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 a Series 66 designation and previously worked at Next Financial Group Inc for 11 years before joining Blackridge in 2017. Padilla serves as a board member for A Woman’s Haven, a nonprofit assisting 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 through a network of investment adviser representatives. The firm offers tailored financial planning and model-based portfolio management delivered via an online platform, managing most accounts on an affiliated turnkey asset management platform.

Lisa Torres is a financial advisor at Frost Investment Services with two years of industry experience. She holds a Series 65 designation and has previously worked at USAA Federal Savings Bank, USAA, Frost Bank, San Antonio Water System, and SWBC. Outside of finance, she operates a photography and videography business in San Antonio. 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 combining fundamental, technical, and cyclical research with optional tax and ESG overlay services.

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.

Kevin Gerbers is a financial advisor at Gradient Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has served in roles at Pinnacle Strategic Wealth, Inc. and AE Wealth Management, LLC. He is also involved in financial education as president and presenter at the American Financial Education Alliance. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that emphasizes client approval of transactions and a comprehensive risk analysis approach.

Emily Groves is a financial advisor with Frost Investment Services in Dallas, TX, holding a Series 63 designation and 14 years of industry experience. She has worked with Frost Brokerage Services Inc and Frost Bank since 2015 and was with Frost Investment Services in 2017. 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 combination of fundamental, technical, and cyclical research alongside the Fidelity Managed Account Xchange platform.

Christina Rodgers is a financial advisor with Frost Investment Services in Fort Worth, TX. She holds Series 63 and Series 66 licenses and has 15 years of industry experience. Her prior work includes roles at 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, utilizing a combination of fundamental, technical, and cyclical research along with tax and ESG overlay services.

Daniel Silguero is a CFP® professional with three years of industry experience, currently serving at Frost Investment Services in San Antonio, TX. His prior roles include positions at AGIA, VALIC Financial Advisors, Prosperity Bank, and Frost Brokerage Services, Inc. Silguero holds the Series 66 license. Frost Investment Services provides investment advisory and portfolio management services to individual and corporate clients, including high-net-worth households. The firm operates as a multi-team enterprise platform with a bank affiliation and manages approximately $3.7 billion in client assets across about 179 advisors.

Ruth Forehand is a CFP® professional with 29 years of experience in the financial services industry. She has worked at IHT Wealth Management LLC since 2020 and previously spent seven years at Revolution Wealth Management and over a decade at LPL Financial, where she continues to maintain an affiliation. IHT Wealth Management serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools and diversified model portfolios, while also offering ERISA fiduciary services and a proprietary wrap-fee program through a large network of advisors.

Kaleb Talbot is a financial advisor with Frost Investment Services in San Antonio, TX, holding a Series 66 license and eight years of industry experience. His prior roles include positions at Gallagher Fiduciary Advisors, Kestra Investment Services, and JPMorgan Chase Bank. Outside of advisory work, he was involved with Every Event Entertainment, LLC from 2022 to 2024. 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 managing about $3.7 billion in assets. The firm’s affiliation with a banking institution distinguishes its operating model from many peers.

Ryan Elkins is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Avior Wealth Management, LLC since 2021. His prior experience includes roles at Nelson, Van Denburg & Campbell Wealth Management Group LLC and USAA in various financial planning and advisory capacities. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, employing a fundamentally driven investment process with both long- and short-term strategies.

Derek Perez is a financial advisor with Frost Investment Services in San Antonio, TX. He holds a Series 66 designation and has experience working at Frost Brokerage Services and H.E.B. outside the financial industry. He is also co-owner of a local cleaning business, Peel Good Cleaning, where he assists with budgeting and payroll. 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, combining internal and third-party strategies.

David Parsons is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked within various USAA entities since 2008, including USAA Life Insurance Company and USAA Financial Advisors, Inc. Outside of his advisory role, he manages a small rental activity from his primary residence. USAA Investment Services Company serves USAA members and the general public by providing retirement-focused advice and referral services. The firm offers a Retirement Income Strategy Report and refers clients to Charles Schwab for investment products, operating primarily as a retirement-advice intermediary rather than a portfolio manager.

Srdjan Blum is a CFP® and Series 66 licensed financial advisor with 22 years of industry experience. He is currently with Titleist Asset Management, LLC and has previous experience at Titleist Capital, LLC and Investment Professionals, Inc. Blum also operates Blum and White Wealth Management, LLC. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, qualified employee plans, charitable organizations, and business entities. The firm uses a Rules Based Investing Total Return System and offers customized portfolios overseen by an investment committee.

Alina Tudor is a financial advisor at Frost Investment Services with 11 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Frost Investment Services since 2017. Tudor also serves on the investment committee for Hospice Austin. 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, combining affiliated and third-party investment strategies.

William Harper is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at USAA and its affiliated entities since 2014, including a prior role at GHK Enterprises LP. Outside of finance, he owns Redfish Rod Company, a custom fishing rod building and repair 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 retirement-advice intermediary rather than a portfolio manager.

Lorena Salazar is a financial advisor at Frost Investment Services with 23 years of industry experience. She holds the Series 63 designation and has worked at Frost Brokerage Services since 2001 and Frost Bank since 1986. 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 combining fundamental, technical, and cyclical research in its investment process.

Janie Faught is a financial advisor with Cary Street Partners in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She previously worked at Raymond James & Associates from 2015 to 2017. Outside of her advisory role, she serves as a Finance Committee Member at The First Baptist Church of San Antonio, where she contributes to the development and monitoring of the church’s budget. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, and retirement plans. The firm employs a comprehensive investment approach that includes portfolio management across multiple asset classes, financial and retirement planning, and access to alternative investments and proprietary strategies.

Russell King is a financial advisor at Titleist Asset Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Titleist Capital, LLC since 2007, Titleist Asset Management since 2023, and PKS Investments since 2025. In addition to his advisory work, King is a minority owner of a restaurant, The League Kitchen & Tavern, in Austin, Texas. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, employee plans, charitable organizations, and business entities. The firm employs a Rules Based Investing Total Return System and offers customized portfolios overseen by an investment committee.