Dennis Janysek is a financial advisor with Frost Investment Services based in San Antonio, TX. He holds a Series 63 designation and has 29 years of industry experience. His prior work includes extensive tenure at Frost Brokerage Services, Inc. and Frost National 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 proprietary and third-party model portfolios through the Fidelity Managed Account Xchange platform.

Jason Santowski is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 65 and Series 63 credentials and bringing nine years of industry experience. He previously worked at Wells Fargo Bank NA for 15 years before joining Frost Investment Services and its affiliated entities in 2026. Frost Investment Services advises individual and corporate clients, including high-net-worth households, providing investment advisory and portfolio management services. The firm operates as an enterprise advisory platform with a notable affiliation to a banking institution and approximately 179 advisors managing about $3.7 billion in client assets.

Thomas Yager is a financial advisor at Sendero Wealth Management, LLC with 11 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes multiple roles at Capital Group and American Funds from 2015 to 2025. Sendero Wealth Management is a partner-led registered investment adviser serving high net worth individuals, families, endowments, and institutions, typically those with $3 million or more in investable assets. The firm employs an open-architecture investment approach combining strategic asset allocation, active and passive strategies, and alternative investments, supported by ongoing manager due diligence and a sub-advisor program.

Robert Malina is a financial advisor at Frost Investment Services with 10 years of industry experience. He holds a Series 63 designation and has worked at Frost Bank and Frost Brokerage Services Inc since 2014 and 2015, respectively. Outside of his advisory role, he serves on the board and finance committee of Austin Explore, a philanthropic 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 managed account programs, utilizing a multi-manager platform and incorporating fundamental, technical, and cyclical research.

Mark Travis is a financial advisor with Hilltop Securities Inc. in San Antonio, TX, holding a Series 66 designation and 22 years of industry experience. He previously worked at SWBC Investment Services for 12 years before joining Hilltop Securities in 2023. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofit, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a range of portfolio management programs through an open-architecture platform that includes adviser-managed and model-based solutions.

Frederick Middleton is a financial advisor at Sendero Wealth Management, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses with 59 years of industry experience. He has been with Sendero and its affiliated entities since 2007. Outside of his advisory work, he has partial ownership in Los Amigos Ranch, a family ranch in Yancy, Texas. Sendero Wealth Management is a partner-led registered investment adviser serving high net worth individuals, families, endowments, and institutions, generally focusing on clients with $3 million or more in investable assets. The firm manages approximately $5.8 billion in assets and offers investment management, family office and foundation services, and multi-generational legacy planning through an open-architecture model combining strategic asset allocation, active and passive strategies, and alternative investments.

Toma Tomov is a financial advisor at Frost Investment Services with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Frost Brokerage Services, PNC Investments, and BBVA Wealth Solutions. 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 using a combination of model portfolios and third-party managers on the Fidelity Managed Account Xchange platform.

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 financial advisor with Frost Investment Services in San Antonio, TX, holding CFP®, CFA®, and Series 66 designations and bringing nine years of industry experience. His prior roles include positions at Fidelity Investments, Citigroup, Charles Schwab, JPMorgan Securities, and Chase. Frost Investment Services provides investment advisory and portfolio management services to individual and corporate clients, managing roughly $3.7 billion in assets across an enterprise platform of approximately 179 advisors. The firm is affiliated with a banking institution, which influences its referral, custody, and compensation arrangements and differentiates it from many peers.

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 at Frost Investment Services with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Citizens 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, utilizing the Fidelity Managed Account Xchange platform and combining proprietary and third-party investment strategies.

James Bullock is a financial advisor with Snowden Capital Advisors LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Morgan Stanley and Fidelity Investments. Outside of his advisory work, he is the sole proprietor of Burn and Bull LLC, a property management business based in Park City, Utah. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and institutional clients. The firm offers a range of portfolio management, investment consulting, and financial planning services, leveraging multi-team scale and institutional capabilities with a focus on customized model portfolios and third-party manager oversight.

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 with 29 years of experience in the financial services industry. He is currently with Frost Investment Services and has previously worked at Independent Investment Advisors, Inc. for 12 years. Ryan holds the Series 66 and Series 63 licenses. Frost Investment Services provides investment advisory and portfolio management services to individual clients, including high-net-worth households, as well as corporate and business clients. The firm operates as an enterprise advisory platform with approximately 179 advisors and is affiliated with a banking institution, managing around $3.7 billion in client assets.

Thimithri Wijesekera is a financial advisor with Frost Investment Services in Frisco, TX, holding Series 63 and Series 66 designations and 12 years of industry experience. Prior to joining Frost Brokerage Services in 2024, Wijesekera worked at Morgan Stanley from 2021 to 2024 and held several roles at Wells Fargo entities from 2015 to 2021. 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 client portfolios through the Fidelity Managed Account Xchange platform with a combination of proprietary and third-party investment strategies.

Carl Ohlenbusch is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked across various USAA entities since 2007. Outside of his advisory role, he serves as a trustee for the Coker Cemetery Association, a nonprofit mutual cemetery company, where he participates in maintenance and governance activities. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members, delivering Retirement Income Strategy Reports and referring clients to Charles Schwab for investment products. The firm operates as a referral and retirement-advice intermediary rather than a portfolio manager.

Benjamin Coppock is a financial advisor at Cary Street Partners with two years of industry experience. He holds a Series 66 designation and has worked at Cary Street Partners Investment Advisory LLC and Cary Street Partners LLC since 2024. Prior to joining the firm, he was employed at Equitable Advisors and has experience in academic and corporate settings, including roles at the University of Texas-Austin and Infineon Technologies. 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 wealth management and advisory services to individuals, charitable organizations, corporations, retirement plans, and other institutions. The firm’s investment approach includes portfolio management across various asset classes, financial and retirement planning, and access to alternative and private fund vehicles, utilizing both third-party managers and in-house resources.