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 at Titleist Asset Management, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including World Investment Advisors, Fidelity Investments, and JP Morgan Securities. Outside of his advisory role, he is involved in insurance sales through Bill Alford Insurance Services. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, employee plans, and charitable organizations. The firm uses a Rules Based Investing Total Return System and offers customized portfolios overseen by an investment committee, integrating a range of strategies and access to affiliated brokerage and insurance 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 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 with nine years of industry experience. He has held roles at Titleist Capital, MML Investors Services, and Joe W. Fly Company. Outside of his advisory work, he is the owner of Vista Entera Consulting, LLC, a consulting services firm. 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 customizes portfolios to client objectives using a range of allocation strategies and employs a rules-based investing system supplemented by various investment products and affiliated services.

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.

Jake Fortenberry is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at J.P. Morgan Securities and Northwestern Mutual Investment Services. Frost Investment Services serves both individual, including high-net-worth, and corporate clients by providing investment advisory and portfolio management services. The firm operates as an enterprise advisory platform with a banking affiliation, managing approximately $3.7 billion in client assets across about 179 advisors.

Mark Hogan is a CFP® with 38 years of industry experience, currently serving at Snowden Capital Advisors LLC since 2018. He previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, Hogan serves as Chairman of the Executive Board for the Southern Baptist of Texas Convention, Chair of the Board for Encourage Global, and is a member of the Board of Directors for Prescient, a medical services company focused on DNA and gene splitting patents. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning. The firm combines multi-team scale with institutional capabilities and a broad use of third-party managers and global custodian platforms.

Emanuel Gonzalez is a CFP®-designated financial advisor at SageSpring Wealth Partners with 14 years of industry experience. His prior work includes roles at Raymond James Financial Services and Le-Vel. Gonzalez leads his own wealth management teams operating under Southwestern Investment Group. SageSpring Wealth Partners serves a diverse client base ranging from individual households to institutional and plan sponsors. The firm offers tailored investment management and consulting services, combining fundamental and technical analysis, and access to third-party managers and platform programs.

Robert Burks is a CFP® with 15 years of industry experience currently serving at Frost Investment Services. His prior roles include positions at Fidelity Investments and its affiliated entities, where he worked from 2015 to 2025. Outside of his advisory work, he is involved in wildlife control efforts focused on hog population management. Frost Investment Services is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and comprehensive financial planning, utilizing a platform that integrates model portfolios, third-party managers, and tax and ESG overlay services.

Jerry Glosson Jr. is a financial advisor with Frost Investment Services, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at Frost Investment Services since 2017 and has previous experience with Frost National Bank and Frost Brokerage Services, Inc. Glosson is based in San Marcos, TX. Frost Investment Services is an SEC-registered retail-focused adviser serving individuals, trusts, estates, charitable organizations, and businesses. The firm offers discretionary portfolio management, comprehensive financial planning, and managed account programs using a combination of model portfolios and third-party managers through the Fidelity Managed Account Xchange platform.

Jose Rangel is a financial advisor at Frost Investment Services with seven years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at JPMorgan Chase Bank and JPMorgan Securities LLC from 2013 to 2022 before joining Frost Brokerage Services in 2022. Frost Investment Services is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management and comprehensive financial planning, utilizing model-based strategies and unified managed accounts through the Fidelity Managed Account Xchange platform.

Faith Morris is a ChFC® credentialed financial advisor with seven years of industry experience, currently with Frost Investment Services. Her prior experience includes roles at J.P. Morgan Securities and Transamerica Financial Advisors. Outside of her advisory work, she serves as a licensed chaplain and minister, providing counsel and officiating services through nonprofit ministries. Frost Investment Services advises individual and corporate clients, including high-net-worth households, offering investment advisory and portfolio management services. The firm operates as an enterprise advisory platform affiliated with a banking institution, managing approximately $3.7 billion in client assets across about 179 advisors.