Hannah Jones is a financial advisor at 1900 Wealth with two years of industry experience. She holds a Series 65 designation and previously worked at Luther King Capital Management and in graduate studies at Texas Tech University. 1900 Wealth serves a diverse client base including individuals, family offices, pension plans, and corporations, offering financial planning, consulting, and investment management. The firm employs a strategic asset allocation approach using low-cost ETFs and mutual funds to build long-term, diversified portfolios tailored to client goals and risk tolerance.

Sarah Harrington is a financial advisor with Frost Investment Services in San Antonio, TX. She holds the Series 66 designation and has four years of industry experience. Prior to joining Frost, she worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. Sarah is currently employed with Frost Bank, Frost Investment Services, and Frost Brokerage Services. Frost Investment Services advises a mix of individual, high-net-worth, and corporate clients, providing investment advisory and portfolio management services. The firm operates as 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.

James Sulester Jr is a financial advisor with 12 years of industry experience, currently with 1900 Wealth in San Antonio, TX. He holds Series 65 and Series 63 licenses. His prior experience includes roles at CrowdOut Capital and Pasadera Capital. 1900 Wealth serves a diverse client base including individuals, family offices, and institutional entities, offering financial planning and both discretionary and non-discretionary investment management. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds, tailoring investment plans to clients’ goals, risk tolerance, and time horizons.

Zachary Treu is a financial advisor with Victory Financial in San Antonio, TX, holding Series 65 and Series 63 licenses and nine years of industry experience. His work history includes roles at Purshe Kaplan Sterling Investments and Equitable Advisors, LLC. He also acts as an insurance agent providing property and casualty insurance outside of securities trading hours. Victory Financial Group serves individual clients, trusts, estates, retirement plans, small businesses, and charitable organizations with financial planning, discretionary investment management, and ERISA plan services. The firm uses an asset-allocation driven investment approach blending Modern Portfolio Theory with fundamental, cyclical, and behavioral analysis to create model portfolios tailored to client needs.

Eric Gallardo is a financial advisor at Sendero Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked previously at M9 Solutions, Randolph Brooks Federal Credit Union, and Frost Investment Advisors, LLC. Sendero Wealth Management provides investment advice and wealth management services to high-net-worth individuals, multi-generational families, and select institutions, focusing on clients with $3 million or more in investable assets. The firm employs a structured investment approach using both active and passive strategies and offers services including financial planning, family office management, and access to alternative investments.

Chris Benson is a financial advisor at Wealth Watch Advisors, Inc. based in San Antonio, TX. He holds Series 65 and Series 63 licenses and has seven years of industry experience. His prior roles include positions at Valor Wealth Strategies and NYLIFE Securities, LLC, as well as New York Life Insurance. Before entering financial services, he worked at Rackspace for six years. Wealth Watch Advisors serves a diverse client base, including high-net-worth individuals, pension plans, trusts, charitable organizations, corporations, and other registered investment advisers. The firm employs a multifaceted investment approach combining quantitative, qualitative, and technical methods, utilizing third-party model managers and approved alternative private placements for eligible investors.

David Doherty is a financial advisor at Merit Financial Advisors in San Antonio, TX, with 32 years of industry experience. He holds a Series 63 designation and has worked at multiple firms, including Tax And Financial, Minnesota Life Insurance Co., ADKF Financial Services, and Akin Doherty Klein & Feuge P.C. since 1991. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified investment approach managed through centrally overseen model portfolios and also offers financial planning, retirement consulting, and employee financial-wellness programs.

Rodney Knappick is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His career includes roles at USAA Life Insurance Company and various USAA financial planning and advisory affiliates since 2014. 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.

Edward Hart is a Series 63 and Series 65 licensed financial advisor with 26 years of industry experience. He has been with Sendero Wealth Management, LLC since 2012, currently serving in the firm’s San Antonio office. Outside of Sendero, Hart holds roles on family office investment committees and manages personal investment entities focused on private equity and risk management. Sendero Wealth Management provides investment advice and comprehensive wealth management services primarily to high-net-worth individuals, multi-generational families, and select institutions. The firm employs a structured guidance process and client-specific investment policies, using a combination of active and passive strategies alongside a due diligence program for third-party managers.

Scott Langham is a financial advisor with Arkadios Wealth Advisors in San Antonio, TX, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Investacorp Advisory Services and Securities America Advisors. He also operates a business known as Whitestone Wealth Management Services. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various managed account options and combines fundamental, technical, and cyclical investment analysis.

Joshua Black is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 11 years of experience in financial services. He currently advises clients at Frost Investment Services, where he has worked since 2019, and previously held roles at Wells Fargo Clearing and Wells Fargo Bank. He serves on the Finance Committee of the Sammons Center for the Arts, a performing arts organization in Dallas. Frost Investment Services provides investment advisory and portfolio management services to individual clients, including high-net-worth households, as well as corporate clients. The firm operates as a large multi-team platform affiliated with a bank, overseeing approximately $3.7 billion in client assets.

Michael Sierra is a CFP® professional at 1900 Wealth with three years of industry experience. He previously worked at First Financial Trust & Asset Management for four years and Argent Trust Company for seven years. 1900 Wealth serves a diverse client base including individuals, family offices, and institutional entities, offering financial planning, consulting, and investment management. The firm emphasizes strategic asset allocation and uses low-cost ETFs and mutual funds to build diversified portfolios tailored to client goals and risk tolerance.

Cassandra Truesdale Gutierrez is a financial advisor at Frost Investment Services with 13 years of industry experience. She holds the Series 66 designation and previously worked at Citigroup for 12 years. 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 in its investment process.

Bryson Walker is a financial advisor at Arete Wealth Advisors, LLC with three years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. Outside of advisory work, he is involved as an internal sales associate with Veritas Group. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages assets primarily on a discretionary basis and uses a combination of advisor-driven and proprietary, rule-based model allocations, supported by third-party sub-advisers and due diligence processes.

Matthew Thompson is a financial advisor at Frost Investment Services with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked extensively within the Frost organization and its affiliates since 2011. Thompson is listed as a director and co-owner of Permanent Ink LLC, a public relations business in San Antonio, though he has no active role in its operations. 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 a research-driven investment process that includes fundamental, technical, and cyclical analysis.

Thomas Faught is a financial advisor at Cary Street Partners in San Antonio, TX, with 38 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining Cary Street Partners in 2013, he worked at Riverstone Wealth Management and UBS Financial Services. He serves on the FINRA Content Committee, contributing to the development and review of securities industry qualifying exams. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad range of portfolio options and proprietary strategies, serving both traditional clients and specialized institutional niches such as state and municipal government entities and insurance companies.

Stephen Bell is a financial advisor at Sendero Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Exencial Wealth Advisors, LLC, Broadway Bank, and Alsay Inc. in various roles prior to joining Sendero. Sendero Wealth Management is a partner-led registered investment adviser serving high net worth individuals, families, endowments, and institutions, typically 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.

Robert Wurzburg is a financial advisor at Forum Financial Management, LP with nine years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Flywheel Capital Partners and Paylocity. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of portfolio management, financial planning, and sub-advisory services, with a focus on wholesale relationships and support for independent advisors and RIAs.

Lisa Hoffmann Akompi is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 credentials and 12 years of industry experience. Her work history includes roles at USAA Financial Planning Services and USAA Life Insurance Company. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors via phone and digital channels. The firm offers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers or advisers rather than managing client assets directly.

Tara Maxwell is a financial advisor with Sendero Wealth Management, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and offering 27 years of industry experience. She has been with Sendero Wealth Management since 2007, including its earlier formation and affiliated entities. She also serves as a Supervisor of Sendero Family Office, LLC, contributing to the operational and administrative management of a high-net-worth family office. Sendero Wealth Management provides investment advice and comprehensive wealth management services to high-net-worth individuals, multi-generational families, and select institutions, typically focusing on clients with $3 million or more in investable assets. The firm uses a structured investment approach, combining active and passive strategies within client-specific Investment Policy Statements, and manages approximately $6.5 billion in assets under management.