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, Series 65, and Series 66 credentials. His prior positions include roles at Regions Financial and Wells Fargo Private Bank. Frost Investment Services provides investment advisory and portfolio management services to individual and corporate clients, including high-net-worth households. The firm operates as an enterprise advisory platform affiliated with a banking institution and manages approximately $3.7 billion in client assets across about 179 advisors.

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 with USAA Investment Services Company, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining USAA, he worked at Morgan Stanley and Principal Life Insurance Company. In addition to his advisory role, he works as a bartender/server at Outback Steakhouse. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors, emphasizing discussions on retirement savings, asset allocation, risk tolerance, and income planning. The firm operates mostly as a referral intermediary and does not manage client assets or charge percentage-of-assets fees.

William Alford is a financial advisor with Titleist Asset Management, LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at World Investment Advisors, Pensionmark Securities, Fidelity Investments, Alliance Bernstein, and JP Morgan Securities. Outside of his advisory work, he is involved in non-variable insurance sales through Bill Alford Insurance Services. Titleist Asset Management, LLC is a multi-advisor wealth management firm serving individuals, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a Rules Based Investing Total Return System and a variety of investment instruments, while maintaining multiple affiliations and service lines that inform its comprehensive approach.

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 Series 66-licensed financial advisor with Frost Investment Services in San Antonio, TX, and has three years of industry experience. He has been employed at Frost Bank since 2016. 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 multi-manager platform and combining fundamental, technical, and cyclical research in its investment process.

Elizabeth Buckthal Chilton is a CFA® charterholder with 11 years of industry experience. She has been with Sendero Wealth Management, LLC since 2014 and is currently an equity owner of Sendero Family Office, LLC, where she contributes to operational and administrative management for a high-net-worth family office. 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 investment process combining active and passive strategies, focusing on complex, multi-generational wealth needs and offering specialized programs such as women’s wealth initiatives.

Erika Montanaro is a financial advisor at Frost Investment Services with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Frost Bank and its affiliated entities since 2018, as well as prior roles with BBVA and its related companies from 2010 to 2018. Frost Investment Services advises individual and corporate clients, including high-net-worth households, providing investment advisory and portfolio management services. The firm’s affiliation with a banking institution and its enterprise scale distinguish its operating structure within the industry.

Jesse Galindo is a financial advisor with Brookwood Investment Group in San Antonio, TX, holding the ChFC® designation and Series 63 and 65 licenses. He has 29 years of industry experience and has previously worked with firms including Redwood Private Wealth LLC and Avalon Investment & Securities Group, Inc. Outside of his advisory role, Galindo is involved in insurance sales and tax planning through his ownership and management of related businesses. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,100 clients. The firm offers a range of portfolio management and retirement-plan advisory services using a mix of passive, active, tactical, and blended strategies, supported by a network of affiliated businesses and customizable fee arrangements.

Willis Fawcett IV is a financial advisor at Titleist Asset Management, LLC in San Antonio, TX, with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at MML Investors Services and Joe W. Fly Company. Outside of his advisory role, he owns Vista Entera Consulting, LLC, which provides consulting services. Titleist Asset Management, LLC is an SEC-registered multi-advisor wealth manager serving individuals, trusts, estates, and retirement plans. The firm offers discretionary portfolio management and financial planning services using a Rules Based Investing Total Return System, combining quantitative and macro-driven strategies overseen by an investment committee.

Pedro Hero is a CFP®-designated financial advisor with 28 years of industry experience, currently practicing at Mutual Advisors, LLC since 2021. His previous roles include positions at OASIS Financial Holdings, LLC, OASIS Advisors, LLC, and Cetera Advisor Networks LLC. Outside of financial advising, he works as a varsity football official and is involved in health and life insurance sales. Mutual Advisors, LLC manages approximately $6.75 billion through a network of 123 advisors, serving individuals, institutions, trusts, and retirement plans. The firm offers a range of services including asset management, ERISA plan consulting, and uses both passive and active investment strategies tailored to client objectives.

Jake Carlyle is a financial advisor at Sendero Wealth Management, LLC in San Antonio, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Sendero, he worked at Institutional Shareholder Services for three years. Sendero Wealth Management provides investment advice and comprehensive wealth management services primarily to high-net-worth individuals, multi-generational families, and select institutions, typically serving clients with $3 million or more in investable assets. The firm follows a structured guidance process and employs a mix of active and passive strategies with a due-diligence focus on third-party managers.

Norbert Gonzales is a financial advisor with Wealth Management, LLC, holding a Series 63 designation and 27 years of industry experience. He has worked at Wealth Management since 2007 and has operated his own CPA and legal services firm since 1980. Gonzales serves on the boards of several San Antonio nonprofits, including the San Antonio Chamber Choir, Park South Village, and San Pedro Playhouse. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals and institutional clients, managing approximately $3.1 billion in assets. The firm employs a modern portfolio theory approach using primarily passively managed mutual funds and ETFs, and offers integrated advisory and administrative services for retirement plans.

Tara Menchaca is a financial advisor at Frost Investment Services with 25 years of industry experience. She has worked at Frost Bank and Frost Brokerage Services since 1998. 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 through the Fidelity Managed Account Xchange platform, utilizing both affiliated and third-party investment managers.