Reagan Wagner is a financial advisor at Strategic Financial Concepts, LLC with 24 years of industry experience. He has held roles at multiple firms, including LPL Financial and Pinnacle Capital Management. Outside of his advisory work, Wagner serves on the boards of both for-profit entities such as Lytle State Bank and A&B Family Office, Inc., as well as the nonprofit Sports Academy of Wellington. 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, charitable organizations, and corporations. The firm employs a combination of fundamental and technical analysis, model portfolios, and third-party manager solutions, offering continuous discretionary management and integrated financial planning.

David Shields is a financial advisor with Wealth Watch Advisors, Inc in San Antonio, TX, holding a Series 65 designation and nine years of industry experience. He has worked with Wealth Watch Partners, Inc since 2019 and Wealth Watch Advisors, LLC since 2015, and previously spent 12 years at Wealthmark Advisors, Inc. In addition to advisory services, he is an independent insurance agent and owner at Wealth Watch Partners, Inc. Wealth Watch Advisors provides advisory services to a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, corporations, and other registered investment advisers. The firm employs a multi-method investment approach managed through third-party model managers and offers private placements to accredited investors.

Karen Cecalek is a financial advisor with Frost Investment Services in Austin, TX, holding a Series 63 designation and eight years of industry experience. She has worked with Frost Brokerage Services since 2019 and has been associated with Frost Bank, A I M Distributors, Inc., and Invesco Distributors, Inc. for over two decades. 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 in its investment process.

Albert Gaudyn is a financial advisor with Frost Investment Services, holding a Series 63 designation and eight years of industry experience. Before joining Frost Investment Services in 2024, he worked with JP Morgan Chase Bank and JP Morgan Securities LLC from 2013 to 2022. Frost Investment Services advises individual and corporate clients, including high-net-worth households, by providing investment advisory and portfolio management services. The firm combines enterprise scale with a banking institution affiliation, overseeing roughly $3.7 billion in client assets across approximately 179 advisors.

Laura Davila is a financial advisor with Frost Investment Services in San Antonio, TX, holding a Series 63 designation and 25 years of industry experience. She has worked at Frost Bank and its affiliated entities since 1990. Outside of her advisory role, she operates a personal concierge service and works part-time in employee benefits data entry. 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 using a platform that integrates proprietary and third-party investment managers.

Robert Johnson is a CFP® and PFS™ credentialed financial advisor with 27 years of industry experience. He has worked at Alamo Advisors, LP and RNJ Management, LLC since 2002 and previously was with Ernst & Young Investment Advisers LLP from 1999 to 2002. Alamo Advisors, LP serves high-net-worth individuals and charitable organizations by providing investment advisory services focused on selecting and monitoring unaffiliated third-party money managers. The firm manages approximately $3.9 billion across 231 clients, primarily on a non-discretionary basis, and emphasizes personalized investment policy development and ongoing manager oversight.

Daniel Fuentes is a CFP® and ChFC® with 41 years of experience in the financial services industry. He has worked at USAA Investment Services Company since 1994, with roles at related USAA entities throughout his career. Fuentes is based in San Antonio, TX. USAA Investment Services Company provides retirement-focused advice and referral services primarily through phone and digital channels, serving USAA members and individual investors. The firm offers a Retirement Income Strategy Report and facilitates referrals to third-party advisors without managing individual client accounts.

Michael Burbank is a financial advisor at Avior Wealth Management, LLC in San Antonio, TX, holding a Series 65 designation. He has 11 years of industry experience, including a decade at USAA before joining Avior Wealth Management in 2026. Avior Wealth Management serves a diverse client base that includes high-net-worth individuals, institutional clients, and financial institutions. The firm offers investment management, financial planning, pension consulting, and business consulting services, using a fundamental analysis approach and a combination of direct portfolio management and separately managed account models.

Paul Thomas IV is a financial advisor with Frost Investment Services based in San Antonio, TX. He holds a Series 66 designation and has two years of industry experience. Prior to joining Frost Investment Services in 2021, he worked at Frost Bank for two years and has teaching experience at Texas Tech and the high school level. 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 large enterprise advisory platform affiliated with a banking institution, managing approximately $3.7 billion in client assets across its 179 advisors.

Norma Martinez is a financial advisor with Frost Investment Services in San Antonio, TX. She holds Series 63 and Series 66 licenses and has 23 years of industry experience. Martinez has worked at Frost Brokerage Services, Inc. since 2012 and Frost National Bank since 2011. 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 and comprehensive financial planning, utilizing model-based strategies and unified managed accounts implemented through the Fidelity Managed Account Xchange platform.

Lee Przybyla is a CFP® professional with 17 years of industry experience. He is currently with Sendero Wealth Management, LLC in San Antonio, TX, where he has worked since 2023. Prior to this, he held roles at Facet Wealth, Broadway Wealth Solutions, Broadway National Bank, and USAA financial planning services. Sendero Wealth Management provides investment advice and comprehensive wealth management services to high-net-worth individuals, multi-generational families, and select institutions. The firm focuses on clients with $3 million or more in investable assets and employs a structured guidance process with a blend of active and passive strategies, emphasizing complex wealth needs and alternative investments.

Blake Leffingwell is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Cetera, 49 Wealth Management, and Purshe Kaplan Sterling Investments. 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 fundamental, technical, and cyclical research, with implementation through the Fidelity Managed Account Xchange (FMAX) platform.

Thomas Cagle Jr. is a financial advisor at Frost Investment Services with eight years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining Frost Investment Services in 2019, he worked at Regions Financial, Wells Fargo Private Bank, and South Texas Money Management, Ltd. Frost Investment Services serves individual and corporate clients, including high-net-worth households, offering investment advisory and portfolio management services. The firm operates 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.

John Banke is a financial advisor at Frost Investment Services with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Charles Schwab and Wells Fargo. 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 that incorporates fundamental, technical, and cyclical research along with optional tax and ESG overlay services.

Caroline Satel is a financial advisor at 1900 Wealth in San Antonio, TX, holding Series 63 and Series 65 licenses with three years of industry experience. Her prior roles include positions at IFA Paris and Purshe Kaplan Sterling Investments, Inc. 1900 Wealth serves a diverse client base including individuals, family offices, pension plans, and corporations, offering financial planning, consulting, and investment management services. The firm focuses on strategic asset allocation and uses low-cost ETFs and mutual funds to build long-term, diversified portfolios tailored to clients’ objectives.

Shane Summers is a financial advisor at First Advisors National, LLC, holding a Series 65 designation. He has no prior industry experience and previously worked in various roles outside of finance, including positions at Xerox and Summers Trading Company. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients. The firm uses third-party money managers and tactical and strategic asset allocation methodologies to manage portfolios, typically on a discretionary basis.

Maraud Pemberton is a financial advisor at USAA Investment Services Company with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and Principal Life Insurance Company. Outside of finance, he also works as a bartender and server at Outback Steakhouse. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members through phone and digital channels, offering Retirement Income Strategy Reports and facilitating client referrals to third-party broker-dealers and advisers.

William Alford is a financial advisor at Titleist Asset Management, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at firms including World Investment Advisors, Pensionmark Securities, Fidelity Investments, Alliance Bernstein, and JP Morgan Securities. Outside of advising, he operates Bill Alford Insurance Services, focusing on non-variable insurance and annuities. Titleist Asset Management provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm uses a rules-based Total Return framework with customized portfolio strategies and offers discretionary management, financial planning, retirement plan consulting, and affiliated tax and accounting services.

Evert Chung is a financial advisor at Tucker Asset Management LLC with one year of industry experience. He holds a Series 65 credential and previously served 21 years in the US Army. His background includes roles at Family First Life and World Financial Group. Tucker Asset Management serves individual and high-net-worth clients as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, financial planning, and retirement plan advisory through a network of investment adviser representatives. The firm employs a top-down macroeconomic asset-allocation approach and integrates alternative investments, including private and non-liquid strategies.

Mark Thompson is a financial advisor with Frost Investment Services in San Antonio, TX. He holds a Series 66 designation and has four years of industry experience. Prior to his current role, he worked at Frost Bank for ten years. Frost Investment Services advises individual and corporate clients, including high-net-worth households, on investment advisory and portfolio management. The firm operates as an enterprise advisory platform affiliated with a bank, combining scale and banking integration in its fee and custody arrangements.