roland Quintanilla is a financial advisor with MissionSquare Retirement in San Antonio, TX, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at ICMA Retirement Corporation, Equitable Advisors, Nationwide Investment Advisors, and Wells Fargo Clearing. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice based on investment models developed by Morningstar Investment Management.

James Jurica is a financial advisor at Wealth Watch Advisors, Inc. He holds the CFP® and ChFC® designations, along with a Series 63 license, and has 10 years of industry experience. His prior roles include positions with New York Life and related entities. Mr. Jurica also offers life insurance and annuity products as an independent contractor. Wealth Watch Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, charitable organizations, corporations, financial institutions, and other registered investment advisers. The firm employs a multi-method investment approach using third-party model managers and offers a range of services such as portfolio management, financial planning, and consulting.

Brian Jones is a financial advisor with Strategic Financial Concepts, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses, and has 12 years of industry experience. He has worked at Strategic Financial Concepts since 2016 and previously at LPL Financial and CUSO Financial Services. Jones is involved in investment advisory services through multiple entities, including Bubela Wealth Management. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to individuals, plans, trusts, estates, charitable organizations, and businesses. The firm uses discretionary management with model portfolios and third-party managers, integrates insurance-related activities, and reported discretionary assets under management of approximately $927.7 million as of December 31, 2025.

Katarina Partalas is a financial advisor at Titleist Asset Management, LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley. Outside of finance, she has experience with Alamo Area Aquatics Diving. Titleist Asset Management provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers customized investment programs managed through a rules-based Total Return framework and a combination of proprietary and third-party model portfolios.

Russell Franques is a financial advisor at Titleist Asset Management, LLC with five years of industry experience. He holds the Series 65 designation and has previously worked at LEVEL FOUR ADVISORY SERVICES, LLC and Highpoint Wealth Advisors, LLC. Prior to his advisory roles, he spent five years at Texas A&M University - Corpus Christi. Titleist Asset Management, LLC provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers customized investment programs overseen by an investment committee and employs a rules-based Total Return framework for portfolio management.

Juan Cerda Jr. is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has been with USAA-affiliated firms since 2014, including roles at USAA Life Insurance Company and various USAA financial planning entities. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm produces a Retirement Income Strategy Report to guide retirement planning and refers prospective investors to Charles Schwab for investment products and account services.